CFPCM Certification Training Program

BY
IMS Proschool

Register in IMS Proschool’s CFPCM Certification Training Program and gain valuable knowledge in the field of financial planning from CFP qualified professionals

Mode

Online

Duration

15 Months

Fees

₹ 40000

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study, Virtual Classroom +1 more
Mode of Delivery Video and Text Based
Frequency of Classes Weekdays, Weekends

Course overview

IMS Proschool is an approved and licensed education provider that offers a wide range of certifications globally. The CFPCM Certification Training Program is a leading certification in the area of Financial Planning. Financial planning is a highly sought-after field that holds excellent employment opportunities. This program will prepare you for the CFPCM exam and other certifications under the umbrella of financial planning.

Furthermore, you can enroll in the CFPCM Certification Training Program through different learning modes and study options. These options include the classroom program, live virtual classroom, and a self-paced learning format. The classroom program includes weekend batches to make it easier for you to attend classes and pursue something else. 

Additionally, IMS Proschool’s CFPCM Certification Training Program also includes an examination. The exam will be computer-based and will consist of multiple-choice questions and case studies. After clearing the exam, you can apply for a certification to get the most out of the program.

The highlights

  • 75% success ratio
  • Benchmark study material
  • 2000+ online practice tests available
  • Live virtual classroom
  • Multiple study options
  • Self-paced learning mode
  • Training by CFP qualified professionals

Program offerings

  • Benchmark study material
  • Training by cfp qualified professionals
  • Multiple study options available
  • 2000+ online practise tests
  • 75% success ratio
  • Doubt-solving forum.

Course and certificate fees

Fees information
₹ 40,000

You can enroll in IMS Proschool’s CFPCM Certification Training Program through different learning modes. Each learning mode includes a different program fee which is mentioned below. You will have to pay a separate registration fee to register for the exam at a later stage. 

CFPCM Certification Training Program fee structure

Course

Fees in INR

Online Coaching

Rs. 40,000 (All-Inclusive)

Offline Coaching

Rs. 50,000 (All-Inclusive)

certificate availability

Yes

certificate providing authority

IMS Proschool

Who it is for

CFPCM Certification Training Program by IMS Proschool is suitable for anyone interested in the CFPCM exam.

Eligibility criteria

To enrol in the CFPCM Certification Training Program, you must have passed 12th/HSC.

Certificate Qualifying Details

To secure a certificate, you need to clear the track exam and Ethics module. 

What you will learn

Financial management

You will learn the following topics after completing the IMS Proschool’s CFPCM Certification Training Program:

  • Investment Planning
  • Financial planning
  • Retirement and Tax planning
  • Risk management and estate planning

The syllabus

Investment Planning Specialist Module

  • Personal Financial Management
  • Investment Planning & Asset Management
  • Regulatory Environment, Law & Compliance

Retirement and Tax Planning Specialist Module

  • Retirement Planning
  • Tax Planning

Risk and Estate Planning

  • Risk Management and Insurance Planning
  • Estate Planning

Integrated Financial Planning

  • The Financial Planning Process
  • Engaging Clients for Life
  • Developing Effective Financial Plans

Admission details

  • IMS Proschool’s CFPCM Certification Training Program course can be found on the official site of the course.
  • After landing on the program page, select the ‘Enrol/Login’ button. You will be redirected to a new page where you must either login or register. 
  • If you click on register, you will have to fill up an application form and enter your personal details, detailed address, highest qualification, and current profile. 

Filling the form

To join the CFPCM Certification Training Program, you must fill up a registration form. In the form, you should enter the following details: full name, mobile number, gender, email ID, password, name on Aadhaar, D.O.B, learning mode, center, nationality, and country. Mention your exact address, including your city, PIN code, state, and district. Lastly, you must choose your current profile and select the highest qualification before submitting the form.

Evaluation process

To obtain the CFPCM Certification Training Program certificate, you must go through a process that includes obtaining the NCFM ID, registering with FPSB LTD, getting confirmation, and scheduling the exam as per the availability of seats at the exam centre. You must pay the registration fee during the second step after filling the student’s registration form. The exam will consist of multiple-choice questions and case studies, lasting two hours and four hours, respectively. 

How it helps

The CFPCM Certification Training Program includes different study options that you can choose from at your convenience. Moreover, you get a chance to learn from CFP-qualified professionals. There is a 75% success ratio in this program, and you can earn many job opportunities in the field of financial planning after completing this course.

Instructors

Ms Zeal Doshi
Instructor
Freelancer

Mr Dishit Parekh

Mr Dishit Parekh
Instructor
Freelancer

FAQs

Who will instruct this training programme?

CFPCM Certification Training Program will be instructed by CFP qualified professionals.

What is the success ratio of this training program?

There is a 75% success ratio for this training programme.

Does the self-paced option include doubt solving?

The self-paced study option for CFPCM Certification Training Program includes a 24*7 doubt solving forum.

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