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Stratagem financial school

Stratagem financial school. COURSE OFFERED. CFP CM Certified Financial Planner. Financial planning is the process of meeting one’s life goals through proper management of finances.

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Stratagem financial school

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  1. Stratagem financial school

  2. COURSE OFFERED CFPCM Certified Financial Planner

  3. Financial planning is the process of meeting one’s life goals through proper management of finances. • Life goals can include buying a home, saving for your children's education/ Higher Education, Marriage, and Retirement corpus while ensuring Tax Efficiency, Risk management, etc. What is Financial Planning?

  4. Who is a Financial Planner? A Financial Planner helps clients create personal budgets, control expenditures, set goals for saving and implement strategies for accumulating wealth. Major areas include: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning

  5. Financial Planners - The Personal CFOs

  6. CERTIFIED FINANCIAL PLANNERCM Mark of Quality – The World Over • Designed specifically for high-achieving business professionals, and  career changers • Innovative course content, best faculty interaction and healthy learning environment • Tested for Competency, Education, Examination & Work Experience • Committed to Ethical Conduct, Code of Ethics & Rules of Professional Conduct “ Highest Level of Certification globally in the field of Financial Planning”

  7. Levels of Certification • CERTIFIED FINANCIAL PLANNERCM ( CFPCM ) • ASSOCIATE FINANCIAL PLANNER (AFP) Testing Modules • Module I: Introduction to Financial Planning • Module II: Risk Analysis and Insurance Planning • Module III: Retirement Planning and Employee Benefits • Module IV: Investment Planning • Module V: Tax Planning and Estate Planning • Module VI: Advance Financial Planning

  8. CFPCM WORLDWIDE • Australia • Austria • Brazil • Belgium • Canada • China • Chinese Taipei • France • Germany • Hong Kong • India • United Kingdom • United States of America • Netherlands • Indonesia • Ireland • Japan • Malaysia • New Zealand • Republic of Korea • Singapore • South Africa • Switzerland Across 23 countries

  9. How will I be benefited from this program? • You become a Self illuminated Expert in financial planning based advisory • You attain a global position for yourself. • You join an elite group in the Financial world. • You move ahead of the increasing competition. • You get preference for coveted positions with reputed organizations.

  10. Facilities Provided by our Financial School • Prominent academicians with both industrial and academics experience. • Sophisticated Course material designed by a team of CFPCM • 100 % Placement Guarantee after completion of 6-modules successfully. • Pre-Placement opportunity available if the • Student is willing to work Monday-Friday. • Guest Lecture by the heads of Corporates • Wi-Fi enabled Campus

  11. Career Options at large • Training • Research • Financial planning • Journalism • Academics • Sales of financial products • Bank • Asset management company • Life Insurance • Share brokers • Portfolio manager

  12. Financial Planner’s Career Path

  13. Charter Members of FPSB India have resolved that they will give first preference to CFPCM Certificants in recruitment

  14. CONTACT US Stratagem Solutions Level I n II Subham Sirisampada, OppKatriyaHotel, Raj Bhavan Road, Somajiguda, Hyderabad-500082 Mob: + 91 9866800093 Email Id: Sandeep@stratagem.co.in

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