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Home > Executive & Professional Programme > Programme Structure
Programme Structure
The CFPCM Certification Programme
CFPCM certification is designed for professionals working in the Financial Planning sector. A Financial Planner or Personal Financial Planner is a practicing professional who helps people deal with various personal financial issues through proper planning, which includes but is not limited to areas such as cash flow management, retirement planning, investment planning, risk analysis and insurance.
The CFPCM mark is rated as the Gold Standard by the Wall Street Journal & Personal Financial Planning was voted as the number 1 profession by Job Almanac in America. It is a profession that is increasingly making its mark in India
Apart from the US, the CFPCM Certification programme is also recognised in other countries such as Canada, New Zealand, Malaysia & Singapore.
What Learning Programmes Are Available From ISBF?
The School offers the student the option of preparing for the Exams through

Structured Weekend Class Room Lectures
Or
Self-study, Distance Learning

 CLASS ROOM PROGRAMME
This programme is eminently suitable for professionals who wish to continue their employment as well as students who desire to obtain the CFPCM Certification while pursing their existing course of study. We provide
Structured Assignments
Work Books containing questions based on examination pattern with solutions
Mock tests
Facility of e-mailing queries to our Faculty for resolution of problems
Lectures
More than 100 hours of class room lectures are offered to all class registered students at our centrally located campus in Delhi. The lectures are scheduled over weekends (Saturdays & Sundays) to ensure that you do not suffer any disruption to your work or study schedule.
Programme Duration
The minimum time required to obtain the CFPCM Certification is about five months.
 DISTANCE LEARNING PROGRAMME
The programme is designed so that the student does not require additional coaching, but with support from the Institute feels confident enough to complete the course in a self study manner.
The advantages of the program are:
Structured Assignments
You can study according to your own schedule
You can choose the order of the Modules and take the time to learn more about them
You can exchange correspondence with and receive support from a personally assigned tutor
You can take advantage of the cost benefits
Study Plan
ISBF offers a comprehensive study plan consisting of
10 Text and Work books
Mock Tests and
Online Support
Study Material
Our Text books contain practice questions and summaries, while our Work books contain exam type questions (in excess of 400 per Module) with worked answers to practice for the actual exam and improve your chances of success first time.
Retirement Planning & Employee Benefit Workbook Risk Analysis & Insurance Planning Workbook Tax Planning & Estate Planning Workbook Investment Planning Workbook Advanced Financial Planning Workbook
         
Risk Analysis & Insurance Planning Workbook
About FPSB India
Financial Planning Standards Board India is essentially a public private enterprise and a professional standards setting body which promotes high standards for Financial Planning professionals.
It is a Professional Membership & Certification organization and part of the leading Global Confederation established by prominent financial service corporations with an objective to professionalize the concept of Financial Planning in India. It is an affiliate of the Financial Planning Standards Board Ltd. (FPSB) based in Denver, USA.

Other affiliates are from  countries such as Australia, Austria, Belgium, Bermuda, Brazil, Canada, France, Germany, Hong Kong, Japan, Malaysia, New Zealand, Republic of Korea, Singapore, South Africa, Switzerland and United Kingdom.

 

 

 
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CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Board India is the marks licensing authority for the CFPCM marks in India, through agreement with FPSB.