Synopsis
"Introduction to Financial Planning is one of the modules of CFPCM Certification Exam. It covers topics such as components of financial planning, environment of a financial planner and mathematical skills required for the financial planning profession. Some of the highlights are: Eye for Detail: Detailed coverage of syllabus from an exam point of view. Standard questions are included to help you prepare better to clear the exam. Expert Faculty Guidance: Written by subject experts who know what is best for the students and the way it should be taught. User-Friendly: Language and formats used are user-friendly and simplify the process. It contains solved examples for better understanding of the user. Practical learning: The material has been prepared focusing on the exam, and also teaches the user to prepare a comprehensive financial plan."
About the Author
"IMS Proschool is an initiative of IMS Learning Resources Pvt. Ltd., an Organisation engaged in training and mentoring students for the last 35 years. IMS Proschool offers certification and training programs in various streams of finance. Over 14,000 professionals from well known organisations like State Bank of India, Bank of India, UTI, Kotak Group, ICICI Group, Sundaram BNP Paribas, Citibank etc. have benefited from training and certification programmes on financial planning. IMS PROSCHOOL SUCCESS · Helped more than 400 candidates in clearing CFPCM certification exams · Trained over 14,000 finance professionals for leading financial institutions · Created over 2,500 associate financial planners. · Trained over 3,000 candidates for CFA, Financial Modeling and CIMA · Part of the IMS group which has trained over 5,00,000 students over the past 35 years TRAINING PROGRAMS OFFERED · Chartered Financial Analyst · Financial Modeling · Chartered Institute of Management Accountant · Certified Financial PlannerCM · PGP Management Accounting TRAINER TO THE INDUSTRY · State owned banks—State Bank of India, Bank of India, SBBJ, IDBI · Foreign banks—CITI, Deutsche · Security houses—Kotak Securities, ICICI Direct, Motilal Oswal, Tata Securities · Mutual fund companies—Sundaram BNP Paribas, Optimix, Motilal Oswal Securities Limited · Insurance companies—ICICI Prudential, Metlife, LIC, HDFC Life, SBI Life INSTITUTIONAL TIE-UPS · NSE India for financial modeling certificate programme · Government of Gujarat, Tribal Development Department for Skills Development · Official learning partner of Chartered Institute of Management Accountant "
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