cfp ppt
TRANSCRIPT
![Page 1: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/1.jpg)
www.ptajaipur.com
![Page 2: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/2.jpg)
About PTA• PTA introduced a unique concept where student develop their skills and
sector knowledge in their area of expertise through our industry experts and practical mode of imparting training.
• Our training module help the undergraduates, graduates, professionals, MBA's etc. to start their career in financial markets and become the market professionals.
• PTA’s program design according to job demands in the sector.
• We are providing the program and seminar in various institution like ICSI,ICAI,CBSE Schools ,MBA Colleges(IILM , Subodh Mgmt Institute , Taxila Business School , ICFAI Business School , VIT, Om Kothari Institute, IIPM Jaipur, Asia Pacific College Udaipur & many more)
www.ptajaipur.com
![Page 3: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/3.jpg)
Vision & Mission
www.ptajaipur.com
To maintain quality service in the field of capital market education
To create new sector oriented courses which help corporate as well
as students
To become benchmark training centre across India
To develop more interactive study material related to sector needs.
To develop more and more stock market professionals for the
growth of capital markets in India
![Page 4: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/4.jpg)
Visiting Faculty
Hemang Jani (Chief Economist of Sharekhan Ltd) Sushash Sawant (Fund Manager in PMS of Sharekhan Ltd) Nidhi Tickoo (Cluster Head & HR North Division of Sharekhan LTD) John (International Instructor of renowned Technical Analysis called
Online Training Academy USA) Sandeep Jain ( Fundamental Analyst Trade Swift) Manish Kothiwal ( Resourse person of SEBI) Atul Bhargava ( Head of Viratech Technical Software) Vinod Nair ( Content Developer –BSE training Institute for MBA Program) Rajat Sharma (VP of India Bulls Securities) Rakesh Yadav( Research head in Ganagapur Commodities)
www.ptajaipur.com
![Page 5: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/5.jpg)
Study Methodology
www.ptajaipur.com
Basics : Understanding of the financial products and services
Certifications : Knowledge of the stock market mechanism
Practical Aspects : Practical Knowledge required in the market
Projects & Assignment
Personality Development : Development of skills beneficial for the markets
Corporate Training : Exposure in Corporates
![Page 6: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/6.jpg)
Achievements
www.ptajaipur.com
Development of practical content which suited corporate requirements
Trained more than 600+ MBA student within 5 Year
Excellent placement for both MBA and Graduates & get excellent feedback from corporate
Started other professional course like CFP,CMT
Development of all study material (More than 250 + presentation on all topics) & Collection of Books (online more than 350 + books on technical and different topics of all international writers)
![Page 7: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/7.jpg)
Partners
www.ptajaipur.com
![Page 8: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/8.jpg)
Courses
www.ptajaipur.com
Certified Market Professionals (Graduates)
Certified Market Professionals (MBA,CA,CS & Others)
Certified Financial Planner(CFP)
Advanced Technical Analysis
Knowledge Base Program ( Investors)
NCFM/NISM module Preparation
![Page 9: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/9.jpg)
CFPCM Certification
Program
www.ptajaipur.com
![Page 10: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/10.jpg)
Certified Financial Planner (CFPCM)
• CFPCM Certification is a highly prestigious qualification in the
arena of wealth management across the globe. The CFPCM
mark is rated as the Gold Standard by the ‘Wall Street
Journal’.
• The CFPCM Certification process is administered in India by
the Financial Planning Standards Board India.
• Today this certification is recognized and accepted in more
than 24 countries around the world.
• The demand in India is estimated at more than 50,000 CFPCM
Certificants and presently there are a little more than 3500.
www.ptajaipur.com
![Page 11: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/11.jpg)
Need of Financial Planning• India has the tenth highest number of dollar millionaires in
the world and their rate of growth is higher than in any other country
• Robust Economy• Exposure of International Markets & Cultures• Nuclear Families……Higher disposable income• Large number of new products due to opening of markets and
customer demand• Complexity of products & services, hence the need of
specialists advice.• Market flooded with Agents, sellers & Product Pushers• Mutual Funds, Banks and Insurance companies are prompting
their employees to do CFP
www.ptajaipur.com
![Page 12: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/12.jpg)
Financial Planning Standard Board India (FPSB)
• FPSB India is a Professional Membership & Certification organization
• It represents commitment to the emergence of Financial Planning as a respected profession in India
• FPSB India offers the highest Financial Planning credential called the Certified Financial Planner CM (CFPCM)
• FPSB India is an affiliate of FPSB US
www.ptajaipur.com
![Page 13: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/13.jpg)
Why PTA?
• Relevant education to fulfill industry requirements
• Access to an exclusive in-house finance library• Internship for corporate exposure• Creating Advance job profile solutions• Training by Industry Expert• Online Mock Test• All study material Access through online
www.ptajaipur.com
![Page 14: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/14.jpg)
Key Features
• Studies through Presentation• Project & Assignments• Software Training• Preparation according to Job Profile• Corporate Internship • Globally accepted Certifications• Knowledge Bank (In House Financial Library)• Real Time Market Experience & Case Studies
www.ptajaipur.com
![Page 15: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/15.jpg)
Expert Faculty Rohan Sharma Qualification ACS, M.com, LL.B, CPM,CFP,NCFM Qualified
Specialization Technical Analysis , Option strategies, Portfolio management
Services
Experience He is start career as a Training Instructor with Share khan Ltd ,
Mumbai. Get technical analysis training from Dr C.K Naraiyanan (Well knowed frequent guest in CNBC Awaaz , run a special program in ETNOW named as Talking Technical. Now servicing branch of share khan limited from last 5 years & running stock market Institute from 3 years ..
www.ptajaipur.com
![Page 16: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/16.jpg)
Expert Faculty Mr. Chindrup Jain CFP
Qualification
M.COM , CFP
Experience: Core experience in Financial Sector from last 5 years
Mr. Pradeep Sharma
QualificationM.COM , CFP
Experience: Core experience in Financial Sector from last 5 years
www.ptajaipur.com
![Page 17: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/17.jpg)
Career Prospectus for CFPCM Certification
• Banking• Investment Advisory services• Life and General Insurance• Mutual Funds• Stock and Security Brokers• Tax Consultancy• Fund Managers / Portfolio Managers Provides much
wanted ‘Credibility & Competency’ as a Financial Planning Practitioner
www.ptajaipur.com
![Page 18: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/18.jpg)
Career Prospectus for CFPCM Certification
S.no. Designation Employees1. Relationship Manager Banks, Broking Firms, Fund
Houses
2. Investment Advisor, Wealth Manger, Financial Advisor, Financial Planner
Private Banking, Wealth Management Firms, Financial Planning Outfits, Fund Houses
3. Insurance Advisor Insurance Companies
4. Faculty Content Writer / Trainer Educational Institutes / Corporate
5. Independent Financial Planner Self Employed
www.ptajaipur.com
![Page 19: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/19.jpg)
Huge Demand Supply gap for CFPCM Professional in India
• India has 3,500 + CFP Certificants for a population of 1200 million
Versus• 58,830 CFP Certificants in US (250 million
population)• 17,230 CFP Certificants in Canada (60 million
population)• 15,802 in Japan (120 million population)
www.ptajaipur.com
![Page 20: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/20.jpg)
Pathway to CFPCM Certification
1. Regular Pathway – to accomplish the ‘Education’ criterion
• Enroll with of FPSB India• Self Study Mode
2. Challenge Status - Only candidates who are Graduates from a Recognized
University and having the following additional Educational Qualifications or
equivalent with minimum 3 years experience would be eligible under the Challenge
Status Program:
• CA / ICWA / CS
• CAIIB
• CFA (USA)
• PhD./ M.Phil in Economics, Econometrics, Statistics etc.
• LLB or equivalent etc.
www.ptajaipur.com
![Page 21: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/21.jpg)
www.ptajaipur.com
![Page 22: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/22.jpg)
Modules to be Studied
• Introduction to Financial Planning
• Risk Analysis & Insurance Planning
• Retirement Planning & Employee Benefits
• Investment Planning
• Tax & Estate Planning
• Advance Financial Planning
www.ptajaipur.com
![Page 23: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/23.jpg)
Format of CFP Examination• EXAM DURATION
www.ptajaipur.com
MODULE DURATION
Module 1-4 2 Hours
Module 5 4 Hours
MODULE DURATION
Module 1-4 Daily 4 slot of 2 Hours (Except Sunday)
Module 5 Daily 2 slots of 4 Hours (Except Sunday)
![Page 24: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/24.jpg)
Evaluation System of CFP Examination
www.ptajaipur.com
GRADE SCORE (Percentage)
Exam 1-4 Exam 5
A Equal and above 80% Equal and above 75%
B 70 to 79.99% 60 to 74.99%
C 60 to 69.99% 50 to 59.99%
Fail Less than 60% Less than 50%
![Page 25: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/25.jpg)
Structure of CFP Examination
www.ptajaipur.com
MODULE Testing Exam Exam Composition No of Question/Marks
Marks Categories
I NA N/A N/A N/A
II Exam 1 Module I- 20%Module II- 80%
77/ 150 1,2,3&4(35-1,90-2,150-3,240-4)
III Exam 2 Module I- 20%Module II- 80%
77/150 1,2,3&4
IV Exam 3 Module I- 20%Module II- 80%
77/150 1,2,3&4
V Exam 4 Module I- 20%Module II- 80%
77/150 1,2,3&4
VI Exam5 Case study Format 2 case study / 30 Question (100 marks)
2,3,4&5
![Page 26: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/26.jpg)
Charted Member of FPSB India have resolved that they will give first preference to CFPCM Certificants in recruitment
www.ptajaipur.com
![Page 27: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/27.jpg)
CONTACT US
www.ptajaipur.com
Shop No 3 &4, Opp Bank of Baroda, Near Shyam Nagar Metro Station (East)) ,
Sodala , Jaipur-302019Mob: 9261211003
Landline: 0141-2297447,4006230Email: [email protected], [email protected]
Website:www.ptajaipur.com
![Page 28: CFP PPT](https://reader038.vdocuments.pub/reader038/viewer/2022102620/545038a0b1af9fe23e8b46ef/html5/thumbnails/28.jpg)
THANK YOU
www.ptajaipur.com