cfp presentation

8/6/2019 CFP Presentation

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A M B I T I O N L E A R N I N G S O L U T I O N S

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AM ITION LEA NINGT

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SOLUTIONSLEA

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OLUTIONS

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roact ve nst tutew c ren ers g qua ty,re evant,an var e

financialcoursesdisseminatedby modern pedagogictools

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ProvideMultidisciplinaryCourseswhicharecontemporary,industryN

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AuthorizededucationproviderforCFPCM byFinancialPlanning

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StandardBoard,IndiaI

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PLANNING?

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Identifyingapersonsfinancialgoals&needs

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Evaluatingexistingresources

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Designingthefinancialstrategiesthathelptheperson

achievethose oals

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PLANNING?

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Dream car A beautiful house

Child educationA

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Childrens marriageHolidays and Tours Happy Retirement

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By2012Indiatobecometrilliondollarwealthmanagementmarket

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To start with, SBI bank has hired 1,200 financial managers and has started trainingthem. The exercise to hire another 1,200 professionals has started. There will also be

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5,000 financial planners over the next two years or so.

According to reports Currently there is 80% shortage of Wealth Managers in the

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For wealth manager, the number of potential clients and the size of the wealth to bemanaged both are expected to grow four times by 2012 says a report.

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Most of the MNC banks like Deutsche Bank, HSBC, Citi Bank etc. have substantiallyshifted their banking operations to Wealth Management and Investment Advisoryservices

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Public Sector Banks like SBI, Bank of Baroda etc. have also entered in WealthManagement in a big way

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SCENARIO

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Vast inflows of Funds from abroad Rising Household Income and increasing awareness for financial planning

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Plethora of Mutual Funds & Insurance Products

Removal of Entry Load from Mutual Funds and Capping thePremium Allocation Charges in ULIP is prompting Banks, Broking

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Houses, Advisors to move to fee based services

Mutual Funds, Banks and Insurance companies are prompting theirem lo ees to do CFPCM

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Increase in regulations and compliance issues.

AND CONFUSED INVESTOR

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FINANCIAL PLANNING A M B I T I O N L E A R N I N G S O L U T I O N S

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H NO ?

India has the tenth hi hest number of dollar millionaires in the world and

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their rate of growth is higher than in any other country

Robust EconomyL

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Exposure of International Markets & Cultures

Nuclear FamiliesHigher disposable income

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Large number of new products due to opening of markets and customer

demand

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Complexity of products & services, hence the need of specialists advice.

Market flooded with Agents, sellers & Product Pushers

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u ua un s, an s an nsurance compan es are promp ng e r emp oyees

to do CFPCM

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CE TIFIED FINANCIAL PLANNE -

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CFPCMT

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It is awarded by FPSB (Financial Planning Standard Board, USA) throughFPSB, IndiaL

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International Recognition in 23 country

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I KOTAK, SBI, HSBC, AMERICAN EXPRESS, CITIBANK, DEUTSCHEBANK, FIDELITY, ICICI, HDFC, UTI, RELIANCE, STANDARDCHARTERED, RELIGARE, BARCLAYS, TATA) to name a few

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It is the highest credential offered in Financial PlanningOL

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CFPCM is rated Gold Standard by Wall Street JournalIO

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IN 23 COUNTRIES

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Australia France Malasiya SouthAfrica Singapore

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Austria Germany Japan Switzerland India

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BrazilHongKong NewZealand Thailand ChieseTaipei

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Canada Indonesia Netherland UnitedKingdom

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China Ireland RepublicofKorea USA

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FINANCIAL PLANNING STANDARDM

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BOARD INDIAT

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FPSBIndiaisaProfessional

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Membership&Certificationorganization

Itrepresentscommitmenttothe

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emergenceo FinancialPlanningasarespectedprofessioninIndia

FPSBIndiaoffersthehighestFinancial

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ann ngcre en a ca e eCertifiedFinancialPlannerCM (CFPCM)

FPSBIndiaisanaffiliateofFPSBUSA

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TI

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SO

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CM

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CERTIFICANTS

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OPTIONS

Banking

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InvestmentAdvisoryservices

Life

and

General

InsuranceN

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MutualFunds

StockandSecurityBrokers

SO

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TaxConsultancy

FundManagers/PortfolioManagers

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rov esmuc wante re ty CompetencyasaFinancialPlanning

Practitioner.


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ELIGIBILIT

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n mumcr ter ato ea s Anystudentwhohasclearedhis12th standardfromanyfieldisL

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eligibletopursuethiscourseandwillalsobehiredbycorporate.

MinimumcriteriaforCFPCM membershipwithFPSB:A

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Graduate+3year'sexpinfinancialservices

10thor12thpass+6yearsofexp.infinancialservices

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PROFESSIONALS IN INDIA

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Indiahas2,000+CFPCertificantsforapopulationof1200million

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E 58,830CFPCertificantsinUS(250millionPopulation)

17,230

CFP

Certificants

in

Canada

(60

million

population)

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I,

AgainstotherFinancialServicesIntermediariesinIndiaN

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50,000+ MutualFundAdvisors

25,000+ BankBranches,5,000+ InsuranceServicesBranches

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A EE P OSPE TUS FO FPCM

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CERTIFICANTST

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Sr. no. Designation Employers

1 Relationship Manager Banks, Brokerage Firms, FundL

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Houses

2 Investment Advisor, Wealth

Manager, Financial Advisor,

Private Banking, Wealth

Management firms, Financial

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Financial Planner, Planning Outfits, Fund Houses

3 Insurance Advisors Insurance Companies

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4 Faculty /Content Writer /Trainer Educational Institutes/Corporate

5 Inde endent Financial Planner Self Em loyed

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CMM

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CERTIFICATION

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N

ClassroomTrainingLE

DistanceLearningModeA

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ChallengeStatusNG

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SupportMechanism:

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ExhaustiveStudyMaterial

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ues on an orprac ce

OnlineMocktestspermodule

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Expert acu ty CFPsan t eexpertso respective ie sO

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Iftimeanddistanceisaconstrainthanyoucanalsooptfor,DISTANCELEARNINGMODELE

SupportMechanism:

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OnlineDoubtSolvingSupportthroughmail

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OnlineMockTestPractice

QuestionBankforPractice

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EligibilityCriteria:

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OnlycandidateswhoareGraduatesfromaRecognizedUniversityand

havingthefollowingadditionalEducationalQualificationsorequivalentwithminimumTHREEyearsexperiencewouldbeeligibleL

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un er e a enge a us rogram:

CA/ICWA/CS

AIIB

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CFA(USA)

PhD./M.Phil inEconomics,Econometrics,Statisticsetc.

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LLBorequivalent CivilserviceexamsbyUPSCetc.

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uppor ec an sm: 50 hoursofcomprehensiveprogramL

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ExhaustiveStudyMaterialandCaseStudieswithLatestA

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Expert Faculties

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ComprehensiveTrainingOnExcel UsageO

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MODULES TO BE STUDIEDTI

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N Introduction to Financial Planning

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Risk Analysis & Insurance Planning

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Retirement Planning & Employee Benefits

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G Investment Planning

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ax state ann ng

Advance Financial PlanninT

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ON


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PLANNING (MODULE I)

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The Six step Financial Planning Process.

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Client Interactions

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Cash Flow and Debt managementS

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U Ethics

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Business aspect of Financial Planning


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PLANNING (MODULE II)

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RiskmanagementprocessL

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Selectingtherightriskmanagementtechnique

VariousInsurancePoliciesandStrate ies

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InsuranceofBusinessRisk

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RegulationofInsurance IRDA

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InsuranceCompanies

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NS


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EMPLOYEE BENEFITS (MODULE III)

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RetirementneedanalysisL

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Developmentofretirementplans

Variousretirementschemessuchas:

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EmployeesProvidentFund

PublicProvidentFund

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Gratuity

OtherPensionPlans

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PostretirementcounselingI

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NS


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INVESTMENT PLANNING

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(MODULE IV)

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CapitalMarketsLE

MutualFunds

Derivatives

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AssetAllocation

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Investmentstrategies

Portfolioconstructionand

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RegulationofanInvestmentAdvisor

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NS


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(MODULE V)

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IncometaxcomputationforIndividualsandCompaniesL

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Trustsandotherbodies

TaxonCapitalGainsandIndexation

HousePro ert

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DeductionsandAllowances DeductionsandAllowances

Wills

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IndianSuccessionAct

PowerofAttorney

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(MODULE VI)

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Integration of Concepts learnt in

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study, the financial plans to be

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blueprint for clients financial future


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ASSOCIATE FINANCIAL PLANNER

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E AFP

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n uccess u ycomp et ono anyoneo o ow ngmo u es,

applicantisqualifiedasAFP

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G RiskManagement&InsurancePlanning

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InvestmentPlanning

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ON

Tax&EstatePlanning


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TIO

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Exams

are

conducted

by

FPSB

and

facilitated

by

NCFM

across

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centersincountryL

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Examswillbeonlineobjectivetypequestions

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N

I

Themaximumdurationwithinwhichonecancompletethe

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course

s

7

yearsO

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No. ofQuestions Marks Total MarksLE

40 1 40

20 2 40

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15 4 60

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CLASSROOM TRAINING

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Fee for Classroom FPSB Registration Examination Fees to FPSBL

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Training (A) Fees (B)

(C)

Rs. 30 000/- Rs. 10 000/- Rs. 2000/- for Module no. 2 to 5

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(Plus Service Tax)

(Validity one year). Rs. 5000/- for Module no. 6N

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DISTANCE LEARNING T

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Distance

Learning (A)

FPSB Registration

Fees (B)

Examination Fees to FPSB

(C)

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N

I

Rs. 12000/-

(Plus Service Tax)

Rs. 10,000/-

(Validity one year).

Rs. 2000/- for Module no. 2 to 5

Rs. 5000/- for Module no. 6

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S

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CHALLENGE STATUS

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N

Challen e Status FPSB Re istration Examination Fees to FPSBL

E

(A) Fees (B) (C)AR

N

I. -

( Plus ServiceTax)

. , -

(Validity one year).

For Charter MembersRs. 2000/-

. - .N

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S

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I

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FinancialExpressApril14,2010

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THANK OUT

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AmbitionLearningSolutionsAshawadi S.V.Road O .Sho ersSto Behind Yashwant Na arAndheri West

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L

U

T

Mumbai400058.Email:[email protected]

Website:www.ambitionlearning.com

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