Prepare to become a Wealth Manager!

The Certified Financial Goal Planner® (CFGP-LITE®) Certificate Program is designed for Financial Professional & Students pursuing course like MBA, BBA, Graduation in any field to understand the nuances of Professional Finanvial Planning Sphere including Wealth Management, Financial Planning, Mutual Fund Companies, Banks and Broking House.

The program helps them to practically understand critical functions related to Financial Planning, Goal Planning & Investment Planning so that they may assist clients to shift from investment planning to comprehansive financial planning. This certification is offered by American Academy of Financial Management India and is a stepping stone to more comprehansive and intensive program like the Associate Wealth Manager® (AWM®)and Chartered Wealth Manager® (CWM®).

In a world of specialization, no other profession requires such broad, yet in-depth knowledge than that of a Wealth Manager. Wealth Manager must not only possess a deep understanding of the Financial Products and Personal Financial Planning but also of the client psychology, attitudes and other intangibles that effect the relationship management with the clients. The CFGP-LITE® Certification Program provides the Financial Professionals including Wealth Advisors Financial Goal Planning Skills which is the First Step towards Comprehansive Wealth Management.

The outlook for wealth advisors is very positive with number of individuals requiring specialized wealth advise rising rapidly across India. Alongside this growth is an expected increase in competition found in this field where a professional needs to differentiate their skills and offering to the clients. Hence, people who want to stand out from the rest of the pack opt to earn a specialized certification to prove that they have what it takes to be worthy of the field. A certification also strengthens one’s prospects in the company they are in and can help them climb up the employment ladder.

Program Goals

On Completion of the Program you would be able to:

  • Understand the Financial Planning Process and apply it.
  • Conduct Client Need Analysis and Gather Relevant Client Data.
  • Analyse Client Financial Situation and understand the problems in Client’s Financial Situation.
  • Develop appropriate strategies to meet clients financial goals
  • Present a Financial Plan to a Client.
  • Implement a Financial Plan.
  • Assess risk tolerance and risk bearing ability of a client.
  • Gather basic understanding of common investment products.
  • Prepare and analyse Personal Financial Statements.
  • Understand the concept of “Time Value of Money”.
  • Calculate basic Time Value of Money calculations.
  • Calculate variousmeaures of Risk and Return..
  • Create Plans for Various Goals like Children Educaion, Home Purchase, Retierment etc.
  • Create and Imlement an Investment Plan for a Client.
  • Create and manage portfolios for a Client.
  • Estimating Insurance requirement foe a Client.
  • Create and Implementating Financial Plans.

Study Materials

CFGP-LITE® Candidates get access to our proprietary Study Material and AAFM Financial Goal Planning Tools including the Specially Developed Calculators and Financial Plan Models.

  • Guided overviews for each module highlight key topics.
  • Assessments identify topics a participant already knows and those areas that require more time and attention.
  • More than 200 questions for continually testing knowledge and comprehension.
  • Features real-life case study scenarios and questions to apply your knowledge.

Certificate Requirements

In order to become a CFGP-LITE® Certification holder, candidates need to attend the CFGP-LITE® Workshop and must pass a examination at the end of the Workshop. To pursue the program they need to be at least Intermediate (10+2). CFGP-LITE® Certification holders are required to follow to a strict code of ethics and rules that governs both their professional and personal conduct.

Curriculum Of CFGP-LITE®

The Curriculum of CFGP-LITE® Consist of Five Modules:

Unit No. Name of the Unit

There is one Examinations a Candidate has to Clear to meet the Acadmic Requirement of CFGP® Certification Program

Name of Examination Duration Units Covered No. of Questions Section A Section B Section C Total Marks Passing Percentage
CGFP-Lite 30 Minutes 1 to 5 25 10 (1 Marks) 10 (2 Marks) 5 (4 Marks) 50 50%

Mode of Study

There are TWO Modes of Study:

1.    Self-Study-Online through AAFM E-Learning.

2.    Instructor Led.

Full day workshops with a recomnded batch of 30 Participants per Workshop focussing on goal planning skills conducted by our Authorized Educational Provider or Channel Partners monitered by AAFM India.

CFGP-Lite® Program is offered through our Authorized Education Provider and Channel Partners.

CFGP-LITE® Program is also offered through College Tie-Up Mode wherein an Educational Institute ties up with AAFM India to offer the program to its students.

Who Should Attend the Program?

Any aspiring or practicing Financial Professional who want to enter the field of Personal Finance or wants to start offering client offering, process drivenand Goal-based Advisory Services.

  • Independent Financial Advisor.
  • Registered Investment Advisor.
  • Bankers
  • Mutual Fund Professional
  • Distributors aspiring to start own Advisory Services
  • Students aspiring to make a Career in Finance


INR 5000 plus GST

Participants are required to pay fees only in any of the below mentioned modes:

1.    Online through our Payment Gateway at AAFMIndia website

2.    DD in Favour of American Academy of Financial Management India

3.    NEFT/IMPS in Favour of:

Company Name : American Academy of Financial Management India Private Limited
Bank Name : ICICI Bank
Branch Address : ITL Tower Branch, G 20, 21, PP Tower, Netaji Subhash Place, New Delhi 110034
Account Name : American Academy of Financial Management India Pvt. Ltd.
Bank Account No : 135305000325
IFSC/NEFT/RTGS Code : icic0001353

NOTE : AAFM India would not be responsible for any payment made to any person apart from the modes mentioned above.