Associate Wealth Manager®(AWM)
Chartered Real Estate Professional(CREP)
Chartered Financial Goal Planner®(CFGP)
Post Graduate Program in Financial Services (PGPFS)
Advanced Financial Goal Planner®(AFGP)
Certified Financial Goal Planner-Lite®(CGFP-Lite)
Other Certification
CPE
Institutional Registration
CERTIFIED PERSONAL FINANCE SPECIALIST-PRO®(CPFS®-PRO) CERTIFICATION COURSE!
The Certified Personal Finance Specialist-PRO® (CPFS-PRO®) is awarded by AAFM India and this Certificate Program is designed to develop the PERSONAL FINANCE MANAGEMENT skills required by Finance Professionals including MFDs, RIAs / IFAs, Insurance Consultants, Wealth Managers, RMs, Brokers, etc. to execute critical functions related to Wealth & Investment Management & Tax Planning to assist their clients.
WHY STUDY CPFS®PRO?
AAFM’s CPFS®PRO Certification is created for ambitious Finance Professionals, who want to close the skill gap between formal education and becoming a world-class Personal Finance Specialist — one who is competent, confident, and poised to advance.
Becoming a CPFS®PRO does not have to take you long years of study and struggle. AAFM® ’s experts have streamlined the learning process so now………..
With the CPFS®PRO Certification, you set yourself up for career success in months instead of years.”
What Will You Study in CPFS® PRO?
CERTIFIED PERSONAL FINANCE SPECIALIST®PRO CURRICULLUM
Financial Planning & Wealth Management
Fixed Income Securities
EQUITY ANALYSIS
ALTERNATIVE ASSETS
TAX PLANNING
STUDY PLATFORM
WHO SHOULD APPLY?
The qualification is suitable for a wide range of practitioners & learners involved in managing investments:
FEES & EXAM
Registration, Online Training, Online Courseware & Examination Fees -INR 8,499/- + 18% GST
Study Duration 25 Hrs Training
Exam Duration 90 Minutes
Re - Exam Fees INR 1,000 + 18% GST/-
CPFS AT A GLANCE