CERTIFIED PERSONAL FINANCE SPECIALIST-PRO® (CPFS®-PRO) CERTIFICATION COURSE

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………..

The course is 100% online



AAFM® USA-ACER Study Platform


Single Exam Certification



Steppingstone to CWM® Certification



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 & Capital Markets
  • Alternative Assets
  • Personal Tax Planning

Financial Planning & Wealth Management

  • Understand the Verticals of the Wealth Management
  • Explain the Functions and Role of the Wealth Manager
  • Understand the concept of Time Value of Money
  • Understand the concepts like NPV, IRR, YTM, etc.
  • Advise clients on both ‘Pre & Post Retirement Planning’

Fixed Income Securities

  • Understand the concept of Fixed Income Securities
  • Calculate various Bond Measures including YTM, Modified Duration
  • Use Duration to immunize a Bond Portfolio
  • Create Bond Portfolio as per the client’s financial goals

EQUITY ANALYSIS

  • Understand the different approaches to Equity Valuation
  • Define the methodology of Relative Valuation Models
  • Understand the concept of Asset Allocation
  • Match Clients goals with mutual fund schemes
  • Manage Mutual Fund Portfolio

ALTERNATIVE ASSETS

  • Introduce the concept of Alternate Assets
  • Define the concept of Private Equity
  • Understand the Categories & Strategies of Hedge Funds
  • Understand various conditions and restrictions for AIFs in India

TAX PLANNING

  • Learn to compare various tax saving investments
  • Investment decision viz a viz the Post Tax Returns
  • Learn to compute tax under various heads of income
  • Understand the retirement benefits and its tax treatment
  • Know the restrictions imposed on NRI investment options

STUDY PLATFORM

WHO SHOULD APPLY?

The qualification is suitable for a wide range of practitioners & learners involved in managing investments:

  • Mutual Fund Distributors, RIAs / IFAs, Financial Distributors, Insurance Consultants
  • Wealth Managers, Private Bankers, Investment Counsellors
  • Bankers, Executives in AMCs, Relationship Managers,
  • Brokers, Sub-brokers
  • Finance Professionals like CA, CS, etc.

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

Name of the Course Certified Personal Finance Specialist ® PRO
Duration 4 Months
Time Commitment 6-7 Hours /Week (10 Weeks)
Subject Advanced Personal Finance Management
Difficulty Intermediate
Platform AAFM (E-Learning)
Price Rs. 10030/- (Inclusive of Taxes)
Re-Examination Fee Rs. 1000
REGISTER NOW ENQUIRE NOW