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AAFM conducts workshops batch of Participants on planning skills. Enquiry

Who Should Attend the Program?

Any aspiring or practicing Financial Advisor and / or Financial Products distributor who want to start offering client oriented, process-driven and Goal-based Financial Advisory Services.

  • Independent Financial Advisor
  • Registered Investment Advisor
  • Bankers
  • Mutual Fund Professional
  • Agents aspiring to start own Advisory Services
  • Distributors aspiring to start own Advisory Services

The Chartered Financial Goal Planner® (CFGP®) Certificate Program is designed to develop the basic skills required by Wealth Advisors to execute critical functions related to Financial Planning, Goal Planning & Investment Planning to assist their clients to shift from investment planning to comprehensive financial planning. This Globally Certification is offered by American Academy of Financial Management India and is a stepping stone to more comprehensive and intensive programs like the Associate Wealth Manager® (AWM®)and Chartered Wealth Manager® (CWM®).

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Program Goals

In this program students will learn 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.
  • Understand the Ethical considerations in Financial Planning.
  • Assess risk tolerance and risk bearing ability of a client
  • Gather basic understanding of common investment products.

The Program Helps In

  • Acquiring core understandings in and across the disciplines that contribute to the domain of Wealth Management including Wealth Creation, Wealth Enhancement, Wealth Preservation and Wealth Transfer.
  • Relating these conceptual frameworks to dimensions of practical areas on the ground.
  • Providing candidates with opportunities to encounter and critically engage with instances of both challenging problems and attempted interventions by a Wealth Manager.
  • Engage with the complex financial markets, human attitudes and investment life cycles.
  • Explore the ethical and personal dimensions of Wealth Advisory and understand the fiduciary responsibilities of a Wealth Manager.

Certificate Requirements

In order to become a CFGP® Certification holder, candidates need to attend the CFGP® 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® Certification holders are required to follow to a strict code of ethics and rules that governs both their professional and personal conduct.

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