Become a “ The latest

Certified Financial Planner CM

breed of
Professional professionals
in the
Financial
Service
Industry”

ITM Institute of Financial Markets

For registration & further details, contact:
Ms. Deepa / Mr. Mukherjee Approved Education Provider of
Tel: 65135002 / 65134300 Telefax: 27814772
deepas@itm.edu / sabyaafp@itm.edu
www.itm.ac.in/ifm

ITM Institute of Financial Markets

7th Floor, ‘B’ wing, BSEL Tech Park, Opp. Vashi Station,
Navi Mumbai - 400 705
CFP CM , Certified Financial Planner CM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.
Financial Planning Standards Board India is the marks licensing authority for the CFP marks in India, through agreement with FPSB.

Back Front

Financial Planning is becoming
a viable and lucrative career
option today. It has its founda-
tion in the study and analysis of
today’s markets, financial prod-
ucts and other related sectors
of the business world.
Financial Planners are the
latest breed of professionals
worldwide, who, through their
own entrepreneurial practices
or while working with Banks,
Investment Advisory companies
prepare financial plans for their
clients and help them achieve
their financial goals.
“Understanding
productive assets, risk-return
profile, assessing client’s
needs and coaching clients
to move their wealth to such
productive assets are the
various challenges that the
CFP certification prepares us
for !”
Shailesh V Haribhakti
(Chairman, FPSB India)
Inside Left
ITM Institute of
Financial Markets
The Pioneering Professional
Finance Institution with India’s first live
Trading Room established with help of
NSE, NSEiT, Reuters, Spider Software
etc. Since 2003 over 200 Finance profes-
sionals have graduated with 100%
placement record.
ITM - IFM has tied up with the
Financial Planning Standards Board
(FPSB) for promoting financial planning
through the CFP certification program.
CM
ITM-IFM is an approved education
provider of FPSB, which is a nonprofit
association that manages, develops and
operates certification, education and
related programs for financial planning
organizations so that they may benefit and
protect the global community by estab-
lishing, upholding and promoting world-
wide professional standards in personal
financial planning. FPSB’s commitment to
excellence is represented by the marks of
professional distinction – CFP, CERTIFIED
FINANCIAL PLANNER.
The CFP examinations are designed to
CM
assess your ability to apply Financial Plan-
ning knowledge to real-life Financial Plan-
ning situations. By passing all the CFP ex-
CM
aminations, you will be at the appropriate
level of competency required to practice
Financial Planning.
AFP / CFP Certification program
CM
A program with an internationally accepted certification, designed for students,
working executives & professionals interested in making a career in financial
planning.
Financial planning covers a wide range
Benefits of
of important financial considerations
including setting financial goals,
savings and investments, managing
the program
debt, budgeting, tax planning, guard-
ing against risks, estate planning etc.
– issues that are central to financial
well being.
Expertise in retirement,
insurance, investment, tax &
estate planning.
An internationally recognized
and accepted designation in
financial planning.
Promoted in India by 48
financial services institutions
from banking, distribution,
mutual fund, insurance,
equity broking and Financial
planning firms.
The program includes
Introduction to Financial Planning (Compulsory Module)
Module 1 Risk Management and Insurance Planning
Module 2 Retirement Planning and employee benefits
Module 3 Investment Planning
Module 4 Tax Planning and Estate Planning
Module 5 Advanced Financial Planning
The option is available to pursue the entire certification course or module wise
Eligibility
CM
AFP / CFP Certification
Graduates from a recognized university and even non- graduates with
minimum 10th standard qualification.*
CM
CFP Certification through Challenge Status pathway
Graduates from a recognized university with relevant professional
qualification or PhD/M.Phil/ Post Graduate degree.*
*conditions apply in regard to experience.
Inside Right