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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
AM ITION LEA NINGT
I
O
N
SOLUTIONSLEA
R
N
I
N
G
S
O
L
U
T
I
O
N
S
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
OLUTIONS
T
I
O
N
L
E
roact ve nst tutew c ren ers g qua ty,re evant,an var e
financialcoursesdisseminatedby modern pedagogictools
A
R
N
I
ProvideMultidisciplinaryCourseswhicharecontemporary,industryN
G
S
AuthorizededucationproviderforCFPCM byFinancialPlanning
O
L
U
T
StandardBoard,IndiaI
O
N
S
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
PLANNING?
T
I
O
N
L
E
Identifyingapersonsfinancialgoals&needs
A
R
N
I
Evaluatingexistingresources
N
G
S
Designingthefinancialstrategiesthathelptheperson
achievethose oals
O
L
U
T
I
O
N
S
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
PLANNING?
T
I
O
N
L
E
Dream car A beautiful house
Child educationA
R
N
I
N
G
S
Childrens marriageHolidays and Tours Happy Retirement
O
L
U
T
I
O
N
S
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
By2012Indiatobecometrilliondollarwealthmanagementmarket
T
I
O
N ..
To start with, SBI bank has hired 1,200 financial managers and has started trainingthem. The exercise to hire another 1,200 professionals has started. There will also be
L
E
5,000 financial planners over the next two years or so.
According to reports Currently there is 80% shortage of Wealth Managers in the
A
R
N
I .
For wealth manager, the number of potential clients and the size of the wealth to bemanaged both are expected to grow four times by 2012 says a report.
N
G
Most of the MNC banks like Deutsche Bank, HSBC, Citi Bank etc. have substantiallyshifted their banking operations to Wealth Management and Investment Advisoryservices
S
O
L
U
Public Sector Banks like SBI, Bank of Baroda etc. have also entered in WealthManagement in a big way
T
I
O
N
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
TI
O
N
SCENARIO
L
E
Vast inflows of Funds from abroad Rising Household Income and increasing awareness for financial planning
A
R
N
I
Plethora of Mutual Funds & Insurance Products
Removal of Entry Load from Mutual Funds and Capping thePremium Allocation Charges in ULIP is prompting Banks, Broking
N
G
Houses, Advisors to move to fee based services
Mutual Funds, Banks and Insurance companies are prompting theirem lo ees to do CFPCM
S
O
L
U
Increase in regulations and compliance issues.
AND CONFUSED INVESTOR
T
I
O
N
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FINANCIAL PLANNING A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
H NO ?
India has the tenth hi hest number of dollar millionaires in the world and
T
I
O
N
their rate of growth is higher than in any other country
Robust EconomyL
E
Exposure of International Markets & Cultures
Nuclear FamiliesHigher disposable income
A
R
N
I
Large number of new products due to opening of markets and customer
demand
N
G
S
Complexity of products & services, hence the need of specialists advice.
Market flooded with Agents, sellers & Product Pushers
OL
U
T
u ua un s, an s an nsurance compan es are promp ng e r emp oyees
to do CFPCM
I
O
N
S
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A M B I T I O N L E A R N I N G S O L U T I O N S
CE TIFIED FINANCIAL PLANNE -
M
B
CFPCMT
I
O
N
It is awarded by FPSB (Financial Planning Standard Board, USA) throughFPSB, IndiaL
E
International Recognition in 23 country
A
R
N
I KOTAK, SBI, HSBC, AMERICAN EXPRESS, CITIBANK, DEUTSCHEBANK, FIDELITY, ICICI, HDFC, UTI, RELIANCE, STANDARDCHARTERED, RELIGARE, BARCLAYS, TATA) to name a few
N
G
S
It is the highest credential offered in Financial PlanningOL
U
T
CFPCM is rated Gold Standard by Wall Street JournalIO
N
S
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
IN 23 COUNTRIES
T
I
O
N
Australia France Malasiya SouthAfrica Singapore
L
E
Austria Germany Japan Switzerland India
A
R
N
I
BrazilHongKong NewZealand Thailand ChieseTaipei
N
G
S
Canada Indonesia Netherland UnitedKingdom
OL
U
T
China Ireland RepublicofKorea USA
I
O
N
S
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A M B I T I O N L E A R N I N G S O L U T I O N S
FINANCIAL PLANNING STANDARDM
B
BOARD INDIAT
I
O
N
L
E
FPSBIndiaisaProfessional
A
R
N
I
Membership&Certificationorganization
Itrepresentscommitmenttothe
N
G
S
emergenceo FinancialPlanningasarespectedprofessioninIndia
FPSBIndiaoffersthehighestFinancial
OL
U
T
ann ngcre en a ca e eCertifiedFinancialPlannerCM (CFPCM)
FPSBIndiaisanaffiliateofFPSBUSA
I
O
N
S
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
TI
O
N
L
E
A
R
N
I
N
G
SO
L
U
T
I
O
N
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
CM
T
I
O
N
CERTIFICANTS
L
E
OPTIONS
Banking
A
R
N
I
InvestmentAdvisoryservices
Life
and
General
InsuranceN
G
MutualFunds
StockandSecurityBrokers
SO
L
U
TaxConsultancy
FundManagers/PortfolioManagers
T
I
O
N
rov esmuc wante re ty CompetencyasaFinancialPlanning
Practitioner.
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
ELIGIBILIT
T
I
O
N
n mumcr ter ato ea s Anystudentwhohasclearedhis12th standardfromanyfieldisL
E
eligibletopursuethiscourseandwillalsobehiredbycorporate.
MinimumcriteriaforCFPCM membershipwithFPSB:A
R
N
I
Graduate+3year'sexpinfinancialservices
10thor12thpass+6yearsofexp.infinancialservices
N
G
S
OL
U
T
I
O
N
S
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
PROFESSIONALS IN INDIA
T
I
O
N
Indiahas2,000+CFPCertificantsforapopulationof1200million
L
E 58,830CFPCertificantsinUS(250millionPopulation)
17,230
CFP
Certificants
in
Canada
(60
million
population)
A
R
N
I,
AgainstotherFinancialServicesIntermediariesinIndiaN
G
S
50,000+ MutualFundAdvisors
25,000+ BankBranches,5,000+ InsuranceServicesBranches
OL
U
T
I
O
N
S
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A M B I T I O N L E A R N I N G S O L U T I O N S
A EE P OSPE TUS FO FPCM
M
B
CERTIFICANTST
I
O
N
Sr. no. Designation Employers
1 Relationship Manager Banks, Brokerage Firms, FundL
E
Houses
2 Investment Advisor, Wealth
Manager, Financial Advisor,
Private Banking, Wealth
Management firms, Financial
A
R
N
I
Financial Planner, Planning Outfits, Fund Houses
3 Insurance Advisors Insurance Companies
N
G
S
4 Faculty /Content Writer /Trainer Educational Institutes/Corporate
5 Inde endent Financial Planner Self Em loyed
OL
U
T
I
O
N
S
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A M B I T I O N L E A R N I N G S O L U T I O N S
CMM
B
CERTIFICATION
T
I
O
N
ClassroomTrainingLE
DistanceLearningModeA
R
N
I
ChallengeStatusNG
S
OL
U
T
I
O
N
S
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
TIO
N
SupportMechanism:
L
E
ExhaustiveStudyMaterial
A
R
N
I
ues on an orprac ce
OnlineMocktestspermodule
N
G
S
Expert acu ty CFPsan t eexpertso respective ie sO
L
U
T
I
O
N
S
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
TIO
N
Iftimeanddistanceisaconstrainthanyoucanalsooptfor,DISTANCELEARNINGMODELE
SupportMechanism:
A
R
N
I
OnlineDoubtSolvingSupportthroughmail
N
G
S
OnlineMockTestPractice
QuestionBankforPractice
O
L
U
T
I
O
N
S
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
EligibilityCriteria:
T
I
O
N
OnlycandidateswhoareGraduatesfromaRecognizedUniversityand
havingthefollowingadditionalEducationalQualificationsorequivalentwithminimumTHREEyearsexperiencewouldbeeligibleL
E
un er e a enge a us rogram:
CA/ICWA/CS
AIIB
A
R
N
I
CFA(USA)
PhD./M.Phil inEconomics,Econometrics,Statisticsetc.
N
G
S
LLBorequivalent CivilserviceexamsbyUPSCetc.
O
L
U
T
I
O
N
S
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
TIO
N
uppor ec an sm: 50 hoursofcomprehensiveprogramL
E
ExhaustiveStudyMaterialandCaseStudieswithLatestA
R
N
I
Expert Faculties
N
G
S
ComprehensiveTrainingOnExcel UsageO
L
U
T
I
O
NS
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
MODULES TO BE STUDIEDTI
O
N Introduction to Financial Planning
L
E
Risk Analysis & Insurance Planning
A
R
N
I
Retirement Planning & Employee Benefits
N
G Investment Planning
S
O
L
U
ax state ann ng
Advance Financial PlanninT
I
ON
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
TI
O
N
PLANNING (MODULE I)
L
E
The Six step Financial Planning Process.
A
R
N
I
Client Interactions
N
G
Cash Flow and Debt managementS
O
L
U Ethics
T
I
ON
Business aspect of Financial Planning
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
PLANNING (MODULE II)
T
I
O
N
RiskmanagementprocessL
E
Selectingtherightriskmanagementtechnique
VariousInsurancePoliciesandStrate ies
A
R
N
I
InsuranceofBusinessRisk
N
G
S
RegulationofInsurance IRDA
O
L
U
T
InsuranceCompanies
I
O
NS
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
EMPLOYEE BENEFITS (MODULE III)
T
I
O
N
RetirementneedanalysisL
E
Developmentofretirementplans
Variousretirementschemessuchas:
A
R
N
I
EmployeesProvidentFund
PublicProvidentFund
N
G
S
Gratuity
OtherPensionPlans
O
L
U
T
PostretirementcounselingI
O
NS
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A M B I T I O N L E A R N I N G S O L U T I O N S
INVESTMENT PLANNING
M
B
(MODULE IV)
T
I
O
N
CapitalMarketsLE
MutualFunds
Derivatives
A
R
N
I
AssetAllocation
N
G
S
Investmentstrategies
Portfolioconstructionand
O
L
U
T
RegulationofanInvestmentAdvisor
I
O
NS
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
(MODULE V)
T
I
O
N
IncometaxcomputationforIndividualsandCompaniesL
E
Trustsandotherbodies
TaxonCapitalGainsandIndexation
HousePro ert
A
R
N
I
DeductionsandAllowances DeductionsandAllowances
Wills
N
G
S
IndianSuccessionAct
PowerofAttorney
O
L
U
T
I
O
NS
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
TIO
N
(MODULE VI)
L
E
Integration of Concepts learnt in
A
R
N
I
N
G
study, the financial plans to be
S
O
L
U
T
I
ON
blueprint for clients financial future
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
T
I
O
N
ASSOCIATE FINANCIAL PLANNER
L
E AFP
A
R
N
I
n uccess u ycomp et ono anyoneo o ow ngmo u es,
applicantisqualifiedasAFP
N
G RiskManagement&InsurancePlanning
S
O
L
U
InvestmentPlanning
T
I
ON
Tax&EstatePlanning
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
TIO
N
Exams
are
conducted
by
FPSB
and
facilitated
by
NCFM
across
71
centersincountryL
E
Examswillbeonlineobjectivetypequestions
A
R
N
I
Themaximumdurationwithinwhichonecancompletethe
N
G
S
course
s
7
yearsO
L
U
T
I
O
N
S
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
TIO
N
No. ofQuestions Marks Total MarksLE
40 1 40
20 2 40
A
R
N
I
15 4 60
N
G
S
O
L
U
T
I
O
N
S
A M B I T I O N L E A R N I N G S O L U T I O N S
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
CLASSROOM TRAINING
T
I
O
N
Fee for Classroom FPSB Registration Examination Fees to FPSBL
E
Training (A) Fees (B)
(C)
Rs. 30 000/- Rs. 10 000/- Rs. 2000/- for Module no. 2 to 5
A
R
N
I
(Plus Service Tax)
(Validity one year). Rs. 5000/- for Module no. 6N
G
S
O
L
U
T
I
O
N
S
A M B I T I O N L E A R N I N G S O L U T I O N S
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
DISTANCE LEARNING T
I
O
N
L
E
Distance
Learning (A)
FPSB Registration
Fees (B)
Examination Fees to FPSB
(C)
A
R
N
I
Rs. 12000/-
(Plus Service Tax)
Rs. 10,000/-
(Validity one year).
Rs. 2000/- for Module no. 2 to 5
Rs. 5000/- for Module no. 6
N
G
S
O
L
U
T
I
O
N
S
A M B I T I O N L E A R N I N G S O L U T I O N S
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
CHALLENGE STATUS
T
I
O
N
Challen e Status FPSB Re istration Examination Fees to FPSBL
E
(A) Fees (B) (C)AR
N
I. -
( Plus ServiceTax)
. , -
(Validity one year).
For Charter MembersRs. 2000/-
. - .N
G
S
O
L
U
T
I
O
N
S
A M B I T I O N L E A R N I N G S O L U T I O N S
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
FinancialExpressApril14,2010
T
I
O
N
L
E
A
R
N
I
N
G
S
34
O
L
U
T
I
O
N
S
A M B I T I O N L E A R N I N G S O L U T I O N S
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A M B I T I O N L E A R N I N G S O L U T I O N S
M
B
THANK OUT
I
O
N
L
E
A
R
N
I
N
G
S
AmbitionLearningSolutionsAshawadi S.V.Road O .Sho ersSto Behind Yashwant Na arAndheri West
O
L
U
T
Mumbai400058.Email:[email protected]
Website:www.ambitionlearning.com
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O
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