AFP^CM (Tax Planning & Estate Planning)

Course Description: Associate Financial Planner (AFP^CM) Certification is a mark of excellence granted to individuals who meet the stringent standards of education and examination. Associate Financial Planner (AFP^CM) is a subject specific certification and is a junior designation to CFP^CM Certification. It is conferred by FPSB India on clearing any one or all of the four modules of CFP^CM certification.

Course Objective: Associate Financial Planner (AFP^CM) focuses on the major areas of respective financial planning module necessary for a comprehensive approach to individuals. AFP^CM broadens the concepts for the purpose of understanding how the external environments affect the individual. Each AFP^CM curriculum delivers broad knowledge necessary in various aspects of personal finance.

Course USP: Theory and practical knowledge about Personal Finance, case-studies, real-life examples, Mastery Test etc.

Course Outcome:

• Expertise and credibility as a qualified professional in personal finance.
• Credential demonstrate trust among the financial consumers.
• Benchmark for competency, ethics and professional practice standards to provide comprehensive Financial Planning services.

Eligibility Criteria
10+2 / Graduate from any stream with or without relevant experience in personal finance / finance.

Course Fees: 5000/-*

Note:
FPSB India Registration fees and Examination fees are exclusive to the above fees.
*Cheques / Demand Drafts should be payable at par and at Mumbai, drawn in favour of GurukulOnline Learning Solutions.
Please note that outstation Cheques are not accepted and your admission will not be confirmed.
You may also pay online through Credit Card / Debit Card / ECS / Mobile.

Note:
Please note that examination can be schedule anytime after 60 days of registration.
Fees of FPSB India can be paid via Demand Draft drawn in favor of Financial Planning Standards Board, India payable in Mumbai or can be paid online by visiting www.fpsbindia.org.

COURSE OFFERING

Learning methodology

• Learning : WBT +VBT™ + LVC + Assignments
• Assessment : Online examination

Contact Classes

• LVC would be scheduled for the benefit of registered students for doubt clearing, interaction with faculty and advanced learning of the topics covered in curriculum.
• Continuous online faculty support
• Discussion forum
• Live Chat
• Mode

Distance Learning / online learning

Self-study (VBT™ + Books): Delivered via distance education, all subjects are self-contained with all the materials and resources needed to complete the subject easily by self-study. Each subject is available in a recorded classroom setting .Subjects can be commenced in the self-study mode at any time. The only requirement is for assignments to be submitted with in prescribed time frame.

Live Virtual Classroom: a more structured learning environment where a faculty will take a session on the specific topics for the comprehensive understanding of the subject by the students. This session would also be there for interaction with faculty. LVC study sessions are flexible with Q/A sessions being run continuously throughout the year.

Course Duration: 2 Months

Target Audience

These certifications are ideal for:

• New entrants to the financial services industry
• Students wanting to progress to CFP^CM Certification
• Professionals with interest in financial planning/ wealth management/ portfolio management.
• Current professionals working in Banks, PMS, Brokerage houses, & financial services firms.

Examination
The examinations will be centrally administered by National Stock Exchange of India (NSE), at their test centers. Admit card (hall ticket) will be generated by the system. Students are required to take a printout of their admit card and carry the same to the test center.

• A Student can schedule the examination/s at a time as per the availability of seat.
• Results will be declared by the system itself once the student clicks the SUBMIT button after the Examination is completed or if the Examination duration is elapsed the system will treat the answer sheet as submitted and result will be displayed on the screen.
• Students shall get a printout of their result at the test center after the Examination.

Examination Pattern
The candidates will answer a multiple choice examination, administered on-line by the NSE. All questions are designed to have a question body with 4 alternative answers. The candidates are expected to click the correct answer. The correct answers are coded and stored in the system. Candidates' answers are checked against these answers and scores are allotted by the system. The examination process is fully automated from the point of creation of test paper for the candidate to the declaration of results. The marks for each question are provided along with the question.

The scoring system assigns pre-specified marks to each correct answer. No Negative marking for wrong answers.

Permitted Accessories - Candidates will have access to MS Excel in the computers on which they take examinations.

A good level of proficiency with MS Excel, particularly the finance function formulae and calculations is essential. Candidates are permitted to bring in their calculators scientific/financial as appropriate. Candidates are expected to use only blue or black ballpoint pen. It may be however noted that no exchange of accessories will be permitted during the examination.

Results are processed on-line and is declared on the spot.

Evaluation System
A student who scores 60% or more will pass the examination and anyone who scores below 60% (exclusive) will fail the examination. There is no negative marking in the Examination.