CERTIFIED FINANCIAL PLANNER Certification (CFP) is a mark of excellence and it is the most
prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community.

- Enhanced career and employment opportunities with Financial Services companies. Your
Services are sought by banks, distribution houses, AMC, insurance Companies, equity
brooking and Financial Planning firms.
- Satisfied clients who appreciate the comprehensive approach to Financial Planning and
extend long term relationship and referrals.
- Your credentials demonstrate trust among the financial consumers.
- Recognition in more than 26 countries across the world.
What are the Modules covered
¶ Introduction to Financial Planning
¶ Risk Analysis & Insurance Planning
¶ Retirement Planning & Employees Benefits
¶ Investment Planning
¶ Tax Planning & Estate Planning
¶ Advanced Financial Planning
Duration of the Course: 120+ hours of Training, Exams can be completed in 6- 8 Months.

About the CFP Coach :
Pandurang Patkar CFP CM BFSI Trainer; â??CERTIFIED FINANCIAL PLANNERâ??. He has more than 13 years of Training Experience in Finance domain and worked with Stock Brooking company, Wealth Management, Mutual Fund AMC, and Life insurance companies in various Training roles.

Mr. Patkar Holds Law degree from Mumbai university (Thane law college) and MBA From Bangalore University (Canara Bank School of Management, Central College). He is also Associate (A.III) from Insurance Institute of India and CFP from Financial Planning Standard Board (FPSB India). Completed the NISM Certifications Like, Equity Derivative, Mutual funds, Depositories and Currency market etc. He is also Visiting Faculty at CBSMS Central College for MBA finance subjects and some other management institutes as well.