Certificate in Financial Planning & Advisory (FPA)
AIWMI’s Certificate in Financial Planning & Advisory (FPA) is designed to develop all-round financial planning professionals with proven understanding of the financial services industry and a high level of competency in designing bespoke financial plans personalized to the specific needs of each and every client.
Financial planning is a step-by-step approach to meet one’s life goals. Financial planning helps one determine short and long-term financial goals and create a balanced plan to meet those goals.
A financial plan acts as a compass and a Financial Planner acts as a Guide as one goes through life’s journey. A Good Financial Planner helps clients with a holistic financial plan which enables them to be in control of their income, expenses and investments and thus be a better position to achieve life goals.
Financial Planning is considered to be both Art & Science. Taking the same analogy a good Financial Planner is someone who like a doctor not only helps his clients manage a better financial health but as an artist also help them create a financial future which they so desire.
This certification program aspires to create such Financial Planners & Advisors whose approach is based on strong financial planning principles and whose behavior is based on strong financial advisory ethics.
- Introduction to Financial Planning
- Risk & Return
- Asset Allocation
- Tax Planning
- Retirement Planning
- Estate Planning
- Technology in Financial Planning
- Managing Successful Client Relationships
Financial Planning – A Ready Reckoner – by Madhu Sinha
i. Financial Planning- A Ready Reckoner
Author- Ms. Madhu Sinha
ii. The Only Financial Planning Book
Author- Mr. Amar Pandit
iii. Lets Talk Money
Author- Ms. Monika Halan
FPA EXAM STRUCTURE
|Sr. No.||Name of Module||Type of Questions||Test Duration in minutes||No. of Questions||Maximum Marks||Pass Marks (%)||Negative Marking|
|1||Certificate in Financial Planning & Advisory (FPA)||1 Mark MCQ – 120||180||120||120||50||No|
FPA FEE STRUCTURE
Registration Fee for FPA Program is as given below:
|Details||Fee (GST Inclusive)|
|Registration Fee – (5 Years validity)||Rs. 11,800|
|Exam Fee – Per attempt * – India Candidates||Rs. 3,540|
|Exam Fee – Per attempt * – Outside India Candidates||Rs. 7,080|