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.

Topics:

  • Introduction to Financial Planning
  • Insurance
  • Investments
  • Risk & Return
  • Asset Allocation
  • Tax Planning
  • Retirement Planning
  • Estate Planning
  • Technology in Financial Planning
  • Managing Successful Client Relationships

Reference Book:
https://www.amazon.in/Financial-Planning-Ready-Reckoner-Sinha/dp/9385965565/ref=dp_ob_title_bk
Financial Planning – A Ready Reckoner – by Madhu Sinha

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

Disclaimer: The Association of International Wealth Management of India (AIWMI) is an independent entity/brand and has no relation, whatsoever, with AIWMI