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 Books:
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

Training Calendar: 

You can find the upcoming training schedule for FPA program here

Exam Details

AIWMI is offering the FPA examination on an external, remote-proctored platform.  Candidates can schedule an exam by paying the exam fee. Once the exam fee payment is done and exam registration is confirmed, the exam platform sends out the exam link by email to the candidates. Candidates can appear for the exam anytime any day within the next 1 year through this exam link from any place. Candidates need a good internet connection and a functional camera on their PC/ Laptop to appear for this exam.

FPA EXAM STRUCTURE

Sr. No. Name of Module Type of Questions Test Duration No. of Questions Maximum Marks Pass Marks (%) Negative Marking
1 Certificate in Financial Planning & Advisory (FPA) 1 Mark MCQ – 120 2 Hrs 60 100 50 No

FPA FEE STRUCTURE

Registration Fee for FPA Program is as given below:

Fee Regular Mode Self Study Mode Exam Mode
Registration
Fee
11800 2360
Exam
Fee
2360 2360 2360
Total 14160 4720 2360
Inclusions 1. Course book
2. Session notes
3. Live online tutorials
4. Past tutorial session recordings
5. Guest sessions by Thought Leaders
6. Mock test
7. Instructional PPTs
8. Refresher tutorials (3 sessions)
9. Exqualifi Membership- 1 Year
10. Complimentary pass to all AIWMI virtual conferences for 1 year
1. All tutorial session recordings
2. Session notes
3. MockTest
4. Refresher sessions (3 sessions)
1. Exam fee for one attempt

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