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Financial Planning Course | Certified Financial Goal Planner


We at AAFM India prepare the students to be Certified Financial Goal Planner. The CFGP Certification Program provides the best financial planning course including Wealth Advisor's financial goal planning skills. Call 011-45120800. – PowerPoint PPT presentation

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Title: Financial Planning Course | Certified Financial Goal Planner

  • Website https//
  • Call 011-45120800

  • The Chartered Financial Goal Planner (CFGP)
    Certificate Program is designed to develop the
    basic skills required by Wealth Advisors to
    execute critical functions related to Financial
    Planning, Goal Planning Investment Planning to
    assist their clients to shift from investment
    planning to comprehensive financial planning.
    This Globally Certification is offered by
    American Academy of Financial Management India
    and is a stepping stone to more comprehensive and
    intensive programs like the Associate Wealth
    Manager (AWM)and Chartered Wealth Manager
  • In a world of specialization, no other profession
    requires such broad, yet in-depth knowledge than
    that of a Wealth Manager. Wealth Manager must not
    only possess a deep understanding of the
    Financial Products and Personal Financial
    Planning but also of the client psychology,
    attitudes and other intangibles that effect the
    relationship management with the clients. The
    CFGP Certification Program provides the
    Financial Professionals including Wealth Advisors
    Financial Goal Planning Skills.
  • The outlook for wealth advisors is very positive
    with number of individuals requiring specialized
    wealth advise rising rapidly across India.
    Alongside this growth is an expected increase in
    competition found in this field where a
    professional needs to differentiate their skills
    and offering to the clients. Hence, people who
    want to stand out from the rest of the pack opt
    to earn a specialized certification to prove that
    they have what it takes to be worthy of the
    field. A certification also strengthens ones
    prospects in the company they are in and can help
    them climb up the employment ladder.

  • Program Goals
  • Understand the Financial Planning Process and
    apply it.
  • Conduct Client Need Analysis and Gather Relevant
    Client Data.
  • Analyse Client Financial Situation and understand
    the problems in Clients Financial Situation.
  • Develop appropriate strategies to meet clients
    financial goals
  • Present a Financial Plan to a Client.
  • Implement a Financial Plan.
  • Understand the Ethical considerations in
    Financial Planning.
  • Assess risk tolerance and risk bearing ability of
    a client.
  • Gather basic understanding of common investment
  • Prepare and analyse Personal Financial
  • Understand the concept of Time Value of Money.
  • Calculate basic Time Value of Money calculations.

  • Study Materials
  • CFGP Candidates get access to our proprietary
    Study Material and AAFM Financial Goal Planning
    Tools including the Specially Developed
    Calculators and Financial Plan Models.
  • Guided overviews for each module highlight key
  • Assessments identify topics a participant already
    knows and those areas that require more time and
  • More than 200 questions for continually testing
    knowledge and comprehension.
  • Features real-life case study scenarios and
    questions to apply your knowledge.
  • Certificate Requirements
  • In order to become a CFGP Certification holder,
    candidates need to attend the CFGP Workshop and
    must pass a examination at the end of the
    Workshop. To pursue the program they need to be
    at least Intermediate (102). CFGP Certification
    holders are required to follow to a strict code
    of ethics and rules that governs both their
    professional and personal conduct.
  • Mode of Study
  • AAFM conducts full day workshops with a maximum
    batch size of 25 Participants per Workshop
    focusing on goal planning skills for financial
  • Who Should Attend the Program?
  • Any aspiring or practicing Financial Advisor and
    / or Financial Products distributor who want to
    start offering client oriented, process-driven
    and Goal-based Financial Advisory Services.

  • Independent Financial Advisor.
  • Registered Investment Advisor.
  • Bankers
  • Mutual Fund Professional
  • Agents aspiring to start own Advisory Services
  • Distributors aspiring to start own Advisory

Thank You
  • Website https//
  • Call 011-45120800
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