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BECOME A CERTIFIED FINANCIAL PLANNER®
Join Our Comprehensive CFP® Program Training
& Coaching To Boost Your Career In
Personal Finance
Why Choose Our CFP® Program?
Learn From Top Faculties With Real Financial Planning Expertise
Register For A Free Webinar About The Programme On
8th September 2024, Sunday @ 4:00 PM
Program Highlights
- Gold Standard Certification: Globally recognized financial planning certification valid in 27+ countries
- Expert Faculty: Learn from certified faculty members with extensive industry experience.
- Vast Alumni Network: Connect with our strong alumni network for guidance and opportunities.
Who Should Enroll
Practical Training By CFP® Professionals & Financial Experts With Exclusive Tools
- Graduate Students: Looking to kickstart their career in finance with a prestigious certification.
- Financial Advisors: Looking to enhance their skills and trustworthiness to serve clients better.
- Working Professionals: Looking to Advance their career with specialized knowledge and credentials.
Why CFP® Certification
-
Global Recognition:
Accepted in over 27 countries including the US, UK, Australia, Canada, and Germany. -
Excellence and Trust:
Known as the gold standard in the personal financial planning industry. -
Advanced Skills:
Focuses on comprehensive financial planning, portfolio management, risk management, and investment management.
- Top Personal Finance Qualification
- Recognized as the #1 certification in personal finance.
- Short Duration
- Complete the course in 6 months to 1 year.
- Higher Salary
- Earn up to 70% more than normal graduates
- Earn a higher salary than normal graduates
- Career Advancement
- Ideal for professionals seeking promotion and career growth
- Entrepreneurial Opportunities
- Perfect for those looking to start their own financial advisory business
- High Success Rate
- Up to 70% pass rate.
Why Planyourworld™ Training Academy?
- Experts Guidance: Learn from experienced professionals with over 17 years of expertise in financial planning
- Comprehensive Support: Access extensive resources, mentorship, and continuous support throughout your learning journey
- Proven Success
- Innovative Learning Methods
- Benefit from interactive and technology-driven learning experiences
- Networking Opportunities
- Connect with a community of financial planning professionals and alumni.
- 100s of Case Studies
Program Details
What Our CFP® Program Includes
- In-Depth Modules
- Detailed study materials covering all exam topics
- Interactive Sessions
- Live classes and Q&A sessions with experts
- Mock Exams
- Practice tests to help you prepare thoroughly
- Continuous Support
- Ongoing support and resources even after you complete the program
- 100s Of Case Studies
Meet Your Mentor!
- Author, coach, CERTIFIED FINANCIAL PLANNER®, Management Consultant
- Worked with almost all the areas of personal finance, insurance, mutual funds, loans, financial planning.
- Helped more than 15000 families in last 17 years
- Coached more than 200 CFP® Professionals
- Established CFP® division of NJ Gurukul (the training arm of NJ India)
- Developed the training system "Self Financial Planner in 4 Hours"
- Founder of Planyourworld.com
CFP® Certification Fee Structure
Regular Pathway - Live Online Classes
Save 25% by Enrolling in All Modules Together!
CFP® Course Eligibility
Regular Mode :
- Anybody who has cleared 12th grade or equivalent in any stream
- Graduate & Under Graduates: B.Com, BFM, BAF, BBI, BIM, BMS, BBA etc
- Postgraduates & Professionals: Education – CA – Inter, CA, MBA, M.Com etc
Fast Track Mode :
-
A Graduate in Finance with 3 years of relevant experience can opt for giving only 1 exam i.e. Integrated
Financial Planning, for acquiring the CFP® certification - Postgraduates & Professionals: Education – CA – Inter, CA, MBA, M.Com etc
CFP® Curriculum
A) Investment Planning Specialist Certification
- Personal Financial Management: Master financial strategies, cash, and debt management.
- Investment Planning And Asset Management: Learn about asset classes, investment products, and financial markets
- Regulatory Environment, Law, And Compliance: Understand The economic environment, anti-money laundering laws and regulatory roles.
B) Retirement And Tax Planning Specialist Certification
- Retirement Planning: Gain insights into retirement needs pension reforms and retirement products.
- Tax Planning And Optimization: Explore global taxation, tax planning strategies, and income tax Computation.
C) Risk Management and Estate Planning Specialist Certification
- Risk Management: Study principles of risk management, life insurance and general insurance
- Estate Planning : Learn about estate planning, wealth distribution and the estate planning process
D) Integrated Financial Planning Course & Financial Plan Assessment
- Financial Planning Principles, Process, and Skills: Develop professional skills and critical thinking in financial planning.
- Integrated Financial Planning: Focus on goal setting, analyzing information, designing financial plans, and making recommendations.
Media Updates
Founder's Message For You
Why I Started PLANYOURWORLD.COM?
- Because of YOU
As a student of financial planning, I have been learning since 2006. Since then I observed That the maximum benefit any financial planner can give to any customer is the middle class We can add a few ZEROS to the net worth of the wealthy. When it comes to the middle class it’s the value addition of life.
A student can get a better education, settlement, and retirement with DIGNITY.
But the irony is, everyone is interested in his own growth, so most of the actually skilled financial planners are available only for the wealthy (including me).
Then I saw that most of the families from the middle class considered agents and bankers as financial advisors without thinking that they make money by selling their product without even understanding YOU or YOUR NEED.
Ashok from Surat used to save 15 lacs yearly for 20 years, yet he couldn’t be called wealthy at 60, why?
Most of the families from the middle class lose more than Rs. 40 lacs just because of unawareness of handling money.
So I started PLANYOURWORLD to make the families use the SECRETS of finance and investment.
