CERTIFED FINANCIAL PLANNER (CFP) Exam 5/AFP/ Final Exam is an - TopicsExpress



          

CERTIFED FINANCIAL PLANNER (CFP) Exam 5/AFP/ Final Exam is an Umbrella/Mother exam broadly divides in two categories. 1) 50% Weightage of Module Exams (Insurance, Retirement, Investment n Tax n Estate Planning) 2) 50% Weightage of Goal Based Financial Planning Calculation. The Uniqueness of Exam 5 is the Case Study based Exam. One will receive two case studies out of six case studies listed on FPSB India Website. The Objective of Exam is that Candidate has to construct Goal based Comprehensive Financial Plan n Solve practical problems/concerns given Cases. It covers complete Personal Finance Domain includes Insurance, Retirement, Investment, Tax, Estate and Debt planning of customer. It is useful to every one who earns good incomes n helps to choose right asset allocation n right financial instruments leads to safe, tax efficient, good return with flexibility n liquidity. Now, Professional can directly enroll in Exam 5...More detail. Call 09167362201
Posted on: Sat, 15 Jun 2013 16:13:18 +0000

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