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Get Market Ready Focused Financial Planning Program

CFPCM Certification is the buzz word in the financial services industry today. Each day there are more and more aspirants taking this certification, with a view to boost their careers in the Financial Planning domain. Most aspirants undergo a thorough training on all the theoretical aspects of Financial Planning but they tend to miss out or not adequately cover on the practical aspect of Financial Planning. With a view to promote Financial Planning and address the above concern Ffreedom Financial Planners in association with Flagship HR is launching FFPP . The Focus of this program is to enable a CFP aspirant to build on the relevant technical as well as practical skills so as to make them Market Ready on successful completion of the program.

FFPP is a 100 Hour structured training program wherein a candidate will be mentored on technical concepts and practical know-how of running Financial Planning services. The candidates will be hand holded by senior Financial Planners from Ffreedom and will be working on real-life cases. At the end of FFPP, a candidate on successfully clearing an internal assessment, will get an opportunity to join the Financial Planning team at Ffreedom Financial Planners. The candidate will also get access to exclusive career and industryinteraction opportunities with other leading Private Banking, Financial Planning & Wealth Management companies through Flagship HR. Program launch date - May 6th 2011 Batches starting from June 1st 2011 Program Fee - ` 50,000/-

CURRICULUM 1) The World of Financial Planning

5) Writing Comprehensive Financial Plan

2) The Art of Client Communication

6) How to present Comprehensive Financial Plan to the Clients?

3) Integrated Data gathering and Goal setting

7) How to engage clients for Execution of the Financial Plan?

4) Comprehensive & practical understanding of different Financial Products ? Mutual

funds Planning ? Tax Planning ? Retirement Planning ? Estate Planning ? Insurance

8) Using cutting edge technology for client acquisition,Financial Plan Execution and Client Engagement.


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MENTOR TEAMS Mr. Sumeet Vaid Founder & CEO, Ffreedom Financial Planners

Sumeet Vaid is the Founder & CEO of Ffreedom Financial Planners, With just over 16 years experience in Wealth Management business & Distribution of financial products. Sumeet Vaid is already considered a veteran of the industry. In these 16 years Sumeet has initiated various projects and held important positions, including National Head - Retail Sales Prudential ICICI

Mr. Vivek Shah Head-FIFP

Vivek Shah is a senior financial planner at Ffreedom financial planners and Business Head at Ffreedom Institute of Financial Planning. In his 4 years as a Financial Planner Vivek has written over 100 financial plans. He is also a visiting faculty in various Management and Financial Planning institutes.

We believe that financial planning stands for people, their dreams and their goals.

Established in early 2009, Ffreedom Financial Planners is part of India’s modern breed of true unbiased client focused Financial Planning Firms. The team at Ffreedom has a vision to empower its clients through quality unbiased financial advice, latest technology that helps clients with their personal financial management & also assisting them in realizing all their dreams and converting them into realistic achievable goals.

Learn

Apply

Prosper

Flagship HR is an initiative to identify successful professionals and provide them opportunities which will further enhance their career prospects and put them in leadership position in growing organizations.

CONTACT US Aditya Gadge 9970179721 # aditya@flagshipindia.com

Neville Sequeira 9920716572 # neville.s@thetrinityacademy.com

18, Bhagwan bhavan, M.V.Road, Opp. Andheri (E) Police Station, Andheri (E), Mumbai-69

Focused Financial Planning Program  

Focused Financial Planning Program

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