CERTIFIED FINANCIAL PLANNERCM Certification (CFPCM) is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community.

About Us

VEDANTA EDUCARE Launched in May 2016 and through vedantaeducare.com it offers a single destination for VEDANTA EDUCARE’s exam review products, providing users one standardized, state-of-the-art experience across four disciplines viz. CFPCM, CMA USA, CPA & CA and counting.

VEDANTA EDUCARE through its affiliate publisher VEDASRI PUBLICATIONS offering Study Material, Practice MCQ’s, Printed Mock Test Copies, Sample Papers, Most Important MCQ’s for the CFPCM Professional Course and

Volume 1 – Self-Study Material,

Volume 2 – Additional Practice Questions,

Learning Outcome Statements (LOSs) & Essay Questions,

Volume 3 – Practice Questions &

Volume 4 – Solutions to Practice MCQ’s for CMA USA Professional Course.

 

VEDANTA EDUCARE now expanding its successful learning methods to various institutions, students and exam takers all over India in the form of Self – Study Material and Practice MCQ’s and also a mobile-optimized learning platform and mentoring for individual users, as well as flexible exam planners to match student study preferences while ensuring exceptional pass rates.

VEDANTA EDUCARE was formed by TALLAPANENI SRINIVASA RAO, who is basically from a Chartered Accountancy background and also he is the Author & Faculty for CA, CFPCM & CMA USA and trained lot of Students in his professional Career. His area of Expertisation includes Financial Management, Taxation – Income Tax, Indian GST, Financial Planning, Project Finance, International Finance Etc.

VEDANTA EDUCARE is the India’s Leader in CFPCM, CMA USA Training and Placements. It is providing Study Material, Practice MCQ’s and lot of stuff to get the certification through various E-commerce website mainly www.amazon.in and www.flipkart.com apart from www.vedantaeducare.com. Surprisingly we reached 100 % pass rate in CFPCM Certification and 90 % pass rate in CMA USA Certification.

About CFPCM Certification

CERTIFIED FINANCIAL PLANNERCM Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. The CFPCM Certification wins trust and presents opportunities worldwide. In this era of super specialization, the Professional Certification – CERTIFIED FINANCIAL PLANNERCM Certification, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and make a satisfying career in the financial services industry. FPSB India is the principal licensing body that awards CFPCM Certification in India through an agreement with FPSB Ltd. CFPCM Certification is the highest level of Certification worldwide in the field of Financial Planning with over 1,70,000 CFPCM Certificants and widely respected by consumers, professionals & industry. Education is an integral component of the CFPCMCertification Program and any candidate aspiring to become CFPCM Certificant has to register himself with any of the FPSB India’s Authorized Education Partners. However, certain candidates having specified qualifications and work experience have an option of applying through Challenge Status pathway wherein they can challenge the CFPCM Certification Education Programme.

4 E Criteria for Initial Certification

CFPCM Certification worldwide is awarded by FPSB Affiliates to competent & qualifying candidates fulfilling the 4 E Criteria of CFPCM Certification i.e.

Education: A candidate must complete academic coverage of the Financial Planning curriculum by undergoing the 5 Module CFPCM Certification Education Program through an Authorized Education Partner and pass corresponding Exam 1-4 facilitated by NSE. However candidates applying through the Challenge Status Pathway are exempted from the Education Program considering their higher qualifications & work experience. Education criteria demonstrate to the public that the candidate has acquired the necessary knowledge to become a Financial Planner.

Examination: The CFPCM Examination (also called Exam 5 based on Module VI-Advanced Financial Planning) is designed to assess the candidate’s ability to apply Financial Planning knowledge to real-life Financial Planning situations. By passing the CFPCM Certification Examination, the candidate demonstrates to the public that he/she has the required level of competency to practice Financial Planning.

Experience: The experience requirement qualifies work experience that involves Personal Financial Planning. Candidates under the Regular Pathway may complete the experience criteria pre or post appearing Exam 5 however candidates under Challenge Status pathway need to have attained relevant experience before appearing Exam 5. The Experience criterion is designed to provide the public with the assurance that the candidate understands the counseling nature of personal Financial Planning.

Ethics: To get the CFPCM Certification, candidates after meeting Education, Examination & Experience criteria must agree to abide by FPSB India’s Code of Ethics, Rules of Professional Conduct, Practice Standards & Disciplinary Rules & Procedures. Careful adherence to these standards of professional conduct helps turn initial consultations into trusted, long term consulting relationships with clients and gain public confidence in the Profession & Certification.

Continuous Education

Once Certified, CFPCM Certificant must fulfill the Continuing Education (CE) requirement to stay current on Financial Planning strategies, products and trends affecting their clients. CE plays a vital role in the CFPCM Certificants pursuit of ongoing professional competence. This demonstrates to the public that the candidate has kept himself /herself abreast of developments in the Financial Planning field.

Authorization to use CFPCM Marks

A candidate fulfilling the rigorous initial & ongoing CFPCM Certification criteria and after paying the Annual CFPCM Certification Fees is authorized by FPSB India to use CFPCM, CERTIFIED FINANCIAL PLANNERCM & CFPCM flame logo collectively known as CFPCM Marks in his/her publishing material and communications. To maintain the legitimacy of use of CFPCM Marks FPSB India publishes the list of CFPCM Certificants on its Website Directory. Consumers are advised to cross-check the authenticity of the Financial Planner claiming to be a CFPCM Certificant by referring to FPSB India website directory.

 

Benefits of CFP Certification

Enhanced career and employment opportunities with Financial Services companies. Your Services are sought by banks, distribution houses, AMC, insurance Companies, equity broking and Financial Planning firms.

Personal satisfaction of achieving the Financial Planning profession’s highest standard and met the global benchmark.

Satisfied clients who appreciate the comprehensive approach to Financial Planning and extend long term relationship and referrals.

Your expertise and credibility as a qualified professional is instantly communicated.

More revenue streams by increasing your product and service offering to your clients.

Enhanced Social Status by joining the league of professionals.

Recognition in more than 26 countries across the world.

Your credentials demonstrate trust among the financial consumers.

You have met the global benchmark for competency, ethics & professional practice standards to provide comprehensive Financial Planning services.

You join the global league of the best Financial Planning professionals.

cfp-eligibility

 

 

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