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mbition

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Certified

Financial

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CM

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Overview

Ambition _Press

Financial CFPCM

Ambition Learning Solution is a one stop provider for facilitating educational and corporate

Ambition Learning

Learning Solutions Press Coverage Contact Us Financial Planning SimplifiedCFP CFPCM Overview

1 015

Ambition Learning Solution is a one stop provider for facilitating educational and corporate training enabling improved efficiency & productivity

Presence Across Training Segments

Trained

1,015

students in Certificate Programs from April 1, 2011 to March 31 2013

• Educational Training

Presence in the top

27

Commerce Colleges for

2011 to March 31 2013

• Educational Training

• Online Education

• Corporate Training

Commerce Colleges for Short Term Certificate Programs in Financial Markets

• Events

Trained

1,500

insurance professionals on the concepts of Financial the concepts of Financial planning

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About Financial Planning

Financial Planning is a process of:

Learning Solutions Press Coverage Contact Us Financial Planning CFPCM Overview _SimplifiedCFP

Setting Goals

Evaluating

Resources

Setting Goals

Resources

Designing Strategies

to achieve desired

Goals

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About Financial Planning

Confused state of common man…

Learning Solutions Press Coverage Contact Us Financial Planning CFPCM Overview _SimplifiedCFP Forgot to pay insurance

No idea how to _{When to Retire ?}

Help me bu insurance premium!!! No idea how to claim for hospitalization Help me buy a Car

How much to save for daughter’s

marriage?

Forgot to file g

Forgot to file Tax

I should have had a

I l t I should have had a

Power of Attorney

Is my loan too expensive???

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About Financial Planning

…Mental Peace after the advise from Professional Financial Planner!!!

Learning Solutions Press Coverage Contact Us Financial Planning SimplifiedCFP CFPCM Overview I know when to Retire

Thanks for the premium reminder Claiming for

hospital cost

Thanks for the reminder

p

was effortless!!

I’m debt free!!! car suggestion. _{It helped}

I’m on track to save for daughter’s marriage? I avoided Income Tax penalty The Power of Attorney really helped I saved by prepaying my helped personal loan

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Why CFP

CM

_?

Ambition _Press Financial CFPCM CM

_ld’

_d

_h

_f

_l

• CFP

CM

is world’s most prestigious and sought after certification for Financial

Advisor.

CFP

CM

_{i i t}

_ti

_ll

_{i d i 24}

_{t i}

• CFP

CM

is internationally recognized in 24 countries.

• CFP

CM

certification is at par with MBA & CA when it comes to Investment

Advisory Services with SEBI making it one of the certification for Investment

Advisors (SEBI Investment Regulation, 2013).

• Supported and recruited by more than 50 Top Financial Corporate in India

• Supported and recruited by more than 50 Top Financial Corporate in India.

• The shortest duration, international qualification and least costly Certification

which can be completed in 6 to 8 months

which can be completed in 6 to 8 months.

• Requirement of about 1,00,000 CFP

CM

Professionals in Banks, Insurance

Companies, MF, Stock Broking Houses etc.

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,

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Why CFP

CM

_?

Comparison with other Courses

PROGRAM _CLEAR?WILL I HOW LONG? CAN I DO IT? _INVOLVED?COST OPPORTUNIT_Y PAY

CA 6% 5 YEARS AFTER 12TH 3 LACS MIN 67% NOT _PLACED 300,000 CS 13% 3 YEARS AFTER 12TH 2.5 LACS MIGHT GET _EXHAUSTED_EXHAUSTED 300,000 –_{500 000}_500,000 MBA >1% IN GOOD _COLLEGE 2 YEARS AFTER _GRADUATION 5 – 40 LACS ONLY IF TOP _{10 COLLEGES} 600,000 –_10,00,000

CFP 60% 6 MONTHS AFTER 12TH 60000 HUGE DEMAND SUPPLY GAP

240,000 – 500,000

CFA 27% 2.5 YEARS LAST YEAR OF _GRADUATION 2 LACS HUGE 600,000 –_10,00,000 FRM 23% 18 MONTHS LAST YEAR OF _GRADUATION 1.5 LACS PICKING UP 500,000 –_{750 000} FRM 23% 18 MONTHS _GRADUATION 1.5 LACS PICKING UP _750,000

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Why CFP

CM

_?

Career prospects for CFP

CM

_Certificants

“ONE CERTIFICATE MULTIPLE

CAREER OPTIONS”

• Banking

• Investment Advisory services

• Life and General Insurance

• Mutual Funds

• Stock and Security Brokers

• Tax Consultancy

• Fund Managers / Portfolio Managers

• Provides much wanted ‘Credibility &

C

t

’

Fi

i l

Pl

i

Competency’ as a Financial Planning

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Why CFP

CM

_?

Huge Demand Supply gap for CFP

CM

_{Professionals in India}



India has 1,700+ CFP

CM

Certificants for a

population of 1200 million

V

Versus



60,830 CFP Certificants in US (250 million

Population)



17,230 CFP Certificants in Canada (60

million population)



15,802 in Japan (120 million population)



15,802 in Japan (120 million population)

Against other Financial Services

Intermediaries in India



20 Lakh+ Life Insurance Agents



20 Lakh+ Life Insurance Agents



50,000+ Mutual Fund Advisors



25,000 + Bank Branches , 5,000+ Insurance

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Why CFP

CM

_?

Ambition _Press Financial CFPCM

Countries Recognizing CFP

CM Learning Solutions Press Coverage Contact Us Financial Planning SimplifiedCFP CFPCM Overview

Australia France Malasiyay South Africa Singaporeg p

Austria Germany _Japan_Japan _Switzerland_Switzerland India

Brazil Hong Kong New Zealand _Thailand Chiese Taipei

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About FPSBI

Ambition _Press Financial CFPCM About FPSBI Learning Solutions Press Coverage Contact Us Financial Planning SimplifiedCFP CFPCM Overview

• About FPSB - Financial Planning Standards Board India is a Public – Private Enterprise and a Professional Standards Setting body thatPrivate Enterprise and a Professional Standards Setting body that proactively guides the development and promotion of standards for Financial Planning professionals to benefit and protect the public in the country

p y

• 50 financial institutions bring together this board as charter members such as Axis Bank, Bajaj Capital, Birla Sun life Insurance, Citibank, HSBC, ICICI, LIC, SBI etc

• As a professional voluntary Self-Regulatory Organization, FPSB India promotes and maintains voluntary standards of professionalism including Education, Examination, work

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Experience and Ethics requirements and will continue to co-operate the Government, Regulators and other agencies to appropriately, effectively and uniformly regulate personal Financial Planning practitioners

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Ambition & CFP

CM

Ambition learning Solutions is one of the leading education provider for the CFPCM _{certification}

• Ambition Learning Solutions feels proud to be associated with this nationwide movement of spreading Financial Planning awareness and Financial Literacy as an Authorized Education

Provider for the CFPCM_{Certification.}

• We are amongst the TOP education providers with enrollments of more than 600+ students and having presence in 7 cities and 12 locations in India.

• Ambition Learning Solutions has etched its name by being one of the emerging company's at IndiaAmbition Learning Solutions has etched its name by being one of the emerging company s at India International Achievers Forum, 16th _{March 2013 held at Dubai and now "Global Achievers}

Award" would also be one of the achievements which everyone at Ambition Team would cherish.

• Establishment of Ambition Financial Planners Pvt. Ltd. as a part of forward integration intop g Advisory and Executionary Platform for the entire range of Financial.

• Ambition Learning Solution add one more feather to its cap recently by establishment of “Norwest

Recruitment Solutions” which is the vertical which is a one stop solution for recruitments.

• Handled Corporate training mandate for SBI Life and Geojit BNP Paribas pan India, more than 40 Locations covered each company.

• Other prestigious clients in Corporate Includes Baroda Pioneer Mutual Fund, Pramerica AMC, DSPg

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Ambition Learning Solutions

Ambition learning Solutions is one of the leading education provider for the CFPCM _{certification}

Ambition Learning Solutions is proud to be

empanelled with SBI Life for conducting CFP

CM

empanelled with SBI Life for conducting CFP

CM

training for its employees and advisors through online

and offline mode Pan India.

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CFP

CM

Modules to be studied in CFP

CM Learning Solutions Press Coverage Contact Us Financial Planning CFPCM Overview _SimplifiedCFP

• Module 1: Introduction to Financial Planning

• Module 2: Risk Analysis & Insurance Planning

• Module 3: Retirement Planning & Employee

Benefits

• Module 4:Investment Planning

M d l 5 T

& E t t Pl

i

• Module 5:Tax & Estate Planning

• Module 6:Advance Financial Planning

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CFP

CM

Exam Pattern

• Exams are conducted by FPSB and facilitated by NCFM across 105 centers in

country

country.

Module 2 - 5

_{Module 6:}

• 2 hours • Online Exam • 4 hours • Online Exam • Online Exam • 150 Marks exam

• Passing Marks are 75 i.e. 50%

• 100 Marks exam

• Passing Marks are 50 i.e. 50% • MCQ’s

• MCQ’s

• No negative markings

• MCQ’s

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CFP

CM

Three Pathways for CFP

CM

_{Certification by Ambition Learning Solutions}

Classroom Trainings

_{Distance Learning}

Total 150+ hours of Classroom Training E h ti St d M t i l(A d b th FPSBI) Exhaustive Study Material (Approved by the FPSBI) Exhaustive Study Material(Approved by the FPSBI) Question Bank for practice (1000 + questions) Unlimited Online Mock Tests per module

Expert faculty ( all CFPs and experts in their fields)

Online Doubt Solving Support through mail. Unlimited Online Mock Test per module Question Bank for Practice ( 1000 + Questions) Expert faculty ( all CFPs and experts in their fields) Online Videos ( Available 24*7) Online Videos ( Available 24*7)

Challenge Status

50 hours of comprehensive program.

Exhaustive Study Material and Case Studies with Latest Updates Exhaustive Study Material and Case Studies with Latest Updates (Approved by the FPSBI)

Expert Faculties (CFPs and the experts of respective fields)

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CFP

CM

Press Coverage

Learning Solutions Press Coverage Contact Us Financial Planning SimplifiedCFP CFPCM Overview Financial Express April 14, 2010

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Ambition _Press Financial CFPCM Overview Learning Solutions Press Coverage Contact Us Financial Planning SimplifiedCFP CFPCM

Thank You

Contact Details

53, Ashawadi, Behind Yashwant Nagar, Opp. Shoppers stop, S.V. Road,

Andheri (W) Mumbai - 400 058 Andheri (W), Mumbai 400 058. Phone No.: 022-26252099, 65657989 Mail us at: [email protected] Website: www.ambitionlearning.com

Disclaimer

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