Next Batch Starts on September 15, 2017

Download Schedule of Next Batch

CPFP Curriculum

CPFP Program is spread across 6 modules with 60+ sessions.  Each session is of One Hour & is delivered by a successful financial advisor or a subject matter expert. The sessions are delivered online with a mix of theory, practicals, case studies, real-life experiences, expert chats and discussion forums. Following are the 6 Modules of CPFP Certification Program

Understanding Clients

Module 1
  • 1. People’s Relationship with Money
  • 2. Pillars of Personal Finance & Financial Ratios
  • 3. Human Goals – Needs, Wants and Dreams
  • 4. Life Planning Approach to Understanding Clients
  • 5. Investment Patterns & Investor Types
  • 6. Behavioural Finance & Investor Biases
  • 7. Macro Economics Impacting Financial lives
  • 8. Common Mistakes by Indian Investors

Professionalism & Skills

Module 2
  • 1. Ethics & Client First Approach in Practice
  • 2. Qualities & Traits of a Professional
  • 3. Personal Branding & Image Management
  • 4. Listening Skills & Empathizing with Clients
  • 7. Oral Communication & Objection Handling Skills
  • 5. Client Meetings – Checklists & Body Language
  • 6. Email Etiquettes & Written Communication
  • 8. Time Management Tips and Tools
  • 9. Organizing Documents – Physical & Digital

Analyzing Products

Module 3
  • 1. Different Investment Asset Classes
  • 2. Term Insurance & Other Life Insurance Products
  • 3. Health Insurance & General Insurance Products
  • 4. Home Loans and Other Types of Loans
  • 5. NPS & Employment Benefits
  • 6. Post Office Schemes & Government Schemes
  • 7. Physical Products – Gold & Real Estate
  • 8. Direct Equity as an Offering
  • 9. PMS & Alternative Investment Products (AIFs)
  • 10. Mutual Funds – Debt & Liquid MFs
  • 11. Mutual Funds – Equity MFs
  • 12. Taxation Structure of Various Products

Goal-Based Solutions

Module 4
  • 1. Time Value of Money & Excel Functions
  • 2. Preparation of Basic Personal Finance Report
  • 3. Retirement Planning -Accumulation & Distribution
  • 4. House Purchase -Loan Eligibility & Downpayment
  • 5. Children’s Education & Marriage
  • 6. Life Insurance Coverage Planning
  • 7. General Insurance Coverage Planning
  • 8. Wealth Management as a Goal
  • 9. Risk Profiling of Clients
  • 10. Asset Allocation Strategies
  • 11. Comprehensive Financial Planning Process
  • 12. Tracking Goals and Review of Financial Plan

Technology & Softwares

Module 5
  • 1. Financial Planning Softwares
  • 2. Integrated Wealth Management Softwares
  • 3. Advisory & Distribution Platforms for IFAs
  • 4. Mutual Fund Transaction Platforms
  • 5. Mutual Fund Softwares
  • 6. MF Research Tools & Softwares
  • 7. Tools & Technologies of AMCs for IFAs
  • 8. Mobile & Cloud-Based Productivity Apps
  • 9. Other Money Management Apps and Softwares

Practice Management

Module 6
  • 1. Practice Models & Revenue Models
  • 2. Traditional & Digital Marketing Strategies
  • 3. Investor Awareness Programs
  • 4. Referral Marketing – Strategies & Best Practices
  • 5. Creating & Communicating “Value”
  • 6. Client Servicing & Engagement
  • 7. Regulations & Compliance for Financial Advisors
  • 8. Team Building & HR Practices for Small Firms
  • 9. Continuous Professional Development (CPD)
  • 10. Preparation of a Business Plan for Success

PANEL OF TRAINERS

Around 30+ top-class trainers who are also running successful financial advisory practices and are subject matter experts will the delivering the 60+ sessions. Most have 10+ years of industry experience and shall be bringing in practical insights and real life case studies into their sessions.

Aniruddha Sengupta

Director, Arthashastra Financial Planners Pvt Ltd
  • No. of Clients: 200
  • Years of Experience:...
  • Anu Malla

    CEO, Founder & Chief Image Coach at A Nuovo Image
  • No. of Clients:
  • Years of Experience:...
  • Archana Bhingarde

    Founder, Prospero Financial Planning & Wealth Management
  • No. of Clients:
  • Years of Experience:...
  • Arun Waghchoure

    Entrepreneur, Trainer, Teacher
  • No. of Clients:
  • Years of Experience:...
  • Balvir Chawla

    Director, Finnovators Solutions Pvt Ltd
  • No. of Clients:
  • Years of Experience:...
  • Bhuvana Shreeram

    Independent Wealth Manager
  • No. of Clients:
  • Years of Experience:...
  • Deepali Sen

    Partner, Srujan Financial Advisers
  • No. of Clients:
  • Years of Experience:...
  • Gajendra Kothari

    MD & CEO at Etica Wealth Management Pvt Ltd
  • No. of Clients:
  • Years of Experience:...
  • Gaurav Mashruwala

    Owner, A Cutting Edge & Author, Yogic Wealth
  • No. of Clients:
  • Years of Experience:...
  • Kalpesh Ashar

    CFP-Proprietor, Full Circle Financial Planners & Advisors
  • No. of Clients:
  • Years of Experience:...
  • Khyati Mashru

    Founder & Chief Financial Coach, Plant Rich Consultancy LLP
  • No. of Clients:
  • Years of Experience:...
  • Kiran Telang

    CFP, SEBI RIA, Co-Founder & Director at Dhanayush Capital Advisors Pvt Ltd
  • No. of Clients:
  • Years of Experience:...
  • Milind Kohmaria

    Sr. Manager, Program Lead, CPFP - Network FP
  • No. of Clients:
  • Years of Experience:...
  • Neeraj Bahal

    Founder & Chief Financial Planner at Fasttrack Financial Planners
  • No. of Clients:
  • Years of Experience:...
  • Nikhil Kothari

    Chief Financial Planner - Etica Wealth Advisors
  • No. of Clients:
  • Years of Experience:...
  • Prashant Shah

    Director, Integrated Wealth Managment Pvt Ltd
  • No. of Clients:
  • Years of Experience:...
  • Priti Kucheria

    Director, Wealth Guardian Services
  • No. of Clients:
  • Years of Experience:...
  • Priyanka Ketkar

    Partner, Priyanka Wealth Advisors
  • No. of Clients:
  • Years of Experience:...
  • Priyesh Sampat

    Founder, Simplifying Legacies Empowering Successors
  • No. of Clients:
  • Years of Experience:...
  • Rohit Shah

    Founder & CEO, Getting You Rich
  • No. of Clients:
  • Years of Experience:...
  • Sadique Neelgund

    Founder & CEO, Network FP
  • No. of Clients:
  • Years of Experience:...
  • Sonesh Dedhia

    Managing Director, Manek Financial Advisors Pvt Ltd
  • No. of Clients:
  • Years of Experience:...
  • Suresh Sadagopan

    Founder, Ladder7 Financial Advisories
  • No. of Clients:
  • Years of Experience:...
  • Tarun Birani

    Founder & Director, TBNG Capital Advisors Pvt Ltd
  • No. of Clients:
  • Years of Experience:...
  • Tejal Gandhi

    CEO & Founder Money Matters, India
  • No. of Clients:
  • Years of Experience:...
  • Vinay Singh

    Founder & CEO - Right Value Wealth Advisory Services
  • No. of Clients:
  • Years of Experience:...
  • Viral Bhatt

    Founder - Owner at Money Mantra
  • No. of Clients:
  • Years of Experience:...
  • Vivek Damani

    Founder, Jeevan Prabandhan
  • No. of Clients:
  • Years of Experience:...
  • Vivek Shah

    Founder & CEO, Finrise Financial Planners
  • No. of Clients:
  • Years of Experience:...
  • Yogita Dand

    Registered Life Planner (Advanced) with the Kinder Institute of Life Planning & Practising Certified Financial Planner
  • No. of Clients:
  • Years of Experience:...
  • Expert Panel of Trainers

    About 30 selected trainers, who are also members with Network FP & having their own advisory practices, will be conducting the training sessions for this program. The panel shall deliver about 50 topics in approx. 100 hours of training sessions spread across 3 months. Below are the trainers who delivered for the first batch.
    Entrepreneur, Trainer, Teacher

    Arun Waghchoure

    Director, Arthashastra Financial Planners Pvt Ltd

    Aniruddha Sengupta

    CEO, Founder & Chief Image Coach at A Nuovo Image

    Anu Malla

    Founder, Prospero Financial Planning & Wealth Management

    Archana Bhingarde

    Testimonials

    • I found the curriculum of CPFP very useful for overall development and to have deep knowledge of the topics in personal finance.  Outstanding and brilliant presentations given by trainers who are the jewels of the whole program.

      Pooja MehrraCPFP Certificant
    • CPFP is a crisp, precise and well-orchestrated certificate course which is applicable even for absolute freshers (with no finance background) and also for IFAs, Employees of financial advisory firms and all those who wish to provide much more to their clients.

      Siddharth ShankaranCPFP Certificant
    • The course is really very practical with plenty of learnings which can be immediately implemented in our practice.

      Khyati Vasa CPFP Certificant
    • A professional course always helps an individual grow in the field of work he chooses. CPFP course has helped Pratik, my team member to grow. I have witnessed during the 3 months program, he has matured quite a lot, and now he understands his job & responsibilities a lot better.

      Neeraj Bahal Founder, Fasttrack Financial Planners
    • The course is one of its kind, comprehensive & well-designed. I would highly recommend this to anyone who is interested in making a career in Personal Finance space.

      Rashi Bhargava Financial Fitness Expert & CPFP Certificant
    • I think this course is a must attend if somebody wants to jump-start his/her career or move to the next level in the world of personal finance. This course lays a strong foundation.

      Gajendra Kothari MD & CEO, Etica Wealth Management Pvt Ltd
    • Each aspect of Personal Finance advisory is covered; right from product knowledge to the delivery of Personal Finance advise. Very good for someone who wants to hone skills; as nothing tailor made is available.

      Kshitija Shete Director, Gaining Ground Investment Services Pvt Ltd
    • Network FP’s maiden venture into certification for industry professionals is highly recommended based on its content, structure and efficient organisation. I will strongly recommend this program to all existing and aspiring financial advisors.

      Aniruddha Sengupta Director, Arthashastra Financial Planners Pvt. Ltd.
    • Analyse client behaviour, Gain product knowledge, Simplify investment process, Increase productivity, Be a true Professional & become a successful Personal Finance Professional….
      All packed in one program – join CPFP.

      Anuj Kesarwani CPFP Certificant
    • It was really difficult for me to make plans on the computer and learn online. But with your kind support, I managed it very well.

      Pramod KulkarniProprietor, Dreams Solutions India
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