Fpsb-India

Financial Planning Standards Board India is marks licensing authority for the CFP marks in India, through an Affiliate Agreement with FPSB Limited.

FPSB India is based on voluntary Self Regulatory Mechanism, which is reflected by virtue of its Code of Ethics & Rules of Professional Conduct, which is mandated for all its members. The creation of Financial Planning Standards Board India represents commitment to the emergence of Financial Planning as a respected profession in India and globally, and will strengthen our ability to educate the pub

lic about the Financial Planning process and about the professionalism of Financial Planners who have committed to competent and ethical behavior in India. Consistent with development in other countries FPSB India will attempt to ensure that Financial Planning Certificants in India meet Competency and Ethics standards which are based on a platform of Education, Examination, Experience and Ethics requirements (the 4Es). The other peer countries are Australia, Austria, Brazil, Canada, China, Chinese Taipei, Columbia, France, Germany, Hong Kong, Indonesia, Ireland, Japan, Malaysia, New Zealand, Republic of Korea, Singapore, South Africa, Switzerland, Thailand, The Netherlands, United Kingdom and United States. As a professional voluntary Self-Regulatory Organization, FPSB India promotes and maintains voluntary standards of professionalism including Education, Examination, work 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. Our stewardship of financial and human resources will be characterized by fiduciary responsibility. Our members, volunteers and our staff will uphold the same attributes and principles. FPSB India expects of its own Certificants integrity, objectivity, competency, fairness, confidentiality, professionalism and diligence in the performance of our mission. There is a crying need to establish professional Financial Planning standards, inculcate financial literacy, and create suitable redressal mechanism for the investors in India, so that not only they can make responsible use of credit & money but can make informed financial decision that affect their family and future. Leading personal financial services establishments all over the world have been concerned about these issues as well: as this not only impacts the businesses of the corporations but also the credibility of the institutions - as it is largely a function of the professionalism demonstrated by its associates vis-à-vis their investors. Globally many leading personal financial services firms are coming together and attempting to professionalize the business of Financial Planning, and setting standards in the discipline. Currently in over 24 countries over 200 leading financial firms have joined hands towards this objective. In India – Financial Planning Standards Board India has been set up to achieve the same. FPSB India is currently promoted by 50 leading Financial Services Organizations from the industry.

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FPCIL is pleased to invite you for our upcoming Program on “Training for Exam 5 candidates using Open Office/Excel”. This would help you gain conceptual clarity and enhance your application skills in solving numerical problems using spreadsheets (Open Office/Excel), and eventually in solving case study based problems.

Learning Objectives:

The training would require application of skills across the following components:

• Financial Management – Loan schedules, Refinancing, Net Worth
• Need based insurance – Life and Assets
• Retirement Planning – Annuities, Estimation of Corpus, Accumulation Phase, Instruments Available, Monitoring of Corpus at various stages
• Investment Planning – Goal based systematic accumulation of corpus, various investment instruments and their usage and tax efficiency
• Tax and Estate Planning – Avenues to reduce tax liability, tax structure of investments and their redemption features, Capital Gains, Trust structures, various estate planning instruments and methods

Date & Venue:

• Date: May 23,2014 & May 24,2014
• Venue: FPSB India, 702, 7th Floor, Leela Business Park, Andheri Kurla Road,
Andheri (E), Mumbai - 400 059
• Timings: 9:00 am - 5:30 pm

Trainer:

• Mr. Pushkar Chugh : Vice President of Knowledge Management Team at FPSB India.
• Ms. Rachana Purohit: Manager- Knowledge Management Team at FPSB India.

Registration Procedure:

• Your investment for this Workshop is Rs. 11,236/- (inclusive of service tax)
• Please write to [email protected] / [email protected] Call: +91 22 6171 2431/ +91 9673252523/ +91 9820075443 / Call: +91 22 6171 2411
• Mention the name of Participant, Mobile no. & Email id.
• Demand Draft / Cheque favoring FPCIL payable at Mumbai to be sent to the below address:
FPSB India, 702, 7th Floor, Leela Business Park,
Andheri Kurla Road, Andheri (E), Mumbai - 400 059

Program Schedule:

Day 1: Timing Topics to be Covered

Session I - 9:00 am to 10:00 am - Broad overview of Financial Planning and real life goal situations.

Tea Break - 10:00 am to 10:15 am

Session II - 10:15 am to 12:30 pm Insurance – Need based Life insurance – income replacement and expense coverage including life goals

Lunch Break - 12:30 pm to 1:15 pm - Networking Lunch

Session II contd. - 1:15 pm to 2:45 pm - Continuation of the session on Insurance

Tea Break - 2:45 pm to 3:00 pm

Session III - 3:00 pm to 5:30 pm - Retirement solutions considering different life stages – accumulation and distribution stage; situations where some more goals like charity, bequeath, gifts, etc. are added

Day 2:

Session IV - 9:00 am to 11:00 am - Analysis of various investment products and their usage, asset allocation and modifications, goal-based investment approaches

Tea Break - 11:00 am to 11:15 am

Session IV contd. - 11:15 am to 1:00 pm - Continuation of session on Investment Planning

Lunch Break - 1:00 pm to 1:45 pm - Networking Lunch

Session V - 1:45 pm to 3:00 pm - Personal Taxation and taxability of investment products in goal-based fund accumulation, Estate solutions and trust structure

Tea Break - 3:00 pm to 3:15 pm

Session VI - 3:15 pm to 5:15 pm - Case Study approach

5:15 pm to 5.30 pm - Specific Queries

Note: 1. the participants are expected to carry a laptop with Open Office/Excel preloaded in it.
2. Registration prior to the event is must.

For any further clarifications, please contact 022-61712431/9673252523/9820075443 or write to us at [email protected]

Best regards,
FPCIL Team

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Mumbai

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9619331160

Website

http://fpsbindia.org/

Address

702, Leela Business Park, Andheri East
Mumbai
400059

Fpsb-India

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