CFPcm PROGRAM AT "WEALTH 360 ACADEMY"

CFP Certification DELIVERABLES Class Distance
Room Learning
1. Classroom training
150+ Hrs Classroom training for Regular Pathway, -
70+ Hrs Classroom training for Challenger pathway -
3 weeks crash course for final module students -
Experienced Practicing Financial Planners as faculty. -
Training on Microsoft Excel & learning how to make financial plans on Excel -
Unlimited Doubt solving sessions -
2. Study material
Comprehensive & updated study material (12 books),
includes 2000+ practice questions with solution,
case studies, topic wise summary with PPTs & Financial calculator.
3. Access to online E - Learning platform:
150+ Hours of online videos covering entire CFP Syllabus
Simulated Mock Test
complete support for query solving
Supplementary reference material & articles on financial planning
4. Placements
100% placement assistance
Internship Programs
Soft skills training and Interview etiquettes
Professional Resume Making
  • Eligibility - Individual who has HSC Degree (Higher Secondary Certificate) can enroll for the CFPcm certification course.
  • Training Centers at:
    • Churchgate
    • Dadar
    • Vile Parle
    • Borivali
    • Thane
    • Vashi

DISTANCE LEARNING PROGRAM:

Video learning Self-study kit includes access to comprehensive videos (including videos on using Excel & financial calculator), recorded classes, study material & simulated mock test to comfortably clear your CFPcm exams.(access to Video lecture)

Cost and Fee Structure

Cost & Fee Structure:
For people who are
For people eligible to
required to give all 4 exams
give final module directly
(Regular Pathway)
(Chllanger Pathway)
   
                   
Wealth 360 Academy Charges:
Coaching & training fee:
        29500 (all inclusive) 23600
(all inclusive)
 
(includes class room training for all modules,
                 
study material, training on microsoft excel etc)
                 
                   
                   
FPSB Charges for registration & examination
                 
Registration
        16,385 (all inclusive) 29,955
(all inclusive)
 
1st 4 exam charges
        16,520 (all inclusive)      
Final 5th Exam
        8,260 (all inclusive) 8,260
(all inclusive)
 
                   
                   
Financial Caculator FC 200V
                 
Financial Caculator:
        1800 (all inclusive) 1800
(all inclusive)
 
                   
                   
Total         72465 (all inclusive) 63615
(all inclusive)
 

*1st Year CFP certification membership fees (For CFPs) is Rs. 7,080/-

Principal Faculty at Wealth 360 Academy.

Mr. ANUJ SHAH - CHIEF FINANCIAL PLANNER, Wealth 360.
A proficient CFPcm at financial planning & wealth management firm “Wealth 360” since January 2008, Mr ANUJ SHAH has experience on advising & making financial plans for diverse set of clients including High Net worth Individuals, Professionals & salaried clients.
He has delivered trainings & seminars on personal finance for several corporates like IndusInd Bank, SBI life, JM Financial, Fulletron Securities etc
As Guest lecturer he has been associated with several Management Institutes like MET, Somaiya Institute Of Management Studies & Research (SIMSR), Narsee Monjee Institute of Management Studies etc and has been VISITING FACULTY for several authorized education providers of Financial Planning Standards Board – India.
In the past he has worked with listed investment bank “Edelweiss Capital” on its derivative desk and prior to that with “Reuters” – London based international news agency.
His Educational qualifications are MBA (Finance), CFPcm (Certified Financial PlannerCM), B.E. and additionally Diploma In Commodities Markets (Commodities derivatives) from Welingkars institute, NSE certifications on Derivatives Markets , Capital markets & AMFI Advisory module.

Wealth 360 academy:
Wealth 360 academy is promoted by - Financial Planning & Wealth Management Firm “Wealth 360”. We not only facilitate students to clear their CFPcm examination effortlessly but also impart practical knowledge to create industry ready & competent financial advisors.
To know more about Financial Planning and Wealth Management from Wealth360 visit www.wealth360.in