CFPcm PROGRAM AT "WEALTH 360 ACADEMY"

  1. Duration : 6 to 8 months (Regular pathway) 3 to 4 months (Challenger Pathway)
  2. Weekday batches available. Weekend batches available. Only Sunday batches available.
  3. Unlimited Doubt solving sessions
  4. Internship Programs
  5. 100% placement assistance
  6. Practicing Financial Planners as faculty who not only guide the students for smoothly clearing the exams but also impart practical knowledge to create industry ready competent financial planners
  7. Crisp & updated study material, Financial calculator.
  8. Training on Microsoft Excel & learning how to make financial plans on Excel
  9. Online Training through Videos
  10. Simulated Mock Test
  11. Eligibility - Individual who has HSC Degree (Higher Secondary Certificate) can enroll for the CFPcm certification course.
  12. 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:
        30680 (all inclusive) 22680
(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
        14,160 (all inclusive)      
Final 5th Exam
        7,080 (all inclusive) 7,080
(all inclusive)
 
                   
Documents validation and other due diligence fees
        7,080 (all inclusive)      
after clearing exam 1 to 4 which is adjusted against
                 
1st Year CFPcm certification fee.
                 
                   
Financial Caculator FC 200V
                 
Financial Caculator:
        1800 (all inclusive) 1800
(all inclusive)
 
                   
                   
Total         70105 (all inclusive) 61515
(all inclusive)
 
Instalment facility For regular pathway :
1st Installment:15340(at the time of joining)
2nd Installment:15340(1 month from joining)
Access to video lectures :
Access to recorded classes will be given @ RS 500 per session.
you can choose topics for which you want video access and pay only for those hours e.g you miss a class and you want to cover up only that part through video access - you can take video access for only that session.

1st Year CFP certification membership fees (For CFPs) (Paid after clearing exams 1 to 4) 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.