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The Certified Personal Finance Specialist – PRO® (CPFS-PRO®) Certificate Program is designed to develop the basic skills required by Finance Professionals including Wealth Managers, MFDs, RIAs, IFAs, etc. to execute critical functions related to Investment Alternatives, Wealth Planning, Equity Analysis, and Capital Markets, Investment Management & Tax Planning to assist their clients.

This is the most thorough and longest course and anyone can take it to see remarkable improvements in how competitive they are in the finance industry as a financial analyst or as an investor. This certification is offered by the American Academy of Financial Management India and is a stepping stone to a more comprehensive and intensive program like the Associate Wealth Manager® (AWM®)and Chartered Wealth Manager® (CWM®).

The Certified Personal Finance Specialist – PRO® (CPFS-PRO®) Certificate Program is the most comprehensive, dynamic, and practical course you will find online.

In the world of specialization, a Wealth Manager requires broad and extensive knowledge. Wealth Manager must have a deep understanding of the client’s psychology, attitudes, and other intangibles that impact the relationship management with the clients along with the Financial Products and Personal Financial Planning. The CPFS – PRO® Certification Program provides the Financial Goal Planning Skills and other skills to the Financial Professionals including Wealth Advisors which is an important step towards Comprehensive Wealth Management.

CPFS – PRO® Certification is created for ambitious Finance Professionals, who want to close the skill gap between formal education and becoming a world-class Personal Finance Specialist — one who is competent, confident, and poised to advance.

A CPFS – PRO® is a specialty credential for Financial Professionals who are experts at helping individuals with all aspects of wealth management and it helps in displaying their expertise and knowledge as it relates to all aspects of financial planning. The viewpoint for wealth advisors is very positive as the numbers of individuals requiring specialized wealth advice are rising rapidly across India. Alongside this growth is an expected increase in competition found in this field where a professional needs to differentiate their skills and offering to the clients. Hence, people who want to stand out from the rest opt to earn a specialized certification to prove that they have what it takes to be worthy of the field. A certification also strengthens one’s prospects in the company they are in and can help them climb up the employment ladder.

Spend your time wisely, and be confident that you’re gaining knowledge straight from the source. It’s one that will reap big rewards if you choose to pursue it.

What you will learn

On Completion of the Program you would be able to:

  • Be much faster carrying out regular tasks
  • Work with large amounts of data without difficulty
  • Become an expert as a Financial Analyst
  • Perform Financial Analysis
  • Detailed knowledge of Financial Products
  • Understand what drives a portfolio’s value
  • Become a successful Financial Analyst in no time
  • How to manage a portfolio
  • Learn what finance role you are most passionate about pursuing
  • How to get hired and promoted as a financial analyst
  • How interest rates are changed and why this is crucial to understand for successful financial analysts.
  • Understand and use modeling best practices so you can create financial models.
  • Understand valuation best practices so you can create target prices based on your financial models.
  • How to use technical analysis
  • Understand from a high-level perspective what an Equity Capital Markets’ firm is as well as what the role/job is of an Equity Capital Markets Financial Analyst
  • Ways to come up with investment ideas using an easy to understand the approach
  • Understand the Verticals of the Wealth Management
  • Explain the Functions and Role of the Wealth Manager
  • Understand the concept of Time Value of Money
  • Understanding the Securities Market
  • Understanding relating to risk analysis
  • Use of insurance products for Wealth Creation and Goal Planning.
  • Understand the concept of Mutual Fund
  • Match Clients goals with appropriate mutual fund schemes
  • Manage Mutual Fund Portfolio
  • Use Mutual Funds in Wealth Planning
  • Understand the Tax Structure in India
  • Learn to compute tax under various heads of income

Why should you consider a career as a Chartered Personal Financial Specialist?

Salary: It leads to a very well-paid career.

Promotions: Financial Analysts acquire valuable technical skills, which makes them the leading candidates for senior roles in Finance industry.

Secured Future: There is a high demand for Financial Analysts in the finance industry, and you won’t have to be concerned about finding a job.

Growth: While facing different challenges you will test your existing skills.

Who this course is for:

  • Anyone that wants to be a financial analyst at any type of finance firm or for any type of finance role (including investment planning, wealth management, equity research, mutual funds, time value of money, equity capital markets, and many other roles. We will discuss different finance roles in this comprehensive course).
  • Anyone interested in becoming the best investor, stock picker, portfolio manager, analyst, and much more.
  • People who want a successful career in Finance
  • Anyone who wants to learn the practical skills of Financial Analysis.
  • People who are ambitious and want to learn faster than their peers.

Be the first one to subscribe to this course and grab the opportunity! If you don’t acquire these skills now, an opportunity will be missed to separate yourself from the others. Don’t risk your future success! Let’s start learning together now!

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