Associate Financial Planner

Home

Course Information

CFP® - Certified Financial PlannerTM

AFPCM Certification Program

The AFP^CM Certification - Click Here for Program Brochure

The letters "AFP^CM" stand for Associate Financial Planner. The AFP^CMmark is a professional designation that is awarded to students who have successfully completed Module 1- Foundations in Financial Planning of the CFP^® Certification Program. AFP^CM practitioners & individuals have been thoroughly trained and are competent to recommend general financial planning strategies and to advise on the appropriate selection and use of various financial products.

Course Schedule

Benefits of the AFP^CM Program:

To learn, understand and apply all aspects of the financial/ wealth planning process, including a review of the financial products and instruments
Be equipped with financial concepts, tools and techniques to help make better informed personal financial decisions
Gain insights to the management of your financial resources to achieve your desired lifestyle or retirement plan
To meet your life goals through the proper management of your financial decisions
Covers a broad rage of professional financial topics that form the foundations of the career of any financial services professional
Upon successful completion of the course, students are eligible to attain the AFP^CM Certification

Lessons covered:

Financial Planning Process, Cash Management & Budgeting, Time Value of Money, Business Statistics & Basic Investment Concepts, Basic Economic Structure, Government Policies and Investment Analysis, Investment Planning Products, Retirement Planning, Risk Management and Insurance Planning, Income Tax and Estate Planning, Code of Ethics and Regulatory Controls

Module 1 (AFP^CM) is highly recommended for self-enrichment.