Advance Academy of Financial Studies

Advance Academy of Financial Studies We are offering the comprehensive training on CFP certification as well as various module in Financial

“Advance Academy Of Financial Studies" is a Surat based Training firm. Our services are Training for Life Insurance and General Insurance, Stock advisory, Mutual Funds distribution and Tax Planning. We have been in training individuals for CFP, IC-33, IC-34, NCFM, BCFM and NISM and modules for the past seven years. Over the last 7 years, we have delivered over 10,000 Hours of mass outreach educa

tion to Financial intermediaries, Bankers, Individual agents, Students etc in over 20 Cities including Dubai. I am also empanelled trainer various broking firm, Insurance Cos, AMC, and other National Distributor of Mutual Fund etc...

Area and Subject on which delivers the Training and Coaching
• Investment Planning
• Insurance and Risk Analysis
• Debt Market
• Retirement Planning and Employee Benefit
• Effective Tax Planning
• Advance Financial Planning
• NISM Mutual Fund Examination
• Financial Planning Workshops
• Basic of Financial Market
• CFP certification
• CPFA Certification
• Registered Investment Advisor by SEBI

27/12/2020

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To Become a CFP you must first study CFP course. You will learn about Investment planning, Taxation Planning, Estate Pla...
05/06/2016

To Become a CFP you must first study CFP course. You will learn about Investment planning, Taxation Planning, Estate Planning, Retirement Planning, Insurance Planning, Financial Plan Construction and Professional Responsibilities.
New CFP intake will commence in June and July

New batches at Vadodara, Ahmedabad and Surat.. Call 74052 16393
28/02/2016

New batches at Vadodara, Ahmedabad and Surat.. Call 74052 16393

29/06/2014

Anybody interested for CFP training at Ahmedabad. New batch is starting from next week...few seats left...

Do call on 98251 00136

16/04/2014

Internationally recognised, CFP® certification is the highest level of certification that a financial planner can achieve.

16/04/2014

Hiring of CFP professionals to grow globally this year: Survey

"With the progression of the financial planning movement and an enabling regulatory environment, many more financial services organisations are increasingly preferring CFP certificate-holders in recruitments.

"We believe that owing to their need based and holistic consumer centric approach, the CFP professionals are well equipped to aid the creation of financial well being in the society," said Ranjeet S Mudholkar, Vice Chairman and CEO, Financial Planning Standards Board India

04/04/2014

The Benefits of Having a Certified Financial Planner™
Some people decide to do their own financial planning, but you may want to seek help from a Certified Financial Planner™ professional if you:

Want to better manage your finances, but aren't sure where to start
Don't have time to do your own financial planning
Want a professional opinion about the plan you've developed
Don't have sufficient expertise in certain areas such as investments, insurance, taxes or retirement planning
Have an immediate need or unexpected life event

03/04/2014

FIVE THINGS YOU PROBABLY DIDN'T KNOW ABOUT THE FINANCIAL PLANNING PROFESSION -

• Demand for personal financial advisors is expected to grow 41% by 2016, according to Money Magazine
• Among clients who work with an advisor, 87% of those working with a CFP professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification, according to a July 2012 survey.
• The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those who have not.
• Employment for personal financial advisors is projected to grow much faster than the average for all occupations through 2020, according to the Bureau of Labor Statistics

The global statistics about CFP professionals
02/04/2014

The global statistics about CFP professionals

Global CFP Professional Growth and DistributionThe global number of CFP professionals grew by more than 5,000 last year ...
01/04/2014

Global CFP Professional Growth and Distribution

The global number of CFP professionals grew by more than 5,000 last year (for an annual growth rate of 3.8 percent), from 147,822 at year-end 2012 to 153,376 at year-end 2013.

01/04/2014

Benefits of CFPCM

1. Enhanced career and employment opportunities with Financial Services companies. Your Services are sought by banks, distribution houses, AMC, insurance Companies, equity broking and Financial Planning firms.
2. Personal satisfaction of achieving the Financial Planning profession’s highest standard and met the global benchmark.
3. Satisfied clients who appreciate the comprehensive approach to Financial Planning and extend long term relationship and referrals.
4. Your expertise and credibility as a qualified professional is instantly communicated.
5. More revenue streams by increasing your product and service offering to your clients.
6. Enhanced Social Status by joining the league of professionals
7. Recognition in more than 24 countries across the world
8. Your credentials demonstrate trust among the financial consumers.
9.You have met the global benchmark for competency, ethics & professional practice standards to provide comprehensive Financial Planning services.
10.You join the global league of the best Financial Planning professionals

01/04/2014

Address

Surat
395009

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm
Saturday 9am - 7pm
Sunday 9am - 7pm

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