Modules of Financial Planning Standards Board India (Certified Financial Planner Certification)

Financial Planning Standards Board India, currently, conducts tests in four modules, namely
  1. Risk Analysis & Insurance Planning
  2. Retirement Planning & Employee Benefits
  3. Investment Planning
  4. Tax Planning & Estate Planning.
  5. Examination 5/Advanced Financial Planning
For any query for the said test(s), candidates need to contact FPSB India at: Tel No 022-61712424 email: info@fpsbindia.org website: http://www.fpsbindia.org

Equity Research Module:

This course is developed by Finitiatives Learning India Pvt. Ltd. (FLIP).
FLIP (www.learnwithflip.com) offers a range of high quality, award winning e-learning & certification programs across Banking & Financial Services (BFS), both for freshers and working professionals.
There are over 1000 stocks and over 20 different industries and classifications in India. As local financial markets get increasingly interlinked with global markets, understanding the stock market movements and deciding which stock to invest in, has become bewildering. Who can the investor rely on? Well, equity research analysts are the answer.
Equity research involves gathering relevant information about a company, analyzing it, and coming up with a recommendation that investors and Financial Institutions can use for decision making purposes. It is a respected and admired profession, as these are the people behind the scenes, whose recommendations result in investment decisions worth millions of dollars globally, in the capital markets.

Details about the Module:

It covers both qualitative (Economy, Industry & Company) & quantitative analysis (Financial Statements, Ratio analysis & valuation) using live case. The course also shows you how to write a proper research report in practice
To view the course demo and course outline :Click here
Who should do FLIP's Equity Research program?
The course is suitable for candidates with the following qualifications:
  1. MBA's ( Finance) / CA's
  2. Graduates/Post Graduates with experience in capital markets
  3. Other working professionals, looking to move into equity research
In terms of role suitability:
This course is relevant for people looking to join the equity research division of a
  1. Financial Institution,
  2. Mutual Fund,
  3. Research back office, or
  4. Brokerage firm
Enrolment Process:

To undergo the NCFM Equity Research certification, you need to complete the e-learning training of Finitiatives Learning India Pvt. Ltd. /FLIP (www.learnwithflip.com)
Step 1 : Register with FLIP Click here
Already registered? Click here
Step 2 :Purchase the Equity Research E-Learning module
Step 3 :After completing the training pay NCFM the certification fee, and book the test date.

Pricing What You Get:


Flip TrainingWhat you get
2,850 (Inclusive of service tax)
  • High quality, interactive e-learning, for a period of 3 months
  • Courses written by practitioners – senior IIM alumni.
  • Access to email query support
  • 4 doubt clearing sessions with faculty, via audio conference
  • Access to Practice Tests and Mock Exam (Diagnostic Test)
  • Weekly BFS Roundup
NCFM CertificationWhat you get
1,686 (inclusive of service tax)
  • An industry recognized Certification in Equity Research, which is valid for two years.