Associate Certification Fellowship of Chartered Financial Practitioners

in association with

LUGI

The Winds of Change

Lesser tolerance for conflicted remuneration

Autoriteit Financile Markten

Now SEBI in India has taken lead, with new regulations w.e.f.October13

Indian Life Insurance environs

Proposed changes on lines of eradicating conflict of interest : New policy form format Value proposition to clients today ? Digital Media provides comparison + direct plan tariffs + transaction platforms

How do we counter this ?

Acquiring domain aligned knowledge which creates value addition

Develop Skill sets which supplement your value proposition

Secure globally accepted credentials

The credentials - AChFP

An Associate Certification issued by APFinSA. Industry benchmark across 11 countries in the Asia Pacific
Consists of 2 Modules
Fundamentals of Investments & Financial Planning Risk Management & Legal Aspects

Associate Chartered Financial Practitioner

Fundamentals of Investment
Personal financial statements Time value of Money Investment Products & Capital Markets Loans

Associate Chartered Financial Practitioner

Risk Planning Module
Understanding types of risk Life & General Insurance Computation of Human Life Value/Insurance coverage Advising appropriate Insurance products to the customers

Details of the Program

60 hours of classroom training

Week Day classes : twice a week 4 - 6.30 pm

Training delivered by Knowise Faculty

Examinations scheduled every two months

The Knowise Advantage

Knowise Learning Academy

Indias premier Academy in Financial Education, Training and Certification.

Formed in the year 2008

Has trained over Pedigree of the core team 12,000 professionals ING Investment Mgmt. till date ABN AMRO Bank ENAM Securities

The Knowise Advantage

Capital Mkt / Insurance Professionals Graduates Bankers IT / ITES Professionals MBAs

Financial Services

So .. The winds of change?

Are they blowing so strong that our world closes in ? or do we reinvent ourselves and find our wings ?

Thank you