The candidate pursuant to qualifying in this exam shall be eligible to receive CFPCM certification subject to the fulfilment of the experience criterion and the adherence to laid down Code of Ethics and Professional responsibility. Post certification, the candidate shall be entitled to work as CFPCM professional preparing, executing and reviewing financial plans of the clients. Thus, a candidate should be able to enter into an engagement with a client to provide services with respect to one or more components of financial planning or a comprehensive financial plan which may include its execution and review as well, under a laid down financial planning process.
Module 6 brings together each of the first 5 Modules in the construction of an effective financial plan. Candidates are expected to be able to identify and resolve various financial planning issues, as well as apply planning techniques to specific client situations through case studies.