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 The opportunity to be back to campus and have another round of study, was an excellent learning experience. I had never thought that I will get to learn so many unexplored things about same industry where I belong to…All thanks to ACE and their team and not to forget their special efforts.
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Nitin Makhija
Senoir Manager(HDFC Mutual Fund)
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| Program highlights |
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Experience Faculty |
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Globally Accepted Curriculum |
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Internship Oppurtunities |
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Global Perspective Wealth Management |
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Rigourous Programme |
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NCFM & NISM Industry Certification |
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| Courses |
| PG Diploma in Finance |
Wealth management has developed rapidly in recent times to become one of the most attractive business sectors in the financial industry. The growing affluence and sophistication of economies such as China, India and other Asian countries have created a rising demand for professional wealth management services, such as fund management and private banking.
Ace school for professional studies is the first educational institution that specializes in wealth management. Combining academic rigour and a practical-orientation, Ace offers a holistic, industry-driven approach in training wealth management professionals. It provides a relevant and balanced education for the wealth management industry, combining with global perspectives.
The curriculum has been designed collectively by both academic professors and industry professionals – including private bankers, asset managers, investment analysts and consultants. It is regularly reviewed to reflect industry developments. There is a careful balance between the theory and practice of wealth management.
» A specialized curriculum in wealth management with the global perspective.
» Incorporating globally accepted CFPCM certification Curriculum.
» Incorporating NCFM & NISM Industry certification.
» Experienced faculty drawn from senior academics with industry experience, and successful wealth professionals with academic exposure.
» Academically rigorous programme with strong professional content.
» The pedagogy includes case studies, team activities, course assignments, computer-aided learning, simulations, industry talks, site visits and field trips to complement classroom learning.
» Completion of an individual project by participants to carry out a research topic of interest.
» Interactions with faculty, senior industry professionals and program participants.
» Internship opportunities with big financial companies.
Admission Process
We are looking for applicants from all kinds of backgrounds. The candidate must possess a Bachelor’s Degree/Candidates pursuing their final year of graduation can also apply. An essential requirement for a candidate is to have a keen interest and a desire to embark upon a career armed with the right skills.
Candidates seeking admission should have good communication skills, an ability to absorb new ideas quickly and a willingness to work hard. In assessing your application, we look for evidence that you:
The admission procedure comprises by personal interviews of the candidates that too by the industry experts. Scores of CAT, MAT, XAT and GMAT are accepted and students with valid scores of these exams are exempted from registration fees.
How to Apply
Application forms are available at ACE campus or can be downloaded from our website. The complete application form must be submitted along with the required application fee as per the procedure specified in the application form.
Eligibility:
Students who have completed their graduation in any discipline or are appearing in the final year of their graduation are eligible to apply for the PGDF. Personal Interviews:
Candidates will be intimated of the personal interview (PI) dates immediately. The institute will attempt to hold the INTERVIEW in tandem for the convenience of candidates.
Admission Offer :
Successful candidates will have to deposit the fees within a specified time. The admission will be considered final only after the payment of the stated fee. Fees once paid are not refundable.
| The PGD in wealth management opens doors to the multiple career opportunities which include the following |
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Banks. |
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Financial Planning Firms |
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Wealth Management Companies |
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Assert Management Companies |
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Insurance Companies |
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Investment Advisory Services |
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Portfolio Management Services |
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Trainings and Academics |
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KPOs |
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Self Employed |
Semester 1
» Introduction to Financial Planning
» Introduction to Financial Markets and Operations (Stock Markets, Derivatives and Commodities)
» Risk Analysis and Insurance Planning
» Managerial Economics for wealth management
» Financial Statement Analysis
Semester 2
» Basic Quantitative Techniques
» Retirement Planning and Employee Benefits
» Investment Planning
» Technical Analysis
» Portfolio Management and Strategies of Wealth Management
» Investment Advisory Services
» NISM Module for Mutual Fund Advisors
» NCFM Commodity Markets module
Semester 3
» NCFM Commodity Markets module
» Tax and Estate Planning
» Advance Financial Planning
» Personality Development
» Marketing of Financial Services Enterprises and Customer Relationship Management
» Software of Managers: Microsoft PowerPoint, MS-Excel
Special Topics in International Wealth Planning
This course discusses major concepts underlying international topics related to wealth planning.
Strategic Issues in wealth Management
This course covers a number of special topics including Family Business and Family Office and Strategic Issues in Private Banking
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 Classroom Programme |
| Certified Financial Planner Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. The CFPCM Certification is the most recognized, prestigious & sought after certification in the area of personal finance, wealth management& investment advisory profession across the globe & is rated as the "Gold Standard" by the `Wall street journal`. |
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| Why earn CFPCM Certification? |
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The CFPCM Certification opens up the world of opportunities like never before in the Financial services sector namely Banks, Wealth management & financial planning companies, Insurance companies Asset management companies, Financial KPOs . |
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Transformation from Financial Chemist To Financial Doctors |
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In India there are more than 50 charter members the biggest in the financial services industry endorsed CFPCM Certification and are committed to giving preference to CFPCM Certificants in their recruitments |
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Enhanced Social & professional Status by joining the league of professionals. |
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| Benefits of CFPCM Certification |
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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. |
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Personal satisfaction of achieving the Financial Planning profession's highest standard and met the global benchmark. |
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Satisfied clients who appreciate the comprehensive approach to Financial Planning and extend long term relationship and referrals. |
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Your expertise and credibility as a qualified professional is instantly communicated. |
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More revenue streams by increasing your product and service offering to your clients. |
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Enhanced Social Status by joining the league of professionals. |
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Recognition in more than 23 countries across the world. |
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Your credentials demonstrate trust among the financial consumers. |
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You have met the global benchmark for competency, ethics & professional practice standards to provide comprehensive Financial Planning services. |
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You join the global league of the best Financial Planning professionals |
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The CFPCM certification is monitored in India by the Financial Planning Standard Board India. FPSB India is essentially a public private enterprise and a professional standard setting body which promotes high standards for financial planning professionals in India.
The CFPCM Curriculum prescribed by FPSB is globally followed by all the education providers for CFPCM certification education program. There are more than 100 universities in the U.S offers this course in self study & regular classroom mode.
The curriculum consists of the following six modules which need to be completed in order to fulfill the requirements of the CFPCMcertification program.
Module 1: Introduction to Financial Planning
This module is comprehensive and offers a complete overview of the financial planning process. It focuses on a globally accepted six-step financial planning process: general principles of cash-flow planning, budgeting, legal aspects of financial planning and acquaints the students with concepts of risk management, investments, insurance, retirement solutions, tax and estate planning, which are covered in greater detail in the subsequent five modules.
Module 2: Risk Analysis & Insurance Planning
This module examines the principles of Risk Analysis & Insurance Planning to identify a client's risk exposure and accordingly select appropriate risk management techniques. The module reviews basic insurance products, pertaining to both general and life insurance; analyzes various insurance needs, such as medical, disability, life and general insurance and finally determines the type and amount of insurance best suited to the client's situation and needs.
Module 3: Retirement Planning & Employee Benefits
This module assesses the significance of retirement planning, teaches analysis techniques, review of retirement employee benefits (such as EPF, PPF, Superannuation Fund etc.) and the process to be adopted while developing a retirement plan. It focuses on imparting students' appropriate skills, enabling them to identify retirement needs of the client and recommend appropriate retirement solutions for a happy and tension-free retired life.
Module 4: Investment Planning
This module trains students in understanding the client's investment needs and risk appetite and providing suitable solutions aimed at wealth creation. It reviews all categories of investments, client evaluation methods, and economic factors, risk and return analysis, valuation techniques, asset allocation procedures and portfolio performance assessment. Various techniques and concepts used in portfolio construction and management are also examined.
Module 5: Tax & Estate Planning
This module aims to enhance the student's knowledge in the realm of personal taxation and tax planning, by providing a synopsis of the key tax components. Estate planning sub-module introduces the student to the process of developing an estate plan, including assessment of important techniques of estate planning: wills, gifting schemes, powers of attorney and joint property ownership.
Module 6: Advanced Financial Planning
The final module builds upon the knowledge gained in the previous modules and incorporates all aspects of personal finance that are vital for developing a comprehensive financial plan. Students are taught the steps necessary for collecting and evaluating client data, developing, recommending and executing appropriate strategies and also important aspects related to ongoing monitoring and evaluation of financial plans. Review of the legal, ethical and regulatory issues affecting financial planners is also covered |
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Quality education
To launch our students into the real corporate world, we are leveraging on academic excellence of our faculties, our courseware and ability to deliver. Our curriculum is most comprehensive, regularly up dated and easy to understand.
Overall personality development
The focus of education is not only on bringing aboard the best recruiters but on identifying individual strengths and talents which is an integral part of the career development system at the ACE. The centre helps students make the most of their Ace experience, both academically and personally.
Quality education
To launch our students into the real corporate world, we are leveraging our two strengths academic excellence of our faculties and our ability to build synergetic partnerships and collaborations.
100 % Placement backup & career development sessions
Additionally, our dedicated placement cell, staffed with professionals who have a natural knack for networking, engages proactively with potential employers and organizes structure.
Flexible study options
Students are free to choose between our classroom sessions held over weekdays & weekends as per his/her convenience or study in your own city/state through our very comprehensive and easy to understand distance learning option. |
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The program is designed for the student who does not attend the regular classroom but with support from the institute, feels confident enough to complete the course in a self study manner thru distance learning.
» 160 hrs of classroom trainings spread over 5-6 months on weekends/ weekdays.
» Smart, crisp, and easy to understand study material—6sets of text books covering detailed CFPCM curriculum
» Each text book is supported by a Question Bank work book with solutions.
» On line faculty support in respect of each module.
» E-mail support
» Financial Calculator Casio FC -200.
» Stimulated Mock test exactly on the pattern of CFPCM exam held at the NSE centre.
» Tutorial/ doubt clearing classes on daily basis by in-house faculties.
» Lectures taken by the industry professionals
» 100% placement backup & career counselling
Ace school for professional studies is an authorised education provider of Financial Planning Standard Board India. FPSB India is essentially a public private enterprise and a professional standard setting body which promotes high standards for financial planning professionals in India.
FBSB INDIA closely works with all the stake holders viz. the governments, Regulators, Industries/Associations, Corporates, the Media & general public to achieve its objective
It is an affiliate of the Financial planning standards Board ltd, Denver U.S.A.
Charter Member of FPSB India. FPSB India has several financial services companies as it's charter members who are committed to giving preferences to CFPCM certificates in there recruitments.
Class Room Program fees payable to ACE school for professional studies
PROGRAM FEES: - 32,000/-
| Installment plan |
Option 2: |
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Down Payment - INR 17,000/-
1st installment - 10,000/-
2nd installment - 6,000/- |
Lump sum fee
Rs 32,000/-
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| Total - 33,000/- |
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FPSB INDIA Registration fee payable to FPSB India apart from ACE fees
CFPCM aspirants are required to pay FPSB India registration fee which is currently Rs 10,000/- (ten thousand) & is valid for one year that is apart from Ace fees.
Examination Fee & Schedule
CFPCM Exams are facilitated by NSE and conducted online on NCFM platform on NSE's examination centers and other NSE networked sites throughout India. Examinations are held round the year after a prescribed lock-in period of 60 days from date of registration with FPSB, India through ACE
Examination Fees: Rs 2000/- per Examination, From Examinations II to V & Rs. 5000/- for Examination- VI
Note: - there is no exam for module I but 20% of its content is subsequently adding in rest of all the modules. |
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| Certification Self Study program |
| Certified Financial Planner Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. The CFPCM Certification is the most recognized, prestigious& sought after certification in the area of personal finance, wealth management& investment advisory profession across the globe & is rated as the "Gold Standard" by the `Wall street journal`. |
| |
| Why earn CFPCM Certification? |
| |
| » |
The CFPCM Certification opens up the world of opportunities like never before in the Financial services sector namely Banks, Wealth management & financial planning companies, Insurance companies Asset management companies, Financial KPOs . |
| |
|
| » |
Transformation from Financial Chemist To Financial Doctors |
| |
|
| » |
In India there are more than 50 charter members the biggest in the financial services industry endorsed CFPCM Certification and are committed to giving preference to CFPCM Certificants in their recruitments |
| |
|
| » |
Enhanced Social & professional Status by joining the league of professionals. |
| |
|
| Benefits of CFPCM Certification |
| |
|
| » |
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. |
| |
|
| » |
Personal satisfaction of achieving the Financial Planning profession's highest standard and met the global benchmark. |
| |
|
| » |
Satisfied clients who appreciate the comprehensive approach to Financial Planning and extend long term relationship and referrals. |
| |
|
| » |
Your expertise and credibility as a qualified professional is instantly communicated. |
| |
|
| » |
More revenue streams by increasing your product and service offering to your clients. |
| |
|
| » |
Enhanced Social Status by joining the league of professionals. |
| |
|
| » |
Recognition in more than 23 countries across the world. |
| |
|
| » |
Your credentials demonstrate trust among the financial consumers. |
| |
|
| » |
You have met the global benchmark for competency, ethics & professional practice standards to provide comprehensive Financial Planning services. |
| |
|
| » |
You join the global league of the best Financial Planning professionals |
| |
|
| |
The CFPCM certification is monitored in India by the Financial Planning Standard Board India. FPSB India is essentially a public private enterprise and a professional standard setting body which promotes high standards for financial planning professionals in India.
The CFPCM Curriculum prescribed by FPSB is globally followed by all the education providers for CFPCM certification education program. There are more than 100 universities in the U.S offers this course in self study & regular classroom mode.
The curriculum consists of the following six modules which need to be completed in order to fulfill the requirements of the CFPCM certification program.
Module 1: Introduction to Financial Planning
This module is comprehensive and offers a complete overview of the financial planning process. It focuses on a globally accepted six-step financial planning process: general principles of cash-flow planning, budgeting, legal aspects of financial planning and acquaints the students with concepts of risk management, investments, insurance, retirement solutions, tax and estate planning, which are covered in greater detail in the subsequent five modules.
Module 2: Risk Analysis & Insurance Planning
This module examines the principles of Risk Analysis & Insurance Planning to identify a client's risk exposure and accordingly select appropriate risk management techniques. The module reviews basic insurance products, pertaining to both general and life insurance; analyzes various insurance needs, such as medical, disability, life and general insurance and finally determines the type and amount of insurance best suited to the client's situation and needs.
Module 3: Retirement Planning & Employee Benefits
This module assesses the significance of retirement planning, teaches analysis techniques, review of retirement employee benefits (such as EPF, PPF, Superannuation Fund etc.) and the process to be adopted while developing a retirement plan. It focuses on imparting students' appropriate skills, enabling them to identify retirement needs of the client and recommend appropriate retirement solutions for a happy and tension-free retired life.
Module 4: Investment Planning
This module trains students in understanding the client's investment needs and risk appetite and providing suitable solutions aimed at wealth creation. It reviews all categories of investments, client evaluation methods, and economic factors, risk and return analysis, valuation techniques, asset allocation procedures and portfolio performance assessment. Various techniques and concepts used in portfolio construction and management are also examined.
Module 5: Tax & Estate Planning
This module aims to enhance the student's knowledge in the realm of personal taxation and tax planning, by providing a synopsis of the key tax components. Estate planning sub-module introduces the student to the process of developing an estate plan, including assessment of important techniques of estate planning: wills, gifting schemes, powers of attorney and joint property ownership.
Module 6: Advanced Financial Planning
The final module builds upon the knowledge gained in the previous modules and incorporates all aspects of personal finance that are vital for developing a comprehensive financial plan. Students are taught the steps necessary for collecting and evaluating client data, developing, recommending and executing appropriate strategies and also important aspects related to ongoing monitoring and evaluation of financial plans. Review of the legal, ethical and regulatory issues affecting financial planners is also covered |
| |
Quality education
To launch our students into the real corporate world, we are leveraging on academic excellence of our faculties, our courseware and ability to deliver. Our curriculum is most comprehensive, regularly up dated and easy to understand.
Overall personality development
The focus of education is not only on bringing aboard the best recruiters but on identifying individual strengths and talents which is an integral part of the career development system at the ACE. The centre helps students make the most of their Ace experience, both academically and personally.
Quality education
To launch our students into the real corporate world, we are leveraging our two strengths academic excellence of our faculties and our ability to build synergetic partnerships and collaborations.
100 % Placement backup & career development sessions
Additionally, our dedicated placement cell, staffed with professionals who have a natural knack for networking, engages proactively with potential employers and organizes structure.
Flexible study options
Students are free to choose between our classroom sessions held over weekdays & weekends as per his/her convenience or study in your own city/state through our very comprehensive and easy to understand distance learning option. |
| |
The program is designed for the student who does not attend the regular classroom but with support from the institute, feels confident enough to complete the course in a self study manner thru distance learning.
» Course Curriculum-Structured for Success, our curriculum is most comprehensive and easy to understand.
» Personalized attention assured.
» World Class content prepared by in house dedicated team of CFPCM Designates.
» Online support from sr. faculties
» Mock test & regular assignments
» Choose the order of the Modules as per your schedule & convenience
Ace offers a comprehensive study series choose as per your requirement
C Series
Y Series
S Series
Our Text books contain practice questions and summaries, while our Work books contain exam type questions (in excess of 400 per Module) with worked answers to practice for the actual exam and improve your chances of success on the first attempt
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Charter Member of FPSB India. FPSB India has several financial services companies as it's charter members who are committed to giving preferences to CFPCM certificates in there recruitments.
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| Corporate Trainings |
| In today's world the greatest asset for a business organization is the people working there. For an organization to survive and succeed it's imperative that knowledge and skill of the employees are regularly upgraded as per the market trends.Facilitating the employees to add value in term of skill and knowledge is very often a tool to retain them too. |
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| ACE aims is to become the preferred training partner for the BFSI (Banking, Financial Services and Insurance) sector. |
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| Our training helps the organizations build the right skill set among workforce to support various projects. We cover a wide domain of topics to take care of your total training requirements in the Financial Sector. |
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Insurance Planning |
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Risk Management |
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Retirement Planning |
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Employee Benefits |
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Investment & Wealth Management |
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Wealth management |
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Technical Analysis |
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Tax Planning |
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Applied Financial Planning |
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Corporate Finance |
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Capital Markets |
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Structured Products, Derivatives & Options |
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Portfolio Management |
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Mutual Fund |
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Financial Statement Analysis |
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| Other than the above mentioned topics we can also tailor or customize training material that suits your requirement. |
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| Millenium Women |
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| Career & Placement |
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| Charter Member of FPSB India. FPSB India has several financial services companies as it's charter members who are committed to giving preferences to CFPCM certificates in there recruitments. |
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| Our Branches |
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26/32 Pal Mohan Sadan
East Patel Ngr. Delhi 110008
Near Rajendera Place Metro Station
T- 011-45050201-07
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info@asps.edu.in |
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+91 9560490076 ,+91 9560400775 |
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For Full Time PG program enquiry call :- +91 - 9560490062
For CFPCM Classroom enquiry call :- +91 - 9560490076
For CFPCM Distance learning / Self study enquiry call :-+91 - 9560400775
E- mail : info@asps.edu.in |
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| Lucknow center: |
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C-324,Sahara Plaza, Patrakarpuram,
Gomti Nagar, Lucknow-226010
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| Contact Person : |
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Mr R.K Sood, Branch Head
Certified Financial Planner CFPCM |
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+91 9839372752 |
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0522-4025716 |
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lucknow@asps.edu.in |
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| Pune Centre: |
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7 Aditya Complex Opp. Santosh Bakery
Sinhagad Rd Pune 411051 (Maharastra) |
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| Contact Person: |
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Mr. Sandeep Limkar, Branch Head
Certified Financial Planner CFPCM |
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+91 9890418723 |
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02024355506, 09420495501-2 |
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pune@asps.edu.in |
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| Punjab Centre: |
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I 4 INVESTOR'S Opp main TCP Gate Mamoon Cantt. Pathankot-145001 |
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Tarundeep Singh |
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9888521453, 8054963584, 9780452627 |
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punjab@asps.edu.in |
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| Our Advisory Board |
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Saleem Husain is Director, Citigroup (International capital markets) He earlier worked with Booz Allen Hamilton and Ernst & Young, and holds an MBA from New York University (Stern).
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Soumyajit Ghosh is the Director of Wealth Management business for Citi Financial, India since May 2009. Prior to this he was the Head of Investment Product Services of ABN AMRO Consumer Bank India. In a career spanning over 15 years he has had successful stints with ANZ Grindlays / Standard Chartered Bank and SBI Funds Management Ltd. |
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| The Faculty Members |
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Our team consists of self motivated individuals – motivated for the achievement of excellence in everything that we do. Each one of us is passionate and loves the business of ideas – as we believe ideas shape the world. Backed with functional and industry knowledge our team can address problems in a way which few can. |
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| Case Studies |
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| » Integrity |
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| » Transparency |
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| We strive to deliver value through our knowledge of the domain |
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| » We are about finding innovative, simple and helpful solutions to knowledge problems. |
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| » We are about transparency and honesty in everything we do-personally and professionally. |
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| » We lay Strong emphasis on identifying our student’s abilities and develop them to the fullest as per the industry requirements. |
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| » We are a team of core industry professionals & academicians associated with us, who are committed to deliver the best. |
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Classroom Programme
Classroom Programme
Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. 
