V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S

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Vantage Institute of Financial Markets
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www.vantagein.co.in
V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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E ABOUT - VANTAGE INSTITUTE OF
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FINANCIAL MARKETS (VIFM)
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T • VIFM is a Division of Vantage Corporate Services Ltd.
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E • Vantage Corporate Services Ltd. is listed on Bombay (BSE) and
Ahmedabad Stock Exchange.
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• Vantage Corporate Services Ltd was a pioneer as a MERCHANT
F BANKER registered with SEBI.
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A • Vantage Corporate Services Ltd. is a NBFC registered with RBI.
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I • Vantage Corporate Services Ltd. also has a subsidiary called Vantage
A Media Ltd. which is into Publications and Event Management.
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M • VIFM is an Authorized Education Provider for CFPCM by Financial

A Planning Standards Board, India (FPSB). It is in the service of
R education since last 8 years.
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VIFM is Authorized

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V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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I THE FINANCIAL MARKET SCENARIO

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T • Vast inflows of Funds from abroad.
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• Rising Household Income and increasing awareness for
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financial planning.
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• Plethora of Mutual Funds & Insurance Products.
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I • Removal of Entry Load from Mutual Funds and
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Capping the Premium Allocation Charges in ULIP is
N prompting Banks, Broking Houses, Advisors to move
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I to fee based services.
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L • Mutual Funds, Banks and Insurance companies are
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R • Increase in regulations and compliance issues.
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AND CONFUSED INVESTOR
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VIFM is Authorized

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V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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CERTIFIED FINANCIAL PLANNERCM - CFPCM
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T • It is awarded by FPSB (Financial Planning Standard Board, USA)
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through FPSB, India.
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O • International Recognition in 23 country.

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I • Promoted by top 50 Financial Services companies in India. (LIC,
N BIRLA, KOTAK, SBI, HSBC, AMERICAN EXPRESS, CITIBANK,
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N DEUTSCHE BANK, FIDELITY, ICICI, HDFC, UTI, RELIANCE,
C STANDARD CHARTERED, RELIGARE, BARCLAYS, TATA) to
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A name a few.
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M • It is the highest credential offered in Financial Planning.

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E • CFPCM is rated “Gold Standard” by “Wall Street Journal”
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VIFM is Authorized

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V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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INTERNATIONAL RECOGNITION IN 23
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COUNTRIES
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T Malaysia
Australia France South Africa Singapore
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O Germany Japan India

F Austria Switzerland

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A Brazil
Hong Kong New Zealand Thailand Chinese Taipei
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Canada Indonesia Netherland United Kingdom USA
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E China Republic of Korea
Ireland
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V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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N FINANCIAL PLANNING STANDARDS BOARD INDIA
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F • FPSB India is a Professional Membership &

I Certification organization
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A • It represents commitment to the emergence of
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Financial Planning as a respected profession in India
I • FPSB India offers the highest Financial Planning
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L credential called the Certified Financial PlannerCM
(CFPCM)
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A • FPSB India is an affiliate of FPSB USA
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VIFM is Authorized

www.company.com
www.vantagein.co.in
www.vantagein.co.in
V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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FINANCIAL PLANNING PROCESS
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VIFM is Authorized

www.company.com
www.vantagein.co.in
www.vantagein.co.in
V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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CAREER PROSPECTUS FOR CFPCM
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CERTIFICANTS
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T “ONE CERTIFICATE MULTIPLE CAREER OPTIONS”
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U • Banking
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E • Investment Advisory services
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F • Life and General Insurance

F • Mutual Funds
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A • Stock and Security Brokers
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C • Tax Consultancy
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L • Fund Managers / Portfolio Managers

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VIFM is Authorized

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www.vantagein.co.in
V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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CAREER PROSPECTUS FOR CFPCM
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CERTIFICANTS
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T Sr. no. Designation Employers
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U 1 Relationship Manager Banks, Brokerage Firms, Fund
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O 2 Investment Advisor, Wealth Private Banking, Wealth
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Manager, Financial Advisor, Management firms, Financial
F Financial Planner, Planning Outfits, Fund Houses
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C 4 Faculty /Content Writer /Trainer Educational Institutes/Corporate
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5 Independent Financial Planner Self Employed
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VIFM is Authorized

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www.vantagein.co.in
www.vantagein.co.in
V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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E COURSE CONTENT
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T • Introduction to Financial Planning
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T • Risk Analysis & Insurance Planning
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F • Retirement Planning & Employee Benefits
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N • Investment Planning
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I • Tax & Estate Planning
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VIFM is Authorized

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V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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INTRODUCTION TO FINANCIAL PLANNING
(MODULE I)
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S • The Six step Financial Planning Process
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U • Client Interactions
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I • Cash Flow and Debt management
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• Business aspect of Financial Planning
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VIFM is Authorized

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V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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RISK ANALYSIS & INSURANCE PLANNING
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(MODULE II)
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T • Risk management process
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• Selecting the right risk management technique
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• Various Insurance Policies and Strategies
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• Regulation of Insurance – IRDA
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VIFM is Authorized

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V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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G RETIREMENT PLANNING & EMPLOYEE BENEFITS
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(MODULE III)
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• Various retirement schemes such as:
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R • Post-retirement counseling
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VIFM is Authorized

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www.vantagein.co.in
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V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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E INVESTMENT PLANNING
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(MODULE IV)
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T • Risk Return Analysis
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E • Capital Markets
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• Derivatives
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• Asset Allocation
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• Portfolio construction and management
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VIFM is Authorized

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V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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E TAX AND ESTATE PLANNING
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(MODULE V)
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U • Income-tax computation for Individuals, Companies,
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E • Trusts and other bodies.
O • Tax on Capital Gains and Indexation
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• House Property
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I • Deductions and Allowances Deductions and Allowances
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• Wills
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• Trusts
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• Indian Succession Act
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• Power of Attorney
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VIFM is Authorized

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V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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E ADVANCE FINANCIAL PLANNING
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(MODULE VI)
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T • Integration of Concepts learnt in earlier
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• Based on the facts in the case study, the
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for client’s financial future
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VIFM is Authorized

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www.vantagein.co.in
V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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AFP
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ASSOCIATE FINANCIAL PLANNER
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T On Successfully completion of any one of following modules,
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applicant is qualified as AFP
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• Risk Management & Insurance Planning
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A • Retirement Planning and Employee Benefits
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• Investment Planning
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VIFM is Authorized

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www.vantagein.co.in
www.vantagein.co.in
V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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ELIGIBILITY
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• Minimum criteria to be a CFPCM is
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¾ Graduate + 3 year's exp in financial field,
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F ¾ 10th or 12th pass + 6 years of exp. in financial field.

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¾ Any student who has cleared his 12th standard from
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work experience is required for Practicing/Business
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VIFM is Authorized

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V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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EXAM PATTERN
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• Exams are conducted by FPSB and facilitated by
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• Exams will be online objective type questions.
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• Ideally the course can be completed within 6 – 8
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VIFM is Authorized

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V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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GENERAL PAPER PATTERN
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Questions
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I 15 4 60
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N 75 140
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VIFM is Authorized

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www.vantagein.co.in
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V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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CFPCM @ VANTAGE - SUPPORT
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MECHANISM
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U • Total 150 hours of Classroom Training.
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• Exhaustive Study Material.
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F • Question Bank for practice.
F • Minimum two mock test per module
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N • Expert faculty (CFPs and the experts of respective fields)
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A CREATING SUCCESS STORIES RANGING
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FROM MANAGERS TO CEO
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VIFM is Authorized

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V A N T A G E I N S T I T U T E O F F I N A N C I A L M A R K E T S
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N THANKS
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Vantage Institute of Financial Markets
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O 427/429, Karsan Natha Trust Bldg., SVP Road, Prarthana Samaj,

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Opp. Harkisandas Hospital, Behind SBI ATM, Charni Road,
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Mumbai – 400 004.
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A Email: info@vantagein.co.in Web: www.vantagein.co.in
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VIFM is Authorized

www.company.com
www.vantagein.co.in
www.vantagein.co.in