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FPSB® Retirement & Tax Planning Specialist

The program covers retirement planning principles, wealth accumulation and withdrawal strategies, and tax planning techniques. It enables candidates to design strategies that optimize cash flow, manage taxation, and support long-term financial goals at both local and global levels, helping professionals provide comprehensive retirement and tax planning advice.

Education Modules

02

Tax Planning and Optimization

  • International Taxation
  • Cross Border and Source Rules
  • Tax Strategies
  • Accounting Standards and Research

01

Retirement Planning

  • Retirement Principles
  • Retirement Objectives
  • Retirement Needs, Analysis and Projections
  • Sources of Retirement Cash Flow
  • Retirement Cash Flow, Withdrawal Projections and Strategies

Testimonials

Google Reviews Stories

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Over 324 Reviews

Siddhi Professional Classes is a really good place for students who want clear teaching and proper guidance. The teachers explain every topic in a simple way, which helps students understand even difficult subjects easily. They are patient, friendly, and always ready to solve doubts. The class environment is comfortable, and students feel confident to ask questions. Notes are well-prepared and useful for revision. Regular tests help students understand their weak areas and improve their scores. Overall, Siddhi Professional Classes is a reliable and helpful coaching institute for students who want strong preparation and good results.

Vedant Kudtarkar

I had a very good learning experience with CMA Classes, especially the Dombivli branch. The faculty is highly knowledgeable and explains concepts in a clear and practical manner, which is very helpful for CMA students. Regular tests, doubt-solving sessions, and exam-oriented guidance make the preparation structured and effective. The study material provided is comprehensive and up to date with the ICMAI syllabus. Overall, the Dombivli branch offers a supportive environment and quality teaching for serious CMA aspirants.

Soham Chaudhari

Siddhi Professional Classes is a great coaching center. The teachers explain topics very clearly and give personal attention to every student. The environment is friendly, the notes are helpful, and regular tests improve confidence. A very good place for learning and scoring better. Staffs and teachers are very helpful and solve every problem. If you are finding classes for CMA and CMA USA just contact Siddhii Professional near by your branch !!!

Duryan Nagda

Empowering you to Shape Your Future – View All Reviews

Frequently Asked Questions

Clearing Doubts, Building Confidence

CMA stands for Cost and Management Accountant. It is a premier professional certification in India regulated by the Institute of Cost Accountants of India (ICMAI) under the Ministry of Corporate Affairs. CMAs specialize in financial planning, cost control, and strategic management to help organizations optimize their resources and maximize profitability

The US CMA (Certified Management Accountant) is a globally recognized professional credential awarded by the US-based Institute of Management Accountants (IMA). It verifies expertise in management accounting, financial planning, analysis, and strategic decision-making, preparing finance professionals for leadership roles in global corporations

CMA USA

  • Governing Body - IMA (Institute of Management Accountants, USA)
  • Duration - 6 to 12 months
  • Exam Structure - 2 Parts (100 MCQs + 2 Essays per part)
  • Primary Focus - Global Management Accounting, Strategic Finance, FP&A
  • Global Recognition - Highly recognized in 150+ countries
  • Average Pass Rate - Around 45% – 50%
  • Statutory Power - No legal audit authority in India

CMA India

  • Governing Body - ICMAI (The Institute of Cost Accountants of India)
  • Duration - 3 to 4 years
  • Exam Structure - 3 Levels (Foundation, Inter, Final) — 20 papers total
  • Primary Focus - Cost Accounting, Auditing, Indian Taxation & Local Compliance
  • Global Recognition - Primarily recognized in India
  • Average Pass Rate - Around 10% – 20%
  • Statutory Power - Exclusive rights to conduct Cost Audits under the Indian Companies Act
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