Certified Financial Planner (CFP)

Category: Global Pathways > CFP

Level: Executive

Duration: 12 to 18 months

Lessons: 0

Rating: 4.7 (458 reviews)

Price: ₹0

Batch: New Batch

The CFP® (Certified Financial Planner) certification is one of the most respected professional qualifications in financial planning and wealth management. Awarded by the Financial Planning Standards Board (FPSB) India, a wholly owned subsidiary of Financial Planning Standards Board (FPSB), the certification equips candidate with the knowledge and skills required to provide comprehensive financial advice across investments, retirement planning, taxation, insurance, estate planning, and personal finance. The program combines technical expertise with practical financial planning capabilities, preparing candidates to help individuals and families make informed financial decisions and achieve long-term financial goals.

Course Features

Regular Doubt Solving Session
Flexible Learning Options

What You Will Learn

Personal Financial Management
Investment Planning & Asset Management
Tax Planning & Optimization
Risk Management & Insurance Planning
Estate & Succession Planning
Integrated Wealth Management Solutions

Who Should Enroll

Students seeking a career in financial planning and wealth management
Graduates interested in investments, insurance, and personal finance
Banking and finance professionals looking to enhance their credentials
Financial advisors aiming to build advisory expertise
Individuals aspiring to establish a successful practice in wealth management
Professionals seeking global recognition in financial planning

Syllabus

Regular Pathway

Eligibility

Criteria	Features
Age	Minimum 18 years of age
Citizenship	Must be an Indian Resident
Education Qualification	Must have completed HSC / 12th or equivalent qualification
Certification Eligibility	Suitable for B.Com / BBA / BAF / BMS Students Suitable for CA / CMA / CFA Aspirants

Registration & Fees

Fee Item	Final Price (₹)
Student Registration	₹18,000
Course Material (IPS)	₹5,025
Specialist Exam – IPS & Reattempt	₹8,000
Course Material (RTPS)	₹5,025
Specialist Exam – RTPS & Reattempt	₹8,000
Course Material (REPS)	₹5,025
Specialist Exam – REPS & Reattempt	₹8,000
Specialist Certification	₹11,000
Course Material – IFP	₹9,000
Psychology Course	₹5,000
Financial Plan Assessment + CFP Exam	₹25,000
CFP Certification	₹11,000

Exam

Particulars	Details
Regulated by	FPSB India
Specialist Certifications	FPSB® Investment Planning Specialist, FPSB® Retirement & Tax Planning Specialist, FPSB® Risk & Estate Planning Specialist
Final Assessment	FPSB® Integrated Financial Planning Course, Financial Plan Assessment (FPA) & CFP® Exam
Exam Pattern (Specialist Certifications)	75 MCQs per Specialist Certification
Exam Pattern (Final Assessment)	50 Questions (25 Case Study Based + 25 Theory Based) and Construction of Financial Plan
Mode of Exam	Online Proctored Examination or at DEXIT Center (formerly NSEIT)
Exam Platform	Mettle Secure Examination Platform
Duration	As prescribed by FPSB India
Ethics Requirement	Completion of FPSB India Professional Ethics Module
Certification Requirement	Completion of Education, Examination, Ethics & Experience Requirements
Experience Requirement	3 Years Unsupervised OR 1 Year Supervisory Experience in the Finance Industry

Structure

Certification	Subject Area	Assessment
FPSB® Investment Planning Specialist	Investment Planning	75 Marks
FPSB® Retirement & Tax Planning Specialist	Retirement & Tax Planning	75 Marks
FPSB® Risk & Estate Planning Specialist	Risk & Estate Planning	75 Marks
FPSB® Integrated Financial Planning	Financial Plan Assessment	100 Marks
Professional Ethics	Ethics Module	Mandatory Completion
Psychology	Behavioural Finance Concepts	Course Completion

Fast Track Pathway

Eligibility

Criteria	Features
Age	Minimum 18 years of age
Citizenship	Must be an Indian Resident
Education Qualification	Must possess an approved qualification/professional certification as prescribed by FPSB India
Approved Qualifications	CA, CA (Inter), CFA, ACCA, CMA (India), CMA (USA), CS, CPA, MBA/PGDM (Approved Streams), Postgraduate Degree in Finance/Economics/Commerce, CAIIB and other FPSB-approved qualifications
Work Experience	Minimum 3 years of relevant work experience in a financial planning-related domain
Certification Eligibility	Suitable for Finance Professionals, Banking Professionals, Investment Advisors, Insurance Professionals, Wealth Managers and Eligible Experienced Professionals

Registration & Fees

Fee Item	Final Price (₹)
Document Verification	₹5,000
Registration + Full Course Material (Bundled Price)	₹38,000
Psychology Course	₹5,000
Financial Plan Assessment + CFP® Exam	₹25,000
CFP® Certification	₹11,000

Exam

Particulars	Details
Regulated by	FPSB India
Route	Fast Track Pathway
Eligibility	Approved Qualification + Minimum 3 Years Relevant Experience
Specialist Certifications	Exempted
Final Assessment	Financial Plan Assessment (FPA) + CFP® Exam
Exam Pattern	50 Questions (25 Stand-alone Questions + 25 Case Study Based Questions)
Mode of Exam	Online Proctored / In-Person at Designated Test Centres
Exam Frequency	Conducted Every Alternate Month
Exam Duration	3 Hours
Ethics Requirement	Completion of FPSB® Global Ethics Course
Certification Requirement	Education + Ethics + Psychology Course + CFP® Exam + Financial Plan Assessment + Experience Requirement

Structure

Component	Assessment
FPSB® Global Ethics Course	Mandatory Completion
FPSB® Psychology in Financial Planning	Course Completion
FPSB® Integrated Financial Planning	Education Requirement
Financial Plan Assessment (FPA)	Mandatory Assessment
CFP® Exam	100 Marks
Experience Requirement	Minimum 3 Years Relevant Experience
CFP® Certification	Awarded upon successful completion of all requirements

Instructor:

Instructor Rating: 4.8/5