FPA - CFP | CFP Program Mumbai | CFP classes India | Certified Financial Planner Course

CERTIFIED FINANCIAL PLANNER^CM Certification (CFP^CM) is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community.

About CFP^CM

Why CFP^CM

You will be recognized across the globe as a leader in the field of Financial Planning. You will be more desirable to executive recruiters & hiring managers since they are now seeking CFP^CM Certificate holders for senior financial services & wealth management related jobs more than ever before. The CFP^CM professional certification differentiates you from your peers. Studying the broad concepts underlying Financial Planning in today's dynamic market will give you a holistic view of the financial environment
Why CFP^CM
Provides you with the feeling of personal achievement and the satisfaction of achieving the Highest Certification in Financial Planning Globally. Allows you to join an elite group of CFP^CM Professionals in 25 countries across the globe. Expands your personal and professional opportunities within the world of finance. Provides you with the ability to network with some of the world's leading financial planning professionals.

top

Eligibility Criteria

Eligibility for pursuing the CFP^CM course

Undergraduates
(12th Pass)

Graduates
(in any stream)

Working Professionals

top

Who Should Pursue

Are you keen to make a career in the financial services sector? Are you wondering what to pursue after XII or Graduation? or Are you looking for a career upgrade? Are you keen to have a global qualification recognized across 25 countries in the world? Are you looking to purse a professional qualification which can be completed within one year? Are you looking to work with best companies in field of financial services? or Are you looking to start your own business/practice?
If "YES" is what you have replied to the questions, then you may seriously consider pursuing the CFP^CM certification program. For more information speak to our Career Counselors.

top

Admission Procedure

Register with FPA
Documents required:
- 3 passport size photographs
- 2 photocopy of XII Std or Graduation (Self Attested)

TRAINING

Get trained by CFP^CM Professionals or study through Distance Learning
Study from FPSBI approved study material
Prepare from our online 5000+ Question Bank
Practice on our real time Mock Exams

EXAMINATION

Register with FPSB India
Appear for Module Exams
Clear the respective module exams and receive their certificates
All exams are online (for more details click here)

APPLY FOR MEMBERSHIP
WITH FPSB INDIA

FPSB India issues certificates for successfully completing the CFP^CM Certification Program
Fulfill the Experience criteria and abide by the Code of Ethics as laid down by FPSB India

CAREER

Eligible to use the CFP^CM certification mark & the CFP^CM flame logo.
Be your own Boss - Start your business / practice in Financial Services or
Make your career with leading Financial Instituions (Know More)

top

Training Process

CFP^CM Certification Program

Regular
Mode

Distance
Learning

Challenge
Status**

CFP^CM Certification Professional		Classroom Training	Distance Learning (Self Study)
Required Textbooks for all Modules
Workbooks for all Modules
Extra Reference Books
	Summary of Modules
	Exhaustive Question Banks
	Mock Exams
	Access to E-Library
	Discussion Forum
	Online Monitoring & Support
120+ hrs Classroom Training under Experienced CFP^CM Professionals			-
Extra Help Sessions			-
Financial Calculator
PLACEMENT ASSISTANCE			-

** Challenge Status:

In order to be eligible to pursue the CFP^CM certification through the “Challenge Status” mode, the following conditions need to be satisfied: -
1. The aspirant needs to be a graduate.
2. The aspirant needs to hold a professional qualification recognized by FPSB India.
3. The aspirant holds over 3 years of work experience in the financial services sector (5 years if one is self employed).

All the criteria mentioned above needs to be fulfilled prior to enrollment for the “Challenge Status” mode

top

Course Syllabus

Module 1
Introduction to Financial Planning
(IFP)

Module 2
Risk Analysis and Insurance Planning
(RAIP)

Module 3
Retirement Planning & Employee Benefits
(RPEB)

Module 4
Investment Planning
(IP)

Module 5
Tax Planning & Estate Planning
(TPEP)

Module 6
Advance Financial Planning
(AFP)

top

Exam Schedule

Exams are computer based with multiple choice
No negative marking
Following is the exam structure:

Module Name	Exam Date	Exam Location	Duration of Exams	Total Marks	Passing (%)
IFP	No Exam*
RAIP	Daily (except Sundays & Public holidays)	Pan India across 105 centres of NSE (online mode)	2 hours	140	60%
RPEB
IP
TPEP
AFP			4 hours	100	50%

* There is no specific exam for IFP, but all the other module exam questions will have 20% of the syllabus from the IFP module.

top