CERTIFIED FINANCIAL PLANNERCM Certification (CFPCM) 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 CFPCM


Why CFPCM

INTERNATIONAL RECOGNITION

CFP is the world’s most prestigious Certification for those wanting to make a career in the field of Finance.

Once you are a CFP in India, you can practice as a CFP in 23 countries across the globe.

A CFP is recognized as a leader in the field of Financial Planning across the globe.
INDUSTRY DEMAND

50 companies which include top Bankers, Brokers, MF companies, Insurance Companies (Reliance, TATA, LIC, UTI, ICICI, etc) have signed a petition with the FPSBI board saying that they will be giving 1st preference to CFP certificants when it comes to recruitments.

Organizations are making it mandatory for their relationship managers, mutual fund advisors, wealth managers, to take up the CFP Certification Program

Over 3,00,000 CFP’s are required on an immediate basis.
SCOPE/OPPORTUNITIES

Pursuing CFP can widen the scope of an individual and open opportunities across various sectors and provide multiple career opportunities
  • Banking
  • Insurance
  • Financial Planning
  • Accounting & Tax
  • Wealth Management
  • Investment Advisory Services
  • Mutual Funds
  • Stock Broking
  • Portfolio Management Services
  • Various other Financial Services
A CFP professional can also free lance & manage finances for his/her friends, relatives or clients, thus generating an additional earnings stream in the form of commissions, brokerage, incentives, advisory etc.
DURATION & FLEXIBILITY

This program can be flexibly pursued along with ones current studies/work

Exams are conducted every day by the NSE. A candidate can flexibly choose a convenient date and time to give the exams.

Multiple choice examination format makes it evident that CFP bridges the gap between practical & theoretical aspects of finance
Why CFPCM
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 CFPCM Professionals in 24 countries across the globe.
CFP’s will be more desirable to executive recruiters & hiring managers since they are now seeking CFPCMCertificate holders for senior financial services & wealth management related jobs more than ever before
The CFPCM professional certification differentiates you from your peers

Expands your personal and professional opportunities within the world of finance.
Studying the broad concepts underlying Financial Planning, in today's dynamic market will give you a holistic view of the financial environment.

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Eligibility Criteria

Eligibility for pursuing the CFPCM course
Undergraduates
(12th Pass)
Graduates
(in any stream)
Working Professionals

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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 CFPCM certification program.
For more information speak to our Career Counselors.

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Admission Procedure

REGISTER
  • Register with FPA
  • Documents required:
    • 3 passport size photographs
    • 2 photocopy of XII Std or Graduation (Self Attested)
TRAINING
  • Get trained by CFPCM 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 CFPCM Certification Program
  • Fulfill the Experience criteria and abide by the Code of Ethics as laid down by FPSB India
CAREER
  • Eligible to use the CFPCM certification mark & the CFPCM flame logo.
  • Be your own Boss - Start your business / practice in Financial Services or
  • Make your career with leading Financial Instituions (Know More)

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Training Process

CFPCM Certification Program
Regular
Mode
Distance
Learning
Challenge
Status**

CFPCM Certification DELIVERABLES Classroom Training Distance Learning
(Self Study)
TRAINING
150+ hrs Classroom Training by Experienced CFPCM Professionals -
Unlimited Doubt Solving Sessions -
Full Time Faculty Support -
Industrial Visit -
Ms Excel Training -
TRAINING MATERIAL
Complete set of Books for all Modules
Updates Case Study & Reference Material
Financial Calculator -
PLACEMENTS
Gauranteed Internships -
100% Placement Assistance
Soft Skills Training & Interview Etiquetts -
Professional Resume Making -
I - LEARN
Topic wise online Summary for all Modules
5000+ Practice Questios with Solutions
Real Time Mock Exams with Solutions
Complete Online Support & Query Solving
Certificates for every Module Cleared & Convocation Ceremony for Networking with fellow CFP's

** Challenge Status:

  • In order to be eligible to pursue the CFPCM 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

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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)

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Exam Schedule

  1. Exams are computer based with multiple choice

  2. No negative marking

  3. 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 150 50%
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.

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