Key Highlights for CFP ®
Boost Your Value in the Industry
Duration 10 to 12 months
#1 Qualification in Personal Finance
Be Wealth Management Expert
Better Understanding of BFSI sector
Work for Top AMCs, MNCs & Wealth Management Companies
State-Of-The-Art Learning Management System
End To End Learning Support
95% Students Passing Ratio
Offline Training Centers in Mumbai, Ahmedabad, Pune & Delhi
Learn From Industry Experts
Comprehensive Study Material
100% Placement Assistance
Blended Learning With Live & Recorded Classes
About CFP® Certification?
- CFP® Certification is the world’s most prestigious Certification for those wanting to make a career in the field of Finance.
- Once you have completed CFP® Certification in India, you can practice as a CFP® in 27 countries across the globe.(Respective country’s board requirement needs to be fulfilled)
- A CFP® is recognized as a leader in the field of Financial Planning across the globe.
- Allows you to join an elite group of CFP® Professionals in 27 countries across the globe.
Why to choose FPA ?
Largest Authorised Education Provider for CFP®
More than 80% of Passing Rate
Comprehensive CFP® Certification Materials
CFP® Qualified Faculty
Alumni Network Over 11K Students
Live Classroom Sessions
100% Placement Assistance
Live Projects on Financial Planning
100 Hours Of Classroom Training
Weekend & Weekday Classes
Post Placement Mentorship
Live Interactive Classes With Unlimited Access To Recorded Lectures
Highly Qualified Faculties
Weekly Mock Test With Personalised Doubt Solving & Mentorship
100% Placement Assistance
Soft Skill & Interview Preparation Training
Give your Career a Global Edge
CFP® Certification Eligibility
- Anybody who has cleared 12th grade in any stream
- Graduate & Under Graduates: B.Com, BFM, BAF, BBI, BIM, BMS, BBA etc
- Postgraduates & Professionals: Education – CA – Inter, CA, MBA, M.Com etc
Qualification:
- Insurance, Mutual Fund Advisors, Stockbroker, wealth manager, relationship manager with relevant qualification is eligible to give only the one examination under challenge status mode
CFP® Syllabus
Investment Planning Specialist Module:
- Personal Financial Management
- Investment Planning & Asset Management
- Regulatory Environment, Law & Compliance
Retirement and Tax Planning Specialist Module:
- Retirement Planning
- Tax Planning
Risk and Estate Planning Specialist Module
- Risk Planning
- Estate Planning
Financial Plan Construction & Integrated
- Financial Planning Module
- Financial Planning Process & Skills
- Engaging Clients in Financial Planning
- Integrated Financial Planning
- Case Study & Capstone Project
Our Achievements
Rated 4.8 Stars
By 1000+ Students
40 Under
40 Award
Young Entrepreneur
Award
Mother Teresa
Excellence Award
150000+
Students Trained50000+
Corporate Trainings1000+
Associations with Educational Institutes & Companies200+
Trainers & Industry ExpertOur Mentors
Kirtan Shah CFP®
Yukti Gala CFP®
Jeetendra Peswani CFP® & CFA
Kirtan Shah CFP CM
Yukti Gala CFP CM
Jeetendra Peswani CFPCM & CFA
CA Pranit Jain
Our Placements
Success Story
Jash Kriplani
I have cleared my CFP. Much thanks to FPA. Jeetendar Sir has regularly offered timely support and guidance, as well as other faculty members and support staff. Would like to mention Sagar Sir, Yukti Ma'am and Aman Sir for their time, effort and patience with all students.
Vedant Kelkar
I've been associated with FPA since the month of July 2020. I enrolled for CFP certification. The quality of faculty over here especially Jeetu Sir and Yukti Ma'am is exceptionally great. They solve your doubts during and after the lectures. They help you in every way possible. Surely going to recommend FPA to anyone, who is looking for pursuing CFP Certification.
Sonali Karia
I have cleared CFP throughout with the help of FPA. The videos & material are detailed and helpful. And faculties are also very supportive, even distance learning can help students too. A day before the exam it helped me a lot. Big thanks to everyone, and FPA Rocks!!
Shaurya Talwar
I would like to thank the entire FPA team for helping me clear the CFP examination within the stipulated time frame. The video lectures of Yukti ma'am and the doubt-solving assistance of Mansi ma'am and Pooja ma'am were really helpful. I would recommend anyone pursuing CFP Certification only choose FPA.
Palak
I am happy to share that I have cleared CFP - Final Module with a Good Grade on the first attempt. I am very grateful to Janak Sir, Sagar Sir, Yukti Ma'am and all doubt-solving faculties for teaching and guiding me in completing my CFP. I would recommend FPA to everyone.
FAQs
How to get started?
FPA is the most recognised authorised education provider for CFP® where you can get all the guidance needed for the CFP certification pathway, Call us at +91 8080809466
In how many months can I clear the CFP® exams?
10-12 months
Can I practice or open my own financial planning boutique after completing CFP®?
Yes, you can become an entrepreneur and practice as a Certified Financial Planner provided you have a valid CFP® certification.
Can CFP® certification help me go abroad?
Yes, the course is recognized in 27 countries .
When are the classes for CFP® conducted at FPA?
On weekends i.e Saturday & Sunday