Students Trained
Corporate Trainings
Associations with Educational Institutes & Companies
Trainers & Industry Experts
Highlights
Key Highlights for CFP ®
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- 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
Our Mentors
Meet Our Expert Mentors
Kirtan Shah CFP®
Yukti Gala CFP®
CA Pranit Jain
Jeetendra Peswani
CFP® & CFA
Why Us
Why 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
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.
Syllabus & Eligibility
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
Placements
Where Our Students Have Been
Placements
Our Success Stories
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.
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.
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.
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.
Palak
Start Date
What’s Included ?
Online/Offline traning
Recorded videos
LMS access for 3 years
Content approved by IMA
Unlimited doubt solving
Unlimited Mock Test
IMA Support
Limited Time Offer –
Don’t Miss Your Chance!
Frequently
Asked Questions
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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
FPA Edutech (FPA) is one of India’s leading training companies in the Accounting & Finance space. Over the last 15 years, we have trained over 5,00,000+ students and working professionals in various courses globally, helping them fulfill their career aspirations.
FPA is amongst the oldest training partner & market leader for FPSB USA to train for the CFP® certification program. FPA is also an ACCA Gold Approved Learning Partner, a Silver Approved Learning Partner for CMA (US) & a sort after name for CFA & CPA (US) trainings.
FPA is a proud achiever of the 40 under 40 award, India young entrepreneurs award & the mother Teresa excellence award for our contribution to the field of education.
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