Certified Financial Planner(CFP)

Financial planners help their clients, generally, individuals or business owners, reach their financial goals. To remain current with the latest investment strategies and products, financial planners must be serious about ongoing professional education. Earning your Certified Financial Planner™ certification is the most important step you can take to accelerate your career and serve your clients.

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Job Prospects after CFP Course:

    Financial Planner
    Financial Analyst
    Client Services Advisor
    Investment Manager
    Wealth Management Advisor
    Portfolio Manager
    Personal Financial Planner
    Associate Advisor

Education Requirements

    CFP candidates must hold a bachelor’s degree or higher from an accredited university or college. In addition, they must have completed specific coursework in financial planning, as outlined by the CFP Board. Outside of the capstone course, much of this requirement can be waived if the candidate holds another top professional designation like the CFA or CPA, as well as an MBA.
    To maintain certification, a CFP must complete 30 hours of continuing education every two years in the body of knowledge pertaining to an area of financial planning.

Course Structure / Principal Knowledge Topics

8 Principal Knowledge Topic Categories

    Professional Conduct and Regulation (7%)
    General Financial Planning Principles (17%)
    Education Planning (6%)
    Risk Management and Insurance Planning (12%)
    Investment Planning (17%)
    Tax Planning (12%)
    Retirement Savings and Income Planning (17%)
    Estate Planning (12%)

Exam Format & Exam Duration:

The CFP exam is comprised of 170 multiple-choice questions, including stand-alone questions as well as questions associated with a particular financial planning scenarios and/or case histories. The exam is an all-day affair and consists of two three-hour sessions (six hours total) separated by a scheduled 40-minute break. As such, candidates must schedule at least a seven-hour appointment with Prometric to allow for all the required check-in and security procedures.

Exam Windows:

The CFPexam is offered three times per year: March, July and November.

Exam Location:

CFM exams are held at prometric centers around the globe

CFP Certification Course Highlights

Online and Classroom Training
Learn from MBA/ CFA/CFP Industry Experts and prepare yourself for CFP certification.  
Best CFP Study Material
Hard Copy and Soft Copy of Study Notes  
Online CFP Courses Materials
Topic Wise study material in the form of Presentation, Case Studies, Practical Exercises and Quiz or Assignments with detailed answers and explanation.  
24×7 Online CFPCourse Forum
Doubt solving forum to interact with faculty & fellow students.  
Assignments & Cases
Work on real time cases from different Domains.  
24×7 Online Access
24×7 Access to Course Material (Unlocked Excel Models, Presentations, etc.)

F & Q

Our trainers are Qualified MBA, CFA, CFP Chartered Holders having more than 15+ Industry Experiences as well as having experience of teaching for more than 10 years.

A student may miss not more than the two first classes of the batch he/she wishes to enroll for. Make-up sessions will be provided for all missed classes.

If you are enrolled in classes and/or have paid fees, but want to cancel the registration for certain reason, it can be attained within 48 hours of initial registration. Please make a note that refunds will be processed within 30 days of prior request.

We have a different Mode of the class conducted as per the convenience of Professionals and Trainers:

Classroom Training (Regular and FastTrack)
Live Instructor Led Online Training (Online)

All the training sessions are LIVE Online Streaming using through LIVE meeting Software, thus promoting one-on-one Trainer Student Interaction..