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Highlights
Key Highlights for CFP ®
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- Boost Your Value in the Industry
- Duration 6 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
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.
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. They help you in every way possible. Thank you for the support.
Tanushree Shah
Thrilled to share that I’ve successfully passed the REPS module of the CFP certification. A big thank you to the FPA my mentor Yukti Gala and staff for the support throughout the journey. The course provided deep insights into risk and estate planning, equipping me with the knowledge to help individuals secure their financial future.
Shreya Sarvankar
I would like to thank FPA Edutech for their constant guidance and support. Blessed to have mentors like Yukti Gala, Sagar Chedda and others at FPA who made learning fun and enjoyable. Because of the amazing faculty members I completed all my Specialist modules within just 10 months. With your support will surely earn the CFP badge soon.
Alex Anthony
Glad to share that I have cleared two modules of Certified Financial Planner (CFP) exam - Investment Planning Specialist & Risk and Estate Planning. A CFP® is recognized as a leader in the field of Financial Planning across the globe. It would not have been possible without the guidance and expertise of FPA Edutech. Highly Recommend
Jayatvya Kabra
The only true wisdom is in knowing you know nothing. This has been my Philosophy since the Start of my Financial Planning career, which has led me here. From a Rookie to a Professional Financial Planner, the journey was no less than a Roller Coaster ride. But the best part is, I enjoyed every moment of it. Thank you Kirtan Shah Sir.
Start Date
What’s Included?
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Premium Learning Partner
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100% Placement Assistance
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Flexible Modes of Learning
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One Of The Best Authorised Education Provider
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CFP in Just 6-12 Months
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1 to 1 Student Mentorship
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Learn from CFP & CFA Qualified Faculty
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Free Career Counselling Guidance
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High-Quality Educational Training
Limited Time Offer –
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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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