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Certified Financial Planner Course (CFP)

Complete in 6 months

Gold Standard in Financial Planning

Average Salary Package 5-15 LPA

About Certified Financial Planner (CFP) Course and Certification

Certified Financial Planner (CFP) is a leading Certification globally recognized in the field of Financial Planning with over 213,000 CFP professionals. It is popular in more than 27 territories across the world. It is a professional mark for financial planners granted by the Financial Planning Standards Board (FPSB).

CFP credential stands out as the foremost global certification, coveted by those aspiring to demonstrate their unwavering dedication to the practice of competent and ethical financial planning.

CFP certification is recognized worldwide as a symbol of excellence and the Gold standard certification for financial planning.

Why CFP Course?

image 28 Recognized Globally

image 28 Rated as the Gold Standard in Financial Planning by the Wall Street Journal

image 28 Rated as “One of the Best Job” by U.S. News and World Report

image 28 Valid in more than 27 territories across the world

image 28 Unique 4-in-1 Program - 1 program, 4 global personal finance certifications

image 28 65% global pass rate

image 28 Average salary package 5 – 15 lakhs p.a.

CFP Course Subjects

1) Personal Financial Management

Client Financial Situation

Time Value of Money

Cash Flow Demands and Conflicts

Budget and Emergency Fund

Debt and Financing Alternatives

Financial Management Strategies

2) Investment Planning & Asset Management

Asset Classes and Securities

Pooled Investment Products

Principles of Investment Risk

Investment Performance Management

Investment Theory

Asset Allocation

Wealth Management

Behavioral Finance

Objectives, Constraints and Suitability

3) Regulatory Environment, Law & Compliance

Client Best Interest

Economic Environment

Social and Political Environments

Compliance and Implications

Anti-Money Laundering

1) Retirement Planning

Retirement Principles

Retirement Objectives

Retirement Needs, Analysis, and Projections

Sources of Retirement Cash Flow

Retirement Cash Flow, Withdrawal Projections and Strategies

2) Tax Planning and Optimization

International Taxation

Cross Border and Source Rules

Tax Strategies

Accounting Standards and Research

1) Risk Management and Insurance Planning

Principles

Risk Exposures

Intro to Insurance

Insurance Company/Advisor Selection

Strategic Solution

2) Estate Planning

Estate Planning Terminology

Wealth Distribution Goals

Estate Planning Process

Transfer During Life and at Death

Planning for Incapacity

Estate Planning Strategies

1) Financial Planning Principles, Process and Skills

Financial Planning Process

Practice Standards

Professional Skills

Client Characteristics

Client Engagement and Communication

Critical Thinking

2) Engaging Clients in the Financial Planning Process

Introduction to the Discovery Process

Appreciative Inquiry

Discovery Process Applied

Goal Determination, Refinement and Setting

Develop Financial Planning Recommendations

Presenting Recommendations to Clients

3) Developing Effective Financial Plans

Financial Planning Overview

Financial Plan Elements

Developing Effective Plans

Sample Financial Plans

Financial Plan Assessment

CFP Course Eligibility, Duration and Exemptions

Eligibility

Pathways of CFP Certification and Eligibility Criteria

The CFP certification offers two distinct pathways based on the candidate's eligibility and prior academic qualifications.

  • image 14 Regular Pathway
  • image 14 Fast Track Pathway

Regular Pathway

  • image 14 Candidates must have completed their 12th grade with a minimum of 50% marks from a recognized board.
  • image 14Those Opting for the Regular pathway are required to pass 3 specialist exams ( Investment Planning Specialist; Retirement and Tax Planning; Risk and Estate Planning ). Once candidates have obtained all 3 Specialist Certifications, they can enroll in the Integrated Financial Planning Certification. After the evaluation of their submitted financial plan, candidates become eligible to take the final CFP exam.

Fast Track Pathway

Check Eligibility

Those opting for the Fast Track Pathway are directly exempted from the first three specialist exams (Investment Planning Specialist, Retirement and Tax Planning, Risk and Estate Planning) and can begin preparing for the final module.

Eligibility (Education + Experience) of Fast Track Pathway

Education:

Approved Qualifications/Professional Certifications:

  • image 14 Chartered Financial Analyst, from CFA Institute (USA)
  • image 14 Certified Public Accountant, from AICPA (USA), CMA, ACCA
  • image 14 Chartered Accountant, from ICAI, CA(Inter) with 3-year Articleship+B.Com
  • image 14 Fellow Member of Insurance Institute of India (Life/General)
  • image 14 Advanced Wealth Management Course, from IIBF, CAIIB+B.Com (any degree)
  • image 14 Postgraduate degree in Economics, Commerce, Finance/Financial Planning from a UGC approved University.
  • image 14 MBA or PGDFM from an AICTE-approved Institute

Experience:

Minimum 3 years of prior work experience at the time of submission of documents will be considered in case of employees of a:

  • image 14 Any bank, non-banking Finance Company (NBFC)
  • image 14 Mutual Fund Asset Management
  • image 14 Insurance Company
  • image 14 Securities Company
  • image 14 Portfolio Manager
  • image 14 Brokerage
  • image 14 Registered Investment Adviser
  • image 14 Treasury department of a company registered with the RoC
  • image 14 Academic institution or FPSB’s Authorized Education Provide

Such experience shall be in one of the following broad job activities:

  • image 14 funds management
  • image 14 investment advice
  • image 14 accounting/fund accounting/auditing
  • image 14 corporate finance
  • image 14 customer relationship/investor service
  • image 14 lecturing in Academic Institutions on Economics/Commerce/Finance or teaching/training on FPSB’s CFP certification curriculum based on Financial Planning Education Framework

Duration

The Certified Financial Planner (CFP) certification is a professional program offered by the Financial Planning Standards Board (FPSB). It spans from a minimum of 6 months to 2 years in duration and equips individuals with expertise in financial planning.

CFP Certification Process

Why 88LEARN

100% Placement Assistance
Live Online Lectures
65% Global Pass Rate
CFP Qualified Faculty
Personalized Support from Dedicated Mentors
Exclusive Study Material
Why VGLD

CFP Course Fees in India

88Learn LEARNING FEES
CFP Level Wise Fees Regular Fast Track (CFP Final)
CFP Level 1 ₹ SGD 243
CFP Level 2 ₹ SGD 243
CFP Level 3 ₹ SGD 243 ₹ SGD 565
CFP Final ₹ SGD 243
Total ₹ SGD 972 ₹ SGD 565
4 in 1 Combo ₹ SGD 727
Loan Option Pay just SGD 81/- Balance - No Cost EMI Pay just SGD 81/- Balance - No Cost EMI
FPSB BOARD FEES
REGULAR PATHWAY FAST TRACK (CFP FINAL)
Registration SGD 292 Document verification Fees SGD 81
E-book Fees SGD 526 Registration + E - book Fees SGD 551
Level 1,2,3 SGD 105 each Final CFP SGD 211
Level 4 SGD 211 Project Fee SGD 170
Exam Fees SGD 539 Total Fees SGD 1,012
Level 1,2,3 SGD 109 each
Level 4 SGD 211
Project Fee SGD 170
Certification Fee SGD 139

Career Opportunities after CFP Course

image 14 Financial Planner

image 14 Financial Advisor

image 14 Financial Assistant

image 14 Financial Analyst

image 14 Portfolio Manager

image 14 Investment Manager

image 14 Mutual Fund Admin

image 14 Tax Consultant

image 14 Insurance Advisor

image 14 Wealth Management

image 14 Private Banking

Meet Our Expert Faculty

Learn From Industry Experts

Placements after CFP course with VGLD

FAQ's

If you're seeking excellent education for Certified Financial Planner (CFP) certificant, choose VGLD. They are the experts, ready to address all your questions. Call us at +91-9700000038 or visit www.vglearningdestination.com

The minimum eligibility criteria for the Regular Pathway is a 12th-grade passing certificate from a recognized board.

Rated as "One of the Best Jobs" by U.S. News and World Report, 2012

Rated as Gold Standard by Wall Street Journal

The most recognized and respected financial planning certification in 27 territories

Supported, recognized, promoted, and preferred by 48 organizations of the BFSI Industry

The starting salary of a certificant Financial Planner ranges from 5 lacs – 15 lacs depending upon the field of work.

Yes, the CFP designation is recognized globally. It signifies a standardized level of competency in financial planning and is respected in many countries, providing opportunities for international career mobility.

The CFP exam covers various topics, including financial planning principles, investment planning, retirement planning, tax planning, estate planning, and more. It assesses the candidate's ability to apply knowledge in real-world financial planning scenarios.

Yes, When a CFP professional wants to practice financial planning using the CFP marks in multiple territories, they must get certified for each territory they intend to practice in If certified in more than one territory, they need to adhere to the renewal requirements of each territory's FPSB affiliate organization and be overseen by them.

6 – 12 Months

The CFP exam is exclusively conducted online. After completing and passing a course, students have the opportunity to register for the certification exam, which is also administered online.

The CFP mark and CFA charter are prestigious designations in their fields, governed by respective bodies. CFP professionals focus on Personal Finance, while CFA charterholders focus on corporate finance.

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