Become a
Certified Financial Planner (CFP) in 90 days - Self Paced Learning
The Certified Financial Planner (CFP) designation offered by FPSB India, which is a professional certification mark for financial planners.
This program is in Self paced mode. You can learn and Practice at your own pace.
Limited Time Offer of INR 25,000 + GST
Do you want to become
Certified Financial Planner?
Globally Renowned
Recognition in more than 27 territories around the world.
In-Demand Job
Your services are sought by banks, distribution houses, AMC, insurance companies, equity brokerage and financial planning firms.
Members
Opportunity to join a global network of 223,700+ CERTIFIED FINANCIAL PLANNER professionals committed to putting the client’s interests first.
That’s why we created
A Master Program
to help you become a CFP in 90 Days
Final Exam Preperation
+
Financial Planning Assessment
Note: Do check your eligibility with FPSB by getting your documents verified before joining our program.
Eligibility for CFP Fast Track Pathway
What is CFP Fast Track Pathway
An accelerated pathway to test the competency of certain professionals in financial services who have specified qualifications along with relevant experience. Such individuals, upon verification of their credentials, shall be exempted from writing three component level Specialist exams. This tests the all-round financial planning knowledge, skills and abilities expected of CERTIFIED FINANCIAL PLANNER professionals.
Stage 1
Financial Plan Assessment
Stage 2
CFP® Exam
Note: It is the Individuals choice to either give the exam first and then the financial plan. There is no restriction with your submissions and the exam. You can also reach out to us if you are confused with what should be you proffered route to becoming a CFP
How to become a CFP?
Step 1
Check your eligibility with FPSB and get your documents verified by them.
Step 2
Complete your registration and other formalities with FPSB and get yourself enrolled for CFP Program
Step 3
You can opt for Self study mode or you can register with us for the training program.
Step 4
Post training, submit your financial plan, give the final exam and post clearing both of them, apply of CFP Certification