Financial Plan
Assessment
Prepare a Financial Plan on a given Case Study in an FPSB Assessment Cycle — with proven strategies and an effective pathway — in just 21 Days.
- Create an extensive Financial Plan from scratch
- 20+ Advanced Excel Sheets, 60+ pages of Financial Report
- Master Goal Integration, Growing Annuity & advanced concepts
"Every Financial Plan is different — so is every Financial Planner."
— Sunita Rao, CFASee What This
Program Is About
Sunita Rao, CFA, walks you through the program structure, approach, and what makes this Financial Plan Assessment course stand apart from the rest.
Schedule a Call →21 Days to a
Complete Financial Plan
The program runs over 8 intensive days online Teaching with support till completion, designed to fit your schedule. The curriculum is divided into two focused modules:
Excel Financial Plan Construction
20+ Advanced Excel sheets, calculations & modelsFinancial Plan Document Preparation
60+ page professional report writing
Program Highlights
Trainer-Led Sessions
Expert trainers with years of real-world experience lead interactive, in-depth sessions covering essential topics, advanced techniques, and industry best practices with live case studies.
One-on-One Sessions
Personalized attention is a cornerstone of this program. Schedule individual sessions with trainers to address specific queries, dive deeper into concepts, and receive tailored guidance.
Support Till Submission
Our support doesn't end with training. We guide you through the entire FPSB submission process, ensuring your financial plans are well-prepared and meet every necessary criterion.
How SunYta Works
5000+ Students
Hi, I'm Sunita Rao, CFA
I am a Chartered Financial Analyst, Fellow in Life Insurance, and an Arbitrator by profession, with over 16 years of experience in financial consulting and training.
I have trained 5000+ students including senior bankers, CFOs, and investment bankers from top organizations across the world. It has been an honor to support 300+ CFP candidates on their journey to certification.
I take pride in a concept-oriented style of training — it helps you build your plan with creativity and genuine understanding, not just formulas.
Connect on LinkedIn →What Students Say
It was a nice experience — training in a group and one-to-one, resolving queries. Your content was quite powerful. With your support, I was able to submit my case study with confidence. Thank you so much!
Thank you ma'am for being my trainer and showing the path to crack the CFP case. I am thankful and grateful. I am confident I will pass the Standard under your training!
You helped me decode the case study simply. Your FVGP formula helped me give better solutions to clients' goals. After completing the plan, I am confident to make financial plans for any client and their needs.
Your constant motivation and guidance throughout the calculations were invaluable. I am certain that without your assistance I would not have accomplished this. Your guidance has given me confidence to move forward.
Ready to Build Your Financial Plan?
Join hundreds of CFP candidates who passed their assessment with SunYta.
Enroll Now →