Issued every two months
Financial Plan Construction
Prepare a full-fledged financial plan for a given case study. Includes 20+ advanced Excel worksheets and a 60+ page report in FPSB format.
CERTIFIED FINANCIAL PLANNING (CFP)
For Banking Professionals - Fast Track Pathway
An exclusive online CFP program crafted for banking professionals who aspire to move beyond transactional roles, gain deeper financial planning expertise, and transform into trusted advisors that clients rely on for long-term wealth management.
For Corporate enquiries
A program that empowers, equips, and elevates your banking career with CFP certification.
Build your expertise in financial planning and wealth management. Learn how to transition from routine product-selling to becoming a trusted financial advisor with the globally recognized CFP designation. Gain practical insights, master client engagement strategies, and understand how to design comprehensive financial plans in this specially designed online program for banking professionals.
CERTIFIED FINANCIAL PLANNER (CFP) PROGRAM FOR BANKING PROFESSIONALS
The Certified Financial Planner (CFP) is a globally recognized certification that empowers banking professionals to move beyond transactional roles and build long-term careers in wealth management and advisory. This concise yet comprehensive online program is designed for Relationship Managers, Wealth Managers, and bankers who aspire to enhance their financial planning knowledge, sharpen their advisory skills, and gain a competitive edge in today’s evolving financial industry.
The program is delivered by expert CFP trainers with years of industry experience in banking and wealth management, ensuring you receive practical, real-world insights alongside exam-focused preparation.
This online program offers the flexibility to learn at your own convenience and pace, while still benefiting from live sessions, mentorship, and recorded content.
Sign up today and get exclusive access to our CFP learning resources for 6 months!
Who is this course for?
Banking & Financial Services Professionals with 3+ years of experience in roles such as Relationship Managers, Wealth Managers, Private Bankers, or Advisors in banks, NBFCs, mutual funds, insurance, or securities firms.
Qualified Finance Professionals holding credentials like CA, CFA (USA), CPA, CMA, ACCA, CAIIB (with graduation), or Fellow of the Insurance Institute of India.
Postgraduates & MBAs in Finance, Economics, Commerce, or Financial Planning, as well as graduates from AICTE/Ministry-approved MBA/PGDM programs.
Self-Employed Finance Professionals (proprietors, partners, or consultants) active for at least 3 years in financial intermediation, distribution, or advisory services across investments, taxation, insurance, retirement, or estate planning.
Ambitious Bankers who want to move beyond transactional roles and gain a globally recognized CFP certification to fast-track their career in wealth management and financial advisory.
Experienced Professionals Seeking Career Acceleration who want to shorten the CFP journey through the Fast Track Pathway and position themselves for leadership roles in wealth management and advisory.
You may check your eligibility for FPSB CFP Fast Track program here
Why Banking Professionals Need CFP?
- Career Acceleration
- Build long-term client trust & credibility
- Globally recognized certification (27+ countries)
- Master comprehensive financial planning skills
- Gain competitive advantage in banking & wealth management
- Higher earning potential with advisory roles
- Transition from RM to trusted financial advisor
- Fast-track completion in 4–6 months (for eligible bankers)
- Deliver better client outcomes with holistic planning
- Pathway to senior leadership in wealth management
Program Curriculam
Certified Financial Planner
Exam Preparation
CFP certification is divided into two parts. You must clear both to earn the designation. Plan your timeline around the alternating release cycle and exam windows.
Financial Plan Construction 50%
Every Alternate Month · Target: January
Financial Planning Final Exam 50%
Every Alternate Month · Target: February
Exam window every two months
Financial Planning Final Exam
Tests your skills as a Financial Planner across topics and case studies. Case-study based multiple-choice questions.
Theory25%
Practical75%
Plan both of these accordingly
Every alternate month, FPSB releases a case study that you will be required to work on, simulating real-world client scenarios. Based on this, you will prepare a comprehensive financial plan that includes over 20 advanced Excel sheets along with a detailed document in the official FPSB format. This plan covers all critical areas of financial planning such as net worth statement, cash flow analysis, tax planning, risk and insurance planning, goal-based planning, and SIP optimization. By working on these case studies, you gain hands-on experience in preparing full-fledged financial plans that reflect the depth, rigor, and professionalism expected of a Certified Financial Planner.
The Final CFP® Exam is the last stage of the Fast Track Pathway after completing the Integrated Financial Planning course. It is a rigorous, globally recognized assessment conducted by FPSB® to evaluate whether you have mastered the knowledge, skills, and professional capabilities required of a CERTIFIED FINANCIAL PLANNER professional. Unlike modular tests, this final exam is designed to measure your ability to think holistically, integrate multiple areas of financial planning, and apply professional judgment to complex client situations. Passing the CFP® Exam demonstrates that you can deliver comprehensive, real-world financial planning advice at the highest global standards.
Why This Program Transforms Your Career
Learn at Your Own Pace and Location
Earn a Prestigious Credential That Sets You Apart
Gain Insights from Top Experts & a Cutting-Edge Syllabus
Develop Skills to Offer Comprehensive Guidance and Build Trust
Unlock Opportunities in Elite Finance Roles and Rapid Career Growth
Enhance Your Reputation & Secure Professional Success
What's Included In The Program
- Live and Recorded sessions
- Recorded sessions include Core concepts, 15+ case Studies, Theory and Numerical, Practice Sets, Tax Planning, Investment Planning and many more
- Audio-visual cues along with each module and solved solutions
- Pro-tips from the Experts
- Self-paced course with access for 6 Months and unlimited views
- Online evaluation test for your own assessment of learning
- Study material for the prep.
- Financial Plan preparation guidelines and reference materials
Gain an Edge with SunYta’s Mastery in Financial Education & CFP Training
SunYta – Your Partner in Top-Tier CFP Training
At SunYta, we specialize in delivering world-class CFP® (Certified Financial Planner) training, designed to empower bankers, financial distributors, and aspiring wealth professionals with the expertise needed to excel in today’s competitive financial landscape.
With over 15 years of experience in financial education and a track record of successfully training thousands of students across the globe, we take pride in results that truly speak for themselves. Our students not only clear the CFP® certification but also transform into confident, future-ready financial professionals.
Our CFP® training programs are carefully curated to provide a perfect blend of theory, practical application, and real-world case studies. From mastering the fundamentals of financial planning to developing advanced strategies in investment, tax, retirement, and estate planning, SunYta ensures a holistic and career-focused learning journey.
What sets us apart is our ability to tailor financial education to diverse learner needs—whether you are a banker looking to upskill, a distributor aiming to build trust with clients, or a professional aspiring to elevate your career to international standards.
Our mission is clear:
- To deliver high-quality CFP® training that goes beyond textbooks.
- To maximize career potential by combining deep financial expertise with practical insights.
- To create success stories that highlight the value of disciplined, structured learning in financial planning.
At SunYta, we don’t just prepare you for the CFP® exam—we prepare you for a lifetime of leadership and success in financial planning.
Frequently Asked Questions
1. Who is this program for? What will it do for me?
The program is designed for bankers and professionals in the wealth management division. Graduate degree and 3 years of experience is minimum. Please refere to the eligibility criteria
2. What if I am a working professional? Should I still pursue this course?
The fast-track pathway is specifically designed for professionals. This pathway will prepare you for the exam in 90 days. Please check the eligibility before enrolling.
3. How is this Program different from another Program?
CFP is certified by the FPSB board and it's a globally accepted certificate/designation in the field of personal finance. Our experience and teaching methodology sets us apart from the competition
4. How does the program work?
This program is a combination of online live and prerecorded videos. You will be attending the live sessions, do the given assignments and refer to the prerecorded videos for further help
5. How long is the course accessible for?
The program will run for 90 days with the program and LMS access for 6 months.
6. Do I need to start at a specific date?
Yes. You will start on a specific date when the batch starts