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Certified Financial Planner

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Certified Financial Planner

CFP stands for Certified Financial Planner, a certified on course offered by Financial Planning Standards Board Ltd (FPSB). This course is a globally recognised certification that offers several job opportunities in over 26 countries worldwide. It is a professional certification course that offers certification in financial planning.
COURSE DURATION:
1-2 Years

Key Highlights

Investment Planning Specialist Module:

Personal Financial Management
Investment Planning & Asset Management
Regulatory Environment, Law & Compliance

Risk and Estate Planning Specialist Module:

Risk Planning
Estate Planning

Retirement and Tax Planning Specialist Module :

Retirement Planning
Tax Planning

Financial Plan Construction & Integrated:

Financial Planning Module
Financial Planning Process & Skills
Engaging Clients in Financial Planning
Integrated Financial Planning
Case Study & Capstone Project

- The CFP is a computer- based exam comprising of 170 multiple - choise based question. The aspirants will be given three hours time to solve 85 quetions after whhich a 40- minutes break will be given which shall be followed by another 3 hours session where in the remaining 85 queetions have to be solved.

Eligibility

Regular Mode:

Anybody who has cleared 12th grade or equivalent 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.

Challenge Status:

A Post Graduate in Finance with 3 years of relevant experience can opt for giving only 1 exam i.e. Integrated Financial Planning, for acquiring the CFP CM certification.