CFP Course

About CFP

Certified Financial Planner (CFP) is a prestigious global financial planning certification, renowned in 27 countries, symbolizing excellence in financial planning. Managed by the Financial Planning Standards Board (FPSB), the CFP credential is essential for professionals seeking expertise in personal financial planning. Whether you’re in banking, investment advisory, or wealth management, the CFP designation equips you with comprehensive skills in financial planning, risk management, estate planning, and retirement planning. It’s not just a certification but a career enhancer for those dedicated to providing holistic financial advice. As a CFP, you join an elite community committed to maintaining the highest standards of financial planning.

Benefits of CFP Certification

The Certified Financial Planner (CFP) certification offers numerous benefits for those in the financial planning industry

  • Join a worldwide community of over 213,000 dedicated, client-focused CFP professionals.

  • Boost your career in finance, with opportunities in banks, investment firms, insurance companies, brokerages, and financial planning.

  • Be recognized as a financial planning professional in over 27 regions worldwide.

  • Many financial planners report an increase in their income after becoming CFP certified.

  • Being a CFP means constantly updating your knowledge and skills to stay ahead in the industry.

  • By completing the CFP course, you'll earn four different certificates - Investment planning, Retirement and Tax, Risk and Estate, and Financial Plan Development


Regular Mode

Open to anyone who has completed/cleared 12th grade in any stream, including undergraduates (B.Com, BFM, BAF, etc.), postgraduates (CA, MBA, M.Com, etc.)

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® certification

CFP Syllabus

Investment Planning Specialist Module

  • Personal Financial Management

  • Investment Planning & Asset Management

  • Regulatory Environment, Law & Compliance

Retirement and Tax Planning Specialist Module

  • Retirement Planning

  • Tax Planning

Risk and Estate Planning Specialist Module

  • Risk Planning

  • Estate Planning

Financial Plan Construction & Integrated

  • Financial Planning Module

  • Financial Planning Process & Skills

  • Engaging Clients in Financial Planning

  • Integrated Financial Planning

  • Case Study & Capstone Project


Challenge Status

This pathway requires candidates to develop a financial plan based on a provided case study. Successful evaluation of the plan qualifies them for the CFP® exam, which is also a 3-hour, scenario-based test with 50 multiple-choice questions.

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Regular Pathway

Candidates first complete specialist module exams in Investment Planning, Retirement and Tax Planning, and Risk and Estate Planning. These exams are 2-hour, computer-based tests with 75 multiple-choice questions. After passing these exams, candidates must construct a Financial Plan. Upon its approval, they are eligible for the final CFP® exam, which is a 3-hour, scenario-based test with 50 multiple-choice questions.

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Got questions about CFP coaching? Visit our FAQ page for quick answers on course details, enrollment, schedules, and more at House of Financial Planners, Ahmedabad. Your financial education journey starts here!

Join House of Financial Planners an authorised education provider for the CFP programme. Ahmedabad's top CFP coaching institute and instructor-led training provider. Elevate your career with our flexible online and offline courses.

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