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
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Join a worldwide community of over 213,000 dedicated, client-focused CFP professionals.
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Boost your career in finance, with opportunities in banks, investment firms, insurance companies, brokerages, and financial planning.
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Be recognized as a financial planning professional in over 27 regions worldwide.
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Many financial planners report an increase in their income after becoming CFP certified.
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Being a CFP means constantly updating your knowledge and skills to stay ahead in the industry.
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By completing the CFP course, you'll earn four different certificates - Investment planning, Retirement and Tax, Risk and Estate, and Financial Plan Development
Eligibility
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
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Personal Financial Management
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Investment Planning & Asset Management
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Regulatory Environment, Law & Compliance
Retirement and Tax Planning Specialist Module
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Retirement Planning
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Tax Planning
Risk and Estate Planning Specialist Module
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Risk Planning
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Estate Planning
Financial Plan Construction & Integrated
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Financial Planning Module
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Financial Planning Process & Skills
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Engaging Clients in Financial Planning
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Integrated Financial Planning
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Case Study & Capstone Project
Examination
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.
Get Started
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.
Get StartedFAQ
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!
Begin your CFP® journey with House of Financial Planners, Ahmedabad’s authorized education provider. Receive complete guidance on the CFP® certification pathway. Connect with us at +91 – 8401459413 for more information.
Typically, the regular pathway takes 12 months, and the Fast Track pathway can be completed in 6 months, contingent on passing the exam.
As a CFP® professional, you can become a financial planner or advisor, aiding clients in investment, taxes, insurance, estate planning, and retirement planning. CFPs work in Banks, Financial Services, Brokerage Houses, Taxation, Mutual Funds, Insurance, PMS, AIF, and many other industries adding value in their domain.
Absolutely. The CFP® mark enhances your professional capabilities in personal finance and complements existing securities or broadening your financial expertise.
The required passing mark for the CFP® exam is determined by a standard of minimum competency established by CFP® boards. While FPSB India has not officially confirmed, achieving a score of around 65% is generally considered sufficient to pass the CFP examination.
A basic understanding of finance is helpful but not mandatory, as the course caters to both beginners and those with some financial background.
A minimum of a high school diploma (12th pass) is typically required for enrolment.
Yes, the course’s flexible schedule and online options are designed to accommodate both working professionals and students.
Expect mentorship from seasoned professionals, comprehensive study materials, and access to peer support groups.
Financial aid options are available. Contact our program advisor for details on scholarships and payment plans.
We provide career advice, industry insights, and networking opportunities to boost your employability, although job placement is not guaranteed.
Post-certification, you can start your own practice, subject to SEBI/AMFI approval and possibly additional exams as per regulatory changes.
Yes, the CFP® is recognized in 27 countries. Additional local requirements may apply, and we can assist with that information.
We offer both traditional classroom settings and live digital classes to suit your learning preference.
CFP focuses on personal financial planning including retirement, estate, tax planning, and investment for individuals, while CFA centres on investment management and analysis for institutions and high-net-worth individuals.
CFP is the most recognized personal finance program globally, with practitioners in 27 countries, distinguishing it from other wealth management courses.
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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