CFP
FPSB® Authorized Education Provider · four courses, one CFP® credential

Every module.
One CFP® path.

CFP® certification in India is built from four courses: three Specialist modules — Investment Planning Specialist, Retirement & Tax Planning Specialist and Risk & Estate Planning Specialist — and one capstone, Integrated Financial Planning. House of Financial Planners, an FPSB Authorized Education Provider, teaches all four through practitioner-taught recorded lectures, class notes and question banks, with a tutor beside you from first module to result day.

Compare The Four Courses Try A Free Lecture
Recorded lectures + live doubt-clearing + tutor support on every course
Fees & enrolment: on each course's own page

The four CFP® courses

Each tab below is the real course page — fees, syllabus, eligibility and enrolment for that module.

Compare the four courses

What each course covers, how it's taught, and what it costs — side by side.

CourseWhat it coversFormatFees & Enrolment
IPS
Investment Planning Specialist
Investment products, portfolios and asset allocation Recorded lectures + class notes + question banks, with live doubt-clearing and tutor support Fees & enrolment →
RTPS
Retirement & Tax Planning Specialist
Retirement mathematics and Indian tax planning Recorded lectures + class notes + question banks, with live doubt-clearing and tutor support Fees & enrolment →
REPS
Risk & Estate Planning Specialist
Insurance protection and estate/wealth transfer planning Recorded lectures + class notes + question banks, with live doubt-clearing and tutor support Fees & enrolment →
IFP
Integrated Financial Planning
Full-length integrated case studies combining every planning domain (capstone module) Recorded lectures + integrated case library with video solutions + question banks, with live doubt-clearing and tutor support Fees & enrolment →

Regular pathway: complete IPS, RTPS and REPS before IFP. Fast Track pathway (qualifying credential + experience) can go directly to IFP — see each course page for eligibility. Fees for each course are shown on that course's own page.

Each course, in short

01

Investment Planning Specialist

The module where the CFP® curriculum teaches you to manage money — products, portfolios and the discipline behind every allocation. Designed as the entry point for candidates with no finance background.

Specialist Module
02

Retirement & Tax Planning Specialist

Covers the two questions every Indian client eventually asks — will I have enough, and how much goes to tax? Retirement mathematics and the Indian tax framework, including EPF, NPS, PPF and annuities.

Specialist Module
03

Risk & Estate Planning Specialist

The two conversations that make advice complete — protecting a family against what can go wrong, and passing wealth on the way it was intended, including wills, nominations and Indian succession law.

Specialist Module
04

Integrated Financial Planning

The capstone: where the CFP® curriculum stops testing subjects and starts testing you as a planner, through full-length integrated cases solved on video. For Fast Track candidates or after clearing all three Specialist modules.

Capstone Module
Try before you enrol

Try a free lecture first

Watch a full HOFP lecture, free, before you pay for any course. Sign-up needs only your name, mobile, email and city.

Watch The Free Lecture

Frequently asked questions

Which CFP course should I start with?

On the Regular Pathway, start with the three Specialist modules — IPS, RTPS and REPS — in any order, then move to Integrated Financial Planning (IFP). IPS is commonly taken first as it's designed as the entry point for candidates with no finance background. Fast Track candidates who already hold a qualifying credential and experience can go directly to IFP.

What's the difference between IPS, RTPS, REPS and IFP?

IPS covers investment products, portfolios and personal financial management. RTPS covers retirement mathematics and Indian tax planning. REPS covers insurance protection and estate/wealth transfer planning. IFP is the capstone: full-length integrated case studies that combine all of these domains into one client case, the way the CFP® exam tests it.

Are the lectures recorded, or do I have to attend live classes?

Each course is a hybrid program: the core teaching is recorded lectures you watch on your own schedule, backed by live doubt-clearing sessions, one-on-one coaching and exam mentorship. All four courses are self-paced with lifetime access, so you can plan around FPSB's alternate-month exam calendar.

How much do the CFP courses cost?

Fees vary by course and are shown on each course's own page — see the Fees section there (linked from the comparison table above) for the exact one-time amount payable at checkout, for IPS, RTPS, REPS and IFP.

Do I need a finance background to start?

No. The Regular Pathway's base eligibility is a Class 12 pass, and the Specialist modules are taught from first principles without assuming prior finance knowledge or comfort with maths.

Can I watch a lecture before I pay?

Yes, a free demo lecture is available across all four courses before enrolling, with sign-up requiring only name, mobile, email and city.

Will I get help if I get stuck on a topic?

Yes — live doubt-clearing sessions, one-on-one coaching and exam mentorship through registration and result day are included with every course.

Talk to us

Visit

1202, Phoenix Building
Vijay Cross Road to Commerce Six Roads
Navrangpura, Ahmedabad — 380009