Retirement & Tax Planning Specialist covers the two questions every Indian client eventually asks — will I have enough, and how much goes to tax? Master retirement mathematics and the Indian tax framework the HOFP way: practitioner-taught lectures, real computations, and a tutor beside you till you clear.
This is a hybrid program. The lectures are recorded so you learn on your schedule — but you are never studying alone. A tutor walks with you through the entire journey: doubts, strategy, exam, result.
Regular live doubt-clearing with faculty — no question stays unanswered, no concept stays half-understood.
Personal coaching available when you need focused attention — on a case type, a calculation, or your weak domain.
Guidance on registration, attempt planning and time strategy for your RTPS exam — from mentors who've taken students through it.
Learn online or offline; backup lectures make sure life's interruptions never cost you the syllabus.
The HOFP method is built the way the Specialist exams test — concept first, then computation. You don't memorise sections; you learn to plan like a professional.
Recorded classes and subject-wise notes build every concept in exam-ready form, taught by practising planners.
Worked examples and client scenarios turn theory into decisions — real retirement corpora, real tax computations.
Live doubt-clearing sessions and tutor support make sure no concept stays half-understood.
Progressive question banks with answer keys turn understanding into speed — the difference on exam day.
Every faculty member teaching this course runs a real advisory practice. The cases you solve are full of practical scenarios pulled from real client work — Indian products, Indian tax, real trade-offs — so you get a real-world view of financial planning, not just the academic side. And behind every step sits your tutor: stuck anywhere, you ask, we solve, you move.
Every resource you need for the RTPS module, organised the way you'll actually study it — theory first, then application, then question practice.
Orientation to the RTPS module — how it fits into your CFP® certification and how to get the most out of this course.
OrientationDomain-wise recorded classes you can watch on your schedule, taught by practising planners.
Video ClassesSubject-wise notes distilling every concept, formula and rule you need for the exam.
TheoryHOFP study material mapped chapter-by-chapter to the official FPSB® curriculum.
CurriculumWorked problems and client scenarios pulled from real advisory practice.
ApplicationProgressive question sets with answer keys and revision drills to lock in every domain.
PracticeThe library keeps growing. New cases, solutions and question sets are added as the curriculum evolves — everything lands in your course automatically, at no extra cost.
The RTPS course is built on two official FPSB® modules, each with global and India-specific chapters and roughly equal exam weight. This program covers both.
CFP®, CERTIFIED FINANCIAL PLANNER® and FPSB® are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd.
House of Financial Planners, the education division of Siddhanam Capital, is an authorized education provider of CFP® education in India. We master one curriculum instead of teaching many — and it shows in the depth: realistic scenarios, ethical teaching, honest guidance, and premium education priced to be accessible. Beyond the classroom: resume crafting, career counselling, placement assistance and AI-powered learning tools.
Source: FPSB · data as of 31 December 2025. India remains massively under-supplied against demand.
CFP® professionals rate compliance with laws, adherence to an ethical code and acting in the client's best interest as most important when giving advice.
Consumers rely on the CFP® marks to identify competent, ethical planners who have committed to putting clients' interests first.
Financial services firms value CFP® professionals for productivity and profitability, lower compliance risk and higher client satisfaction.
The Specialist courses are the Regular Pathway — open to students and professionals alike. Clear all three, then the IFP capstone, and the marks are yours.
Not sure where you fit? Talk to us — we'll map your pathway for you.
Four stages from registration to the marks. This course is your companion for the Retirement & Tax Planning Specialist stage — education and exam.
Apply online on the myFPSBLearning portal with your documents; on approval, your Specialist education begins.
Complete the Retirement & Tax Planning Specialist education. This program carries you through it: lectures, notes, doubt sessions, mentorship.
Specialist exams are held every alternate month. Question banks, drills and exam strategy from mentors who've taken students through it.
Clear the remaining Specialist modules, then the IFP capstone, the CFP® exam and the Financial Plan Assessment — and you're a CFP® professional.
Exam cadence as per FPSB India, verified September 2026.
You're on the Specialist stage and want retirement and tax taught as one connected discipline, the way the exam tests it.
Retirement is the biggest goal in every Indian household. Learn to size it, fund it and de-risk it properly.
You want advice that survives the tax computation — asset location, capital gains, the whole framework.
HOFP students who walked this exact road — from first module to CFP® certification.
Not sure yet?
₹9,999 plus GST for a limited period (regular price ₹14,999), one-time payment covering full course access.
It is self-paced with backup recordings, and candidates typically plan their pace against FPSB's alternate-month exam calendar.
No. The prerequisite is a Class 12 pass or above, with no finance background required.
The Regular Pathway requires all three Specialist modules — IPS, RTPS and REPS — before Integrated Financial Planning. RTPS itself does not require IPS to be completed first.
RTPS involves retirement and tax calculations, but they are taught from underlying principles rather than assuming prior comfort with either.
Yes, Indian pension products including EPF, NPS, PPF and annuities are covered in the Retirement Planning module, along with gratuity and leave encashment.
Yes, live doubt-clearing sessions, one-on-one coaching, and exam mentorship including registration guidance are included.
Yes, a free demo lecture is available before enrolling, requiring only name, mobile, email and city.
Curious how this fits into the bigger picture? Read CFP Course Details in India for the full module structure, or compare CFP Course Fees in India across all four modules.
1202, Phoenix Building
Vijay Cross Road to Commerce Six Roads
Navrangpura, Ahmedabad — 380009
Watch the demo lecture and see exactly how we teach — then decide.
Watch the demo lecture