CFP course in India popularly known as the CFP certification course is one of the prestigious and acclaimed certified courses and qualifications in the financial community. This course is run under the apex licensing body known as the Financial Planning Standards Board (FPSB). This course has an affiliation with more than 27 countries around the globe. If you pursue the CFP certification course in India, then you are eligible to practice in any of the countries which are affiliated with FPSB. The course is designed to allow students to build a promising career in the financial servicing industry. This course teaches about financial planning and how individuals can manage their finances to meet their life goals. Individuals are also taught about the financial status of the client and how they can create a financial plan and use their benefits.
Types of CFP Course in India
There are two ways to pursue CFP certification depending on the qualification and eligibility of the candidate. The two ways are
Regular pathway: This route is typically followed by students who are enrolled in the bachelor’s degree programs to apply for CFP. The route requires students to pass their 12th examination. Therefore, candidates who have passed the 1, 2, and 3, examinations are qualified to sit in the 4th examination which is related to advanced financial planning.
Pathway for challenge status: Students need to pass the advanced financial planning examination because this examination is considered the final exam to earn the CFP certification. A candidate must have relevant job experience before sitting for exam 4th (Integrated Financial Planning) to earn the degree of CFP course in India.
CFP Course Fees in India
For Regular Pathway
- Registration Fees with FPSB India: ₹18,000
- Annual Subscription :- ₹11,500
- Course Material Fees: ₹6,500 (for each of the three Specialist Courses)
- Course Exam Fees: ₹6,750 (for each of the three Specialist Courses)
- Specialist Certification – IPS+RTPS+REPS : ₹10,500
- Course material IFP :- ₹13,000
- Financial Plan Assessment (Standalone): ₹10,500
- CFP® Exam (Standalone): ₹13,000
- CFP® Certification: ₹10,500
- Annual Renewal Fee CFP® Certification/Specialist Certification : ₹10,500
For Challenge Status Pathway
| Document Verification | INR 5000 | |
| Registration (subject to approval)+ Full course material | INR 18000 + INR 16000 | Bundled price INR 34000 |
| Financial Plan Assessment | INR 10500 | Per attempt |
| CFP® Exam | INR 13000 | Per attempt |
| CFP Certification | INR 10500 | Initial and annual renewable fee |
| Renewal of Fast Track registration | INR 11500 | Prior to lapsation of 365 days from initial registration, and annual thereafter |
Eligibility Requirements of the CFP Course in India
There are certain eligibility criteria to appear for this course. The criterion is:
- The individual must be passed from 12th grade by a recognized board in India.
- Candidates must clear all the 5 exams that cover 6 different modules.
If you are appearing for the challenge status pathway, the eligibility criterion is different from that of the regular pathway. The eligibility requirement for this route is:
- Candidates who have advanced levels of qualification like CS, CA, LLB, MPhil, PG, Fellowship of Life Insurance, Actuary and UPSC exams are eligible for this course.
- Applicants need to pass only 1 paper on Advanced Financial Planning if they take up this routine.
Get in Touch with House of Financial Planners
At House of Financial Planners, we make sure to provide expert guidance and mentorship to every candidate enrolled in the CFP course in India, along with detailed explanation of CFP India fees. We ensure to provide an interactive learning environment and classroom learning experience for every candidate enrolled with us. If you want to know more about the CFP India fees, contact us at House of Financial Planners. We are here to guide you with the best training and learning experience. For details about CFP course fees India, connect with our team.