Certified Financial Planner (CFP®) Certification
The Certified Financial Planner (CFP®) is a professional certification designed primarily for financial planning, wealth management, and personal finance. The Financial Planning Standards Board (FPSB) in the United States, along with other recognized financial planning institutions across various nations globally, confer this certification
Fintram Global is an Authorised Education Provider for FPSB India. FPSB India is the leading financial planning body in India and is dedicated to establishing, upholding and promoting professional standards in financial planning throughout India. FPSB India offers the globally recognized CFP® Certification, which represents excellence in financial planning through rigorous competency and ethical standards. It is home to over 2,517 CFP® professionals in India and part of a global network of organizations representing more than 213,000 CFP® professionals worldwide.
Placement after CFP® Course from FinTram Global
Why do CFP® Certification?
There are many reasons for people to be a Certified Financial Planner (CFP®)… what’s yours?
Here are some of the most prominent sides of CFP® careers:
India needs more than 223,000 qualified CFPs by 2025.
Are you ready to be one?
CFP® Certification Syllabus
— Unique 4-in-1 Program – 1 Program, 4 Global Personal Finance Certifications
— Rated as the Gold Standard in Financial Planning by the Wall Street Journal
— Rated as “One of the Best Jobs” by U.S. News and World Report
Personal Financial Management Module
Investment Planning & Asset Management Module
Regulatory Environment, Law & Compliance Module
Retirement Planning Module
Tax Planning and Optimization Module
Risk Management and Insurance Planning Module
Estate Planning Module
Financial Planning Principles, Process and Skills Module
Engaging Clients in the Financial Planning Process Module
Developing Effective Financial Plans Module
CFP® Certification Eligibility
The CFP certification offers two distinct pathways based on the candidate’s eligibility and prior academic qualifications.
- Regular Pathway
- Fast Track Pathway
- HSC/12th Passed – No restrictions on passing percentage
- From any stream – Science, Arts, or Commerce
- Individuals who are at least 18+ years of age
Education
- CFA, CPA, ACCA, CMA
- Chartered Accountant, from ICAI, CA (Inter) with 3-year Articleship + B.Com
- Fellow Member of Insurance Institute of India (Life/General)
- Advanced Wealth Management Course, from IIBF, CAIIB+B.Com (any degree)
- Postgraduate degree in Economics, Commerce, or Finance/Financial Planning from a UGC-approved University
- MBA/PGDM from an AICTE-approved Institute
Experience
A minimum of 3 years of prior work experience at the time of submission of documents will be considered in case of employees of a:
- Any bank, a non-banking Finance Company (NBFC)
- Mutual Fund Asset Management
- Insurance Company
- Securities Company
- Portfolio Manager
- Brokerage
- Registered Investment Adviser
- Treasury department of a company registered with the RoC
- Academic institution or FPSB’s Authorised Education Provider
At least experience shall be in one of the following broad job activities:
- Funds Management
- Investment Advice
- Accounting/Fund Accounting/Auditing
- Corporate Finance
- Customer Relationship/Investor Service
- Lecturing in Academic Institutions on economics/commerce/finance, or teaching/training on FPSB’s CFP certification curriculum based on the Financial Planning Education Framework
CFP® Examination / Exam Format
IPS: Investment Planning Specialist
- 🖥️ Online Exam
- ⏱️ 2 Hours Duration
- 📝 75 Questions – 75 Marks
- 📌 Multiple Choice Questions (MCQs)
- ❌ No Negative Marking
- ✅ Passing Score approx. 60%
RTPS: Retirement & Tax Planning Specialist
- 🖥️ Online Exam
- ⏱️ 2 Hours Duration
- 📝 75 Questions – 75 Marks
- 📌 Multiple Choice Questions (MCQs)
- ❌ No Negative Marking
- ✅ Passing Score approx. 60%
REPS: Risk & Estate Planning Specialist
- 🖥️ Online Exam
- ⏱️ 2 Hours Duration
- 📝 75 Questions – 75 Marks
- 📌 Multiple Choice Questions (MCQs)
- ❌ No Negative Marking
- ✅ Passing Score approx. 60%
IFP: CFP Final
- 🖥️ Online Exam
- ⏱️ 3 Hours Duration
- 📝 50 Questions – 100 Marks
- 📌 Multiple Choice Questions (MCQs)
- ❌ No Negative Marking
- 📂 Capstone Project
- 📄 Case Studies
- ✅ Passing Score approx. 60%
CFP® Job Opportunities & Field
Why FinTram Global?
Embarking on the Certified Financial Planner (CFP®) journey is a crucial step toward becoming a skilled financial professional. Fintram CFP® Virtual Live Interactive classes offer aspiring financial planners the opportunity to pursue their professional goals without the constraints of a traditional classroom setting. These CFP® classes offer comprehensive training designed to help individuals gain a deep understanding of financial planning concepts and confidently earn their CFP® certification.
Whether you’re a working professional or a student looking for a convenient way to enhance your financial planning skills, the Fintram CFP® (Certified Financial Planner) course provides the flexibility to balance your studies with other commitments.
We’ll explore the benefits of choosing Fintram Global for your CFP® course online and delve into the exciting world of online CFP® certification.
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What Our Student’s Say
US CFP Course FAQ’s
The Certified Financial Planner (CFP) certification is a globally recognised credential for financial planning professionals, awarded by the Financial Planning Standards Board (FPSB). It validates your expertise in financial planning, wealth management, retirement, insurance, and tax planning.
This course is ideal for:
- Aspiring wealth managers, financial advisors, or investment planners
- Commerce/finance graduates
- Professionals in banking, insurance, mutual funds, and broking
- Entrepreneurs or consultants in the financial services domain
There are two main pathways:
- Regular Pathway: 12th pass from any stream + at least 18 years of age
- Fast-Track Pathway: Graduation + 3 years of relevant work experience (Graduates with over 5 years of experience may be eligible for exemptions)
The CFP course curriculum includes:
- Introduction to Financial Planning
- Risk Analysis & Insurance Planning
- Retirement Planning
- Investment Planning
- Tax Planning & Estate Planning
- Integrated Financial Planning
On average, the CFP course can be completed in 12-18 months, depending on the study schedule and pathway.
The program is divided into 4-5 levels (modules), depending on the pathway. The final exam is a case-based test that assesses comprehensive financial planning ability.
Yes. The CFP is recognised in over 27 countries, including the USA, Canada, the UK, Australia, and more. It opens global career opportunities in financial planning and wealth advisory.
CFP professionals can work as:
- Financial Planners/Advisors
- Wealth Managers
- Investment Consultants
- Relationship Manager in Banks
- Independent Financial Consultants
No. Anyone from any stream (Arts, Science, Commerce) can apply. Especially under the Regular Pathway. However, a commerce/finance background can be helpful.
Entry-level CFP professionals in India earn between ₹3.5 – ₹6 LPA, while experienced professionals can earn ₹10 LPA+, especially in metro cities or top wealth management firms.
CFP certification focuses on personal finance and wealth planning, whereas CFA focuses on investment analysis and CA on accounting and taxation. It depends on your career goals. Choose the CFP course if you’re aiming for client advisory roles in finance.
FinTram Global offers:
- Expert-led live and recorded sessions
- Study materials aligned with the latest FPSB curriculum
- Practice questions, mock exams/tests and doubt-solving sessions
- Career and placement assistance.
