CFP (Certified Financial Planner) is a one or two-year course. Certified Financial Planner (CFP) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement saving. The Certified Financial Planner or CFP professional certificate is widely recognized and accepted across the globe for its standard for financial planning professionals worldwide.
A CFP Professional is a specialist in Investments, Wealth Management, Portfolio Management, Personal Finance and Financial Planning & hence its a Certificate of Growth for students, professionals & advisors.
The candidate must hold a bachelor's or higher degree from an accredited university or college. Second, the candidate must complete a list of specific courses in financial planning, as specified by the CFP Board. This can include a variety of needs, such as investment planning, retirement planning, insurance, and education planning.
CFP (Certified Financial Planner) Highlights
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Course Name |
CFP (Certified Financial Planner) |
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Course Level |
Certificate |
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Course Duration |
1-2 year |
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Eligibility Criteria |
Passed 10th/10+2 with 45% - 50% marks |
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Admission Process |
Based on Merit |
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Salary Extracted |
INR 3,00,000 to INR 10,00,000 |
Eligibility Criteria for CFP (Certified Financial Planner)
1. The candidate must have passed class 12th and should have cleared the five exams covering all six modules.
2. Candidates are expected to have a minimum score of 50-70% in their prior examinations to secure successful admission in this course.
3. In the case where Grade points are not awarded only marks are awarded, the candidate must have secured at least 60% marks for the General/OBC/UPS category and 50% marks for SC/ST/DAC category.
Admission Process/ CFP Exams
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Module 1 |
Introduction To Financial Planning |
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Module 2 |
Risk Analysis & Insurance Planning |
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Module 3 |
Retirement Planning & Employee Benefits |
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Module 4 |
Investment Planning |
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Module 5 |
Tax Planning & Estate Planning |
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Module 6 |
Advanced Financial Planning |
Career after CFP (Certified Financial Planner)
A Certified Financial Planner can find several career opportunities in financial advisory services and finance. A financial planner can offer services in the capacity of a consultant or represent his/her organization in providing financial planning services to individuals and organisations.
After completing the certification course, graduates in CFP or certified financial planner can find lucrative and high paid job opportunities in various sectors which includes wealth management companies, the private banking sector, mutual fund and insurance companies, investment consultancy firms and many others.
Candidates having CFP certification get enhanced career and employment opportunities with financial services companies. The average annual salary of a Certified Financial Planner is around INR 3-10 LPA, according to Payscale.
CFP (Certified Financial Planner) Syllabus
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Module |
Topics |
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Introduction to Financial Planning |
Financial Planning Process that includes client interactions, time value of money applications, etc. |
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General principles such as education planning, etc. |
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Risk Analysis and Insurance Planning |
Introduction to Risk Analysis, its strategies, and its applications, etc. |
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Insurance Concepts, Insurance Policies, Environment of an Insurance Advisor, |
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Retirement Planning and Employee Benefits |
Introduction to Retirement Planning, Retirement Benefits, Retirement Planning, and Strategies, etc. |
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Pension sector reforms, Reform proposals, etc. |
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Investment Planning |
Introduction to Investment Planning, Investment vehicles, Investment strategies, Regulation of an investment advisor, Application to clients, etc. |
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Tax Planning & Estate Planning |
Tax Planning Considerations, Tax Computations, etc. |
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Estate Planning |
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Advanced Financial Planning |
Financial Planning Process that includes gathering client data and determining goals and expectations, etc. |
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