Financial Planner Course

The growth of the financial sector in India makes financial planning one of the fastest growing professions. The estimated demand of financial planners is around 50,000 CFP professionals in the banking and financial services industry in India. However, till May 2017, India has had only 1828 CFP professionals. CFP certification is recognised in 26 countries including US, UK, Australia, Canada, New Zealand, Germany, Malaysia etc.

CFP Certification is promoted by top 44 financial companies in India like LIC, ICICI, HDFC, UTI, Reliance, Birla, Religare, Barclays, Tata, Citi Bank, HSBC, American Express, Kotak, SBI, Standard Chartered, Deutsche Bank to name a few.

Prominent: Rated as “One of the best Jobs” by U.S. News and World Report, 2012
Credible: Rated as Gold Standard by Wall Street Journal
Globally Recognised: The most recognised and respected financial planning certification in 25 countries
In Demand: Supported, recognised, promoted and preferred by 48 organisations of the BFSI Industry

Its about 6-8 months program. CFP is one of the criterias to become a Registered Investment Advisor (RIA) by SEBI. And CFP is also prescribed as an eligible certification to register as Retirement Advisor with PFRDA.

This makes CFP Certification to be amongst one of the most sought after certifications.

Who should take this course?

Any student who is studying or have completed B.Com., BAF, BMS, BBI, BFM, BIM,, CA, CS and wants to make a career in the financial services. Any working professionals who are seeking a career upgrade and pay scale upgrade with target of achieving such qualification within just one year. People wanting to go abroad for employment, this global Qualification is recognized and holds value in 26 countries. Finally Professionals with the will to start their own practice and want to retain the recognition as Registered Investment Advisor (RIA) as per SEBI norms rather than just a mutual fund distributor.

  • Register with FPSB India
  • Study from FPSBI approved study material


  • Register for exams with NSE NCFM – Link
  • Appear for Module Exams as per your convenience.
  • Clear the respective module exams and receive their certificates
  • All CFP Certification exams are online.
Once you have passed the exams then you should apply for membership with FPSB India

Apply for Membership with FPSB India

  • FPSB India issues certificates for successfully completing the CFP Certification Program
  • You will need to fulfill the experience criteria and abide by the Code of Ethics as laid down by FPSB India







to be continued….

Posted in Financial Planning and tagged CA, financial Planner.