Certified Financial Planner Course (CFP)
Complete in 6 months
Gold Standard in Financial Planning
Average Salary Package 5-15 LPA
About Certified Financial Planner (CFP) Course and Certification
Certified Financial Planner (CFP) is a leading Certification globally recognized in the field of Financial Planning with over 213,000 CFP professionals. It is popular in more than 27 territories across the world. It is a professional mark for financial planners granted by the Financial Planning Standards Board (FPSB).
CFP credential stands out as the foremost global certification, coveted by those aspiring to demonstrate their unwavering dedication to the practice of competent and ethical financial planning.
CFP certification is recognized worldwide as a symbol of excellence and the Gold standard certification for financial planning.
Why CFP Course?
Recognized Globally
Rated as the Gold Standard
in Financial Planning by the Wall Street Journal
Rated as “One of the Best Job” by U.S. News and World Report
Valid in more than 27 territories across the world
Unique 4-in-1 Program - 1 program, 4 global personal finance certifications
65% global pass rate
Average salary package 5 – 15 lakhs p.a.
CFP Course Subjects
Client Financial Situation
Time Value of Money
Cash Flow Demands and Conflicts
Budget and Emergency Fund
Debt and Financing Alternatives
Financial Management Strategies
Asset Classes and Securities
Pooled Investment Products
Principles of Investment Risk
Investment Performance Management
Investment Theory
Asset Allocation
Wealth Management
Behavioral Finance
Objectives, Constraints and Suitability
Client Best Interest
Economic Environment
Social and Political Environments
Compliance and Implications
Anti-Money Laundering
Retirement Principles
Retirement Objectives
Retirement Needs, Analysis, and Projections
Sources of Retirement Cash Flow
Retirement Cash Flow, Withdrawal Projections and Strategies
International Taxation
Cross Border and Source Rules
Tax Strategies
Accounting Standards and Research
Principles
Risk Exposures
Intro to Insurance
Insurance Company/Advisor Selection
Strategic Solution
Estate Planning Terminology
Wealth Distribution Goals
Estate Planning Process
Transfer During Life and at Death
Planning for Incapacity
Estate Planning Strategies
Financial Planning Process
Practice Standards
Professional Skills
Client Characteristics
Client Engagement and Communication
Critical Thinking
Introduction to the Discovery Process
Appreciative Inquiry
Discovery Process Applied
Goal Determination, Refinement and Setting
Develop Financial Planning Recommendations
Presenting Recommendations to Clients
Financial Planning Overview
Financial Plan Elements
Developing Effective Plans
Sample Financial Plans
Financial Plan Assessment
CFP Course Eligibility, Duration and Exemptions
Eligibility
Pathways of CFP Certification and Eligibility Criteria
The CFP certification offers two distinct pathways based on the candidate's eligibility and prior academic qualifications.
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Regular Pathway
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Fast Track Pathway
Regular Pathway
- Candidates must have completed their 12th grade with a minimum of 50% marks from a recognized board.
- Those Opting for the Regular pathway are required to pass 3 specialist exams ( Investment Planning Specialist; Retirement and Tax Planning; Risk and Estate Planning ). Once candidates have obtained all 3 Specialist Certifications, they can enroll in the Integrated Financial Planning Certification. After the evaluation of their submitted financial plan, candidates become eligible to take the final CFP exam.
Fast Track Pathway
Check EligibilityThose opting for the Fast Track Pathway are directly exempted from the first three specialist exams (Investment Planning Specialist, Retirement and Tax Planning, Risk and Estate Planning) and can begin preparing for the final module.
Eligibility (Education + Experience) of Fast Track Pathway
Education:
Approved Qualifications/Professional Certifications:
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Chartered Financial Analyst, from CFA Institute (USA)
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Certified Public Accountant, from AICPA (USA), CMA, ACCA
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Chartered Accountant, from ICAI, CA(Inter) with 3-year Articleship+B.Com
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Fellow Member of Insurance Institute of India (Life/General)
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Advanced Wealth Management Course, from IIBF, CAIIB+B.Com (any degree)
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Postgraduate degree in Economics, Commerce, Finance/Financial Planning from a UGC approved University.
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MBA or PGDFM from an AICTE-approved Institute
Experience:
Minimum 3 years of prior work experience at the time of submission of documents will be considered in case of employees of a:
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Any bank, non-banking Finance Company (NBFC)
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Mutual Fund Asset Management
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Insurance Company
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Securities Company
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Portfolio Manager
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Brokerage
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Registered Investment Adviser
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Treasury department of a company registered with the RoC
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Academic institution or FPSB’s Authorized Education Provide
Such experience shall be in one of the following broad job activities:
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funds management
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investment advice
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accounting/fund accounting/auditing
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corporate finance
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customer relationship/investor service
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lecturing in Academic Institutions on Economics/Commerce/Finance or teaching/training on FPSB’s CFP certification curriculum based on Financial Planning Education Framework
Duration
The Certified Financial Planner (CFP) certification is a professional program offered by the Financial Planning Standards Board (FPSB). It spans from a minimum of 6 months to 2 years in duration and equips individuals with expertise in financial planning.
CFP Certification Process
Why VGLD
Career Opportunities after CFP Course
Financial Planner
Financial Advisor
Financial Assistant
Financial Analyst
Portfolio Manager
Investment Manager
Mutual Fund Admin
Tax Consultant
Insurance Advisor
Wealth Management
Private Banking
Meet Our Expert Faculty
Learn From Industry Experts
Mr. Siddhartha Chaudhary
(CA, CPA (US), IFRS)
Mr. Rahul Agarwal
(CFA Institute (USA) - CharterHolder)
Ms. Anushka Jain
(CA. & ACCA (AFM World Rank 2 and AIR 1))
Mr. Supreet Agrawal
(CA.)
Mr. Abhinav Raparia
CPA (US), CA., MBA
Ms. Deepika Kafaltiya
(CFP, CWM & AMFI Certified)
Placements after CFP course with VGLD
FAQ's
If you're seeking excellent education for Certified Financial Planner (CFP) certificant, choose VGLD. They are the experts, ready to address all your questions. Call us at +91-9700000038 or visit www.vglearningdestination.com
The minimum eligibility criteria for the Regular Pathway is a 12th-grade passing certificate from a recognized board.
Rated as "One of the Best Jobs" by U.S. News and World Report, 2012
Rated as Gold Standard by Wall Street Journal
The most recognized and respected financial planning certification in 27 territories
Supported, recognized, promoted, and preferred by 48 organizations of the BFSI Industry
The starting salary of a certificant Financial Planner ranges from 5 lacs – 15 lacs depending upon the field of work.
Yes, the CFP designation is recognized globally. It signifies a standardized level of competency in financial planning and is respected in many countries, providing opportunities for international career mobility.
The CFP exam covers various topics, including financial planning principles, investment planning, retirement planning, tax planning, estate planning, and more. It assesses the candidate's ability to apply knowledge in real-world financial planning scenarios.
Yes, When a CFP professional wants to practice financial planning using the CFP marks in multiple territories, they must get certified for each territory they intend to practice in If certified in more than one territory, they need to adhere to the renewal requirements of each territory's FPSB affiliate organization and be overseen by them.
6 – 12 Months
The CFP exam is exclusively conducted online. After completing and passing a course, students have the opportunity to register for the certification exam, which is also administered online.
The CFP mark and CFA charter are prestigious designations in their fields, governed by respective bodies. CFP professionals focus on Personal Finance, while CFA charterholders focus on corporate finance.
