CFP [CERTIFIED FINANCIAL PLANNERCM]


CERTIFIED FINANCIAL PLANNERCM Certification Education program is designed specifically for high-achieving business professionals, and career changers who are looking to enhance their education without interrupting their careers. The program’s innovative course content, faculty interaction and learning environment help you apply your knowledge and skills to problems professionals face in today’s marketplace.



A CERTIFIED FINANCIAL PLANNERCM professional is one who takes a holistic view of financial life of an individual and provides him with strategic advice in regard to investment, insurance, tax, retirement and estate needs. Unlike product sellers who represent the interest of manufacturers of these products, a CFPCM Certificant works for the consumer, and does not have any particular product in mind when approaching a client.



CERTIFIED FINANCIAL PLANNERCM certification in the country is administered by Financial Planning Standards Board India, an affiliate of the US based body, Financial Planning Standards Board Ltd. The curriculum, prescribed by FPSB India consists of six modules:

  • » Introduction to financial planning
  • » Risk Analysis and Insurance Planning
  • » Retirement planning and employee benefits
  • » Investment planning
  • » Tax and estate planning
  • » Advanced financial planning


The detailed curriculum and exam details can be found at http://www.fpsbindia.org/ The CFP certification can be completed by the candidates in a time frame of 9 – 12 months.



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