CFP – CERTIFIED FINANCIAL PLANNER

THE BEST FINANCIAL TRAINING PROGRAM – The International CFP Certification is awarded by the Financial Planning Standards Board of India (FPSB India) recognized globally in 26 countries around the world.
CFP is the best certification for the Financial Planning profession in India. In the era of super specialization, the professional certification – Certified Financial Planner Certification helps career aspirants to enter into financial service industry and get a satisfying career in finance.
Entrepreneurs can also set their own financial advisory firm. Also, this certification helps to plan for your own personal finance, retirement planning and financial planning.

The Best Career opportunities in Financial companies through CFP

  • Banks / Investment Banks
  • Asset Management Companies
  • Insurance Companies
  • Equity Broking Firm
  • Financial Planning / Wealth Management Firms
  • Tax Planning
  • Multinational Financial Companies
  • Can set an Independent Financial planning /advisory services

CFP CERTIFICATION EDUCATION PROGRAM SYLLABUS

  • Section 1 – The 6 step financial planning process
  • Section 2 – Financial Management
  • Section 3 – Financial Mathematics
  • Section 4 – FPSB India’s Financial Planner Code of Ethics, Professional Responsibility and Model Rule of Conduct
  • Section 5 – Regulatory Environment related to Financial Planning
  • Section 1 – Concepts of Insurance and Risk Management
  • Section 2 – Insurance Contract and Legal Liability
  • Section 3 – Life Insurance – Analysis of Life Cover, Strategies and Products
  • Section 4 – General Insurance – Property, Health and Liability Insurance
  • Section 5 – Regulatory Framework of Insurance
  • Section 1 – Employee Benefits and Superannuation Benefits
  • Section 2 – Life Cycle Analysis, Retirement needs and Factors in Planning
  • Section 3 – Creation and sustenance of Retirement Fund-Risk Profiling, Strategies adopted and modified through life stages
  • Section 4 – Provident Fund and Pension Schemes
  • Section 5 – Pension sector reforms and Regulatory Framework of Retirement Solutions
  • Section 1 – Investment Products Universe and their Applications
  • Section 2 – Risk Profiling of Products and Investors – Asset Allocation Determination
  • Section 3 – Goal Based Investment Planning-Measuring and Managing Risks, Analysis of Returns
  • Section 4 – Investment Strategies and Portfolio Management
  • Section 5 – Regulatory Assets – Investment Products and Inventory Advisory
  • Section 1 – Features of Indian Tax System and Direct Taxes
  • Section 2 – Personal Taxation and Business Taxation – Computation and Tax Efficiency
  • Section 3 – Taxation of Various Financial Products and Transactions, Tax Planning Strategies
  • Section 4 – Estate Planning Process, Strategies and Taxation Aspects
  • Section 5 – Vehicle of Estate Planning Features
  • Section 1 – Financial Planning Process, Practise Standards and Professional Responsibility
  • Section 2 – Risk Analysis and Insurance Planning
  • Section 3 – Retirement Planning and Employee Benefits
  • Section 4 – Investment Planning
  • Section 5 – Tax Planning and Estate Planning

CFP Exam & schedule

CFP offers the most flexible exam schedule. It can be given throughout the year as per the candidates requirements. Candidates need not give all the modules at the same time. One module at a time can be given.

Exam Name Modules tested Exam fees
Exam 1 Risk Analysis and Insurance Planning + Introduction to Financial Planning 4,130
Exam 2 Retirement Planning & Employees Benefits + Introduction to Financial Planning 4,130
Exam 3 Investment Planning + Introduction to Financial Planning 4,130
Exam 4 Tax Planning & Estate Planning + Introduction to Financial Planning 4,130
Exam 5 Advanced Financial Planning 8,260

CFP Eligibility & Pathway

Pathway Education Examination Experience CFP Certification
Regular A candidate must be HSC/12 th pass at the time of enrollment and has to complete the Education criterion, which is passing the following four examinations either through self study or through training support from any one of FPSB India’s approved Education Partners.
1. Risk Analysis & Insurance Planning (Exam 1)
2. Retirement Planning & Employee Benefits (Exam 2)
3. Investment Planning (Exam 3)
4. Tax Planning & Estate Planning (Exam 4)
These Exams are facilitated by NSE and conducted online on NCFM platform on NSE’s examination centres and other NSE networked sites throughout India.
Advanced Financial Planning Exam 5 Either Pre or Post CFPCM Examination(3 Years for Graduates & 5 Years for Non-Graduates) Candidate is Authorized by FPSB India to use CFPCM Marks i.e
CERTIFIED FINANCIAL PLANNER,
CFP

Frequently asked question about CFP

What is CFP ?
Stands for Certified Financial Planner. It is a Professional Certification mark for financial planners conferred by the Certified Financial Planner Board of Standards in the United States.
WHAT IS THE QUALIFICATION REQUIRED TO DO CFP ?
Candidates must be HSC /12th pass at the time of enrollment.
WHICH TOPICS WOULD BE COVERED IN CFP ?
  • Introduction to Financial Planning
  • Risk Analysis and Insurance Planning
  • Retirement Planning and Employee Benefits
  • Investment Planning
  • Tax Planning and Estate Planning
  • Advance Financial Planning
What would be the fees structure ?
Registration with CFP = 16385
Exam fee for 1st 4 exam (4130*4) = 16520
Exam fee for the 5th exam = 8260
App. cost of CFP books = 10000
Coaching fee charged by us = 30000


Total Approximate cost =. 81165

WHY SHOULD I JOIN HIMALAYAN INSTITUTION ?
Himalayan Institution is known for quality education, individual attention, 24/7 doubt solving services to the trainees.

We cover Current Affairs topics, Newspaper articles, News Channel Debates etc. to make the training more lively and meaningful.

Last but not the least, we provide passing guarantee or money back scheme to all the trainees who show at least 90% attendance during training.

What would be the training time ?
We have both weekdays and weekend batches. We are very flexible with timing as we understand that maximum trainees would be working employees. Training time would be adjusted as per the trainees’ requirements.
HOW MANY MONTHS WILL IT TAKE TO COMPLETE THE CFP COURSE TRAINING?
It would take approximately 3-4 months.
WHAT KIND OF JOB CAN I EXPECT AFTER CFP CERTIFICATION ?
You can start your own firm as a Financial Planner or can join any other financial companies as a Relationship Manager, Wealth Manager or in Multi national Financial companies for Back Office, Research etc.
When is the CFP exam conducted ?
CFP exam structure is very flexible. It is an online multiple choice questions exam. Candidate can register online once through with a module. They can select the preferred date as per the availability and can give the exam. It means, exam can be given throughout the year as per the availability.
Do I have to take all modules exam at the same time ?
No. One module can be given at a time. Candidates also have the choice of selecting their modules to give the exam.