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JINAL MEHTA, CFP®
What is
CFP Certificate?
The CERTIFIED FINANCIAL PLANNER® credential is the most desired and respected global certification for professionals who want to demonstrate their commitment to competent and ethical financial planning practices. CERTIFIED FINANCIAL PLANNER professionals meet initial and ongoing education, experience, and professional development requirements, pass a rigorous competency exam, and follow a code of ethics that commits them to providing financial planning in the best interests of their clients while adhering to the highest ethical and professional standards.
Secure your spot in the CFP course today
CFP Certification Education Program
Candidates for CFP certification can complete their education requirement through the specialist education courses provided by FPSB ltd. The following are the exam modules:
- FPSB® Investment Planning Specialist
- FPSB® Retirement and Tax Planning Specialist
- FPSB® Risk and Estate Planning Specialist
- FPSB® Integrated Financial Planning Course.
1. Financial Plan Assessment and
2. CFP® Exam
To be eligible to undertake the course through Challenge Pathway the candidates should have:
● Passed at least one of the approved Educational Qualifications / Professional Certification listed below and
● Have minimum 3 years’ work experience
For More information on Qualification and Work Experience Click Here.
Earn the CFP CERTIFICATION
Earn the Mark
CFP Eligibility, Examination and Fees
| Regular Pathway | Fast Track Pathway |
|---|---|
| ● Students who are at least age 18 and have completed HSC/12th (Std XII/HSC) may register for the program. ● Though the Certification can be provided only after you complete your Graduation. |
Update revised qualifications https://india.fpsb.org/fast-track/ To be eligible to undertake the course through Challenge Pathway the candidates should be: ● A proficient person with minimum Three (3) years of work experience in Finance Industry ● Past CFP professionals (lapsed certification beyond 5 years from application date) ● SEBI Registered Investment Adviser (RIA) with active license ● CFP professionals in good standing with one of the Affiliate bodies of FPSB Ltd. ● Past candidates who had passed CFP exam more than 5 years before application date ● Already registered Regular Pathway candidates who deem themselves eligible as per laid down criteria for Challenge Pathway |
| Regular Pathway | Fast Track Pathway |
|---|---|
| Students appearing for FPSB® Investment Planning Specialist, FPSB® Retirement and Tax Planning Specialist, FPSB® Risk and Estate Planning Specialist examinations, a 2-hour, 75 multiple-choice question, computer-based test will be conducted. From date of enrollment with FPSB Ltd., students have three years to complete the education course and pass the exam. The student must be verified to have completed the education requirement (through one of the three modes above) to be eligible to take the exam. After clearing all 3 examinations, you to have to construct a Financial Plan. After Financial plan Approval, you have to appear for the last CFP examination, which is Integrated Financial Planning Course. CFP® Exam will be a scenario based 3 hour MCQ Paper with 50 questions. | Students appearing under this program is required to develop a financial plan on a given case study. The successful evaluation of the financial plan makes a candidate eligible to sit for the CFP® exam. CFP® Exam will be a scenario based 3-hour MCQ Paper with 50 questions. |
| Regular Pathway | Fast Track Pathway |
|---|---|
| ● Student Registration: INR 18,000/- (valid for 365 days; valid across all courses available) ● Registration Renewal Fee: INR 11,500/- (Prior to lapsation of 365 days from initial registration, and annual thereafter) ● Course Materials: INR 6,500/- (Per Course Module for specialist modules) ● Exam Fees: INR 6,750/- (Per Exam – Investment Planning Specialist; Retirement and Tax Planning Specialist; Risk and Estate Planning Specialist) ● Specialist Certification Fee: INR 10,500 (Annual Fee inclusive of GST) ● Course Material for Integrated Financial Planning course: INR 13,000/- ● Bundled Fee for Financial Plan Assessment + Exam: INR 23,500/- ● CFP Certification Annual Fees: INR 10,500/- (Initial and annual renewable fee inclusive of GST) |
● Document Verification Fees : INR 5,000/- (non refundable) ● Bundled Fees for student Registration and Course Materials : INR 34,000/- (valid for 365 days; valid across all courses available) ● Registration Renewal Fee : INR 11,500/- (Prior to lapsation of 365 days from initial registration, and annual thereafter) ● Bundled Fee for Financial Plan Assessment + Exam: INR 23,500/- ● CFP Certification Annual Fees : INR 10,500/- (Initial and annual renewable fee inclusive of GST ) |
Experience
Benefits of CFP Certificate
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Opportunity to join a global network of 237,000+ CERTIFIED FINANCIAL PLANNER professionals committed to putting the client’s interests first.
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More revenue streams by increasing your product and service offerings for clients.
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Your expertise and credibility as a qualified financial planning professional are instantly communicated.
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Satisfied clients who appreciate a comprehensive approach to financial planning, extending in return long-term relationships and referrals.
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Enhanced career and employment opportunities with financial services companies. Your services are sought by banks, distribution houses, AMC, insurance companies, equity brokerage and financial planning firms.
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Personal satisfaction in achieving the financial planning profession’s global standard of excellence.
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Recognition in more than 27 territories around the world.
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Trust among Indian consumers in your commitment to competent and ethical financial planning practices.
Jobs after CFP certification
Personal Financial Planner
Client Services Advisor
Associate Advisor
Wealth Management Advisor
Financial Analyst
Investment Manager
Portfolio manager
Your Pathway to Becoming a Certified Financial Planner.
Fintelligents Plan
| Fintelligents Plan Features | Details |
| Practical Learning | Over 120 hours of classroom training, including doubt-solving sessions and quizzes. |
| Expert Faculty | Learn from FRM/CFA certified professionals with corporate experience. |
| Mock Tests | Practice with mock exams to simulate the actual exam environment. |
| Timely Revision | Ensure thorough understanding with timely revisions of all topics. |
Success stories
They say actions speak louder than words. So, my 1st Quarterlies in all the four subject in FRM® Level 1 score should tell you all you need to know about Fintelligent as a learning institute
I found their (Fintelligents) teaching to be practical in its approach, which is a combination of the great faculty that made my FRM® journey a cakewalk.
The right foundation make things very easy no matter what field you are aiming at. Fintelligents was the source for me which gave me a strong conceptual knowledge & helped me in making through my FRM® exams.
I would like to thank Fintelligents for their guidance & support, without which I can’t imagine my success in the FRM® journey.
CFP Exam Frequently Asked Questions
When it comes to CFA vs. CFP certificates, a CFA helps high net-worth clients and corporations grow their wealth, while a CFP helps individual clients prepare for their future and meet their financial goals.
There is a lot of pressure riding on clearing the exams. That doesn’t mean the course is tough to pass. On the contrary, students who do the required preparation and planning are very successful.
I would say it’s not as tough as CA but the pass rate is also not high in CFP modules. In fact, gradually CFP exams are getting tougher as years pass and pass rates are dropping. CFP is easy as compared to chartered accountancy. It can easily be completed within 1 year while you have to devote 3–5 years to become a CA.
CFA charter exam topics are broadly categorized as financial concepts, portfolio management, financial analysis, and accounting. Comparatively, the CFP is easier to obtain than the CFA charter.
The CFP course can be pursued after the 12th or after completing your graduation degree.
In fact, the CFP professional growth rate in India is among the top three globally, making it an attractive career option for finance enthusiasts. If you’re interested in pursuing financial planning as a career, read on to learn about who a CFP is, the various CFP job roles and the salary of a CFP across these roles.
Should I become a CFP? Yes!!! You should become a CFP for at least 1 major reason: Control of your life. Financial planning has taught me how to think better, marshall my resources better and help family members improve their lives with financial advice.