Wednesday 15 April 2015

Certified Financial Planner (CFP)

Certified Financial Planner CFP

Financial Planning Standards Board India (FBSB India) provides Certified Financial Planner (CFP) certification program which is an internationally accepted Financial Planning qualification.

Students pursuing their graduation studies, and who are looking to make a career in finance or financial planning, may consider doing a certification course called Certified Financial Planner (CFP) along with their degree.

You have to complete the academic course of the CFP curriculum from an authorised Education partner institute or by self-study, and then pass exams 1 to 5 listed below:

  • Risk Analysis & Insurance Planning (Exam 1)
  • Retirement Planning & Employee Benefits (Exam 2)
  • Investment Planning (Exam 3)
  • Tax Planning & Estate Planning (Exam 4)
  • Advanced Financial Planning (Exam 5)

For details on syllabus refer to

To be awarded the CFP title, you have to complete the above mentioned exams, plus have 3 to 5 years of relevant work experience.

Best Regards,
Farzad Minoo Damania
Career Counsellor & Trainer 
Founder - Career Nurturer
Mob: 9833971773

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