Explore CFP
About CFP
Benefits of CFP Certification
Earning the CFP credential signifies a commitment to the highest standards of ethical and professional financial planning. CFP professionals must meet rigorous education, experience, and professional development requirements, pass a comprehensive exam, and adhere to a strict code of ethics. Benefits of this prestigious certification include:
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Access to a global network of over 213,000 CFP professionals dedicated to client-first practices.
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Enhanced career prospects in financial services, with demand from banks, asset management companies, insurance firms, equity brokerages, and financial planning entities.
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Personal gratification from achieving a global standard of excellence in financial planning.
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The ability to forge lasting client relationships through a comprehensive approach to financial planning, leading to client satisfaction and referrals.
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Instant recognition as a qualified financial planning professional, enhancing credibility and expertise.
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Diversified revenue opportunities through an expanded range of products and services for clients.
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Global recognition across more than 27 territories.
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Earned trust among Indian consumers for a commitment to competent and ethical financial planning practices.
Eligibility
Regular Mode
Open to anyone who has completed/cleared 12th grade in any stream, including undergraduates (B.Com, BFM, BAF, etc.), postgraduates (CA, MBA, M.Com, etc.)
Challenge Status
A Post Graduate in Finance with 3 years of relevant experience can opt for giving only 1 exam i.e. Integrated Financial Planning, for acquiring the CFP® certification
CFP Syllabus
Investment Planning Specialist Module
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Personal Financial Management
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Investment Planning & Asset Management
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Regulatory Environment, Law & Compliance
Retirement and Tax Planning Specialist Module
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Retirement Planning
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Tax Planning
Risk and Estate Planning Specialist Module
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Risk Planning
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Estate Planning
Financial Plan Construction & Integrated
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Financial Planning Module
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Financial Planning Process & Skills
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Engaging Clients in Financial Planning
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Integrated Financial Planning
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Case Study & Capstone Project
Examination
Regular Pathway
Candidates first complete specialist module exams in Investment Planning, Retirement and Tax Planning, and Risk and Estate Planning. These exams are 2-hour, computer-based tests with 75 multiple-choice questions. After passing these exams, candidates must construct a Financial Plan. Upon its approval, they are eligible for the final CFP® exam, which is a 3-hour, scenario-based test with 50 multiple-choice questions.
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Challenge Status
This pathway requires candidates to develop a financial plan based on a provided case study. Successful evaluation of the plan qualifies them for the CFP® exam, which is also a 3-hour, scenario-based test with 50 multiple-choice questions.
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Begin your CFP® journey with House of Financial Planners, Ahmedabad’s authorized education provider. Receive complete guidance on the CFP® certification pathway. Connect with us at 8401459413 for more information.
Typically, the regular pathway takes 12 months, and the challenger pathway can be completed in 6 months, contingent on passing the exam.
As a CFP® professional, you can become a financial planner or advisor, aiding clients in investment, taxes, insurance, and retirement planning. CFP’s work in Banks, Financial Services, Brokerage Houses, Taxation, Mutual Funds, Insurance, and many other industries adding value.
Absolutely. The CFP® mark enhances your professional capabilities in personal finance and complements existing securities or insurance licenses, broadening your planning expertise.
The passing score is based on a minimum competency level, set by CFP® professionals. As of March 2023, the pass rate was 65%, with first-time exam takers at approximately 69%.
You can retake the exam twice within a 24-month period after an initial failure. A one-year wait is required after that, with a limit of five attempts in total.
A basic understanding of finance is helpful but not mandatory, as the course caters to both beginners and those with some financial background.
A minimum of a high school diploma (12th pass) is typically required for enrolment.
Yes, the course’s flexible schedule and online options are designed to accommodate both working professionals and students.
Expect mentorship from seasoned professionals, comprehensive study materials, and access to peer support groups.
Financial aid options are available. Contact our program advisor for details on scholarships and payment plans.
We provide career advice, industry insights, and networking opportunities to boost your employability, although job placement is not guaranteed.
Post-certification, you can start your own practice, subject to SEBI/AMFI approval and possibly additional exams as per regulatory changes.
Yes, the CFP® is recognized in 27 countries. Additional local requirements may apply, and we can assist with that information.
We offer both traditional classroom settings and live digital classes to suit your learning preference.
CFP focuses on personal financial planning including retirement, estate, tax planning, and investment for individuals, while CFA centres on investment management and analysis for institutions and high-net-worth individuals.
CFP is the most recognized personal finance program globally, with practitioners in 27 countries, distinguishing it from other wealth management courses.
Enroll in our live online sessions and experience education that adapts to you, not the other way around. Start your journey to professional success today!
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