CFP USA Course Online

Certified Financial Planner(CFP)

Is A Professional Qualification Recognized By Financial Planning Standards Board Of USA(FPSB).

Financial Planners are finance enthusiast, providing support to clients in ethical financial planning to unlock a financially secure future.

FPSB has charted an ambitious course (CFP) to build the financial planning profession around the world and benefit the public for generations to come.

CFP is a globally accepted certification setting the standards in financial planning for professionals. Pursuing CFP will help in the following ways:

• It will help in building trust and assist customers in an increasingly complex advice world.
• It will help in increasing client confidence to help them achieve their financial goals.
• It will help finance professionals in developing financial models & solutions, manage the finances and act as financial advisors.
• It will help finance professionals in generating higher-income, challenging opportunities, and reputation in the financial sector.

As A Certified Financial Planner, One Can Benefit The Following:

Individual CFP Practitioner

As a CFP one can provide financial planning & solutions to Individuals and Families and manage their finances, to enable them to achieve their financial goals.

Financial Consulting Firms & Asset Management Firms

There are many consulting firms providing financial planning & solutions and asset management services.

CFPs add a lot of value in servicing their clients.

How To Become A CFP?

Step 1: Enroll & complete the following 3 specialist certifications, viz.,

• FPSB® Investment Planning Certification,
• FPSB® Retirement and Tax Planning Certification, and
• FPSB® Risk and Estate Planning Certification

Step 2: Integrated Financial Planning Course involving preparing a financial plan

Step 3: Appear & Pass the CFP Final Exam

Step 4: Attest to Ethics requirement and submission of documents evidencing graduation qualification and valid 3 years of work experience

Step 5: Get the CFP Certificate, renewable every year with annual certification fees and 15 points of Continuous Professional Development(CPD).

Minimum Qualification:

Qualification: 10th or 12th Pass at the time of application. Graduation is required to attain the certification.

Age: At least 18 years of age.

Experience: 3 years of relevant work experience.

The fee structure is as on date. The fee structure is liable to change and component of IGST may be added as applicable in future.

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