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.
Particulars |
Amount |
Registration, Study Material, Examination & Certification Fees |
USD 900 |
MyLogic Tuition Fees |
INR 47,200 inclusive of taxes |
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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