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Certified Financial Planner(CFP)
is a professional qualification recognized by Financial Planning Standards Board of USA(FPSB).

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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

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  • 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

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  • 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?

Pathway to CFP:

Step Particulars

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
2 Integrated Financial Planning Course involving preparing a financial plan
3 Appear & Pass the CFP Final Exam
4 Attest to Ethics requirement and submission of documents evidencing graduation qualification and valid 3 years of work experience
5 Get the CFP Certificate, renewable every year with annual certification fees and 15 points of Continuous Professional Development(CPD).

Minimum Qualification:

10th or 12th Pass at the time of application. Graduation is required to attain the certification.
At least 18 years of age
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.

For a detailed counselling session, please call at: +91 8800336720 or email at [email protected]