Become a Certified Financial Planner

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Course type: Online Instructor led Course

Platform: Google Hangout

Course ID: 4521

Course type: Online Instructor led Course

Platform: Google Hangout

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Certified Financial Planner

13 Years of Experience


Trainer of this course is the reviewer of India’s leading Financial Planning Certification Exam preparation Text books on Tax Planning & Retirement planning.
His articles are published in “Sampadyam” Personal Finance monthly magazine of Malayala Manorama publications (Publishers of “The Week”, “Manorama Year Book”, “Malayala Manorama Daily”).
He has trained more than 3500 Finance Professionals.
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About the Course

CFP is tough! Not being prepared for it makes it tougher!

Why CFP?
Certified Financial Planner Certification is the most prestigious and internationally accepted Financial Planning qualification.
It is recognized and respected by the global financial community.
The CFP Certification gives you a clear edge over your peers and earns you recognition and respect in the industry.
Certificate is your pathway to a recession proof career. CFP Professional services are sought by Banks, Distribution Houses, AMCs, Insurance Companies, Equity Broking and Financial Planning firms.

NOTE : The charter members of FPSB India, 50 leading financial institutions of the country, have resolved that they will give first preference to CFPCM Certificants in recruitment!

Topics Covered

1) Introduction to Financial Planning
2) Risk Analysis & Insurance Planning
3) Retirement Planning
4) Tax & Estate Planning
5) Investment Planning
6) Advanced Financial Planning

Who should attend

Any graduate aspiring for a Career in Financial Planning (Banks, Distribution Houses, AMCs, Insurance Companies, Equity Broking and Financial Planning firms)


Basic working knowledge on Microsoft Excel or Open Office.

What you need to bring

Should have a Computer at Home with an internet connection with decent speed.

Key Takeaways

With LIVE interactive online classes, CFP Certification Exam Prep makes clearing examination systematic and easier. The fact that you learn from an instructor who is himself a CFP Professional is just the icing on the cake you need for your preparation.

Disclaimer: FPSB (Financial Planning Standards Board) India is independent body and offers CFPCM Certification and AFP Certification in India. This advertiser offers only preparatory classes to pass the CFPCM Certification and AFP Certification and is not associated with FPSB India in any manner other than being a CFPCM Certificant. The above said training program or books are not endorsed by FPSB India. The candidates are advised to do an independent check. (


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Students Interested 2 (Seats Left 0)

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