Certified Financial Planner

Certified Financial Planner (CFP) – Open the
Door to Your Financial Planning Career

Obtain an accredited online financial planning degree and excel in wealth management and financial planning.

What is CFP?

The Certified Financial Planner (CFP) certification is one of the most recognized and globally accepted certifications for anyone who has the interests of enhancing personal and organizational financial planning.

CFP is known to offer an excellent opportunity for those, who want to have a challenging and well-paid job as a certified financial professional starting from the number of members over 170, 000 from 26 countries.

Since the financial planning industry expands at a rate of 20% per annum, the job opportunities for CFP certified individuals are rapidly increasing and have attractive salary scales in wealth management, invitable banking and other related fields.

It is available to all 18 years and above with a minimum of education level of 12th grade.Additional 50 subjects in NISM-3 in Mutual Funds, Equities & Derivatives with mock papers, study material & NISM certifications are included in full-time coaching.

Job Opportunities After CFP Course

The CFP certification opens the doors to many careers in rapidly growing areas of finance. Graduates can pursue roles in:

Placement Assistance and Internships

To ensure your success, we provide

100% Placement Assistance: Working with the most prestigious financial institutions means getting a job you always wanted.
Certified Internship Program: Get internships on completion of the course and thereby, achieve an internship certification.
Placement Partners: With Principal Retirement Advisory Solutions, Angel Broking, IIFL, other reputed organisations tied up.

Comprehensive CWM Curriculum

Foundation Level

Personal Financial Management

Investment Planning & Asset Management

Regulatory Environment, Law & Compliance

Risk Planning

Advanced Level

Estate Planning

Financial Planning Module

Financial Planning Process & Skills

Engaging Clients in Financial Planning

Integrated Financial Planning

Case Study & Capstone Project

Optional Add-Ons

Frequently Asked Questions

What is CFP certification?

The CFP is an international designation for individuals interested in the financial planning profession, and who wish to tackle investment and retirement and other financial methods.

What are the criteria for admission into the CFP course?

Applicants must be 18 years old and above and should have completed their higher secondary certificate/12th Std.

Can I do the CFP certification in a short time?

This course normally takes between six months to one year depending on the mode of study a student opts for.

Can I study the CFP course online or offline?

Yes, the CFP course is offered part-time as well as full-time therefore is accommodating to working professionals or students.

What are the job options for CFP (Certified Financial Planner) certification?

The CFP certified can practice in areas such as banking, wealth management, mutual funds, investment banking, share brokerages, and insurance with multiple well paid job positions available internationally.