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Certified Financial Planner(CFP)
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
- 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?
Pathway to CFP:
| Step | Particulars |
|---|---|
| 1 |
Enroll & complete the following 3 specialist certifications, viz.,
|
| 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:
Qualification
10th or 12th Pass at the time of application. Graduation is required to attain the certification.Age
At least 18 years of ageExperience
3 years of relevant work experienceCost
| 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.