Certified Financial Planner(CFP)
CFP Is a Professional Qualification Recognized By the Financial Planning Standards Board Of the USA(FPSB).
Financial Planners are finance enthusiast, providing support to clients in ethical financial planning to unlock a financially secure future.CFP plays a very vital role in it to achieve this objective.
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:
- CFP will help in building trust and assist customers in an increasingly complex advice world.
- CFP course will help in increasing client confidence to help them achieve their financial goals.
- CFP will help finance professionals in developing financial models & solutions, manage the finances and act as financial advisors.
- CFP will help finance professionals in generating higher-income, challenging opportunities, and reputation in the financial sector.
As A Certified Financial Planner - CFP, 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.This is one of the key advantage of completing CFP Course
CFP qualification helps in Financial Consulting Firms & Asset Management Firms
There are many consulting firms providing financial planning & solutions and asset management services.
CFP qualification add a lot of value in servicing their clients.
How To Become A CFP?
Following are the steps to become a CFP
Step 1: Enroll & complete the following 3 specialist certifications, viz., under CFP
- FPSB® Investment Planning Certification, (paper 1 of CFP program)
- FPSB® Retirement and Tax Planning Certification, (paper 2 of CFP program) and
- FPSB® Risk and Estate Planning Certification (paper 3 of CFP program)
Step 2: Integrated Financial Planning Course involving preparing a financial plan. It's a consolidated paper in CFP program
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).
Above are the steps you need to do to become a CFP.
Minimum Qualification to pursue CFP :
Qualification: A 10th or 12th Pass at the time of application is sufficient to pursue CFP .
Graduation is required to attain the certification of CFP
Age: At least 18 years of age is mandatory to obtain certificate of CFP
Experience: 3 years of relevant work experience is mandatory to obtain CFP certificate.
| Particulars |
Amount |
| Registration, Study Material, Examination & Certification Fees |
Rs 115,000/- (Approx) |
| 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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