Certified Financial Planner
A Certified Financial Planner or CFPCM is the most sought after designation
today. Considered as the highest standard qualification in the field of financial
planning, it is the most significant certification that any financial planner may
CPF certification programs are offered in India by FPSBI, which is affiliated with
FPSB Inc., Denver, USA, and is the sole licensing authority for CFP certification
in India. FPSBI pro-actively guides the development and promotion of standards
for financial planning professionals. Informed opinion is unanimous that in the
near future, CFP professionals will be the most sought
- CFP program at IIJT is 100% Satellite Delivered: The VSAT technology is the
latest technology being employed in education by IIJT, the training is rendered by
top trainers from our Central studios in Bangalore & Delhi via satellite to students
at all the centres. Our satellite classrooms form a huge networks sweeping
across the country in multiple cities.
- CFP certified faculty panel: IIJT's star panel of CFP certified faculty and
trainers will guide you through the course, broadcasting from our VSAT studios
so that students at all our centres have access to the best.
- Eminent CFP Guest Faculty from the Industry: Will conduct sessions with
students giving them real time market relevant inputs as guest faculty.
- Attend as per your convenience: IIJT centres are spread across the country
and are fully functional and equipped. So students have a choice of attending
sessions at a centre nearest to them.
- Live Sessions: All sessions are live and students can clarify their doubts
There are two pathways open to aspiring CFP's.
- Regular Pathway - where you need to have completed class XII and worked in finance for five years or you should be a graduate with three years
experience in finance.
- Challenge Status Pathway - where candidates should be graduates with
a minimum of three years financial services experience with a specialized
degree / diploma / certificate in finance or related subjects (CA, ICWA, LLB,
Under the Regular Pathway, candidates have to pass five exams while in the
Challenge Status Pathway, only the final exam needs to be cleared.
||No. of Session
||No of Hours
||Introduction to Financial Planning
||Risk Management & Insurance Planning
||Retirement Planning & Employee Benefits
||Tax & Estate Planning
||Advanced Financial Planning
Wealth Managers, Portfolio Managers, etc in Banking & Financial
ICICI, SBI, Standard Chartered Bank and others are making it
mandatory for their relationship managers to acquire a CFP
certification. Regulatory bodies like SEBI, IRDA and PFRDA etc, are
gradually educating and encouraging individuals to consult CFP's
for their financial needs.
FPSBI has 50 charter members companies including Axis Bank,Bajaj Capital, Birla Sunlife, BNP Paribas, Citibank, HDFC, ICICI,
Kotak Mahindra, L&T, LIC, Metlife, Reliance, Religare, SBI, Standard
Chartered Bank, Tata, UTI and World Gold Council.