"Value for Time & Value for Money"
Asia is projected to experience the fastest increase in UHNWIs over the next five years at 39%, compared to the global average of 27% – The Wealth Report by Knight Frank. There is an estimated global wealth transfer of USD 30 trillion (~Rs. 21,600 lakh crore) from baby boomers to Gen X and Millennials between 2016 and 2046 – PWC.
Developing Competence
Gaining an Advantage over Others
Recruiter's Top Preference
Elevated Packages
Worldwide Acknowledgment
Relevant to the industry
Around 40% of CFPs
Get a New Job
Earn a New Promotion
Start a New Practice
Accepted by Financial Regulators
Teaches Professional Skills
Teaches Best Global Best Practices
Diverse Work Opportunities
Demand - Supply Situation
Most respected global certification for professionals in the domain of Financial Planning and personal finance.
Application of knowledge in BFSI sector - Banking, Insurance, Mutual Fund, Wealth Management, Brokerages.
Globally present in 27 territories.
Network of 213,000+ CFP professionals world-wide.
Equally appealing for college students, working professionals and entrepreneurs running their own financial advisory boutiques.
Financial Planner
Investment Banking
Investment Advisor
Risk Manager
Chief Risk Officer
Portfolio Manager
Wealth/ Asset Management
Tax and Real Estate Planning
Finance Strategy & Transformation consultant
Registered Students must prepare a financial plan from scratch given on a particular case study in a given cycle. This would include 20+ advance excel sheets consisting of various aspects of financial planning like tax planning, retirement planning, education planning, vacation planning etc along with a financial plan report of approximately 70+ pages.
Students have to clear an 3 hours test that covers various aspects of financial planning. Case study based 3 hours online examination which multiple choice based Proctored online examination / NSE Test centre
Creating a financial plan from the ground up involves delving into the crucial and innovative elements of financial planning. Let us guide you through the process of crafting a financial plan, which is beneficial not only for exam preparation but also for your career development.
As time passes, it's common to forget some concepts. Don't worry, we will review all the concepts with you and provide practice questions to help you master them.
Discover how to read, comprehend case studies, outline frameworks, and tackle a variety of case studies to help you get ready for your final exam.
Rest assured, we will ensure that you excel in both areas.
Discover how to ace the exam by adopting effective strategies from experts and past students. These proven techniques, including time management and focusing on key scoring areas, will be beneficial for current students.
Approved Qualifications/Professional Certifications:
At least three years of prior work experience at the time of submission of documents will be considered in case of employees of a:
You will be taken through the live session for 21-45-90 days depending on your strengths and time commitment.
We have Dynamic Batch , where your enrollment date is linked to next Topic so you do not lose out on time
Our expert trainers bring years of experience to the table. Engage in interactive, in-depth sessions that cover essential topics, advanced techniques, and industry best practices. Benefit from real-world examples and case studies that enhance your understanding of financial planning
Crafting a winning financial plan and preparing for the final exam is just the beginning. We understand that the submission process and dates nearing to the exam can be challenging. That’s why our support doesn’t end with the training. We’ll guide you through the entire submission process, ensuring that you and your financial plans are well-prepared and meet the necessary criteria.
Chartered Financial Analyst , Fellowship in Life Insurance and an Arbitrator by profession with an experience of over 14 years in the field of financial consulting and training. Has trained over 5000+ students including senior bankers, CFO, investment bankers from top organizations across the world.
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