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"Value for Time & Value for Money"

Why Professional Qualification?

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

CFP Benefits

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Growing Client Base

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Increased Satisfaction

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Growing Income

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

Gold Standard

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.

Global Program

Globally present in 27 territories.


Network of 213,000+ CFP professionals world-wide.

CFP Appeal

Equally appealing for college students, working professionals and entrepreneurs running their own financial advisory boutiques.

Career Opportunities

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

What you get in this Program

Financial Planning Assessment

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.

Final Exam

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

What will you Learn

Financial Planning

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.

Case Studies

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.

Numerical and Theory

Rest assured, we will ensure that you excel in both areas.

Strategy to clear the Exam

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.

CFP - Fast Track Program - Previously known as Challenge Status pathway

Eligibility Criteria

Approved Qualifications/Professional Certifications:

  • Chartered Financial Analyst, from CFA Institute (USA)
  • Certified Public Accountant, from AICPA (USA), CMA, ACCA
  • Chartered Accountant, from ICAI, CA(Inter) with 3-year Articleship+B.Com
  • Fellow Member of Insurance Institute of India (Life/General)
    Advanced Wealth Management Course, from IIBF, CAIIB+B.Com (any degree)
  • Postgraduate degree in Economics, Commerce, Finance/Financial Planning from a UGC approved University
  • MBA (Finance) or PGDFM from an AICTE approved Institute

Relevant Experience

At least three years of prior work experience at the time of submission of documents will be considered in case of employees of a:

  • Any bank, non-banking Finance Company (NBFC) mutual fund asset management
    Insurance company/ securities company/ Portfolio manager/ Brokerage
  • Registered Investment Adviser (in the capacity ’persons associated with investment advice’)
  • Treasury department of a company registered with the RoC

About this Program


You will be taken through the live session for 21-45-90 days depending on your strengths and time commitment.

Start Date

We have Dynamic Batch , where your enrollment date is linked to next Topic so you do not lose out on time

Learning Methodolgy

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

Support System

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.

Meet our CFP FastTrack Super Trainer

Sunita Rao

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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Years Experience

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CFPs Trained


Document Verification
INR 5000 
Registration (subject to approval)+ Full course material
INR 18000 + INR 16000
Bundled price INR 34000
Financial Plan Assessment
INR 10500 
Per attempt
CFP® Exam
INR 13000 
Per attempt
CFP Certification
INR 10500  
Initial and annual renewable fee
Renewal of Fast Track registration
INR 11500
Prior to lapsation of 365 days from initial registration, and annual thereafter
Next Level Education Training Fees
INR 47000
Training Fee is about 36% of the total fee that you pay for your CFP program