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Certified Financial Planner


This course is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. It gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and making a satisfying career in the financial services industry.

(i) Course details: CERTIFIED FINANCIAL PLANNERCM certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. CERTIFIED FINANCIAL PLANNERCM Certification, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and make a satisfying career in the financial services industry. There are six modules as part of CFP:

Module I: Introduction to Financial Planning (ITFP)
Module II: Risk Analysis and Insurance Planning (RAIP)
Module III: Retirement Planning and Employee Benefits (RPEB)
Module IV: Investment Planning (IP)
Module V: Tax Planning and Estate Planning (TPEP)
Module VI: Advanced Financial Planning

(ii) Admission details: The admissions are open throughout the year. Batches keep on running regularly.

(iii) Academic session: The session comprises of four months of classroom lectures held on Saturdays and Sundays. In total it takes 120 hours for completing all the six modules. An additional session of 12 hours of Financial Plan Construction is offered to them complimentary. The timings are: Saturdays - 2 pm to 6 pm & Sundays – 9 am to 1 pm.


Any 12th grade passed student can enroll for this Certification.
In the classes other than conceptual theories, practical aspects of financial planning are also discussed. Placement assistance is given to students after completion of CFPCM.
Financial Planning Standard Board (FPSB), India, which is affiliated to FPSB US, DENVER.
Duration: Two years
Eligibility: Graduate with minimum 45%
Email:madhus@icofp.org
Contact No: (022) 66812350 Etn: 2226/2221

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