Certified Financial Planner

BY
Fintram Global

Mode

Online

Duration

6 Months

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study, Virtual Classroom
Mode of Delivery Video and Text Based

Course overview

The Certified Financial Planner (CFP®) certification course by Fintram Global is designed to aim at equipping professionals with the advanced financial planning skills required in the global market. The total duration of the Certified Financial Planner (CFP®) online certification course is 12 months.

FinTram Global’s Certified Financial Planner (CFP®) certification course prepares the students to become Certified Financial Planner with the help of their live classroom sessions by CFP®-qualified faculties, study materials and alumni network.

The highlights

  • Authorised Education provider for CFP®
  • Comprehensive CFP® Certification Study Material
  • Alumni Network
  • CFP® Qualified Faculties
  • Live Classroom Sessions

Program offerings

  • Online learning
  • Practical insights
  • Practice questions

Course and certificate fees

certificate availability

No

Who it is for

The Certified Financial Planner (CFP®) certification course is designed for aspiring financial planners and financial professionals such as bankers, insurance advisors, and investment professionals who are aiming to enhance their credentials.

This course will help the graduates and postgraduates in finance who want to build their career or need career growth. Those who earn Certified Financial Planner (CFP®) certification can apply for the job profiles such as:

Eligibility criteria

Academic Qualifications

  • Regular:
    • Candidates who have cleared class 12th or equivalent in any stream
    • Graduates in B.Com, BFM, BBI, BMS, BBA, and others.
    • Post Graduates & Professionals: Education – CA Inter, CA, MBA, M.Com., and others
  • Qualification:
    • Insurance, Mutual Fund Advisors, Stockbrokers, Wealth Managers, and Relationship Managers with relevant qualifications are eligible to take only one examination under challenge status mode.
  • Challenge Status:
    • A postgraduate in Finance with three years of relevant experience can opt for taking only one exam that is Integrated Financial Planning, to acquire the CFP® Certification.
  • Work Experience:
    • Work experience of three years required for those candidates who are appearing for examination under challenge status.

What you will learn

With the help of the Certified Financial Planner (CFP®) syllabus, learners will understand complex financial planning principles and apply them to client cases and they will be able to develop a structured approach to investment, risk, and estate planning.

After the completion of the Certified Financial Planner (CFP®) certification course, learners can create and present customised financial plans for diverse client needs. This course helps them to provide expert guidance on retirement planning, tax savings, and wealth management, along with navigating ethical considerations and upholding professional standards in financial services.

The syllabus

Investment Planning Specialist Module

  • Personal Financial Management
  • Investment Planning & Asset Management
  • Regulatory Environment, Law & Compliance

Retirement and Tax Planning Specialist Module

  • Retirement Planning
  • Tax Planning

Risk and Estate Planning Specialist Module

  • Risk Planning
  • Estate Planning

Financial Plan Construction & Integrated

  • Financial Planning Module
  • Financial Planning Process & Skills
  • Engaging Clients in Financial Planning
  • Integrated Financial Planning
  • Case Study & Capstone Project

Admission details

Step 1: Browse the link mentioned below

https://fintram.com/certified-financial-planner-cfp-course/

Step 2: Complete the registration form available on the homepage with the basic details

Step 3: Once the registration completes, candidates will get a call back regarding their course

Step 4: Pay the course fees and start the course

How it helps

Candidates can check the Certified Financial Planner (CFP®) online certification course benefits below.

  • Opportunity to join a global network of 213,000+ Certified Financial Planner professionals committed to putting the client’s interests first.
  • Enhanced career and employment opportunities with financial services companies. Your services are sought by banks, distribution houses, AMC, insurance companies, equity brokerage and financial planning firms.
  • Personal satisfaction in achieving the financial planning profession’s global standard of excellence.
  • Satisfied clients who appreciate a comprehensive approach to financial planning extend in return long-term relationships and referrals.
  • Your expertise and credibility as a qualified financial planning professional are instantly communicated.
  • More revenue streams by increasing your product and service offerings for clients.
  • The CFP® course is recognised in more than 27 territories around the world.
  • Trust among Indian consumers in your commitment to competent and ethical financial planning practices.

FAQs

What is the value of a CFP® certification course?

The CFP® Certification is a globally recognised credential that demonstrates expertise in financial planning, increasing professional credibility and employment opportunities.

How long does it take to complete the CFP® online certification course?

Typically, the program can be completed in 6-12 months, depending on individual pace and prior knowledge.

Is prior experience in finance necessary?

While beneficial, prior experience is not required. The program is structured to cater to beginners and experienced professionals.

What are the passing criteria for the CFP® Certification?

Candidates must pass a rigorous exam covering all core financial planning topics to earn the certification.

Can CFP®-certified professionals work internationally?

Yes, the CFP® credential is recognised globally, enabling professionals to work in multiple countries.

Are there any prerequisites for the CFP® Certification?

A bachelor’s degree is typically required, along with completion of a CFP Board-approved education program.

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