CFP Classes in Mumbai
  1. Certified Financial Planner is a professional who assumes a role of - Financial advisor / Financial Consultant / Wealth manager. CFPcm professional helps his clients in building wealth & achieving their financial goals by proper management of their personal finances.

  2. CFPcm certification is recognized in more than 23 countries across the world which includes USA, UK, Canada, Australia, New Zealand, Singapore, Malaysia etc & is rated as “Gold Standards” by wall street journal USA” (click here for the list).

  3. In India CFPcm certification is recognized under SEBI Investment Advisor Act 2013. It is also endorsed by top financial services companies of India (click here for the list) who have also resolved they will give 1st preference to CFP certificants in recruitments.


  1. Certified Financial Planners as financial advisors are required in following financial services institutions to advice their clients on all aspects of wealth & personal finance.
    • Banks
    • Mutual Funds & Asset Management Companies
    • Stock Broking Firms
    • Insurance companies
    • Investment Advisory Firms
    • Portfolio Management Services
    • Financial Planning Firms
    • Wealth management Firms
  2. Top financial services companies of India who have resolved that they will give first preference to CFPcm certificants in recruitments.(click here for the list)
  3. After completing (CFPcm) certification one can also start their own financial planning practice similar to professions like CAs, Lawyers etc. It has got all the ingredients that an Entrepreneur looks for in a new business.
  4. International Job opportunities & placements as CFPcm certificate is valid in more than 23 countries mentioned (click here for the list).
  5. Career opportunities in Trainings & Academics, Journalism in personal Finance etc.
  6. There are only 1900 odd CFPs in India as on Jan 2016 and industry needs atleast 1,50,000 CFPs to cater to 1 billion plus population of India that needs financial planning services. This demand – supply mismatch provides great opportunities for a rewarding career to aspiring financial planners.
  7. Because the demand is huge & supply is less at this point in time, the passing percentages are higher, and cost & duration for CFPcm certification is less compared to other professional courses like CA, CFA , MBA etc. At the same time career opportunities are huge for CFPcm. Hence CFPcm offers maximum return on time , money & efforts invested.

CFPcm Curriculum

Module 1 : Introduction to Financial Planning Students learn about cash flow management, Personal Financial statements, Liability & Loans management, Budgeting & Expense management etc.
Module 2 : Risk Management & Insurance Planning Students learn about protecting wealth by protecting assets. Includes both life & general Insurance
Module 3: Retirement Planning & Employee Benefits Students Learn about how to create passive income for client’s retirement life considering assets, investments & employee benefits
Module 4 : Investment Planning Students learn about different investment avenues like – Equity shares, Mutual Funds, Fixed income investments like Bonds & debentures, Small saving schemes like PPF, NSC, Senior Citizen Savings Schemes, alternative investments, real estate, gold investments etc. Asset allocation based on risk appetite & Financial goals
Module 5 : Tax & Estate Planning Students learn about tax implications of investing in different assets. Tax saving strategies. Estate planning includes wealth transfer methods like study of Wills, Trusts, Power of attorneys etc
Module 6 : Advance Financial Planning Students learn to see big picture view & inter relationship of above components in form of case studies.

Examination Pattern

  1. The candidates will answer a multiple choice objective type examination, administered on-line by NSE.
  2. There is no negative marking.
  3. Total Marks = 150 Marks for Module 2 to 5 & 100 Marks for 6th Module
  4. Marks required for clearing = 50%