CFP Course in Bangalore | CFP Fees & Syllabus Details

Want to Enhance your Career or Become an Entrepreneur in Personal Finance?

Pursue your

CFP® Course in Bangalore

Today & Receive your Certification

About The CFP® Course in Bangalore

CFP® classes in Bangalore is the world’s most prestigious Certification for those wanting to make a career in the field of Finance.

Once you have completed CFP® Certification in India, you can practice as a CFP® in 27 countries across the globe.(Respective country’s board requirement needs to be fulfilled)

A CFP® is recognized as a leader in the field of Financial Planning across the globe.

Allows you to join an elite group of CFP® Professionals in 27 countries across the globe.

CFP® coaching plays a vital role in preparing aspiring candidates for the rigorous CFP® classes in Bangalore, ensuring they acquire the necessary knowledge and skills to excel in the field of Finance.

Why To Choose FPA

Largest Authorised Education Provider for CFP®

More than 80% of Passing Rate

Comprehensive CFP® Course Materials

CFA & CFA Qualified Faculty

Alumni Network Over 11K Students

Live Classroom Sessions

In-house Learning Management Platform

100% Placement Assistances

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Largest Authorised Education Provider for CFP

More than 80% of Passing Rate

Comprehensive CFP Course Materials

CFA & CFA Qualified Faculty

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Alumni Network Over 11K Students

Live Classroom Sessions

In-house Learning Management Platform

100% Placement Assistances

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Course CFP® Eligibility

Regular Mode :

  • Anybody who has cleared 12th grade or equivalent in any stream
  • Graduate & Under Graduates: B.Com, BFM, BAF, BBI, BIM, BMS, BBA etc
  • Postgraduates & Professionals: Education – CA – Inter, CA, MBA, M.Com etc

Qualification – Insurance, Mutual Fund Advisors, Stockbroker, wealth manager, relationship manager with relevant qualification is eligible to give only the one examination under challenge status mode

Challenge Status :

  • A Post Graduate in Finance with 3 years of relevant experience can opt for giving only 1 exam i.e. Integrated Financial Planning, for acquiring the CFP® certification

CFP® 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

Our Mentors

Jeetendar Peswani - FPA
Yukti Gala CFP®
Head Faculty
Worked with Anand Rathi Private Wealth
Kirtan Shah - CFP

Kirtan Shah CFP®

Industry Mentor
Founder & CEO, Credence Wealth Advisors
Jeetendar Peswani CFP

Jeetendra Peswani CFP® & CFA

Associate Professor
CFA Charterholder | Worked at Morningstar
CA Pranit Jain
CA Pranit Jain
Industry Mentor
10+ Years of Experience in Teaching
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Kirtan Shah CFP ®

Industry Mentor

CEO & Co-Founder FPA Edutech

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Yukti Gala CFP®

Head Faculty

Worked with Anand Rathi Private Wealth

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Jeetendra Peswani CFP® & CFA

Associate Professor | CFA Charterholder

Worked at Morningstar

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CA Pranit Jain

Industry Mentor

15+ Years of Experience in Teaching

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Our Placements

Success Story

FAQs

 How to get started?

FPA is the most recognised authorised education provider for CFP® Course in Mumbai where you can get all the guidance needed for the CFP® certification pathway, Call us at +91 8080809466

In how many months can I clear the CFP® exams?

10-12 months

 Can I practice or open my own financial planning boutique after completing CFP?

Yes, you can become an entrepreneur and practice as a Certified Financial Planner provided you have a valid CFP® certification.

Can CFP® qualification help me go abroad?

Yes, the CFP® Classes in Mumbai is recognized in 27 countries .

When are the classes for CFP® conducted at FPA?

We conduct CFP® coaching in Mumbai on weekends, i.e., Saturdays and Sundays

Is CFP® Course Recognized Globally?

Yes, the CFP® course is recognized in 27 countries & helps you make a global career.

We invite you to join of CFP® classes in Mumbai for the highest passing rate & full placement support

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