CFP Course in Bangalore | CFP Fees & Syllabus Details

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CFP Course in Bangalore

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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.

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 CFPCM Eligibility

  • Anybody who has cleared 12th grade 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

CFPCM 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

Kirtan Shah CFPCM
Yukti Gala CFPCM
CA Pranit Jain
Jeetendra Peswani
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Kirtan Shah CFP CM

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Yukti Gala CFPCM

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Jeetendar Peswani, CFA

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CA Pranit Jain

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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 Bangalore 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?

In 10-12 months, you can clear your CFP exams

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

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 CFP classes in Mumbai conducted at FPA?

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

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