About The CFP Course in Mumbai
Once you have completed CFPCM Certification in India, you can practice as a CFPCM in 27 countries across the globe.(Respective country’s board requirement needs to be fulfilled)
A CFPCM is recognized as a leader in the field of Financial Planning across the globe.
Allows you to join an elite group of CFPCM Professionals in 27 countries across the globe.
CFPCM coaching plays a vital role in preparing aspiring candidates for the rigorous CFPCM classes in Mumbai, 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 Course
More than 80% of Passing Rate
Comprehensive CFP Course Materials
CFP Qualified Faculty
Alumni Network Over 11K+ Students
Live Classroom Sessions
In-house Learning Management Platform
100% Placement Assistances
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
CFPCM Course Eligibility
- 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 CM certification
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
Kirtan Shah CFP CM
Yukti Gala CFPCM
Jeetendar Peswani, CFA
CA Pranit Jain
Our Placements
Success Story
Jash Kriplani
I have cleared my CFP. Much thanks to FPA. Jeetendar Sir has regularly offered timely support and guidance, as well as other faculty members and support staff. Would like to mention Sagar Sir, Yukti Ma'am and Aman Sir for their time, effort and patience with all students.
Vedant Kelkar
I've been associated with FPA since the month of July 2020. I enrolled for CFP certification. The quality of faculty over here especially Jeetu Sir and Yukti Ma'am is exceptionally great. They solve your doubts during and after the lectures. They help you in every way possible. Surely going to recommend FPA to anyone, who is looking for pursuing CFP Certification.
Sonali Karia
I have cleared CFP throughout with the help of FPA. The videos & material are detailed and helpful. And faculties are also very supportive, even distance learning can help students too. A day before the exam it helped me a lot. Big thanks to everyone, and FPA Rocks!!
Shaurya Talwar
I would like to thank the entire FPA team for helping me clear the CFP examination within the stipulated time frame. The video lectures of Yukti ma'am and the doubt-solving assistance of Mansi ma'am and Pooja ma'am were really helpful. I would recommend anyone pursuing CFP Certification only choose FPA.
Palak
I am happy to share that I have cleared CFP - Final Module with a Good Grade on the first attempt. I am very grateful to Janak Sir, Sagar Sir, Yukti Ma'am and all doubt-solving faculties for teaching and guiding me in completing my CFP. I would recommend FPA to everyone.
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?
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 coaching in Mumbai on weekends, i.e., Saturdays and Sundays
Can CFP qualification help me go abroad?
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