#1 CFP Course in Mumbai | CFP Eligibility, Structure & Fees

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

Pursue your

CFPCM Course in Mumbai

Today & Receive your Certification

About The CFP Course in Mumbai

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

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

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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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CFPCM Course 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 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

Yukti Gala CFPCM
CA Pranit Jain
Jeetendra Peswani CFPCM & CFA
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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 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

I am interested in knowing more about the CFPCM Course

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