Financial Planning Academy
Nurturing Careers

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Who Should Pursue?
  • A solution to the difficulties of choosing what to pursue after XII or Graduation. Any student pursuing or have completed B.Com., BAF, BMS, BBI, BFM, BIM, M.com, CA, CS and keen on making a career in the financial services sector.
  • Working professionals seeking a career upgrade to up the cadre of their competence and pay scale along with achieving such qualification within a span of a year.
  • Students or professionals hoping to travel abroad as a means of sourcing their income, this global Qualification is recognized and holds value in 26 countries.
  • Ambitious heads awaiting their opportunities on working with some of the best Organizations in the field of finance.
  • Professionals with the will to start their own practice and want to retain the recognition as Registered Investment Advisor (RIA) as per SEBI norms rather than just a distributor.

If you have a positive approach towards any of the aforementioned discussion points, Then you may seriously consider pursuing the CFP certification program.

For more information speak to our Career Counselors.

CONTACT US

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Admission Procedure

1

Register

  • Register with FPA for CFP course
  • Register with FPSB LTD
  • Documents required:
    • 3 passport size photographs
    • 2 photocopy of XII Std or Graduation (Self Attested)
    • PAN Card photocopy
2

Training

  • Get trained by CFP Professionals or study through Distance Learning
  • Study from FPSB LTD approved study material
  • Modes of Study
3

Examination

  • Register for exams with NSE NCFM
  • Appear for Module Exams as per your convenience.
  • Clear the respective module exams and receive their certificates
  • All CFP Certification exams are online.
4

Apply for Membership with FPSB LTD

  • FPSB LTD issues certificates for successfully completing the CFP Certification Program
  • Fulfill the Experience criteria and abide by the Code of Ethics as laid down by FPSB LTD
5

Career

Our Career Counselors will assist you through the entire process of registration all through your course with us and if required, beyond that.

Training Process

CFP Certification DELIVERABLES Classroom Training Distance Learning Challenge Status
[A] TRAINING
150+ hrs Classroom Training by Experienced CFP  Professionals -
(50+ hours)
Unlimited Doubt Solving Sessions
Full Time Faculty Support
[B] TRAINING MATERIAL
Complete set of Books for all Modules (10 Books) -
Updated Case Study & Reference Material (1 book)
[C] VIDEO TRAINING
Online Video Training (50+ Hours)
[D] I - LEARN
Chapterwise PPT for all Modules (104 Chapters)
2000+ Practice Questios with Solutions
Real Time Mock Exams with Solutions for all Modules (1500+ questions)
Complete Online Support & Query Solving
Updated Articles about Financial Planning (100+ articles)
[E] Financial Plan Construction
Workshop on Financial Plan Construction -
[F] PLACEMENTS
Gauranteed Internships -
100% Placement Assistance -
Soft Skills Training & Interview Etiquetts -
Professional Resume Making -