Best CFP® Course in Mumbai | Global Financial Planning Certification by FPA
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Launch Your Career in Wealth Management with the Globally Recognised CFP® Certification

CFP® is the world’s most prestigious certification for a
career in finance recognized globally.

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Our Alumni Work at 200+ Companies Worldwide

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COURSE OVERVIEW

Everything You Need to Know About CFP®

CFP® Certification is one of the most respected certifications for professionals pursuing a career in financial planning and wealth management. Recognized globally, it equips candidates with expertise in investments, retirement planning, insurance, taxation, and personal finance, enabling them to build successful careers as trusted financial advisors, establish their own financial planning or wealth advisory practice, or grow an independent advisory business.

The CFP® designation is recognized across 27 countries, subject to the respective board requirements. It is widely regarded as the global benchmark for financial planning professionals, opening opportunities with wealth management firms, banks, financial institutions, family offices, fintech companies, and independent advisory practices worldwide. Whether you aspire to work with leading financial organizations or become an entrepreneur in the financial planning industry, CFP® Certification provides a strong foundation for long-term professional success.

Who Can Apply?

Regular Pathway
  • 12th Pass (Any Stream
  • Graduates & Undergraduates (B.Com, BFM, BAF, BBI, BIM, BMS, BBA, etc.)
  • Postgraduates & Professionals (CA Inter, CA, MBA, M.Com, etc.)
Fast Track Pathway
  • Postgraduates in Finance with 3+ Years Relevant Experience
  • Insurance Professionals & Mutual Fund Advisors
  • Stockbrokers, Wealth Managers & Relationship Managers
  • Eligible to appear for only the Integrated Financial Planning Examination
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Why CFP ?

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Personal Finance
Qualification
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6 Months
to 1 Year
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70% Higher
Salary
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Career
Advancement
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Entrepreneurship
in Financial Advisory
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High Passing
Rate- Upto 70% result
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International
Recognition

WHY CHOOSE FPA

Why FPA Edutech
For Your CFP® Journey?

From expert faculty to 100% placement support, FPA is built to get you certified.

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Premium Education Provider for CFP Certification

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CFP/CFA/CA
Qualified Faculties
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100% Placement Assistance

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Better Pass Rate than the Global Average

training
Online/Ofline
Sessions
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Industry Expert
Lectures
learning
Mock Tests &
Recordings
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50% Discount on FSPB Study material
world
World Class
LMS
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1:1 Mentorship &
Study Plan
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Alumni Networks over
11K+ Students
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No Interest
EMI
COURSE CURRICULUM

What You’ll Study in CFP®

4 modules. Practical learning. Master financial markets and real-world financial planning.

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Module 1 Investment Planning Specialist Certification
  • Personal Financial Management
    Time Value of Money, Financial Management Strategies, Cash Management, Debt Management, etc.
  • Investment Planning and Asset Management
    Asset Classes, Investment Products, Wealth Management, Financial Markets, Financial Planning, etc.
  • Regulatory Environment, Law and Compliance
    Economic Environment, Anti-Money Laundering, Role of Regulators, etc.
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Module 2 Retirement and Tax Planning Specialist Certification
  • Retirement Planning
    Principles & Objectives, Retirement Need Analysis, Pension Reforms, Retirement Products, Employee Benefits, etc.
  • Tax Planning and Optimization
    Global Taxation for Individuals, Tax Planning Strategies, Cross Border Taxation, Income Tax Computation, Capital Gains & Other Heads of Income, Exemptions & Deductions, etc.
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Module 3 Risk Management and Estate Planning Specialist Certification
  • Risk Management
    Principles of Risk Management, Insurance Company, Life Insurance, General Insurance, etc.
  • Estate Planning
    Estate Planning & Wealth Distribution, Will & Trust, Estate Planning Process, Testamentary Succession.
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Module 4 Integrated Financial Planning Course & Financial Plan Assessment
  • Financial Planning Principles, Process and Skills
    Financial Planning Process, Professional Skills, Critical Thinking.
  • Integrated Financial Planning
    Goal Setting, Analysing Information, Designing Financial Plans & Financial Plan Recommendations.
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Students Trained

Years of Excellence

Batches Completed

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LEARN FROM THE BEST

Meet Your Mentors.

Our mentors have worked at the firms you want to work at and bring that experience into every class.

Yukti Gala

Yukti Gala CFP®

Vice President
Worked with Anand Rathi Private Wealth
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Kirtan Shah CFP®

Industry Mentor
Founder & CEO, Credence Wealth Advisors
Hetika Ladhani 1

Hetika Ladhani

Manager – Training & Content
Soham Joshi 1

Soham Joshi

Senior Executive – Training & Content
Aman Shah 1

Aman Shah

Visiting Faculty
Abhishek Roychowdhury 1

Abhishek Roychowdhury

Visiting Faculty
Vaishanvi Kanere 1

Vaishanvi Kanere

Executive – Training & Content
Anuj Shah 1

Anuj Shah

Visiting Faculty

STUDENT SUCCESS STORIES

See What Our
Students Have to Say

Real stories from students who transformed their career goals into results with FPA.

Cleared First Attempt!

“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”

Palak

CFP®
☆☆☆☆☆

Exceptional Faculty Support!

“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 to pursue CFP® Certification.”

Vedant Kelkar

CFP®
☆☆☆☆☆

Cleared On Time!

“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 chooses FPA.”

Shaurya Talwar

CFP®
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Timely Guidance Delivered

“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 the students.”

Jash Kriplani

CFP®
☆☆☆☆☆

Great Study Support!

“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!!”

Sonali Karia

CFP®
☆☆☆☆☆

Amazing Learning Journey!

“I'm pursuing CFP® and CFA from FPA and the journey so far has been quite amazing. The admin team is so supportive. Excellent teaching of all the faculties. If one wants to pursue any finance certifications, one should join FPA.”

Khushi Jain

CFP®
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Real-World Learning for CFP®!

“I have taken CFP® certification coaching through FPA edutech. Harshada Ma’am and Soham Sir are brilliant educators who bring practical, real-world examples into the classroom, making complex concepts easy to grasp.”

Sukesh Kumar

CFP®
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Encouragement at each step

“I'm pursuing CFP®, the faculty and mentors are really good they encourage you at each step and also they have doubt solving team who helps with all doubts that occur during preparation. Especially for me Soham sir and mentor Shardul sir have really been a great help for RPTP preparations.”

Rajalakshmi R

CFP®
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Mock tests & doubt-solving boosting confidence

“Had a great experience with FPA Classes for CFP® exam preparation. The faculty explains concepts in a very simple and practical manner, making difficult topics easy to understand. The study material, guidance, and regular support throughout the preparation journey were really helpful. Mock tests and doubt-solving sessions boosted my confidence a lot. Highly recommended for anyone serious about clearing the CFP® exam and building strong financial planning knowledge.”

Yatharth Shah

CFP®
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Pleasure to be associated with FPA

“It was a pleasure to be associated with FPA edutech for my CFP® exams preparations. From the counsellors, admin team to tutors each one goes out of their way to help you with your examination. The CFP® program at FPA is well structured and tutors are highly knowledgeable when it comes to subject guidance. My special thanks to tutor Soham Joshi, CFP® who guided me and provided unwavering support for doubt solving and exam preparations.”

Vaishnavi k

CFP®
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Passed CFP® Exams through FPA training

“I passed CFP® Exams through their training. They make sure that first you pass 2 Mock Tests only after that they will let you sit in the examination. This helps you to perform well in the exams. Admin and doubt solving team is full cooperative and supportive. Big shoutout to Sagar Cheda Sir and Yukti Gala Ma'am, their mentorship were truly appreciating. Thankyou.”

Viraj Trivedi

CFP®
☆☆☆☆☆

Not Sure If This
Course Is Right For You?

Our academic counsellors have guided 10,000+ students to make the right choice.
Get a free, no-obligation session personalised to your goals and background.

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FAQS

Frequently Asked Questions

What is the eligibility criteria to pursue CFP
Eligibility – Anyone who has passed 12th can pursue CFP, whether be it a student or a working professional. Under Graduates/Graduates from any discipline can pursue CFP®. Working professionals in banking, insurance, wealth management, or financial advisory are ideal candidates. Students currently pursuing graduation can also enroll at FPA.
How to get started?
FPA is the Premium Education Partner with for CFP® certification with FPSB India, where you can get all the guidance needed for the CFP® certification. Call us at +91 8080809466
Where are the classes for CFP conducted at FPA?
We conduct CFP® coaching in Mumbai on weekends, i.e., Saturdays and Sundays. We conduct live online lectures PAN India
Is CFP® Course Recognized Globally?
Yes. CFP® is a globally recognized certification offered across 28 countries, including the USA, Canada, UK, Australia, India, Singapore, Japan, Germany, France, South Africa, and more.
What is the salary for a CFP® in India?
Certified Financial Planners in India typically earn Rs 5–15 lakhs per annum in roles at wealth management firms, banks, and financial advisory companies. Senior CFP®s in private banking or independent practice earn significantly more.
What jobs can I get after CFP® certification?
CFP® certification prepares you for careers in wealth management, financial planning, investment advisory, private banking, insurance, fintech, and financial consulting. You can work as a Financial Planner, Wealth Manager, Investment Advisor, Relationship Manager, Financial Analyst, or even start your own independent financial planning or wealth advisory practice.
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® Certification?
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 .

What is the CFP® certification and who gives it?
The Certified Financial Planner (CFP®) designation is awarded by FPSB India (Financial Planning Standards Board). It is the #1 qualification in personal financial planning globally. FPA Edutech is a Premium Partner of FPSB India and one of the oldest training partners for CFP® in the country.
What are the CFP® course fees at FPA?
CFP® coaching fees at FPA vary by batch (online/offline). Please contact FPA Edutech for current pricing. The FPSB registration fees are separate and paid directly to FPSB India. FPA also facilitates student loans for the course.
Who can pursue the CFP® certification in India?
Graduates from any discipline can pursue CFP®. Working professionals in banking, insurance, wealth management, or financial advisory are ideal candidates. Students currently pursuing graduation can also enroll at FPA.
How many exams are in the CFP® course?
The CFP® certification in India requires passing 4 exams (as of 2026): Financial Planning Basics, Investment Planning, Retirement & Tax Planning, and Advanced Financial Planning. FPA prepares students for all 4 exams.
What is the difference between CFP® and CFA?
CFP® focuses on personal financial planning for individuals — budgeting, retirement, insurance, estate planning. CFA focuses on institutional investment analysis, portfolio management, and research for asset managers and investment banks. FPA trains for both.