Unleashing the Power of Financial Knowledge for Personal and Professional Growth.
The founder of Maestrro Finplan Academy, Bhupesh, is a finance graduate from Mumbai University with a strong background in Chartered Accountancy. Passionate about personal finance, he discovered his true calling in Certified Financial Planning, showcasing extensive expertise and deep understanding. With a practical and academic foundation, he is committed to imparting valuable insights, guiding students towards successful financial planning careers.
Obtained Certified Financial Planning qualification from the Financial Planning Standards Board, enhancing expertise and credibility.
Serving a diverse client base and providing comprehensive financial planning services.
Guiding 600+ Clients to Financial Success
At Maestrro, we believe in delivering holistic and comprehensive education that goes beyond traditional finance books.
Comprehensive training and education programs allow students to gain the best practices in the industry. Click here to know more about CFP exams.
Out of the only 15 institutions in India certified by FPSB.
We empower career choices in finance for students through our expert guidance and counseling.
Our curriculum is based hands-on experience helping bridge the gap between theory and practice.
We create platform and events where students can get opportunities with industry experts and peers in financial planning.
Through our workshops and seminars stay ahead with continuous learning and industry updates for financial planning professionals.
Discover CFA & CFP certifications in finance. Unveil pathways to rewarding financial careers in our free webinar. Join for expert insights, practical guidance, and Q&A.
Click hereUnlock a rewarding financial planning career with CFP, recognized as the global standard in financial expertise. From mastering investment strategies to crafting solid retirement plans, CFP equips you to expertly guide individuals toward a secure financial future. Whether you're just starting out on your journey or a seasoned professional looking to enhance your skills, CFP sets the stage for success. Embrace the power of CFP and embark on a path toward financial excellence.
Elevate your financial career with CFA, the unparalleled global benchmark in investment expertise. Acquire versatile skills, a strong ethical foundation, and worldwide recognition, opening doors to a multitude of roles in the dynamic field of finance. Whether you're at the commencement of your journey or a seasoned industry veteran, CFA empowers your path towards leadership and unwavering success. Embark on your transformative journey with CFA and set forth toward a future defined by excellence.
“When I started CFP with Maestrro, I was working as a Relationship Manager with SBI wealth management.
At the end of my CFP course journey, I have already landed a job with Anand Rathi as Vice President in
the Wealth Management segment. I'm extremely grateful for the teaching and mentoring by Bhupesh Sir,
throughout my journey of CFP. Dedicated personal attention given to each of the students ensures in
depth concept clarity. If I can start my studies again after the gap of 12 years then anybody can.
Kudos to the Maestrro Team”
“Here you go to the best coaching classes for CFP, and best mentor! Concepts are explained in very simple and easy manner with practical examples, study material with exam related questions are also provided which is best use while you’re preparing for exams.Thanks to Bhupesh sir for all his efforts towards completion of course ! Must recommend for those looking to do CFP.”
“Coming from an Engineering background, I was keen to manage my finances and chose to pursue CFP. My self-paced attempts didn't pan out, leading me to the AEP mode at Maestro Finplan Academy. Guided by Bhupesh sir's clear instructions and the Academy's high-quality resources, I successfully navigated and cleared all CFP levels by early 2022. With MFA's comprehensive support and personal guidance, I transitioned from an engineer to a CFP. Kudos to them for being a beacon to aspiring CFPs.”
“My journey with Maestro and Bhupesh sir was a beautiful ride and not like any other institution because they provide you with immense support in a friendly manner and with the updated course with in-depth clarity on the concepts and calculations.
I thank Bhupesh sir for his timely availability and understanding for any queries or doubts. Undoubtedly the best so far.Thank you Maestro !”
“Being new to the field of Personal Finance, it was a great headstart by taking the decision to join Maestrro Finplan Academy.Bhupesh Sir has a guided me well throughout my CFP journey and has helped me with personal attention whenever needed.His teaching style and example oriented teaching was very helpful to grasp the concepts in depth, which personally helped me.Sir has also supported me as a counsellor and motivator through his sessions, when fearful of failure.I have completed all 4 levels of CFP and I'm currently practicing, thankful to Bhupesh sir & Maestrro Finplan Academy.”
“Starting this CFP certification journey with no to little practical experience while being an
undergrad was a tough job.This CFP certification broadened my knowledge on personal finance and gave
me an opportunity to explore different career avenues in finance. Many thanks to Maestrro Finplan
Academy (Bhupesh Sir) for supporting me throughout this journey without which it would have been
difficult for me to clear CFP.
I would encourage others to enhance their career with Maestrro for global exposure and a
competitive advantage.”
CFP is the highest international qualification in the field of personal finance globally.
CFP is globally affiliated by Financial Planning Standards Board, Denver, US.
It is recognised in 27 countries (including India) all over the world namely in US, Europe, Australia, New Zealand, Switzerland, Germany, Singapore and other major global financial hubs.
CFP can be done by any individual who has completed HSC or Diploma in any stream. Thus, any student from Science, Commerce and Arts background can do CFP.
The entire can be completed within 15 months if pursued through online lectures and if pursued through recorded lectures then in 10 months.
CFP qualification is recognised by Securities Exchange Board of India (SEBI) for working in the field of Finance.
In India, exams of CFP are conducted by National Stock Exchange through National Institute of Securities Market (NISM). Exams can be appeared both online as well as offline from various centres of NSE.
The exams are in MCQ format with NO negative marking. Exams are conducted in the third week of every month. The certificate of CFP is issued directly from FPSB, US.
CFP qualified people are hired by all the companies incorporated in the Banking, Financial Services and Investment (BFSI) sector namely, Financial Planning firms, Mutual Fund AMC’s, Insurance Companies, Stock broking, Hedge Funds, Wealth Management and PMS firms in India.
A person qualified as a CFP can form their own Financial Planning firm or they can be employed in the capacity of Investment advisor, investment research and analyst, wealth manager or portfolio manager, finance content creator etc.
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