maestrrofinplanacademy

Online Coaching

CFP All Level Online Coaching

Master all levels of CFP with expert-led online coaching. Get structured guidance, study materials, mock tests, and personalized mentorship to accelerate your financial career.
4.9 (253 user ratings)
Rated 4.7 out of 5

For Whom

Any individual who has passed HSC or equivalent degree can enroll for the CFP course. Thus, you can become a professional even before completing your Graduation.

Duration

This 12-14 month course features flexible tuition schedules, conducted once or twice a week, usually on weekends. Ideal for working professionals and students pursuing other degrees, this format ensures minimal disruption to your daily routine.

Examinations

Exams, administered by the National Stock Exchange (NSE), offer flexibility. Enrollees can choose convenient dates and time slots for the exams, ensuring a seamless and personalized experience. Click here to see the exam dates.

Pathway To Cfpcm Certification

Register with FPSB Ltd. and Acquire Course Materials

Students must complete the registration process with FPSB Ltd. It is mandatory for every registered student to obtain the study materials, marking the initial step on their path toward CFP Certification. Successful completion of all four modules is obligatory for each student

Upon successful registration with FPSB Ltd. and obtaining access to your study materials, your course completion can be achieved through any of the subsequent pathways

Self-Paced Learning Pathway: If you are pursuing this option, you can tailor your certification exam preparation to your own schedule. Utilize the resources available on FPSB Ltd.'s online learning platform.
Guided Learning Pathway: Within this route, upon registering with FPSB Ltd. and procuring the online learning materials, you will enroll in an FPSB Ltd. Authorized Education Provider's program (offering both in-person and online courses). You will complete the coursework within approximately 8-12 weeks, varying based on course content and frequency.
Recognition of Prior Learning Pathway: Opting for this pathway allows you to seek educational exemption from FPSB Ltd. based on your professional qualifications and prior certifications. If your application is approved, you might be eligible to skip some or all of the specialized education courses, enabling you to directly take the specialist certification exams.

Pass all the 4 levels leading to CFP certificaion in india

It is mandatory for the students to clear each of these modules in order to be eligible for CFP Certification

FPSB® Investment Planning Specialist

FPSB® Retirement and Tax Planning Specialist

FPSB® Risk and Estate Planning Specialist

FPSB® Integrated Financial Planning Course

Ethics Training and Certification Attainment

Candidates achieve certification by completing FPSB Ltd.'s ethics course requirement and pledging to uphold the FPSB Ltd. Code of Ethics and Professional Responsibility. This code serves as a comprehensive guide to ethical conduct and prudent professional judgment.
Completing the ethics course for a specific specialist track certification grants exemption from retaking the course for subsequent track certifications.
This streamlined approach allows CFP certification candidates to enhance their ethics training across various specialization tracks.

Certification

By completing the steps above, and applying for FPSB Ltd. certification, successful candidates can be recognized by employers, clients and the public as an
FPSB® Investment.
FPSB® Retirement and Tax Planning Specialist
FPSB® Risk and Estate Planning Specialist
Instructors
Bhupesh P Chaudhri

Founder of Maestrro Finplan Academy

This coaching includes:
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Start your learning journey today! Enroll now in our online Coaching.

Start your learning journey today with expert-led online coaching, flexible schedules, practical lessons, personalized support, and real-world skills to boost your confidence and career growth.

Coaching Fees & Timings

₹36,000
Tution fees (Recorded + Live Classes)
(4.5)
Rated 4.5 out of 5
₹27,000
Tution fees (Recorded)
(4.5)
Rated 4.5 out of 5
₹10,000
Tution fees (Individual Levels)
(4.5)
Rated 4.5 out of 5

Get in touch with us

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about cfp

Frequently asked questions

CFP is the highest international qualification in the field of personal finance globally.

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.

CFP is globally affiliated by Financial Planning Standards Board, Denver, US.

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.