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CFP Classes2024-07-25T13:39:34+00:00

Avg. 70%
Pass Rate

Learn From Actual CFPs

Solve 2000+ Questions

Duration: 12- 15 Months

Achieve Excellence with Proschool’s CFP Course!

If you’re looking for CFP Classes, you’ve got to check out Proschool! We’re all about giving you the tools and support to nail those CFP exams.

Here’s why our course is a game changer:

  • Learn from the Pros: Get guidance from practicing CFPs who know the ins and outs of the financial planning world.
  • Massive Question Bank: Solve over 2000 practice questions to sharpen your skills and boost your confidence.
  • Save on Study Materials: Kick off your learning journey with us and save $250 on FPSB’s study materials.
  • Exam Registration Support: Proschool is here to help you navigate the exam registration process, making it as smooth as possible.
  • M0 – Foundation Module: New to finance? No problem. Our M0 Foundation Module is designed to bring you up to speed with basic concepts in finance, including taxes and retirement planning, setting a solid foundation for your career.

Choose between CFP and NISM Certification

Batches start every 30 days | 8+ hours of faculty-led training every week | Unique course design and methodology

Check Your Eligibility

  • To enrol with Proschool: Anyone can enrol, but we suggest you be at least 18 years of age.
  • To appear for any CFP specialization exam: Pass Proschool internal assessment + be at least 18 years old + be class 12 pass
  • To sit for CFP Certification Final Exam: Clear all 3 specializations
  • To be awarded a CFP Certification: Clear Final Exam + have requisite work experience (1 yr under a CFP OR 3 years overall in Finance field)

Syllabus Of The CFP Course

  • Personal Financial Management
  • Investment Planning & Asset Management
  • Regulatory Environment, Law & Compliance

  • Retirement Planning
  • Tax Planning

  • Risk Management and Insurance Planning
  • Estate Planning

  • The Financial Planning Process
  • Engaging Clients for Life
  • Developing Effective Financial Plans

Here’s Why Students Love Proschool’s CFP Classes

70% + Pass Rate

We pride ourselves on our pass rates which are higher than the global averages. This is done via a combination of expert faculty, unique teaching methodology and robust mock test practicing.

Learn From Practising CFPs

Learn from experienced and professionally qualified faculty who are able to provide industry experience, exam-related insights, and theoretical knowledge

Introductory M0 Module

Foundational module to get all students upto a base level. Thereafter students focus on 1 specialization track at a time, lasting upto 3 months

Mock Test Design

Designed to replicate actual CFP exam patterns. Questions updated basis the latest syllabus. Mirrors difficulty level of actual exams

Save $250 On Study Materials

Save around ₹21,000 on FPSB’s E-learning Study Material with Proschool’s Coupon Codes. Applicable for all 4 modules.

Placement support

Focuses on getting you shortlisted (CV writing, practicing Aptitude tests, developing communication skills, mock interviews) and provides curated job listings for eligible candidates

Where Our Alumni Work

Our Alumni are all placed in reputed firms in high positions due to the knowledge and skills gained from this course.

Read What Students Have To Say About Proschool’s CFP Classes

Abhijeet_Ambekar_Photograph

I like the fact that the faculty are all practicing CFPs and hence, we as students, get exposed to their first hand experiences.

Abhijeet Ambekar

Charmi_Ved_Photograph

Proschool provides its students with all the necessary support in a timely manner and the management is also quite responsive. The faculty explanation is good along with a great, exhaustive set of study materials and videos is what I like the most.

Charmi Ved

Shrees_Haralkar_Photograph

Proschool has helped me pass 2 modules so far and currently I’m attending IPS module under Ankit Sir. He keeps class engaging and I like the way he always starts his lecture with a motivational song reminding of our ultimate goal to become CFP.

Shrees Haralkar

What Do You Get In Proschool’s Placement Support

Expert-Led Interview Prep

Undergo 3 rigorous mock interviews with top industry professionals, complete with personalized, face-to-face feedback to sharpen your performance..

Guaranteed Interviews

Secure your future with 5 guaranteed interview opportunities, tailored to your preferred companies, ensuring your foot is in the door of your dream job.

Soft Skills Mastery

Elevate your professional appeal with targeted soft skill development sessions, designed to enhance your communication, teamwork, and leadership qualities.

LinkedIn Profile Makeover

Boost your digital presence with our profile enhancement service, aimed at maximizing your visibility and attractiveness to recruiters on LinkedIn.

Meet Your Expert Faculty

Our faculty are all professionally qualified and have rich industry experience, essential for giving a practical context to concepts

Zeal Doshi

CFP | CFA Level I | Financial Planner | Personal Finance Trainer

Ankit Dani

CFP | BE Hons | PGDM in Marketing

Dishit Parekh

CA | CFP

Certifications

CFP Specialist certification

Certified Financial Planner CM Certification By FPSB
After clearing any track exam and ethics module, you can apply for the below three certificates as well, with a fee of $100 for all.
a. Investment Planning Specialist Certification
b. Retirement and Tax Planning Specialist Certification
c. Risk Management and Estate Planning Specialist Certification

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Get through this CFP quiz and wreck your brain for free

CFP Course Fees

Online Coaching

₹40,000

Offline Coaching

₹50,000

Placement Preparation

Complimentary

FAQ’s

Students who have passed 12th / HSC from any stream can pursue this course. However a commerce background is more helpful. Ideal time to choose CFP is when a student is in their second year of graduation.

Proschool is a Financial Planning Standard Board Approved Education Provider that awards the CFP certification internationally. In addition, IMS Proschool has a 70% success rate and CFP-qualified professionals to advise students.

All of Proschool’s study resources, which include more than 2000 online questions, succinct reading material, and high-quality video resources, have already been revised in accordance with the new syllabus, preparing students to pass the tests in the newly updated framework.

The CFP certification training program prepares you for the entire CFP, including all track exams and the final CFP module. In contrast, the certificate in wealth management is a more comprehensive program that prepares candidates for the entire CFP program and other benchmark industry certifications in the financial planning industry.

The certificate in wealth management is a wonderful blend of theory and practice. It also prepares applicants for the skill requirements in the current financial planning business, making them job-ready.

For the Certified Financial Planner Certification, a computer-based test with case studies will be conducted within a timeframe of 3 hours.

For the three specialist certificates –

  • Investment Planning Specialist Certification
  • Retirement and Tax Planning Specialist Certification & Risk Management
  • Estate Planning Specialist Certification

You’ll have to attempt 75 multiple-choice questions (online) within 2 hours for each certification.

The lectures shall be conducted online on weekends. Only in case where the faculty feels the syllabus shall not be completed on time, that is when the lectures are taken on weekday. Average span of lectures is 3 hours. The faculty always attempt to keep the class lively and encourage the students to share real life stories in the class. To get a live experience of CFP class, do attend a demo class.

  • Faculty: All trainers at Proschool are CFP practitioners or working in BFSI sector. For e.g., our Investment Planning faculty is a CFP + CFA Level 1 clear, our Tax and Retirement planning faculty is a CA + CFP, our Risk and Estate planning faculty is a CFP + Chartered Trust and Estate planner (CTEP). Thus, we ensure to bring you faculty who has deep knowledge of that particular subject matter.
  • Curriculum: While we encourage the students to the read the FPSB textbooks as their core books, we have crisp content which shall help the students in understanding the concepts and refer for end moment revisions.
  • Practice questions: CFP being an MCQ paper, we are providing 600+ questions for each of the three specialist papers. These questions are easily accessible to the students through system as well as Mobile APP. Thus, one can refer the course on the Go!
  • Exam Assistance: Every month we are organizing Doubt solving sessions for the students who are planning to appear for a particular specialist exam. The students have to submit their doubts in advance and they shall be solved during the doubt solving. This has greatly helped our students in passing the exams.
  • Special Module: We have introduced a new module M-zero, where we teach the basics of Financial planning and Time value of Money to our students. This is to ensure that students have a strong base of Six steps of Financial planning and Financial Mathematics.

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