CFP Course In Pune

FPSB’s Official Learning Partner | 300+hrs CFP Coaching

IMS Proschool – the official learning partner of FPSB – provides a comprehensive CFP course online as well as offline that focusses on clearing the three CFP specializations, followed by the CFP Certification exam. It also helps students gain professional experience via its job support service

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Avg. 70% Pass Rate

Learn From Actual CFPs

Solve 2000+ Questions

Duration: 12- 15 Months

Achieve Excellence with Proschool’s CFP Course In Pune!

If you’re looking for CFP Classes In Pune, 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.

Visit our CFP Classes In Pune

Pune

Shivajinagar

5th Floor, Surya Bhavan Bldg, Opp. Lalit Mahal Hotel, FC Road, Shivaji Nagar, Pune 411005.

75%

CFA Passing Rate (February)

92%

ACCA Pass Rate (March)

85%

Product Quality Index

92%

Energy Generation

CFP Course In Pune

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

0

Foundational Module (Compulsory for all)

  • 1-month duration
  • Taught online

  • Teaches basic concepts
  • Financial Math and Calculator Usage

1

Investment Advisor (NISM Series 10A)

  • 3 Month Course Duration
  • Covers Investment and AM

  • Appear for NISM Series 10A

  • Can choose to upgrade to CFP Course

2

Certified Financial Planner (CFP from FPSB)

  • 10-month duration
  • Covers 3 Specializations

  • Prepares for Final Case study

  • Available in Online or Self Study

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 In Pune

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 up to a base level. Thereafter students focus on 1 specialization track at a time, lasting up to 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 In Pune

Faculties are good, knowledgeable and share practical experiences which becomes very useful in understanding the concept. Difficult concepts are simplified and extra knowledge too is given with its application.
Pratima Shelar

The after practice Quiz are really helpful as we know how the question and difficulty level can be understood. And also the recordings are really helpful as even if i miss any lecture i can easily access them and understand it

Omkar Palkar
The faculty is very amicable and approachable, at the same time the classes are very engaging and interactive. My experience with IMS Proschool has been great so far.
Anirudh Gopal

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.

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)

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
Zeal Doshi
CFP | CFA Level I | Financial Planner | Personal Finance Trainer
Ankit Dani
Ankit Dani
CFP | BE Hons | PGDM in Marketing
Dishit Parikh
Dishit Parikh
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

Get through this CFP quiz and wreck your brain for free

CFP Course Fees In Pune

Online Coaching

₹40,000

Offline Coaching

₹50,000

Placement Preparation

Complimentary

FAQ’s

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.

For the Certified Financial Planner CM 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
  • and 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.

The CFP Course Fees in Pune can range from around ₹40,000 to ₹65,ooo depending on various aspects such as mode of learning, weekday/weekend batches, institute etc.

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