CFP Coaching Classes In Kolkata

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. 75% Pass Rate

Learn From Actual CFPs

Solve 2000+ Questions

Duration: 12- 15 Months

Achieve Excellence with Proschool’s CFP Classes In Kolkata!

If you’re looking for CFP Classes In Kolkata, 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 50% 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 Kolkata

Kolkata

Hungerford Street

10-D, Hungerford Street, IMS House, 1st Floor Near Minto Park, Kolkata, WB 700071

85%

Product Quality Index

92%

Energy Generation

Best CFP Course in Kolkata

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

Finance Foundation (Compulsory for all)

  • 1-month duration

  • Taught online

  • Covers basic to advance excel

  • Financial Mathematics

Certified Financial Planner (CFP from FPSB)

  • 12-month duration
  • Covers 3 specialist modules

  • Prepares for case study and financial plan

  • Available in Offline, Online and self-study mode

CFP Course Syllabus

  • Personal Financial Management
    • Time Value of Money
    • Cash Flow and Budgeting
    • Financial Management Strategies
  • Investment Planning & Asset Management
    • Asset Classes & Securities
    • Asset Allocation & Wealth Management
    • Behavioral Finance & Investment Theory
  • Regulatory Environment, Law & Compliance
    • Social & Political Environment
    • Compliance & Implications
    • Indian Corporate Laws

  • Retirement Planning
    • Retirement Needs, Analysis & Projection
    • Sources of Retirement Cashflow
    • Withdrawal Projections, Strategies & Retirement Products in India
  • Tax Planning & Optimization
    • International Taxation & Indian Taxation
    • Cross Border & Source Rules
    • Accounting Standards & research
  • Indian Aspects
    • Retirement Products in India
    • Indian Taxation rules
    • Tax aspects of retirement products

  • Risk Management and Insurance Planning
    • Principals of Risk Management
    • Intro to Insurance (Life, General), Regulatory Aspects
    • Advisor Selection & Strategic Management
  • Estate Planning
    • Terminology
    • Wealth Distribution & Indian Succession Laws
    • Transfer during life & at death

  • The Financial Planning Process
    • Practice Standards
    • Professional Skills
    • Client engagement & Communication
  • Engaging Clients for Life
    • Discovery process & Appreciative enquiry
    • Developing financial plans
    • Presenting recommendations to clients
  • Developing Effective Financial Plans
    • Financial Planning Overview
    • Financial Plan elements
    • Financial Plan Assessment

Here’s Why Students Love Proschool’s CFP Classes In Kolkata

75% + 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 50% On Study Materials

Save around ₹16,000 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.

Here’s What Students Have To Say About Our CFP Course In Kolkata

Read about what our alumni have to say about us!

The placement guidance, along with the CFP course, made me sign up with IMS Proschool. And true to their word, they helped me at every step of the journey. The courses were detailed and the recorded videos provided were up to the mark. All the

Dhruv Jain
I am glad to share that I have successfully earned a prestigious certification in the world of Finance; CFP from FPSB India. I would like to express my sincere gratitude to the mentor Zeal Doshi for guiding me through this challenging process.
Omkar Palkar

I have successfully cleared the CFP exam. This journey has been challenging, but incredibly rewarding, and I couldn’t have done it without the support of IMS Proschool Team. Thank you all for your guidance, encouragement, and teamwork.

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.

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

CFP Certifications

CFP Specialist certification

Certified Financial Planner® 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 ₹10,500 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 Kolkata

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 Certification, a computer-based test with case studies will be conducted within a timeframe of 3 hours.

For the 3 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 Kolkata range from around ₹40,000 to ₹65,000 depending on various aspects such as mode of learning, weekday/weekend batches, institute etc.

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