CFP classes now available in Delhi

IMS Proschool, pioneer in financial planning education, is now offering hybrid CFP training in Delhi. With IMS track record since 1977, flexibility between classroom and online mode & proven track record in exam prep, you need not look further.

+91

75% Pass Rate

Learn From Certified Financial Planners

Solve 2000+ Questions

Official Learning Partner: FPSB

Achieve Excellence with IMS Proschool’s CFP Course In Delhi!

If you’re looking for CFP Classes In Delhi, you are at the right place and here is why?

  • Save on Study Materials: Kick off your learning journey with us and save $250 on FPSB’s study materials.
  • Foundation Module: New to finance? No problem. Our Foundation Module is designed to bring you up to speed with basic concepts in finance, to give you a strong foundation for the rest of the course. IMS Proschool is the only CFP training company with this approach.
  • 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.
  • Exam Registration Support: Proschool is here to help you navigate the exam registration process, making it as smooth as possible.

And all this from the leading finance and accounts training company in India, trusted since 1977.

Where to study CFP in Delhi?

IMS Proschool provides CFP classroom training at its centrally located centre in Connaught place. The training is hybrid, so on a day that you are unable to travel to the centre, you can attend the class online and not miss the session. You can also study in online only mode.

Central

Pitampura

903, 9th Floor, Plot no A-7, Aggrawal Corporate Heights, opposite Wazirpur Depot, Netaji Subhash Place, Pitampura, Delhi, 110034

85%

Product Quality Index

92%

Energy Generation

Central

Connaught Place

1014, 10th floor, Tolstoy Rd, Atul Grove Road, Janpath, Connaught Place, Delhi, 110001

Our Connaught Place center is Approved Learning Partner (Gold) of ACCA

85%

Product Quality Index

92%

Energy Generation

Delhi

Noida

C-56/28, 3rd Floor, Sector 62, Noida, Uttar Pradesh 201301

85%

Product Quality Index

92%

Energy Generation

Gurgaon

Gurgaon

Ground Floor, M-33, Block M, Old DLF Colony, Sector 14, Gurugram, Haryana 122001

85%

Product Quality Index

92%

Energy Generation

Best CFP Course in Delhi

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 Delhi

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.

Read What Students Have To Say About Proschool’s CFP Course In Delhi

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
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
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.

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 Delhi

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 Delhi can 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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