CFP Course In Mumbai

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 Practicing CFPs

Solve 2000+ Questions

Duration: 12- 15 Months

Achieve Excellence with Proschool’s CFP Course In Mumbai!

If you’re looking for CFP Classes In Mumbai, 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.
  • Finance Foundation Module: New to finance tools? No worries. Our Finance Foundation Module is designed to take you from basic to
    advanced levels in Microsoft Excel, along with core concepts of financial mathematics – setting a solid foundation for your career in finance./li>

CFP Course Fees In Mumbai

Offline Coaching

₹60,000

Online Coaching

₹50,000

Fast-Track

₹30,000

Best CFP Course in Mumbai

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 Classes in Mumbai – Here’s Why Students Love Proschool

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 Finance Foundation 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

Quiz and Mock Test Design

We’re the first institute to apply Bloom’s Taxonomy for CFP, with quizzes that build concept clarity and application skills aligned to FPSB’s criteria.

Save 50% On Study Materials

Save around ₹16,500 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

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

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

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.

Student Testimonials

Read about what our alumni have to say about us!

The comprehensive study material, well-structured mock exams, and regular quizzes provided by IMS Proschool have played a crucial role in strengthening my conceptual understanding and building my confidence throughout the learning journey. I truly appreciate the support and resources that have helped me stay focused and perform well in my CFP coursework.
Shreya Joshi
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 studied for my CFP at IMS Proschool, and it was honestly amazing. The teachers were super knowledgeable, and the course was so well put together, blending practical stuff with real-life scenarios. I felt totally ready for the financial planning world thanks to their hands-on approach and awesome resources. I’d 100% recommend IMS Proschool to anyone going for their CFP.

Srihari KV

Visit Our CFP Classes In Mumbai

Western

Andheri

3 Floor, Gokul Plaza, Near Chinnai College, Old Nagardas Road, Andheri (E), Mumbai 400069

85%

Product Quality Index

92%

Energy Generation

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.

Get through this CFP quiz and wreck your brain for free

FAQ’s

Proschool is a Financial Planning Standard Board Approved Education Provider that awards the CFPCM 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 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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