A CFP or a Certified Financial Planner is a professional who has expertise in financial planning, covering areas like investments, taxes, retirement, and estate planning. It enhances career prospects in finance and builds trust with clients for comprehensive financial advice.
CERTIFIED FINANCIAL PLANNER ® certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community.
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To be eligible to undertake the course through Fast Track Pathway you should have:
Any one of the approved Qualifications/Professional Certifications:
1. Chartered Financial Analyst, from CFA Institute (USA)
2. Certified Public Accountant, from AICPA (USA), CMA, ACCA
3. Chartered Accountant, from ICAI, CA(Inter) with 3-year Articleship+B.Com
4. Fellow Member of the Insurance Institute of India (Life/General)
5. CAIIB + Graduation in any discipline
6. Postgraduate degree in Economics, Commerce, Finance/Financial Planning from a UGC approved University
7. MBA (all streams) and PGDM (all streams) from an AICTE-approved institution/Ministry of Education-approved institution/such other Indian or Foreign institution or business school
Documents: The documents in support of the above will be certificates/degrees/Marksheets.
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One needs a relevant experience of 3 years to further qualify for the fast track process which is as follows:
Relevant Experience:
At least three years of prior work experience at the time of submission of documents will be considered in case of employees of a:
1. Bank/NBFC (Any bank, non-banking Finance Company)
2. Mutual fund asset management
3. Insurance company
4. Securities company
5. Portfolio manager
6. Brokerage
7. Registered Investment Adviser (in the capacity of persons associated with investment advice’)
8. Treasury department of a company registered with the RoC
9. Academic institution or FPSB’s Authorized Education Provider
Such experience shall be in one of the following broad job activities:
1. Funds management
2. Investment advice
3.Accounting/fund accounting/auditing
4. Corporate finance
5. Customer relationship/investor service
6. Lecturing in Academic Institutions on Economics/Commerce/Finance or teaching/training on FPSB’s CFP certification curriculum based on the Financial Planning Education Framework
Please note, CA articleship workex (if started after passing both groups of CA intermediate) is counted towards work experience, but no other Internship/Part time/ Freelance workex is counted.
Documents: The experience shall be considered under due attestation from the HR of the institution, corporate, RIA, or the authorized person of the academic institution/FPSB’s Authorized Education Provider. If the experience of three years is with more than one company, the same will be supported by appointment letters/relieving letters to account for the total relevant experience.
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There are 2 ways wherein the student can prepare themselves for the CFP certification
1.Through Self-Study
2. Through Authorized Education Providers
There are only 21 Authorised education providers in India and Proschool is one of them!
Studying through an authorized education provider can have various benefits.
For more details, you can visit our website: https://proschoolonline.com/cfp-course/what-is-cfp and call us at: +91 7710044425
Minimum Eligibility to Join CFP® Program :
1. HSC/ 12th Passed – No restrictions on passing percentage and no restrictions on stream, you can be from any stream i.e Science, Arts, Commerce
2. Individuals with at least 18+ years of age
Anyone meeting the above criteria can join the CFP® program and start CFP® Course studies.
For more details, you can visit our website: https://proschoolonline.com/cfp-course/what-is-cfp
or call us at: +91 7710044425