Description
Certification Name: Certificate in Financial Planner
Course Id: CFP/Q0001.
Eligibility: Graduation or Equivalent.
Objective: The Certified Financial Planner (CFP) course aims to develop professionals who can deliver expert, ethical, and client-centric financial planning services. It provides a comprehensive understanding of personal finance management, including investment planning, retirement strategies, insurance analysis, tax optimization, and estate planning. This course prepares learners to become trusted financial advisors and wealth managers equipped to help individuals and families achieve long-term financial goals.
Duration: Three Month.
How to Enroll and Get Certified in Your Chosen Course:
Step 1: Choose the course you wish to get certified in.
Step 2: Click on the “Enroll Now” button.
Step 3: Proceed with the enrollment process.
Step 4: Enter your billing details and continue to course fee payment.
Step 5: You will be redirected to the payment gateway. Pay the course and exam fee using one of the following methods:
Debit/Credit Card, Wallet, Paytm, Net Banking, UPI, or Google Pay.
Step 6: After successful payment, you will receive your study material login ID and password via email within 48 hours of fee payment.
Step 7: Once you complete the course, take the online examination.
Step 8: Upon passing the examination, you will receive:
• A soft copy (scanned) of your certificate via email within 7 days of examination.
• A hard copy (original with official seal and signature) sent to your address within 45 day of declaration of result.
Step 9: After certification, you will be offered job opportunities aligned with your area of interest.
Online Examination Detail:
Duration- 60 minutes.
No. of Questions- 30. (Multiple Choice Questions).
Maximum Marks- 100, Passing Marks- 40%.
There is no negative marking in this module.
| Marking System: | ||||||
| S.No. | No. of Questions | Marks Each Question | Total Marks | |||
| 1 | 10 | 5 | 50 | |||
| 2 | 5 | 4 | 20 | |||
| 3 | 5 | 3 | 15 | |||
| 4 | 5 | 2 | 10 | |||
| 5 | 5 | 1 | 5 | |||
| 30 | 100 | |||||
| How Students will be Graded: | ||||||
| S.No. | Marks | Grade | ||||
| 1 | 91-100 | O (Outstanding) | ||||
| 2 | 81-90 | A+ (Excellent) | ||||
| 3 | 71-80 | A (Very Good) | ||||
| 4 | 61-70 | B (Good) | ||||
| 5 | 51-60 | C (Average) | ||||
| 6 | 40-50 | P (Pass) | ||||
| 7 | 0-40 | F (Fail) | ||||
Key Benefits of Certification- Earning a professional certification not only validates your skills but also enhances your employability. Here are the major benefits you gain:
Practical, Job-Ready Skills – Our certifications are designed to equip you with real-world, hands-on skills that match current industry demands — helping you become employment-ready from day one.
Lifetime Validity – Your certification is valid for a lifetime — no renewals or expirations. It serves as a permanent proof of your skills and training.
Lifetime Certificate Verification – Employers and institutions can verify your certification anytime through a secure and reliable verification system — adding credibility to your qualifications.
Industry-Aligned Certification –All certifications are developed in consultation with industry experts to ensure that what you learn is current, relevant, and aligned with market needs.
Preferred by Employers – Candidates from ISO-certified institutes are often prioritized by recruiters due to their exposure to standardized, high-quality training.
Free Job Assistance Based on Your Career Interests – Receive personalized job assistance and career guidance in your preferred domain, helping you land the right role faster.
Assessment Modules:
Module 1: Introduction to Financial Planning: Role and Responsibilities of a Financial Planner, Financial Planning Process and Approach, Setting Financial Goals and Objectives, Time Value of Money and Compounding, Understanding Client Behavior and Risk Profiling, Ethics and Professional Standards in Financial Planning.
Module 2: Insurance and Risk Management Planning: Fundamentals of Risk Management, Types of Insurance – Life, Health, General, Insurance Needs and Coverage Analysis, Insurance Product Selection and Comparison, Policy Evaluation and Claims Process, Tax Implications of Insurance Products.
Module 3: Investment Planning and Asset Allocation: Investment Objectives and Constraints, Types of Financial Instruments – Equity, Bonds, Mutual Funds, Portfolio Construction and Asset Allocation Strategies, Risk and Return Analysis, Investment Strategies Across Life Stages, Behavioral Biases in Investment.
Module 4: Tax and Estate Planning: Overview of Indian Tax Structure, Income Tax Computation and Filing, Tax-saving Instruments (Sections 80C, 10(10D), etc.), Estate Planning Tools – Wills, Trusts, Power of Attorney, Succession Planning and Legal Aspects, Wealth Transfer and Inheritance Tax Considerations.
Module 5: Retirement Planning and Employee Benefits: Importance of Retirement Planning, Retirement Corpus Estimation and Inflation Adjustment, Provident Funds, NPS, and Pension Schemes, Post-retirement Income Options and Annuities, Social Security and Employer Benefit Plans, Withdrawal Strategies and Taxation.
Module 6: Comprehensive Financial Plan and Real-World Application: Integrating Insurance, Investment, Tax, and Retirement Plans, Preparing a Detailed Financial Plan for Clients, Using Financial Planning Software and Tools, Communicating Financial Advice Effectively, Monitoring and Reviewing Financial Plans, Case Studies and Practical Scenarios.
Job Opportunities after Certificate in Financial Planner
Graduates can pursue careers in financial planning, investment advisory, wealth management, retirement planning, risk management, and taxation. The certificate equips learners to provide personalized financial solutions, manage client portfolios, and guide individuals, businesses, and high-net-worth clients in achieving their financial goals across banks, insurance companies, investment firms, advisory organizations, and independent consultancy.
Top Roles: Financial Planner, Financial Advisor, Investment Advisor, Wealth Manager, Retirement & Pension Planner, Tax & Compliance Advisor, Corporate Financial Planner, Independent Financial Planner, Senior Financial Planner
Key Skills: Financial planning, investment advisory, wealth management, retirement planning, risk assessment, tax planning, portfolio management, estate planning, regulatory compliance, client relationship management, analytical thinking, strategic decision-making, problem-solving
Salary Range (India):
- Entry-level: ₹4–8 LPA
- Mid-level: ₹8–20 LPA
- Senior-level: ₹20–50 LPA+
Scope: Opportunities exist in banks and private banking units, insurance companies, investment advisory and wealth management firms, corporate finance departments, and independent consultancy services. Salaries vary depending on experience, client base, organization type, and certifications, with senior and leadership roles offering high earning potential and strong career growth opportunities.
