Become a
Certified Financial Planner (CFP) in 90 days
The Certified Financial Planner (CFP) designation offered by FPSB India, which is a professional certification mark for financial planners.
. For Individuals and Corporates
Do you want to become
Certified Financial Planner?
Globally Renowned
Recognition in more than 27 territories around the world.
In-Demand Job
Your services are sought by banks, distribution houses, AMC, insurance companies, equity brokerage and financial planning firms.
Members
Opportunity to join a global network of 223,700+ CERTIFIED FINANCIAL PLANNER professionals committed to putting the client’s interests first.
That’s why we created
A Master Program
to help you become a CFP in 90 Days
CFP® Fast Track- Self Paced Learning
CFP® Fast Track- Trainer Led Learning
Note: Do check your eligibility with FPSB by getting your documents verified before joining our program.
Eligibility for CFP Fast Track Pathway
What is CFP Fast Track Pathway
An accelerated pathway to test the competency of certain professionals in financial services who have specified qualifications along with relevant experience. Such individuals, upon verification of their credentials, shall be exempted from writing three component level Specialist exams. This tests the all-round financial planning knowledge, skills and abilities expected of CERTIFIED FINANCIAL PLANNER professionals.
Stage 1
Financial Plan Assessment
Stage 2
CFP® Exam
Note: It is the Individuals choice to either give the exam first and then the financial plan. There is no restriction with your submissions and the exam. You can also reach out to us if you are confused with what should be you proffered route to becoming a CFP
How to become a CFP?
Step 1
Check your eligibility with FPSB and get your documents verified by them.
Step 2
Complete your registration and other formalities with FPSB and get yourself enrolled for CFP Program
Step 3
You can opt for Self study mode or you can register with us for the training program.
Step 4
Post training, submit your financial plan, give the final exam and post clearing both of them, apply of CFP Certification
Sunita Rao, CFA CWM
Founder at SunYta | Wealth Coach
Meet your Mentor
Sunita Rao a Chartered Financial Analyst ,
Fellowship in Life Insurance and an
Arbitrator by profession with an
experience of over 15 years in the
field of financial consulting and
training. She have trained over 5000+
students including senior bankers,
CFO, investment bankers from top
organizations across the world.
Qualification
- Chartered Financial Analyst
- Fellowship in Life Insurance
- Arbitrator empaneled with Indian Council of Arbitration
Subject Matter Expert
- Financial Planning (CFP)
- Wealth Management
- Alternate Investment Funds
- Portfolio Management Services
- Investment Advisory
- Mutual Funds
6000+
Students Trained
15+ years
Experience
20+
Programs