The CFP CM certification is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. It is recognized in more than 26 countries in the world, by acquiring the CFP certification you will  join the global league of the best financial professionals in the world.



Why become a Certified Financial Planner?


 Acquire and develop expertise in all areas of financial planning such as retirement, insurance, investment, tax and estate planning.

  • Earn credibility and distinguish yourself

Earn your credibility and respect from the public and distinguish yourself from your competitors

  • Increased opportunities

    There is an unmet demand for certified professionals from banks, distribution houses, insurance companies, equity broking and financial planning firms.

  • higher pay

    Research shows that CFP professionals earn 26% more than in compensation than other financial advisors

  • attract high net worth clients

     More Practices with CFP® professionals attract 53 percent more ultra-high net worth and high-net-worth clients than companies without CFP® professional.


    Equipped with your new found knowledge, you will earn the trust and confidence of your clients which will result in more referrals and business growth.


Who will benefit from a certification?

advance your career or find a new one


Finance professionals

Recent graduates


If you are looking to move into the field of financial planning either after studying, working or taking a long break, this may be the path for you. After a certification, you will have many opportunities available to you right from being employed full time to more flexible options if you choose to work independently.

Other professionals


If you are already working as part of the finance industry, a certification will open up new opportunities at work and worldwide. If you are currently managing clients at work, it will allow you to create comprehensive financial plans for them. It will also open up the option of starting an independent financial planning company.

home maker

Home makers


Business owners


As a business owner, you will learn financial concepts that you can use to meet and grow the wealth of your business.


As a professional looking for a career change, a certification will get you started on a new career path, with plenty of opportunity to grow.



Path to certification


FIVE study modules AND exams

MODULE 1 - Risk and insurance planning

MODULE 2 - Retirement and employee benefits

MODULE 3- Investment planning

MODULE 4 - Tax and estate

MODULE 5 - Advanced financial planning



Challenge status pathway

Applicants already working in Finance related careers with a CA, CFA (US), ICWA, CAIIB, CS, LLB, PhD, M.Phil, PG, etc. are exempt of exam 1 through 4. They will only need to take exam 5 based on module 5, Advanced financial planning.



Recent changes

Effective 1 April 2019, the CFP certification program in India is directly administered by U.S.-based Financial Planning Standards Board Ltd. (FPSB Ltd.), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States.


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