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CFP Course In Bangalore

About CFP Board & FBSP - Financial Planning Standards Board

The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States, and by 25 other organizations affiliated with Financial Planning Standards Board (FPSB), the international owner of the CFP mark outside of the United States.

The concept of financial planning as a distinct professional practice got its start in the United States in the early 1970s with the introduction of the CERTIFIED FINANCIAL PLANNER certification program.

Financial Planning Standards Board Ltd. (FPSB), through its network of professional financial planning and certification bodies around the world, is active in developing global competency, ethics and professional practice standards (and related certification requirements) to support the emergence and promote recognition of financial planning as a global profession. Over the past decade, FPSB has charted an ambitious course to build the global financial planning profession to benefit the public for generations to come.

Certified Financial Planner, CFP USA

A Certified Financial Planner professional achieves and maintains internationally recognized standards of knowledge, skills, abilities and ethics. The CFP designation is recognized internationally for excellence in financial planning.

The CFP focuses on investment and provides guidance in areas like estate planning, insurance, risk management ,retirement.,etc. They also offer tax planning and it's common to find CFPs who also work as CPAs.

CFP Certificate can be obtained on an average of 8 months to 1 year by completing 4 Exams.The exams are as follows

  • Investment Specialist
  • Retirement and Risk Specialist
  • Tax & Legacy Specialist
  • CFP Certification

CFP exams are conducted online through NISM platform at NSE.IT Centre located in most of the cities in India all round the year through online mode.

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Average duration 8 months to 1 year
  • Only 4 papers
  • online exams
  • International Certification
  • 69% Pass Percentage
  • Opportunities Globally
  • Eligibility- Minimum 12th /PU /Graduation with age 18yrs or above
  • Qualify 3 tracks and CFP certification exam
  • Gain Three years of Experience in Finance Domain
  • Certification
  • Annual renewal of the membership by gaining credits with Updation

Few Companies Where CFPs Get Placements

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