About CFP Certification

CFP 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 with over 1,92,000 CFP Professionals in 27 territories worldwide. The CFP Certification wins’ trust and presents opportunities worldwide.

In this era of super specialization, the Professional Certification – CFP certification gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and make a satisfying career in the financial services industry.

CFP professionals typically review relevant aspects of a client’s situation across a large range of financial planning activities, which may include Financial Management, Investment Planning, asset management, Risk management, Tax planning, Retirement planning, and Estate planning.

As of 1 April 2019, the CFP Certification program in India is now 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.

Why CFP Certification?

Enhanced career and employment opportunities with Financial Services companies.
Your services are sought by Banks, distribution houses, AMC, Insurance Companies, Equity broking, and Financial Planning firms.
This certification helps financial intermediaries to set up their Financial Services distribution in a more organized way with proper professional branding.
Approved Certification from NISM to fulfill one of the qualification criteria mentioned in SEBI Registered Investment Advisor guidelines.
Personal satisfaction of achieving the Financial Planning profession’s highest standard and meeting the global benchmark.
Satisfied clients who appreciate the comprehensive approach to Financial Planning and extend long-term relationships and referrals.
Your expertise and credibility as a qualified professional are instantly communicated.
More revenue streams by increasing your product and service offering to your clients.
Enhanced social status by joining the league of professionals.
Your credentials demonstrate trust among financial consumers.