Certified Financial Planner (CFP – USA)

Professional Qualification

Certified Financial Planner (CFP - USA)


Certified Financial Planner course is recognized internationally and considered the best for financial planning training, education and ethics to practice. Certification in the field of financial planning, wealth management and financial advisory services. Financial planning includes planning for short term and long term investment. Some companies avail the service of financial planning professionals in order to do financial planning for their business.


  • Is design to make students understand the finest details in the proficiency and integrity of finance and investment and how to implement it.
  • Is developed and built in such a manner that students gain adequate insight about risk analysis, insurance planning, and retirement planning.
  • Also 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.


  • Classroom lectures
  • Case Studies
  • Problem Solving
  • Seminars & Webinars
  • Simulation Exercises
  • Mock Test
  • Current Affairs Sessions relevant to the topic.


Eligibility : HSC passed in Commerce
Duration : 7 Subjects
Medium of Instructions : English

Certifying Body

FPSB institution is an authorized education provider of Financial Planning Standards Board, India (FPSB) for the CFP Certification. FPSB India is a Professional Membership & Certification organization and part of leading Global Confederation, established by prominent financial service organizations in India.

Career Options

Investment Specialist, Tax Consultancy, Self Employment, Wealth Managers, Investment Advisors, Stock Brokering Firms, Financial Planner, Relationship Manager.