CFP Course: Fees 2023, Admission, Top Colleges, Modules and Exams
Vidhi JainContent Writer
Certified Financial Planner is also known as CFP is a certification course offered by Financial Planning Standards Board (FPSB). The duration of the course is from 6 months to two years. Candidates desiring to have a career in Finance must pursue the certification course to enhance skills in financial planning, education and ethics. Candidates can apply for CFP course after completing 12th. CFP certification course is divided into five modules. The exam can be given in two pathways: Regular and Challenge Status. The eligibility criteria for both pathways vary. To obtain certification in CFP candidates must fulfil the eligibility criteria and complete all the modules as mentioned here.
Types of CFP Course
CFP certification course can be pursued under two pathways:
- Regular Pathway
- Challenge Status Pathway
Regular Pathway
To obtain a CFP certification through a regular pathway candidate must have completed 12th and clear all the five exams inclusive of six modules.
|
Module |
Subjects |
Topics |
|---|---|---|
|
Module 1 |
Introduction To Financial Planning |
|
|
Module 2 |
Risk Analysis & Insurance Planning |
|
|
Module 3 |
Retirement Planning & Employee Benefits |
|
|
Module 4 |
Investment Planning |
|
|
Module 5 |
Tax Planning & Estate Planning |
|
|
Module 6 |
Advanced Financial Planning |
|
Challenge Status Pathway
Candidates who will have cleared the CA/Intermediate level, CFA, ICWA, CAIIB, CS, LLB, PhD, MPhil, PG, Licentiate/Associate/ Fellowship of Life Insurance, Actuary, FFSI & FLMI from LOMA, Civil Service Examinations by UPSC will be eligible to apply through challenge status pathway. Under this mode of examination, candidates will be required to clear only the fifth examination (Module 6).
CFP Exam Structure
Check the table below to know the complete exam structure of the CFP certification course.
|
Module |
Name of the Module |
Testing Exam |
Exam Composition |
Number of Items |
|---|---|---|---|---|
|
Module 1 |
Introduction to Financial Planning |
NA |
NA |
NA |
|
Module 2 |
Risk Analysis & Insurance Planning |
Exam 1 |
Module 1- 20% Module 2- 80% |
77 |
|
Module 3 |
Retirement Planning & Employee Benefits |
Exam 2 |
Module 1- 20% Module 3- 80% |
77 |
|
Module 4 |
Investment Planning |
Exam 3 |
Module 1- 20% Module 4- 80% |
77 |
|
Module 5 |
Tax Planning & Estate Planning |
Exam 4 |
Module 1- 20% Module 2- 80% |
77 |
|
Module 6 |
Advanced Financial Planning |
Exam 5 |
Case Study Format |
2 Case Studies/ 30 items |
Note- Module 1 is embedded in all the components of the exam. The extent of module 1 is 20% for exam 1 to exam 4. Whereas, the extent of module 1 in exam 5 is 14%.
FAQs on CFP
Q. What is CFP certification?
Q. What does CFP do?
Q. Can I pursue CFP certification after 12th?
Q. What is the average salary of CFP in India?
Q. What are the career opportunities after CFP?
Q: Can I change my CFP test date, time or location in the same exam window?
Q. What are the subjects included in CFP?
- Popular CFP (Certified Financial Planner) Colleges in India
- Popular Private CFP (Certified Financial Planner) Colleges in India
- Popular CFP (Certified Financial Planner) Specializations
Popular CFP (Certified Financial Planner) Colleges in India
Popular Private CFP (Certified Financial Planner) Colleges in India
Popular CFP (Certified Financial Planner) Specializations
Popular Specializations
- Financial Planning & Analysis
22 Colleges
- Finance
4 Colleges
News & Updates
Oct 14, 2025
Student Forum
Anything you would want to ask experts?Answered a week ago
The CFP (Certified Financial Planner) certification requires passing one comprehensive exam, which consists of 170 multiple-choice questions divided into two 3-hour sessions with a 40-minute break in between. If you're exploring finance certifications, you might also look into practical courses like
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Contributor-Level 7
Answered a month ago
The CFP salary in India on average is INR 6 LPA to INR 10 LPA which differs on the basis of the experience, skill set, qualifications, job type, recruiting sector and work location. As a fresher initially you can expect around INR 4 LPA to INR 6 LPA but with years of expertise in the field, your ear
V
Contributor-Level 10
Answered a month ago
Of more than 25 CFP colleges or training providers in India that offer you the best learning resources and training to clear the CFP certification exams in full time or distance mode, some of the best choices include the Institute of Professional Education and Research (Bhubaneswar), IMS Proschool (
V
Contributor-Level 10
Answered a month ago
Of course, yes. FPSB India makes sure to keep the CFP syllabus updated as per the evolving financial landscape and industry trends of the country, along with keeping in mind the growing middle class population demands. The specialised courses in the CFP coursework are only to enhance learning and kn
V
Contributor-Level 10
Answered a month ago
The CFP course syllabus is spread across 6 core modules based on the important concepts of financial planning, insurance concepts, tax and estate planning, retirement planning and employee benefits, and integrated financial planning case studies. All of these comprehensive modules serve as the capst
V
Contributor-Level 10
Answered a month ago
Yes. The CFP exam is MCQ-based with 50 questions (25 based on case studies and 25 on individual financial planning topics), with no negative marking. The CFP exam is 3 hours long and is computer-based. You can take it either on the Mettle platform or via NSE exam centers. You can also make use of th
V
Contributor-Level 10
Answered a month ago
Well, yes. It is mandatory for you to hold a graduate degree to get the CFP certification. You can surely enroll for the course after Class 12, but you need to fulfill the bachelor's degree requirement from a recognised university either before or after passing the CFP exam within a 5 year timeframe
V
Contributor-Level 10
Answered a month ago
If you're applying through the CFP regular pathway, you should have passed Class 12 and cleared all the exam levels covering all six core modules. On the other hand, if you've decided to opt for the fast track route, it is important for you to hold a CFA/CPA/CA Intermediate/PG Degree from a UGC-Appr
V
Contributor-Level 10
Answered a month ago
The CFP course duration is usually 6 months to 2 years, which differs on the basis of the chosen pathway, whether regular or fast-paced, and individual learning capabilities. If you're starting with the regular pathway, it will take you around 18 to 24 months to cover all the CFP coursework and cle
V
Contributor-Level 10
Answered a month ago
CFP is a professional certification granted by the FPSB (Financial Planning Standards Board), not a degree. A graduation degree is a mandatory requirement for the CFP certification that allows you to act as a financial advisor and provide personalized financial planning services to individuals. Acc
V
Contributor-Level 10
Answered a month ago
The CFP full form in finance is Certified Financial Planner which is a highly reputed certification for financial planners, displaying their commitment, ethics and expert knowledge in helping individuals and businesses achieve their financial goals. Be it investment planning, retirement and tax plan
V
Contributor-Level 10
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