Banking, Finance & Insurance

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New answer posted

4 months ago

0 Follower 2 Views

V
Vidhi Jain

Contributor-Level 10

Well yes it is necessary for you to have a graduate degree to get CFP certification.

You can surely go for it after Class 12 but you need to fulfill elgibility from a recognised university either before or after passing CFP exam within a 5 year timeframe.

New answer posted

4 months ago

0 Follower 2 Views

V
Vidhi Jain

Contributor-Level 10

If you're applying through CFP regular pathway, you should have passed Class 12 and cleared all exam levels covering all six core modules.

But if you've decided to opt for fast track route it is important for you to hold a CFA/CPA/CA Intermediate/PG Degree from a UGC Approved University/MBA/PhD and clear CFP exam and Financial Plan Assessment excluding 3 specialist course exams.

New answer posted

4 months ago

0 Follower 1 View

V
Vidhi Jain

Contributor-Level 10

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 clear relevant exams. On the other hand, if you're entering via the fast-track pathway, you can easily complete all the coursework and exams in 6 to 9 months.

New answer posted

4 months ago

0 Follower 2 Views

V
Vidhi Jain

Contributor-Level 10

CFP is a professional certificate given by FPSB (Financial Planning Standards Board) and is not a degree.

A graduation degree is a needed for CFP which allows you to be a financial advisor and give personalized financial planning services.

As per FPSB India's official website there are around 3,215 CFP professionals in India as of now and around 2,30,648 globally. 

New answer posted

4 months ago

0 Follower 3 Views

V
Vidhi Jain

Contributor-Level 10

CFP full form is Certified Financial Planner.

It is a popular certificate for financial planners who want to help people who want to financial goals. These can be either an individual or a company.

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