CFP Eligibility

CFP Course: A Certified Financial Planner, or CFP is a professional certification programme that lasts between six months and two years. It is provided by the Financial Planning Accreditation Board and provides information on the subject of financial planning (FPSB). The CFP Syllabus aids in the development of professionals with expertise in areas such as investment planning, financial consultation, banking, and so on. Financial planning, risk analysis, insurance planning, tax, and estate planning are only a few of the CFP topics. The CFP exam is given three times a year, during eight-day testing sessions in March, July, and November. The cost of the CFP curriculum varies between INR 40,000 and INR 60,000. This certification programme is for people who wish to work as financial advisors and help people invest their finances. According to Payscale, the average compensation for a certified CFP is roughly INR 3,98,000.

Candidates with Post Graduation in Management (other than Finance) qualifications need to have compulsory SEBI/ IRDAI mandated Certification as well. Post Graduation qualification implies at least two years of full time education in an education institution. Alternatively equivalence as recognised by appropriate statutory authority viz. UGC/AICTE etc. As Post Graduation qualification (deemed) may also be considered. Candidates having cleared the Civil Service Examinations (Mains) conducted by Union Public Service Commission (UPSC) in the prescribed subjects viz. Commerce, Engineering, Economics, Law, Mathematics, Management, Physics and Statistics and having at least 3 years work experience or candidates having cleared the Services Examinations conducted by Union Public Service Commission (UPSC) and having at least 3 years work experience in Accounts, Finance and related Departments shall also be eligible to appear for the Challenge Status programme. Graduates or Post Graduates in non-financial fields who have cleared NISM 10 A and 10 B examination are eligible for this pathway. Good luck!

Dear Manthan,
A candidate must be HSC/ Matriculation/ 12 th pass at the time of enrollment and has to complete the Education criterion, which is passing the following four examinations either through self study or through training support from any one of FPSB India's approved Education Partners.
1. Risk Analysis & Insurance Planning (Exam 1)
2. Retirement Planning & Employee Benefits (Exam 2)
3. Investment Planning (Exam 3)
4. Tax Planning & Estate Planning (Exam 4)
These Exams are facilitated by NSE and conducted online on NCFM platform on NSE's examination centres and other NSE networked sites throughout India.
Plus there is an Advanced Financial Planning Exam 5 and a relevant experience requirement whic can be either Pre or Post CFPCM Examination(3 Years for Graduates & 5 Years for Non-Graduates). On successful completion Candidate is Authorized by FPSB India to use CFPCM Marks i.e
CERTIFIED FINANCIAL PLANNER
CFPCM ,
On an average students take around 6 months to complete first 4 exams.
Please feel free to ask any other query