CFP

CERTIFIED FINANCIAL PLANNER CM 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 recognized and respected by the global financial community. As per the International College of Financial Planning, There are two pathways to CPF certification as under.
1. CPF Regular Parhway : The important features are as under
a) 140+ Hours of intensive training by CFP certified professionals and academicians
b) Courseware of all 6 CFP Modules including course books as well as workbooks
c) Case Studies with Mock tests
d) Basics of Excel from a CFPCM learning perspective
e) Guest Lectures by Industry Experts
f) Duration : 3 to 5 Months
g) Eligibility: A candidate must be HSC/12 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. I. Risk Analysis & Insurance Planning (Exam I) 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. H) Experience : 3 Years for Graduates & 5 Years for Non Graduates
2. Challenge Pathway : The important features are given below. I) 40+ Hours of intensive training CFP certified professionals and academicians
j) Courseware including course book as well as work book
k) Explained Case Studies with Mock Tests
l) Basics of Excel from a CFPCM learning perspective
m) Guest Lectures by Industry Experts
n) Duration : 1-2 Months
p) Eligibility : A candidate must be a CA / Intermediate level, CFA (US), cans, CS LLa, Ph.D. M.Phil PG, Licentiate/Associate/ Fellowship of Life Insurance, Actuary, FFSI & FLMI from LOMA, Civil Service Examinations by UPSC. For details see refer to Challenge Status Qualifications. Q) Experience : 3 Year in Financial Service Industries and 5 Year for Non-Financial Service Industries.

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!