Certified Financial Planner (CFP)

CFP Certification is offered in two categories: Regular and Challenge Status. Following are mentioned eligibility criteria and process for both categories.

Regular

A candidate must be SSC/ Matriculation / 10th pass at the time of enrollment and has to pass following four examinations either through self study or through training support from any one of FPSB India’s approved Education Providers.
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.
(Note: At the time of CFP Certification a candidate has to be minimum HSC/ 12th pass)

Challenge Status

A candidate must be a CA / Intermediate level, CFA (US), ICWA, CAIIB, CS, LLB, PhD, M.Phil, PG, Licentiate/Associate/ Fellowship of Life Insurance, Actuary, FFSI & FLMI from LOMA, Civil Service Examinations by UPSC.

Register for CFP Examination, click here.