Pathway to Financial Expertise of the CFP Certification

Certified Financial Planner (CFP) is a worldwide recognized certification in the area of financial planning. It comprises roughly 213,000 CFP professionals and is well known in 27 territories worldwide.

The CFP certification is the gold standard in financial planning certifications and it is acknowledged as a sign of excellence as well. Students who have an interest in financial studies can go for the CFP course.

A person can seek advice from a certified financial planner in areas such as risk management, insurance, real estate planning, tax planning, retirement planning, and more.  They fully understand the customers' requirements and financial situation and then create an appropriate financial strategy for them.

CFP Course Details

You need to complete the CFP certification before taking the exam that you will have to prepare for and clear these exams for. This course has four levels, which are:

• CFPC Investment Planning Specialist
• CFPC Retirement and Tax Planning Specialist
• FPSB Risk and Estate Planning Specialist
• FPSB Integrated Financial Planning Course

Types of CFP courses

The CFP certification course has a requirement that you have to get some type of practical experience, which you can have in 2 ways:

1. Regular Pathway
2. Fast Track Pathway

Regular Pathway

Bachelor students can apply for CFP through this pathway. The candidate will need to pass all four NSE tests and they can be qualified for the fifth one i.e., Advanced Financial Planning.

Fast Track Pathway

A candidate with relevant practical experience will only need to pass the fifth exam, i.e., Advanced Financial Planning to get CFP certification.

Eligibility criteria

• For the Regular Pathway- The candidate should have passed class 12 and cleared all five exams that cover six modules.
• For the Fast Track Pathway- The candidate should have cleared the CA intermediate level, PhD, CFA and ICWA among others.

How to apply for CFP certification

Candidates should follow these steps to apply for the CFP certification:

• The initial CFP certification can only be applied after you clear the exams and have the required practical experience.
• If the criteria are met, fill out the CFP certification application carefully and upload all the documents that are necessary as specified.
• The documents that you have uploaded will be verified by FPSB and a payment link will be sent to you at the email address so that you can make the payment.
• Once you do, it will again be verified by FPSB and you will get a digital copy of your CFP certificate at the same email address that you will receive the payment link on.

Why CFP certification?

Whether you are a student or a working professional, this CFP certification can lead you to multiply your career and business growth. The CFP course can help you enjoy a rewarding career for yourself. It teaches students to create a strong financial planning structure to provide a structured solution to customers regularly. It can definitely bring a positive and bright side to the financial industry for job profiles.

CFP course duration

The Certified Financial Planner (CFP) course is between six months - two months and it gives students financial planning knowledge.

You can find the full CFP course details on the VGLD’s official website.

Career Opportunities after CFP Course

• Tax Consultant
• Mutual Fund Admin
• Management Trainee
• Financial Planner
• Financial Advisor
• Financial Assistant
• Financial Analyst
• Insurance Advisor
• Investment Manager
• Portfolio Manager
• Private Banking
• Wealth Management
• Risk Analyst
• Private Banker
• Branch Manager