Certified planner course

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NEHA ARORA (Querist)

20 February 2015 Can anyone tell me what is the procedure to do certified financial planner course. What is the educational criteria and what is the procedure i have to follow Thanks Neha Arora

Arpit Shah

Arpit Shah (Expert)

25 March 2015 How do I earn the CFP Certification?
In order to earn the CFPCM, a candidate must fulfil a certain set of eligibility criteria.
There are two pathways, namely 1) Regular and 2) Challenge Status, for achieving the CFP
certification and the educational qualification required for each is different.
A. CFP Regular Pathway

1. A candidate registered under the CFP Regular Pathway must be SSC/ Matriculation/
10th pass at the time of enrolment

2. He must pass the following four examinations either through self-study or through training support from any one of FPSB India's approved education providers.

Risk Analysis & Insurance Planning (Exam 1)
Retirement Planning & Employee Benefits (Exam 2)
Investment Planning (Exam 3)
Tax Planning & Estate Planning (Exam 4)
These Exams are facilitated by NSE and conducted online on the NCFM platform on NSE's
examination centres and other NSE networked sites throughout India

B. CFP Challenge Status Pathway

1. 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

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