Admission Open for CFP Batch starts from every 15th
CFP Course in India

 About CFPCM Certification

CFPCM Certification is a highly prestigious qualification in the arena of wealth management across the globe. The CFPCM mark is rated as the Gold Standard by the ‘Wall Street Journal’.

The CFPCM Certification process is administered in India by the Financial Planning Standards Board India.

The CFPCM Certification process was introduced in 1972 in the US and it has since become the most popular Financing Planning credential in the world. Today this certification is recognized and accepted in more than 22 countries around the world. There are presently more than 120,000 CFPCM designates spread across the globe and the number is growing. The demand in India is estimated at more than 50,000 CFPCM certificants and presently there are a little more than 1000.

About PTA

 Professional Training Academy introduced a unique concept where student develop their skills and sector knowledge in their area of expertise through our industry experts and practical mode of imparting training. Our training module help the graduates, professionals, MBA-s to start their career in financial markets and become the market professionals. PTA has highly qualified industry experts like:-

 Rohan Sharma

ACS,, LL.B, CPM, NCFM Qualified

Experience: - Servicing Financial Sector from last 4 years

Mahesh Kumar Kanodia

CFA , CIIM (London )

Experience:-  Servicing in Government Organization



Career Prospects

Financial Planning is one of the fastest –growing professions across the world. The opportunities for Certified Financial Planner CM are aplenty, with Banks, Financial Planning outfits, KPO, Wealth Management companies, Life Insurance companies, Accounting Firms and Stock Broking house seeking professionals with such expertise and skill sets





Qualification / Experience

Pursuing CFPCM Certification Education program = Graduate Fresher

Passed CFPCM Certification Examination = Work Experience of 1 – 2 Years

Attained CFPCM certification + Experience of more than 3 years

Job Profile

Trainees And Executives Banks, Wealth Managers & Financial Advisory Firms 

Relationship Managers, Wealth Managers, Financial Planners, Advisers, Investment & Insurance Advisers

Sr. Planners / Advisors,, Team Leaders, Functional Heads, Business Heads, Specialists

Expected Pay Packet

Rs. 2 to 4 Lakh

Rs. 4 to 8 Lakh

Above 8 Lakh

Present scenario for CFPCM

  Huge Demand Supply gap for CFPCM Professional in India

·        India has 1,000 + CFP Certificants for a population of 1200 million


·        58, 830 CFP Certificants in US (250 million population)

·        17,230 CFP Certificants in Canada (60 million  population)

·        15,802 in Japan  (120 million population)

  Facts about Examination & Certification

·        Over 16000 registered students and over 13000 examinations conducted online every year at 99 centers across India

·         Over 15000 Certificants (AFP and CFPCM) of which 1,749 are eligible for CFPCM Certification


Role & Challenges for a Financial planner

“Understanding productive assets’ risk –return profile, assessing clients’ needs and coaching clients to move their wealth to such productive assets are the various challenges that CFPCM Certification prepares us for! Rising to the challenge and providing worthy of it is now in our hands. There is no paucity of demand and rewards for someone who rises to the occasion!”

Mr. Shailesh Haribhakti

Erstwhile Chairman of FPSB India


CFPCM Curriculum

Introduction to Financial Planning

The module would cover the six –step process which indicates financial  planning process, client interactions, time value of money applications, personal financial statements, cash flow and debt management, asset acquisition, education planning, overview of risk management investment planning and retirement planning, special circumstances, plan integration, ethics, and business aspects of financial planning.

             Module I: Risk Management and Insurance Planning

Ø Risk management and insurance decisions in personal financial planning.

Ø Identifying client’s exposure to mortality, health, disability, property, liability, and long –term care risk is emphasized.

Ø Selecting the apt risk management technique

Ø Various insurance policies and strategies:

·        General Insurance

·        Life Insurance

·        Motor Insurance

·        Medical Insurance

·        Insurance of Business Risk

Ø Regulation of Insurance

Ø Insurance Companies

           Module II: Retirement Planning and Employee Benefits

Ø Retirement need analysis techniques

Ø Development of retirement plans

Ø Various retirement schemes such as:

·        Employee Provident Fund (EPF)

·        Public Provident Fund (PPF)

·        Gratuity

·        Superannuation Fund

·        Other Pension Plans

·        Post –retirement Counseling

               Module III: Investment Planning

Ø Risk Return Analysis

Ø Mutual Funds

Ø Derivatives

Ø Asset Allocation

Ø Investment Strategies

Ø Portfolio Construction and Management

Ø Regulation of an Investment Advisor

Module IV: Tax & Estate Planning

               Tax Planning

Ø Income –Tax Computation

Ø Capital Gains and Indexation

Ø House Property

Ø Deductions and Allowances

Ø Non Resident Indian Tax Laws

Ø Tax Management Techniques

Estate Planning

Ø Wills

Ø Trusts

Ø Indian Succession act

Ø Power of Attorney

Ø Joint Ownership of Property

                 Module V: Financial Plan Construction

Ø Establishing Client –planner Relationships

Ø Analyze Client Objectives, Needs and Financial Situation

Ø Developing and Presenting the Financial Plan

Ø Implementing the Financial Plan

Ø Monitoring the Financial Plan

Associate Financial Planner (AFP)

On successfully completing any one module (I, II, III or IV), the applicant is qualified as an AFP. FPSB India has establishing AFP to target professionals who want to upgrade their knowledge about Financial Planning without Undergoing the enter CFPCM modules.

a.     Eligibility Criteria

To enroll for AFP course the minimum requirement is to have 10 + 2 Education Degree

To qualify as a CFP the minimum requirement is a

Ø Graduation Degree (Any Field)

Ø Clear the 5 modules of the CFP course

Ø 3 years work experience in any financial field

Duration: 8 to 10  Months

PTA offers

Ø Concise Study Material

Ø Online Monitoring Support

Ø Exhaustive Question Bank

Ø Classroom Training

Ø Practical Training

Ø Corporate Internship

Ø Projects, Assignments & Presentations

Fees Structure of FPSB


Registration Fees


Exam Fees Per Module (I to IV)


Exam Fees  Module (V)


Career opportunities

Job opportunities:

 Banks and Wealth Management Firms

International Business:

CFP Certification is a globally accepted professional qualification in Financial Planning

Self Employment:

He/ She can start own Investment Consultancy Firm



Campus placement organized by FPSB India. Interested candidates can send the resume at


Charted Member of FPSB India have resolved that they will give first preference to CFPCM Certificants in recruitment

Alliance Bernstein


Birla Sun Life Insurance


Padmakshi Financial services


ICICI Direct




Reliance Money



ASK Wealth Advisor


BNP Paribas




ICICI Prudential


Met Life


Reliance Mutual Fund



Axis Bank

Dawnay Day AV


Franklin Templeton Investments


ING Financial Advisor Netwirth






Standard Chartered


Bajaj Capital


Desutsche Bank


HDFC mutual Fund




Motilal Oswal


State Bank of India


TATA AIG Life Insurance












SBI Life Insurance


TATA Mutual Fund


Birla Sun Life Wealth Management






K Zen


Reliance Life Insurance

SBI mutual Fund


UTI Mutual Fund