Certified Financial Planner
May 1, 2021 2021-08-22 15:53Certified Financial Planner
WEALTH MANAGEMENT
Certified Financial Planner
Career in managing the financial affairs of the business.
Online
Course Format
6-12 Months
Program Duration
Mentorship
Supervised Learning
Placement
Career Guidance
Course Overview
Program Overview
Financial Planning is defined by FPSB as a process through which strategies are developed to help people in managing their financial affairs to meet the goal that they want to achieve.
Financial planning also includes analyzing the financial plan of the clients and suggesting them the best one, furthermore not just giving suggestions but helping them with proper implementation of the financial plan is also the role of financial planner.
Program Preference
Working professionals who are looking for a transition into the C-suite and senior management professional willing to become experts in their domain of choice.
Minimum Eligibility
Regular Pathway requires the candidate to be 12th standard passed and challenge status requires to have entrance exam score of CFA, CA CS, Ph.D., LLB, MPhil, PG, CAIIB,
Course Information
CFP course gives you wide career opportunities in India and abroad. CFP examination is for 4 hours. To get the CFP certification you have to clear 5 exams that have 6 modules. Eligibility criteria for CFP certification are that the candidate should have a 12th standard score or entrance exam score like CFA, ICWA, CA/ Intermediate level, CS, CAIIB.
CFP certified candidates are regarded to be trustworthy and honest by the clients. CFP can be given through two pathways which is a regular pathway and another is a challenge status pathway. The regular pathway is for the candidate who has passed 12th and does not have any experience they have to clear all the 4 exams of CFP.
CAREER OPTIONS
CFP opens many opportunity doors in financial planning profile and clears out the road for you to perform your role as the financial planner in various industries.
Industries that recruits CFP are:
• Wealth Management
• Non-Banking Financial Companies (NBFC’s)
• Insurance Companies
• Tax consultancy
CERTIFICATION VALUE
Do you know, that CFP Certified professionals earn 14-33 % more than Non- CFP’s individual in the market? CFP is one of the renowned certificates which has a value not only in India but in abroad also.
Clients of CFP certified professionals are more satisfied than the clients of non- CFP certified professionals. They are valued to be more trustworthy and more confident in their recommendations of financial affairs. They are considered to be a better financial planner.
KNOWLEDGE GAIN
Through the CFP course, you get in-depth knowledge about Financial Planning, Risk Analysis, Insurance Planning, Retirement Planning, Investment Planning, Employee Benefits, Tax Planning, Estate Planning, and Advanced Financial Planning. It is imperative to have knowledge about these concepts if you want to be a successful financial planner.
CFP certified professionals are preferred because employers know that they have the required knowledge that is required to carry the role of financial lanner successfully.
SUCCESS RATE
CFP course provides the individual to be a part of a global network of approximately 190,000 financial planning who are CFP certified. CFP certified professionals are offered an average salary of INR 10 Lakh and more, depending upon various factors.
CFP has the opportunity to be successful in the role not only in the boundaries of India but you get the opportunity to work in countries other than your home country. CFP professionals are offered 14-33% higher salaries than their colleagues who do not hold CFP certificates.
Student Reviews
Enrollment Pathways
REGULAR
Candidates are required to clear 4 exams. The fees structure for this pathway is as follows:
| Students Registration Fees | Rs 11.540 (valid for 1 year) |
| Exam Fee for module 1-4 | Rs 4,130 per exam & attempt |
| Exam fee for module 5 | Rs 8,260 per attempt |
CFPCM Certification Fees:- INR 7,080 and to be renewed annually
EXPERIENCED
A candidate who has cleared CFA, CA, or intermediate level, CS, LLB, Ph.D., Mphill, PG, CAIIB. In this pathway, candidates must clear the 4th exam only, which is Advanced Financial Planning, and they can get the certification after completion.
• If you want to enroll through FPSB Registration for INR 29,955 valid for 1 year, include certification fees and exam fees.
• If you want to enroll through Charted members of FPSB India then the registration fees if Rs, 15,795 which is valid for 1 year. Fees include certification fees and exam fees.
The usual CFP® exam registration fee is $825, however an early bird rate of $725 is available until six weeks before the registration deadline. For the two weeks before the registration deadline, there is a $925 late registration fee.
Admission Process
STEP 1
Complete the Application Process
Fill out the application form with your academic and career details. Also provide your personal details for better understanding.
STEP 2
Get Verified
Our admissions committee will review your profile. Upon being selected, an offer letter will be sent to you confirming your admission in the program.
STEP 3
Block your Seat
Block your seat with a payment of INR 25,000 to enroll into the program. Get access to the course material and begin your journey to professional mastery!
OMLET Advantages
With CFP certification you get to be apart of a corporate giant with a good profile and position. You get the opportunity to be:
• A financial advisor with an online advisor firm
• Independent RIA
• A financial advisor with a Brokerage firm
• A financial advisor with other Fully self-clearing firms
• Wirehouse financial advisor
CFP imparts knowledge that is helpful for you in your entire life. You are able to use the knowledge in real-time scenarios at work. This is the reason why employers are behind recruiting CFP candidates. Skills that you learn are:
• General Principles of Financial Planning
• Education Planning
• Professional Conduct and Regulation
• Risk Management and Insurance Planning
• Tax planning
• Investment Planning
• Retirement Savings and income planning
• Estate planning
CFP certification opens many doors for you in the financial planning career. There are many recruiters who have vacancies only for CFP candidates as the fact of the skills and values of CFP certified professional is not hidden from anybody. The list of Industries that recruits CFP are:
• Banking section
• Stock brokerage
• AMCs
• Wealth Management
• Non-Banking Financial Companies (NBFC’s)
• Insurance Companies
• Tax consultancy
Course Fees
RECORDED
- Fees includes GST
- Include all Levels
- Audio & Video Lectures
- Presentations & Books
- Exams & Mock Tests
- Digital Certification
- Personal Guidance
- Online Live Training
- Classr Room Training
- Internship & Placement
- Professional Mentorship
WEBINAR
- Fees includes GST
- Include all Levels
- Audio & Video Lectures
- Presentations & Books
- Exams & Mock Tests
- Digital Certification
- Personal Guidance
- Online Live Training
- Classr Room Training
- Internship & Placement
- Professional Mentorship
CLASSROOM
- Fees includes GST
- Include all Levels
- Audio & Video Lectures
- Presentations & Books
- Exams & Mock Tests
- Digital Certification
- Personal Guidance
- Online Live Training
- Classr Room Training
- Internship & Placement
- Professional Mentorship
IFC Membership
Integrated Finance Course (IFC) is training certificate to identify your positioning to appear for global examination. Once you undergo training of multiple global certifications like CFA, CWM, CFP, FRM, ICWIM, IOC and NISM.
Frequently Asked Questions
Eligibility for CFP depends on the two pathways:- Regular Pathway and Challenge Status Pathway. Regular Pathway requires the candidate to be 12th standard passed and challenge status requires to have entrance exam score of CFA, CA CS, Ph.D., LLB, MPhil, PG, CAIIB,
The duration of the CFP course depends on the candidate as CFP certification provides flexibility to the candidate. The duration of the Course is between 6 months to 2 years depending upon the candidate’s dedication and potential.
The Average Salary of CFP is around 5 Lakh and the highest can go to 12 lakh depending on various factors like: Experience, percentage, and capabilities.
As the Financial planner and Wealth management industry is fast growing at a rate of 20% every year in India. CFP certified individuals have a great career scope. The CFP certification is recognized globally thus it opens wide career opportunities for an individua
CFA exams are given once a year only in which the candidate needs to clear three-level. In CFA failure rate is higher as it is 10 times harder than CFP.
Yes, candidates who have passed the 12th standard will go under the regular pathway. They need to clear all 5 levels of CFP to get the CFP certification.
The percentage of CFP professionals is increasing drastically. Currently, there are 1,915 CFP professionals in the market. The count has increased by 26% as compared to last year.
