Certified Financial Planner (CFP)

India Distance Learning
In Mumbai

Price on request
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Important information

  • Certificate
  • Mumbai
  • Duration:
    1 Year

Important information

Where and when

Starts Location
On request
400602, Maharashtra, India
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Course programme

CFP is gaining momentum in India, with variety and complexity of financial products, volatile stock markets the need for a qualified financial advisor is on rise. CFP certification identifies that the certificants using the mark have both academic and practical training and are qualified to provide advice with regard to all aspects of financial planning and have knowledge to be able to create international quality comprehensive financial plan.
Why CFP™

International recognition. CFP certification is recognized in 19 countries across the globe. Exams conducted by "NSE (National Stock exchange)". Online, objective type. Promoted & supported by 30 corporate, thus industry initiated. List mentioned below. Classes (optional) held at Andheri (w)

Gain 'First Mover Advantage' of setting standards in Financial Planning . Competency and Credibility building of the Consultants. Flexibility of Distance Learning and hence 'learn while earn'. Exemption from IRDA for 100 hrs of Insurance Training & examination. HNI Focus approach to financial planning. Personal Branding. Demonstrates Professionalism & Achievement, Enhances Career Opportunities.

Following are the Charter Members promoting CFP:

1.American Express
2.Deutsche Bank
4.ICICI Bank
5.Kotak Bank
6.Standard Chartered Bank

7.Bajaj Capital
8.Birla Sun life Distribution
9.SKP Securities
10.World Gold Council
11.Geojit Financial Services
12.Karvy Consultants Mutual Fund
13.Alliance Capital
14.Cholamandalam Inv.
15.Franklin Templeton
16.HDFC Mutual Fund
17.IL&FS Mutual Fund
18.Principal Group
19.Prudential ICICI AMC
20.Reliance Mutual fund
21.SBI Mutual Fund
22.Tata Mutual Fund
23.Fidelity Investment Insurance
24.Birla Sunlife Insurance
25.ICICI Prudential Life
26.ING Vysya Group- Bank, Insurance, Mutual Fund
28.SBI Life
29.Tata-AIG Insurance.

Above fees structure and offer are governed by respective bodies and are subject to their respective rules and regulations

§ A candidate can upgrade to CFP after completing AFP Rs.7500/- per module for rest of three modules
§ Experience & graduation should be fulfilled by the completion of CFP and is not compulsory while joining the program.
§ Web links of Interest

Achievers List:

•Rabia – PGDFP Delhi Batch 2004-05
-HSBC (Approx 15 lacs p.a)

•Ruchira – PGDFP Delhi Batch 2005-06
-Bajaj Capital (Approx 7 lacs)

•Adnan Hatim Ali – PGDFP Delhi Batch 2005-06
-Kotak Life Insurance (Approx 6 lacs)

•Manish Kumar Chandra – PGDFP Delhi Batch 2006-07
- of New York Mellon Corporation (Approx 8.5 lacs p.a)

•Jasjeet Singh – PGDFP Delhi Batch 2006-07
-Anand Rathi (Approx 8.5 lacs p.a)

•Farhad Mogul – PGDFP Mumbai Batch 2006-07
-Lehman Brothers (Approx upwards of 6 lacs pa)

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