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Old April 16th, 2014, 11:10 AM
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Default CFP Course Duration

I want to take admission in Certified Financial Planner (CFP) Program. So I want to get some information like duration of the Certified Financial Planner (CFP). So can you give me information about the Certified Financial Planner (CFP) Program?
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Old April 16th, 2014, 06:32 PM
Sashwat's Avatar
Super Moderator
Join Date: Jun 2011
Posts: 35,856
Default Re: CFP Course Duration

As you want to take admission in Certified Financial Planner (CFP) Program, so here I am providing the following details:

The Certified Financial Planner (CFP) Certificate provides by Financial Planning Standards Board.

Normally each module will take 1.5 to 2 months.
One can appear further to completing the entire program in 1.5 yrs time.

Exam Scheme
No of questions
75 Questions of 1, 2 and 4 marks for tests 1-4 and 15 questions of 2,3,4 and 5 marks in test 5

Maximum Marks
140 for 1-4 and 50 for 5

120 minutes for tests 1-4 and 240 minutes for test 5

Certificate Validity
1 Year

Passing Score
60% or Greater

Test Fees
Rs 2000/- for tests 1-4
Rs 5000/- for test 5.

Syllabus for Certified Financial Planner Program

Module I
Introduction to Financial Planning

Module II
Risk Management and Insurance Planning

Module III
Retirement Planning and Employee Benefits

Module IV
Investment Planning

Module V
Tax & Estate Planning

Module VI
Financial Plan Construction

Module: 1

Course Title: Introduction to Financial Planning
Financial Planning Process
1. Establishing client- planner relationships
a. Explain issues and concepts related to overall financial planning process, as appropriate to the client
b. Explain services provided, the process of planning, documentation required, and disclosure statements
c. Clarify client’s and CFP licensee’s responsibilities and complaint handling mechanisms

2. Gathering client data and determining goals and expectations
a. Obtain information from client through interview/questionnaire about financial resources & obligations
b. Determine client’s personal and financial goals, needs and priorities
c. Assess client’s values, attitudes and expectations
d. Determine client’s time horizons
e. Determine client’s risk tolerance level
f. Collect applicable client records and documents

3. Analyse Client Objectives, Needs and Financial Situation
a. Analysis of relevant information
b. Need for specialist advice
c. Issues that require further clarification

4. Developing appropriate strategies and presenting the financial plan
a. Client’s risk tolerance
b. Assessment of options
c. Research, analysis and modelling
d. Draft financial plan
e. Presenting and reviewing the plan with the client
f. Collaborating with the client to ensure that plan meets the goals and objectives of the client, and revising as appropriate

Syllabus for Certified Financial Planner Program

Attached Files
File Type: pdf Syllabus for Certified Financial Planner Program.pdf (166.2 KB, 24 views)
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Old October 7th, 2015, 11:56 AM
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Default Re: CFP Course Duration

Hello sir I am Ritvika , I just passed T.Y.Bcom and now want to know about CFP (Certified Financial Planner) course , its fees ,its duration with full detail??
How much salary I will get by this course??
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Old October 7th, 2015, 11:57 AM
Super Moderator
Join Date: Dec 2012
Posts: 19,809
Default Re: CFP Course Duration

CERTIFIED FINANCIAL PLANNER (CFP) is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics.
It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community.
Eligibility for CFP Regular Pathway

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

2. 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)

Duration of the program:
Normally each module will take an approximate time of 1.5 to 2 months.
One can look forward to completing the entire program in 1.5 yrs time.
Test Pattern of CFP Exam:
A candidate can appear for Exam 1-4 in any sequence but Exam 5 can only be attempted once the
candidate has successfully cleared the Exams 1-4.
The first exam can be taken only after the expiry of the mandatory 60 days lock-in period that
starts from the date of registration of the candidate with FPSB India.
In exam 5, there will be two case studies. Questions will be asked on the cases. Each question will
carry pre-specified marks for each correct answer
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