Best Certified Financial Planner Training Institute in Jaipur

100% Customized Program for advance career development in the field of financial planning

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Certified Financial Planner (CFP)

Exam Mode
CFP - Exam Mode Program is ideal for working professional who only want to clear exam and look for career up gradation.
Advantage Mode
CFP - Advantage Mode is ideal for those students who look for advance career development in the field of financial planning & want to grab a job opportunity along with internship.
Placement Assistance
Private Banks & MNC's
Broad Area of Research
Global Presence

Highlights of CFP


Introduction to Financial Planning

The module would cover in detail the Financial Planner Competency Profile, the six step process which includes Financial Planning process, client interactions,management, financial mathematics, personal financial statements, cash flow and debt management, FPSB India’s Code of Ethics and Professional Responsibility and Model Rules of Conduct, and the regulatory environment related to the Financial Planning domain.

Investment Planning

Investment Planning cover the critical knowledge of different asset classes and interplay amongst them, the products constituting such classes and their investment risk profile to enable the management of a client’s finances towards achieving various financial goals. The development of vital understanding of the basic risk profile of the client so as to astutely recommend appropriate asset allocation is a crucial area requiring mastery.


Retirement Planning

Retirement Planning cover the knowledge of basic strategies towards achievement of objectives of a client of his/her post-retirement financial and other needs. Application of knowledge and abilities to execute the retirement strategy to attain the required corpus by systematically building the required corpus. The emphasis would also be on the process of wealth creation and its protection and liquidity aspects in the approaching years to retirement and in the post-retirement period.

Landing Page Designing

Tax & Estate Planning

This module would cover the knowledge requirements specifically related to Direct Taxes and personal taxation.The emphasis is on tax efficiency of transactions at all stages, viz. structuring of emoluments, saving taxes within permissible limits as suited to long-term goals, investing, spending, gifting and transferring wealth. The Estate planning is emphasized not as a late stage requirement but a necessary succession arrangement always in place for all assets – fixed, physical and financial.

Insurance Planning

It cover the knowledge requirements relating to insurance needs and risk assessment of clients. The evolution process requires advice on decisions in selecting various types of insurance related to personal finance for clients. This includes protection against exposures to risks of mortality, health, disability, property, liability, and long term care risk.

Advance Financial Planning

The strategies outlined present the situation before a prospective financial planner to assess and analyze the given information within the ambit of certain constraints and look out for possible opportunities. Also envisaged is the critical evaluation of the strategies for the desired pathway to a financial plan as well as the development of alternative strategies to modify the plan.The emphasis is on recognizing the laid down strategies as possible alternatives to seek the most appropriate solutions.

advantages of CFP

what NRI Must Know before Calculating Taxable Income

Microsoft Office Experts

As Financial Planner provide financial plan construction to their customers & take decision by apply data analysis through Microsoft excel which require data collate, apply various financial modelling techniques to choose best alternative for their customers.

1 Year On Job Internship

As Financial Planner is take decision making job on behalf of customer to achieve their financial goals . Professional Training Academy provide 1 year supervisory stipend based training to the students which covers client handling, data gathering , financial plan construction & financial decision making for customers.

Cambridge Business English

Cambridge Business English accepted globally by top international companies ,education institutions and business schools. Improve your career opportunities – get the English language skills you need to be successful. Cambridge English is a unique approach to teaching, learning and assessing English.

Financial Market

Advance Investment Analysis - Equity Reseach

Investment Analysis is an advance module which provide the behavioral understanding in real time financial market to provide best proven strategies for their customers to achieve their financial goals & maximize returns.

certification partners

career pathways

Financial Planner

A financial planner is a professional who helps you organize your finances and projects the results of your savings and investments

Data Analyst

A Data Analyst interprets data and turns it into information which can offer ways to improve a business

Wealth Manager

A wealth manager is a subset of financial advisor that primarily serves high-net-worth and ultra-high-net-worth individuals

Research Analyst

A research analyst is a professional who prepares investigative reports on securities or assets for in-house or client use.

Relationship Manager

Identify key contacts at potential client companies to establish and foster a relationship

Financial Content Writer

A financial writer creates educational content and/or market commentary for digital and/or print publications.


why us ?

We are keep close working with industry needs & customized our program

Live Interships

To create corporate ready students we manage to provide internship with stipend and also provide certain industry certifications by professional bodies .

Placement Assistance

We constantly connect with the industry people nd many recruiters to provide best advantage to the CFP students.

Industry Expert Faculty

Faculty in CFP Course require Industry Experts which also provide industry insights and current trend and changes in the wealth management or Financial Planning Industry.


Exam Mode

Certified Financial Planner
  • All Six Module Coaching of 250 Hours
  • Printed Study Material
  • Question Bank with 500 Question on Each Module
  • 5 Mock Test Series for Each Module
  • 100% Passing Ratio of Existing Student Track Record

Advantage Mode

Certified Financial Planner
  • All Six Module Coaching of 250 Hours
  • Printed Study Material
  • Question Bank with 500 Question of Each Module
  • 5 Mock Test series for Each Module
  • 100% Passing Ratio of Existing student Track Record
  • Detailed Equity Research Program of 100 Hours
  • Microsoft Office Expert of 50 Hours
  • Cambridge Business English & Interview Prepration of 100 hour
  • 7 NISM Compulsory Certification
  • 1 Year On Job Internship & Many More..

Frequent asked questions?

CERTIFIED FINANCIAL PLANNER or CFPCM is an international certification program in the field of Financial Planning, wealth management and financial advisory services. Financial Planning is one of the fastest growing careers across the world. Being one of the fastest growing economies, India currently has around 5 crore families with investible surplus. Assuming one financial planner is handling approx. 1,000 clients need at least 50,000 Certified Financial Planners in India immediately. This is set to grow at a faster rate. CFPCM designation was rated as Gold Standard in Financial Planning by Wall Street Journal in the year 2006.

CERTIFIED FINANCIAL PLANNER Certification or CFPCM Certification 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 certification recognized and respected by the global financial community.

CFPCM Certification is for financial services professionals, customer relationship officers, insurance agents, stock brokers, those looking to expand their careers in the financial services business, graduates and HSC (12th) pass students who want to be professionally and globally recognized.

Financial Planning is one of the fastest-growing professions across the world and Financial Planners are the most sought after professionals by a fast growing working population that earns well, and needs expert handling of their finances. Opportunities are plenty with Banks, Financial Planning Outfits, Wealth Managers, Life Insurers, Accounting Firms, Stock brokers seeking professionals with such expertise. Financial Planners offer expert opinions on issues related to retirement planning, estate planning, tax planning, investment planning, insurance planning, financial management of small businesses and trusts, stock broking, debt and risk analysis.

Yes, currently CFP Certification is offered and recognized in over 23 countries including Australia, Austria, Belgium, Brazil, Canada, China, China Taipei, France, Germany, Hong Kong, Indonesia, Ireland, Japan, Malaysia, New Zealand, Republic of Korea, Singapore, South Africa, Switzerland, Thailand, United Kingdom and United States of America. FPSB, Denver, US enters into licensing and affiliation agreements with non-profit organisations (or their equivalent) around the world that allows the organisations to establish and operate the CFP certification program in a country or region. FPSB Affiliates who meet and maintain FPSB’s affiliation criteria of high standards are authorised to administer the CFP certification program on behalf of FPSB in a country or region. FPSB India is one of the Affiliates of FPSB, Denver, USA.

CFP certification undertaken in any of the affiliate countries is recognized globally and governed by cross border policy usage.

Financial Planners may earn in any of the following three ways:

  1. A Planner can be paid by a salary paid by the company for which the Planner works; by fees based on an hourly rate, a flat rate, or on a percentage of the assets and/or income.
  2. By commissions paid by a third party from the products sold to clients to carry out the Financial Planning recommendations.
  3. By a combination of fees and commissions whereby fees are charged for the amount of work done to develop Financial Planning recommendations and commissions are received from any product sold.

But in the future it is sure that financial planners will be paid on a fee basis just like other professions, i.e. medical, law, accountancy, etc.

There is a greater demand for CFP certificate holders in the BFSI domain and they would have an upper hand over others.

A CFP professional could look at working with:

  1.     Banks
  2.     Wealth managements firms and distribution houses
  3.     Mutual fund and insurance companies
  4.     Boutique financial planning firms
  5.     Financial planning software firms

The certification would open up the doors of entrepreneurship. Aspiring individuals could look at starting on her own and pursue a career as a practicing financial planner.

Financial planner helps to make one’s financial dreams come true. Most of the people have hopes and dreams and life goals like buying a home or business, saving for college education for children, taking a dream vacation, reducing taxes, retiring comfortably. Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals, while at the same time helping you negotiate the financial barriers that inevitably arise in every stage of life.

A CFPCM professional is an expert to help people in achieving their financial goals.

Only after a candidate is successful in all the component exams, Exam 1 – 4, he/she is eligible to take an attempt at the final exam, Exam 5. But a candidate of challenge status pathway can straightaway appear for Exam 5, he/she is not required to give Exam 1-4.

No, there is no entrance test for joining the CFPCM Certification Program.

The exams are conducted in English only.

  • Exam 1 – 4: Two (2) hours each for Exam 1, Exam 2, Exam 3 and Exam 4
  • Exam 5: Four (4) hours

No, there is no negative marking in the CFPCM examination.

Financial Planning Standards Board India (FPSB India) offers the CERTIFIED FINANCIAL PLANNER or CFPCM Certification Program. FPSB India is the sole licensing body that awards CFPCM Certification in India through an agreement with FPSB, US.

To benefit and protect the public, FPSB regulates how CFP professionals use FPSB’s CFP or CERTIFIED FINANCIAL PLANNER marks outside the borders of the country or region in which they first received CFP certification.

Incidental Use

FPSB permits incidental use of the CFP marks by CFP professionals outside the country or region of their initial certification. Incidental use consists of displays of the CFP marks in/on:

  • Articles published in a new country or region.
  • Business cards or brochures distributed while travelling abroad.
  • Websites targeted toward stakeholders in the country or region of initial certification that are viewable outside the area’s borders.

Cross-Border Use

If an individual wishes to hold himself or herself out as a CFP professional or use the CFP marks outside his or her country or region of initial certification for anything other than incidental use, the CFP professional can pursue one of two options:

  1. Cross-Border Certification: An individual using the CFP marks in more than one country or region can become cross-border certified by obtaining CFP certification from the FPSB Affiliate in the new country or region and abiding by the certification renewal requirements of both FPSB Affiliates. Once the CFP professional has completed the process, he or she can identify himself or herself as a CFP professional in those territories as well.
  2. Restricted Use of the CFP Marks: If an individual does not want to/cannot become certified in a new territory, he can always communicate the fact that he or she has obtained CFP certification in the country or region of initial certification.

There are 2 pathways through which an aspirant can register for the CFPCM Certification program namely:

1) Regular Pathway through either Education Partners or “Self Study”

2) Challenge Status Pathway

A candidate who chooses “Self Study” mode can pursue study by self after registration with FPSB India. However, if a candidate chooses Education Partner route for education, he/she needs to additionally register with one of FPSB India’s authorised Education Partners, which are those educational institutes/corporate which are approved by FPSB India to provide education/training for the CFPCM Certification program. Currently, FPSB India has authorised around 30 educational institutes/corporate as authorised Education Partners to conduct the education for the CFPCM Certification program (Kindly visit FPSB India website for complete directory with search capabilities).t

The Challenge Status Program is for professionals who already possess certain skill sets and proficiency which is expected of Financial Planners. In order to enrol for the Certification through the Challenge Status Pathway, the candidate needs to meet the education and experience criteria. A candidate applying for the Challenge Status pathway needs to appear only for a single examination (Exam 5). Nevertheless, the syllabus under the Challenge Status program is the same as in the Regular Pathway.

A candidate appearing for CFP examination through regular mode will require at least 6 months in completing certification. However, a candidate appearing through Challenge Status mode can complete it within 3 months.

An applicant is required to complete the CFP Certification Program within a maximum period of 1 year from the date he/she registers for the CFP Certification Education program.

In case you are unable to complete at least 3 exams within 1 year then you have to pay the renewal fees and extend for another a year to finish remaining examinations.  In other words, you will need to undergo all the modules 1-5 within 1 year of registration.

Students are permitted for :

  •    Use their own calculators – regular / scientific / financial. 
  •     No exchange of accessories will be permitted during the examination.
  •     Students shall also have access to Excel/Calculator in the computers provided by NSE Test Centres.
  •     Do not carry a hard copy of the case studies uploaded on the website, or for that matter any other paper printed or handwritten in the examination hall.
  •     You are not allowed to carry Laptop, Palmtop, Log Tables, Annuity tables etc.
  •     You are not allowed to use the Calculator in the Mobile Phones.
  •     Mobile phones have to be necessarily kept in the “switched off” mode during the examination.

It has been observed that many candidates have cleared Exam 5 but they are not eligible to opt for CFP Certification as they lack the requisite work experience of 3 years or 5 years, as the case may be. Financial Planning Standards Board India introduces a supervision model that would help candidates develop the professional skills and knowledge required to practise Financial Planning. The supervision model mandates a candidate, “the Supervisee”, to undergo training and guidance under a Financial Planning practitioner, “the Supervisor”, for a period of one year. The exercise shall be monitored and evaluated at specified intervals.

 In your case, you will be issued a Special Certificate by FPSB India mentioning that you have successfully accomplished the CFPCM Certification exams against an annual fee which is equivalent to the certification fee and following your successful completion of 3 years of work experience, you shall be awarded the CFPCM Certification.

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CMT Level 1 Study Material

As a matter of fact you can watch live market trading that helps you to connect with CMT. Join a Technical Analysis Course which works on real time markets by using tools & techniques . That’ll give you behavioural understanding of real time Share market. Understanding the money management by real time trading or investment activity. As we know CMT is an MCQ Exam & ask question on application level. Create short notes of Course Content. Get PPT based Short Notes & note interpretation of tools & Techniques on technical analysis. Short Notes help you out to quick revision at the CMT exam time. CMT Books have very complicated language & course content is not properly aligned as it takes topics from various books of different writers. 

So we have to take individual topics and understand concepts in simple, Concise and Clear manner. Take content from various books or websites like Investopedia or Stock Charts on Each Topic for in-depth understanding. Apply tools & techniques with the help of Technical analysis or trading software’s. Read Books twice as MCQ can be created from a single line. while study mark important topics.