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Become Certified Financial Planner
Be a Professional Financial Planner
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Become a Financial Planning Expert
100% Customized Program for advance career development in the field of financial planning
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Certified Financial Planner (CFP)

Complete Program on Certified Financial Planner along with 1 year supervisor training.

Certified Financial Planner (CFP)

Exam Mode

Certified Financial Planner - Exam Mode

CFP - Exam Mode Program is ideal for working professional who only want to clear exam and look for career up gradation.
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Certified Financial Planner (CFP)

Advantage Mode

Certified Financial Planner - 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.
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Job Oriented Program
Private Banks & MNC's
Global Presence

Certified Financial Planner (CFP)

Program Highlights

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.

Copy Writer

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.

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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.

Certified Financial Planner (CFP) - Advantage

Program Highlights

Extra Edge @ CFP Advantage

Mcrosoft 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.

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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

Financial Planning Standard Board

Financial Planning Standards Board India is a Professional Standards body for Financial Planners in India. FPSB India proactively guides the development and promotion of standards for Financial Planning professionals to benefit and protect the public in the country.

CFP Board

CERTIFIED FINANCIAL PLANNER (CFP) Certification, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and make a satisfying career in the financial services industry.

Microsoft Office Specialist

Microsoft Office Certification is now get a reorganization in the field of analytical field of banking & finance for those looking to demonstrate proficiency in one or more Office programs.Microsoft Office cloud and hybrid solutions. Differentiate yourself with this competency as a proven expert in Office skills.

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.

Get Admission/Fees Details

* For more Details Call +91 9261211003 or Mail Us: ptaimp@gmail.com

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Pragati Rajoria

Financial Content Writer
I start shaping my career with the guidance of Rohan Sir at early stage. With their instructions i focus on particular industry & job role which helps me to bring best skill set required in the industry. Thanks Rohan Sir.

Anish Agarwal

Owner of Financial Planning Firm
I am glad that i am a part of that Financial Planning Institute & the training content is enrich & exact match the industry needs . Delivery methodology is unmatched from other institutes. Thanks Professional Training Academy.

Mahipat Singh Hada

Corporate Wealth Trainer
Rohan Sir is a excellent trainer who is very well equip in the field of Financial Planning Trainings. I had an extremely enriching experience in the training. I am sure that I make better decision related to Financial Planning Profession.

Career Pathways

Copy Writer

Financial Planner

Financial Planner interviewing clients, analyzing financial information, recommending financial plans and monitoring outcomes. These duties require strong analytical skills and a desire to work with people, as well as excellent communication and interpersonal skills to work in this people-oriented business

Data Analyst

As a financial Planner have both knowledge of Microsoft excel & finance which provide extra edge to CFP to work as data analyst in any field especially with financial data companies. CFP have ability to use databases and conduct financial research, in addition to excellent math skills for informed financial decision making.

Inbound Marketing Manager

Wealth Manager

As financial planner study different aspect of financial tools & techniques which help him to act as wealth manager in the field of private banking & maximize the output by providing the services to the banks HNI Customers.

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Research Analyst

As professional Training Provide an extra module on equity research to open the door for financial planner in the feild of investment analysis which provide opportunity to work with investment firms.

Relationship Manager

In banks & financial institution financial planner provide complete set of services to the customers which provide the customer retention & increase the revenue per customer to the financial institution. As financial planner have strong inter personal skills they build a strong relation with customers and provide real time effective solution to them.

Search Engine Marketing Manager

Financial Content Writer

Now a days various financial portal , banks , insurance & investment companies opted their business through online & it requires lot of content production activity for customer & financial planner play a vital role in content writing process as he is well equipped with the finance terminology & concepts.

Certified Financial Planner

(Exam Mode)
38000 + GST Applicable
  • 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

Certified Financial Planner

(Advantage Mode)
62000 + GST Applicable
  • 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 hours
  • 7 NISM Compulsory Certification
  • 1 Year On Job Internship & Many More....

Why Us?

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

100% Job Oriented

Industry Expert Faculty

Live Interships

Frequently Asked Questions (FAQs)

CERTIFIED FINANCIAL PLANNERCM 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 we 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.


About Programs

Professional Programs

Certified Financial Planner is an ace program for those who wants to become financial doctor for every individual who want to strengthen our financial goals and help them to achieve . Certified Financial Planner program covers Investment Planning, analytical skills, retirement planning, tax planning, estate planning, risk & insurance planning

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Chartered Market Technician are ideal for those professionals who want to explore in depth knowledge & practical implication of Technical Analysis & investment Analysis. Professional Training Academy design the preparation in modules which make them easier for student to understand the concept in practical. Our Institute provide the real time market and portfolio exposure to all CMT students to develop their independent research.

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Blended Programs

Professional Training Academy introduced Certified Market Professional program for those who want to start their career in the field of Stock Markets, Portfolio Management, Equity Research & Derivative Analyst. Certified Market Professionals are required by stock brokers, investment firms & wealth Management Companies.
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Professional Training Academy offers Certified Banking Professional which incorporate Financial Analysis, Wealth Management, Banking & Financial Services under the aegis of International Certification Partners. Curriculum design, study material provision, and examination are the unmatched within competitors.

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In order to address the need of qualified Credit professionals in the industry and leverage our experience in Credit Advisory domain, Professional Training Academy “Course for Credit professionals” which is designed to prepare for a career in Banking & Finance specially Credit.

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Professional Training Academy is establish and first introduced program in their training journey is Technical Analysis. Certified Technical Professional is program which is best suited for those who are already in markets or want to start trading or investment in the markets. This program provide all practical and conceptual understanding to deal with financial markets.


Certifications Programs

NISM Certification creates a common Threshold knowledge benchmark for all associated person registered as investment advisers, partners and representatives of investment advisers, under SEBI(Investment Advisers) Regulations, 2013 and offers investment advisory services. Know the basics of investment advisory, steps in the advisory process, making and implementation of financial plan. Understand how to evaluate different products, their suitability.Get oriented to the Income tax, Wealth tax and legalities of Estate.Understanding the structure and performance of securities markets & importance of assets allocation & portfolio management.

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NISM Certification are designed for professionals employed in various segments of the Indian securities markets. These examinations are mandatory as a vocational qualification by SEBI for all employees of Intermediaries. NISM Certification main aim to provide conceptual understanding of financial markets & mechanism of capital markets.

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Microsoft Office Certification provide analytical skills for those who are looking to use Microsoft Office. Differentiate yourself with this competency as a proven expert in Office Skills. Microsoft Office Certification provide a extra edge to the candidate which prove her expertise in the use of Microsoft office .Get hired, demonstrate clear business impact, and advance your skills. Microsoft offers a wide range of online certification programs designed to take your career to the next level.

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Cambridge Business English Certification target different levels. The Content for each exam is based on every day work and business tasks and is designed to develop your business English skills.Cambridge English is a unique approach to teaching, learning and assessing English. It combines the experience and expertise of Cambridge English Language Assessment.Cambridge English is driven by world-class research and a profound commitment to delivering educational excellence,providing increased opportunities for learners and teachers, offering value to teachers, educational institutions and employers,promoting language learning to benefit society as a whole.

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Digital Marketing Programs

Certified Digital Marketing Professional is an complete program for those who want to handle their own website or want to start an business online . Digipro provide every aspect of digital marketing to equip them to handle their website marketing independently.

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Professional Diploma in Digital Marketing is ideal for those who want to become digital marketing professional or managers in the digital marketing agencies and want to manage all aspect of digital marketing under his control. As digital marketing agencies or independent companies requires lot of expertise, knowledge and work experience in a digital marketing manager.

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