Training Course:

CFP Workshop


The Indian Institute of Financial Planning

surat, gujarat, india

Course Format:
Classroom | E-learning | Virtual | Online/Live | On-site/In-house | Blended
Teacher/Instructor: Various Faculty for each specialization
Term: 7 months
Seats: 15
Fee: call us

Course Description:

Greetings from team at IIFP!

It gives me immense pleasure to introduce The Indian Institute of Financial Planning (IIFP), as a leading education provider of FINANCIAL PLANNING STANDARDS BOARD, INDIA for CERTIFIED FINANCIAL PLANNERCM(CFPCM) certification program. Read on to know more鈥︹€,?.

Who is a Certified Financial Planner?

A Certified Financial Planner is one who assimilates the aspirations of their clients and draws a road map to make them a reality and then guide them towards realizing them. A CFPCM advises clients on how to manage their finances so as to achieve their life goals. Certified Financial Planner CFPCM is an international certification program being conducted in the country by Financial Planning Standard Board (FPSB) India. Factually, the CFPCM mark is rated as the Gold Standard by the ’,Wall Street Journal’, and Personal Financial Planning is rated as the number 1 profession in 2001 and number 3 profession in 2003 in America by jobs Almanac based on factors like income, work environment, career outlook and security. A Certified Financial Planner in today鈥檚 scenario is not only capable of practicing Financial Planning as an entrepreneur but is also required by prospective corporate in client servicing, research & back office operations.


10+2 / Graduate / Post Graduate and Professionals

Career Opportunities

路 Banks

路 Insurance & Mutual Fund Companies

路 Financial Planning Firms

路 Distribution Houses

路 Equity Research & IT Firms

Curriculum of CFP Certification Program

The CFP certification is granted to those individuals who have demonstrated technical competency to create a comprehensive and detailed financial plan (as per international standards) for an individual. The certification covers six modules as follows:

v Module 1: Introduction to Financial Planning.

v Module 2: Risk Analysis and Insurance Planning.

v Module 3: Retirement Planning and Employee Benefits.

v Module 4: Investment Planning.

v Module 5: Tax Planning and Estate Planning

v Module 6: Advance financial planning

Advantages of CFP Certification.

The advantages of getting the CFP mark are numerous and these can be broadly put in 3 categories, Knowledge, Personal Growth and Financial growth:-


v CFP Certification comprising of 4 Es (education, examination, experience, and ethics) gives enormous weight age to the increase in knowledge and skills. This being so education is the major factor in certification. Accordingly, a fairly extensive curriculum covering five very technical subjects relevant to various financial needs of consumers has been prescribed. To ensure that knowledge is really gained in the prescribed domain, an examination of fairly high standard is made mandatory for all the modules (five examinations to test knowledge in all six modules).

Personal growth:

v Once knowledge is gained, the confidence level in the planner goes up considerably as it equips him/her engage even a very qualified and confident client and play an advisory role. He/she feels empowered by this acquisition.

v A message gets communicated instantly to a client that the planner is very knowledgeable and that helps him establish a contact with him. Client is also impressed once he comes to know that the planner has acquired a globally recognized qualification which again brings the client closer to the planner.

v A qualified and knowledgeable person as a Certified Financial Planner is respected in the society and enjoys a good status wherever he goes and whomsoever he meets.

Financial gains:

v The earning capacity of an individual is enhanced proportionately in the normal course. His quality of advice improves and as a result he is able to add value to his clients and increase the business of the employers.

v He can expect suitable placement/promotion in the organization. Thus, his quality of life improves.

v One can have the choice to set up his own practice as well and earn higher income.


CFP is a flexible program which can be completed in minimum 3 months and maximum 1 year till a student鈥檚 registration is valid with FPSB, India.

Course Books & Support:

Our Study Material for the course is one of the best in the Industry. It has been designed by our in house CFP faculties and has been vetted by - Mr. Niamatullah, who has launched the course in India.


v IIFP offers FULL FLEDGE classroom training with all required facilities and training of 150 hrs.

v IIFP also offers 3 packages for its CFP Distance Learning Program

Apart from above you have to pay the FPSB Registration Fess and Examination Fees.


Examinations for the certification are conducted after 60 days of their registration with FPSB, India at NSE鈥檚 centers.

For further details/queries, please reply to this mail or call at the numbers given below:-

9375314262 ...

Elements of this syllabus are subject to change.

Please go to the school's official website for training price and schedule:

Phone:0261 - 4012020

School Address/Venue(s):

call us

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