Become a CFP in 6 Months!

Enrol Today for our CFP Elearning Program (Weekday & Weekend Batches for Regular / Challenge Status Pathway Live Online Classes Available)

3 Key Benefits of Certified Financial Planner Charter

Benefit #1: Enhanced Professional Stature

As a Certified Financial Planner , YOU you have the knowledge, skills and aptitude to provide 360 degree holistic personal financial planning solutions to working professionals, families and HNIs.                                                                                                                                               Due to this comprehensive knowledge base, your superior advisory ability and your enhanced client servicing skills, you POSITION yourself as an indispensable, trusted, qualified advisor to families for helping them achieve their LIFEGOALS

Benefit #2: Better Career Prospects

CFP holders have better career prospects due to their comprehensive knowledge base, rigorous training and focussed skillsets. thus they find attractive roles in financial planning, wealth management, investment advisory across leading financial services companies.

Benefit#3: Optimum Upskilling Option

Obtaining the CFPCM charter is the most popular, cost effective and least time consuming SEBI RIA approved personal financial certification especially compared to MBA-Finance, CA, CFA etc.                                                                                                                                                   For working professionals and students in their final year of grad / PG, CFP is the most suitable upskilling certification as it can be done in 6-12 months at a cost much lower than the above mentioned alternatives.

Career Opportunities for CFPCM Across...

Personal Financial Planning

Life Insurance

Private Banking

Wealth Management

General Insurance

Family Offices

Investment Advisory

Retirement Planning

Portfolio Management Services

Private Banking

Tax Planning

Mutual Fund Advisory

Fee Based Financial Planning

Estate Planning

Financial Product Development

FPSB India Charter Members

Career Path for CFPCM Aspirants

Level & Job Role 

Qualifications / Work Experience

Expected Salary (Rs lakhs p.a)

Entry: Executives, Para-planners, trainees, interns with banks, NBFCs, NDs, IFAs

12th Std Pass and above pursuing CFPCM Certification with upto 3 years relevant work experience

Rs 2-4 lakhs per annum (incld variable pay)

Middle Management: Wealth Managers, Relationship Managers , Investment Advisors

Graduate / PG Pursuing CFPCM certifications with 3-5 years of relevant work experience

Rs 4-7 lakhs per annum (incld variable pay)

Senior: CXO, SBU, Divisional, Regional and Functional Heads

CFPCM holders with additional professional qualifications and 5+ years of relevant work experience

Rs 10 lakhs per annum and above (incld variable pay)

Pathways to CFP Charter

CFPCM Pathway Criteria

Regular Pathway

Challenge Status Pathway


12th Standard Pass

Graduate and CA/Intermediate level, CFA (US), ICWA, CAIIB, CS, LLB, PhD, M.Phil, PG, Licentiate/Associate/ Fellowship of Life Insurance, Actuary, FFSI & FLMI from LOMA, Civil Service Examinations by UPSC


Candidate has to clear all 5 module Exams 

Candidate has to appear for Exam 5 (Advanced Financial Planning) only


For graduates 3 years of relevant work experience and for non-graduate minimum of 6 years relevant work experience

Minimum 3 years of relevant work experience in financial institutions / banks OR 5 years as self employed financial services professional OR 5 years work experience in finance department of non-financial industries


On completion of above requirements candidates have to sign declaration for adherence to FPSB India's Code of Ethics & Rules of Professional Conduct

On completion of above requirements candidates have to sign declaration for adherence to FPSB India's Code of Ethics & Rules of Professional Conduct`