Top 3 Benefits of CFP Charter  

#1 Enhanced Professional Stature  

As a CFP charterholder, you develop a comprehensive knowledge base and build relevant skill sets to be a trusted  and holistic personal financial advisor.

#2 Better Career Prospects  

Be eligible for job roles in financial planning, wealth management, investment advisory across 40 leading financial services companies that prefer CFP holders.

#3 Shorter Reskilling Option  

CFP is the most suitable, affordable and least time consuming (<12 months to complete) BFSI upskilling certification 


Top 5 Benefits of VAXEL CFP ELearning Program

Benefit#1) Learn from Experienced CFP Trainers

VAXEL has tied up with leading Subject matter Experts (SMEs) who are qualified CFPs themselves. further our trainers have conducted scores of workshops for corporates and self-employed CFP aspirants over the years to clear the CFP exam in the 1st attempt.                                                                      T To ensure effective learning outcomes, VAXEL partners with experienced, engaging CFP trainers to ensure learners complete their course on schedule.                                                         

Benefit#2) Individual Learner Attention

VAXEL provides learners access to lesson videos prior to live online classes and ensure they complete their pre-class lesson quiz. This enables the trainer to track each learner individually to ensure they are on track to achieving their learning outcomes. Further our batch sizes are limited to 25 learners.

Benefit#3) Comprehensive Learner Support

VAXEL provides comprehensive learner support via its interactive, engaging online learning portal. we realize that a lot of working professionals require 24/7 access to course resources as they have hectic work schedule and multiple home-office responsibilities. 

 Benefit#4) Unique Adaptive Blended Learning Environment (ABLE) 

VAXEL believes that the most effective learning is through experiential learning i.e. learning by doing. further regular feedback from a mentor is also required to ensure successful learning outcomes. Our  unique Adaptive Blended Learning Environment (ABLE) enables this, by combining the best of online learning (24/7 course access, in depth quizzing) and offline learning (continuous SME support, live practice sessions) to ensure learners have a supportive, encouraging learning environment to pursue their CFP preparation effectively. 

Benefit #5) Affordable Fees 

VAXEL ensures affordable fees compared to offline classes, yet ensure learners are exposed to the same pedagogic rigour of an offline class. Our blended learning approach ensures that learners access course content (videos, PDFs, PPTs, practice MS excel files) 24/7 and when they attend the live online classes, they can focus on doubt solving, conceptual clarity and practicing live financial planning problems.

Career Opportunities for CFPCM Charter Holders 

Wealth & Asset Management

Insurance & Retirement

Financial Services

Wealth Management

Life Insurance

Portfolio Management Services

Asset Management

General Insurance

Family Offices

Investment Advisory

Retirement Planning

Equity Broking

Fee Based Financial Planning

Tax & Estate Planning

Product Development

FPSB India Charter Members (Prefer CFP Holders)

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 Obtaining 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`