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For Finance/BFSI Professionals

For finance or BFSI professionals already entrenched in the industry, obtaining a certification stands as a definitive stride towards securing a prosperous future. A certification not only enhances your standing in financial planning but also distinguishes you significantly from your peers. It's an undeniable testament to your commitment and expertise in the field, offering an unparalleled competitive edge.

Get Started Certification Process Overview

Evolution of BFSI

You may be able to bypass most of the education coursework requirement if you hold one of these degrees, licenses or credentials.

  • The BFSI (Banking, Financial Services, and Insurance) sector in India epitomizes a dynamic landscape of financial prowess, encompassing banking, insurance, asset management, and advisory services tailored to diverse consumer needs.
  • Witnessing an era of rapid evolution, India's BFSI domain rides on the crest of technological advancements and innovative financial products. Projected to experience robust growth, the sector's trajectory hinges on strategic initiatives, technological integration, and a burgeoning digital sphere.
  • At the forefront of this progression are banking and financial services, spurred by the rise of digital banking, fintech innovations, and inclusive financial solutions targeting India's expansive demographic.
  • Simultaneously, the insurance sector showcases a steady upward surge in penetration and awareness, propelled by dynamic product innovations and accessible distribution channels, augmenting financial inclusivity and resilience among consumers.
  • This burgeoning sector isn't merely an arena of opportunity—it's a dynamic playing field beckoning professionals seeking rewarding careers. In this landscape of innovation and inclusivity, the BFSI industry offers diverse prospects across banking, insurance, asset management, and fintech.
  • As the industry swiftly adapts to market dynamics, staying abreast of trends and acquiring pertinent skills becomes pivotal for those aiming to excel in this dynamic, ever-evolving realm of BFSI.

More on the Accelerated Path

Pick a course that suits you

Thousands of professionals already working in the financial and business sectors earn CFP® certification to build their knowledge, credentials and practice. Learn how CFP® certification can enhance your existing credentials.

CHARTERED WEALTH MANAGER® (CWM®)

Get your clients' finances in order by offering financial planning along with estate planning and legal advice.

Accredited Financial Anlayst (AFA)

See why Accredited Financial Analysts® have also added the CFP® mark to their credentials.

Chartered Portfolio Manager® (CPM®)

Expand your services beyond a once-a-year, tax-centered approach.

Associate Wealth Manager

Build on your ChFC® and gain greater trust among consumers and employers.

Post Graduate Program - Private Banking & Wealth Management (PGP-PBWM)

Expand your insurance and estate planning practice with comprehensive financial planning.

Certification Requirements

The "4 E's" of CFP® certification equip you to provide comprehensive advice to your clients, so you can help them achieve confidence today and a more secure tomorrow.

Education
Exam
Experience
Ethics
Course Overview

This comprehensive course provides a foundational understanding of the job, equipping participants with the essential knowledge and skills to navigate the rapidly evolving landscape of financial management. Delivered through a combination of theoretical concepts, hands-on practical exercises, and real-world case studies, this course is designed for individuals seeking to embark on a journey into the exciting fields of financial management.

Benefits

Passing the CFP® exam demonstrates that you've attained the knowledge and competency necessary to provide comprehensive personal financial planning advice. The CFP® exam is a 170-question, multiple-choice test that consists of two 3-hour sessions over one day. The exam includes stand-alone and scenario-based questions, as well as questions associated with case studies.

Exam

Exam prepares you to provide personal financial planning to the public without supervision. You can fulfill Exam either before or after you take the exam. You need to complete either 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of apprenticeship experience that meets additional requirements.

Placement

Placement is the final step on your path to the certification. It indicates you've agreed to adhere to high ethical and professional standards for the practice of financial planning, and to act as a fiduciary when providing financial advice to your client, always putting their best interests first.

Students who meet the eligibility criteria go through various rounds of interviews and assessments. The final selection is based on the candidates' performance in these evaluations.

We're Here To Help

Examination Preparation

Be exam-ready on D-day with exemplary study material and mock tests.

Guidance And Mentorship

Find a mentor who has walked the talk to give you practical insights on being a finance professional and helps you stay on course.

Financial Aid

We have tied up with financial institutions and NBFCs to ensure finance does not get in the way of your dreams. Learn, get certified, and pay us only after you get placed!

Placement

We offer a 100% placement guarantee. Our institutional tie-ups ensure that your skills translate to monetary benefits the moment you complete your certification.

Start your journey to CFP® Certification

  • Track your progress with the CFP® Certification Tracker
  • Post your resume at the Career Center
  • Connect with a mentor who can guide you
  • Register and prepare for the exam
  • Find career and financial support
  • Connect with other candidates at our online forum
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