Admission to Certified Financial Planner Programs in: Costs, Best Colleges, Requirements, and Syllabus

Admission to Certified Financial Planner Programs in: Costs, Best Colleges, Requirements, and Syllabus

Admission for Certified Financial Planners in 2023–2024: The CFP program lasts just six months. It could take up to two or three years to complete. Here, student aptitude will determine how long the course lasts. This course is offered by the Financial Planning Standards Board (FPSB). The goal of the field of financial planning is to help people with their financial problems. The administration of finance is an essential component in all sectors. One can have a wonderful chance to build a successful career as a financial advisor with this credential.

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someone who has been awarded a Certificate by the Certified Financial Planner Board of Standards, Inc. The CFP is a formal recognition of skill in asset planning, retirement planning, pension planning, and financial planning. The fact that a CFP has a fiduciary duty and is required to act in its clients’ best interests at all times is its most important qualification.

tests for admission: A few entrance tests are the DCET, KEAM, and UGCET.

eligibility: Class 12th grade diploma from a reputable board with a minimum grade of 50%

Top Universities: Among the best universities are GLS University and Ganpat University.

INR 40,000 – 1 Lakh on average

Salary range: INR 02–10 LPA (per annum).

Top Job Sectors: Financial institutions, independent contractors, front desk positions, banks, colleges and universities, consultancies, etc.

Financial agent, financial asset, and financial adviser are the top job profiles. Additionally, a research analyst is included.

Highlights of the Certified Financial Planner Admission

Course NameCertified Financial Planner
Admission ProcessEntrance Exam and Merit-Based
Full-FormCertified Financial Planner
Duration6 months to 02 years
Average Salary OfferedINR 02-10 Lakhs per annum(LPA)
Average Fees IncurredINR 40,000- 01 Lakh
EligibilityPassed Class 10+2 with 50% marks from a recognized board

Admission for Certified Financial Planners 2023–24

The CFP is a six-month-long program. It can take two to three years to finish. The course’s length here is determined by the students’ skill levels. The Board of Financial Planning Standards (FPSB) is offering this course. a location where people’s financial issues are resolved. It serves as a crucial cornerstone for proper management across all industries.

The majority of the curriculum includes topics like risk analysis, investment planning, and introduction to financial planning. Planning for taxes, insurance, estates, and employee benefits are additional. The purpose of these course topics is to cover every facet of finance.

Admission Requirements for Certified Financial Planners

A student must have a 10+2 with 50% or equivalent grade point average. The admissions committee takes into account the grades received at that level of qualification.

The cost varies depending on whatever institute an applicant chooses to apply to.

An annual salary package of INR 02–10 lakhs (LPA) is available to financial planners.

There are numerous prestigious public and private colleges where you can obtain this diploma.

Admission costs for a certified financial planner

The cost of the Certified Financial Planner course is between INR 40,000 and INR 1 Lakh.


All applicants are admitted based solely on their merits.

Admission to Distance Learning Education for Certified Financial Planners

Yes, this course is offered via remote learning.

Admission Tests for Certified Financial Planners

There are no entrance tests for the universities.

Common Entrance Test for Diplomas in Karnataka (DCET)

KL Marine Entrance Examination (KLMEE), the Kerala Engineering, Architecture, and Medical Entrance Exam (KEAM), and the 2019 KRLMPCA Undergraduate Common Entrance Test (UGCET)

Salary Provided

A professional financial counsellor in India makes an annual compensation of Rs 3.5 lakh. There are numerous ways for CFPs to make money in addition to their set salary, including incentives (which average INR 50,000 on average), benefit sharing (INR 22,000 on average), and commissions (INR 75,000 on average).

Recruitment Regions

This stream includes financial services firms, independent contractors, front-office positions in banks, educational institutions, consultancies, etc. It offers positions such as financial asset manager, financial advisor, and financial agent. Mutual funds and a research analyst are also included.

Different Courses

Full Time: The minimum and maximum time frames are 6–9 months and 3–4 years, respectively.

Admissions information for Chartered Financial Analysts

Introduction to Financial PlanningFinancial Planning Process that includes client interactions, time value of money applications, etc.
General principles such as education planning, etc.
Risk Analysis and Insurance PlanningIntroduction to Risk Analysis, its strategies, and its applications, etc.
Insurance Concepts, Insurance Policies, Environment of an Insurance Advisor,
Retirement Planning and Employee BenefitsIntroduction to Retirement Planning, Retirement Benefits, Retirement Planning, and Strategies, etc.
Pension sector reforms, Reform proposals, etc.
Investment PlanningIntroduction to Investment Planning, Investment vehicles, Investment strategies, Regulation of an investment advisor, Application to clients, etc.
Tax Planning & Estate PlanningTax Planning Considerations, Tax Computations, etc.
Estate Planning
Advanced Financial PlanningFinancial Planning Process that includes gathering client data and determining goals and expectations, etc.

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