CFP® Classes | 15+ Centres In India

FPSB’s Premium Learning Partner | 250 hrs CFP® Coaching

IMS Proschool – the Premium education provider of FPSB India – provides a comprehensive CFP® course online as well as offline that focuses on clearing the three CFP® specializations, followed by the Integrated Financial Planning exam. It also helps students gain professional experience via its job support service

+91

80% Avg. CFP® pass rate

Training since 2007

Learn from Practicing CFPs

2,000+ Practice questions

Achieve Excellence with Proschool’s CFP® Course!

India’s most trusted premium CFP® training partner since 2007 – combining expert coaching, AI-powered personalised feedback and end to end support.

Here’s why our course is a game changer:

  • ProInsight AI-Powered Personalised Revision Tool: Most students don’t fail the CFP® exam because they didn’t study enough. They fail because they don’t know exactly where their logic broke down. ProInsight identifies the precise gap in your reasoning for every wrong answer and instantly generates targeted practice questions to fix it.
  • Learn from Practising CFP® Professionals: Every session is led by active CFP® charterholders and financial planners – not academics. You get real-world case studies, live client scenarios, and exam strategies drawn from years of industry practice.
  • 2,000+ Questions Built on Bloom’s Taxonomy: Proschool is among the first institutes to align its CFP® question bank with FPSB’s Bloom’s Taxonomy framework — covering collection, analysis and synthesis exactly as the exam tests you.
  • Finance Foundation Module (M0): New to finance? Our M0 is designed to bring you up to speed with basic concepts and to build the analytical base you need before the specialist papers.
  • Flexible Learning — Online, Classroom or Hybrid: Start any month, study your way. Choose live online, in-person sessions, or a hybrid mix – with 24×7 LMS access to recordings, notes, and progress tracking.

Proschool’s CFP® Course

Batches start every 30 days | 8+ hours of faculty-led training every week | Unique course design and methodology

Finance Foundation (Compulsory for all)

  • 1-month duration

  • Taught online

  • Covers basic to advance excel

  • Financial Mathematics

Certified Financial Planner (CFP® from FPSB)

  • 12-month duration
  • Covers 3 specialist modules

  • Prepares for case study and financial plan

  • Available in Offline, Online and self-study mode

Choose the Pathway That Fits Your Profile

FPSB India offers two distinct pathways to the CFP® certification – one for beginners, one for experienced finance professionals.

Regular Pathway

For 12th Pass Candidates & Graduates
     Open to anyone who has completed Class 12. No prior finance experience required.

  • Register with FPSB India & buy e-books
  • Clear 3 Specialist Exams (IPS, RTPS & REPS)
  • Buy Specialist Certificate
  • Complete Psychology in Financial Planning Course
  • Clear Integrated Financial Planning Exam
  • Submit Work Experience Certificate
  • Receive your CFP® Charter from FPSB

Fast Track Pathway

For Experienced Finance Professionals
     For postgraduates in finance with 3+ years of relevant professional experience.

  • Verify your Documents with FPSB
  • Exempted from the 3 Specialist Exams
  • Register with FPSB India & buy e-books
  • Complete Psychology in Financial Planning Course
  • Directly appear for the Integrated Financial Planning Exam
  • Receive your CFP® Charter from FPSB

Not sure which CFP® pathway is right for you? Check your eligibility in 2 minutes.

CFP® Course Syllabus

  • Personal Financial Management
    • Time Value of Money
    • Cash Flow and Budgeting
    • Financial Management Strategies
  • Investment Planning & Asset Management
    • Asset Classes & Securities
    • Asset Allocation & Wealth Management
    • Behavioral Finance & Investment Theory
  • Regulatory Environment, Law & Compliance
    • Social & Political Environment
    • Compliance & Implications
    • Indian Corporate Laws

  • Retirement Planning
    • Retirement Needs, Analysis & Projection
    • Sources of Retirement Cashflow
    • Withdrawal Projections, Strategies & Retirement Products in India
  • Tax Planning & Optimization
    • International Taxation & Indian Taxation
    • Cross Border & Source Rules
    • Accounting Standards & research
  • Indian Aspects
    • Retirement Products in India
    • Indian Taxation rules
    • Tax aspects of retirement products

  • Risk Management and Insurance Planning
    • Principals of Risk Management
    • Intro to Insurance (Life, General), Regulatory Aspects
    • Advisor Selection & Strategic Management
  • Estate Planning
    • Terminology
    • Wealth Distribution & Indian Succession Laws
    • Transfer during life & at death

  • Understand the role of psychology, counseling, and coaching in financial planning to build stronger client relationships and improve client decision-making outcomes.
  • Apply research-based behavioral finance concepts and communication strategies to identify client biases, emotions, and financial behaviors during the financial planning process.
  • NOTE: Mandatory for all CFP® candidates
    This self-learning module is compulsory for every candidate who has cleared all 3 specialist exams. It must be completed before appearing for the Integrated Financial Planning exam.

  • The Financial Planning Process
    • Practice Standards
    • Professional Skills
    • Client engagement & Communication
  • Engaging Clients for Life
    • Discovery process & Appreciative enquiry
    • Developing financial plans
    • Presenting recommendations to clients
  • Developing Effective Financial Plans
    • Financial Planning Overview
    • Financial Plan elements
    • Financial Plan Assessment

Here’s Why Students Love Proschool’s CFP® Classes

80% + Pass Rate

We pride ourselves on our pass rates which are higher than the global averages. This is done via a combination of expert faculty, unique teaching methodology and robust mock test practicing.

Learn From Practising CFPs

Learn from experienced and professionally qualified faculty who are able to provide industry experience, exam-related insights, and theoretical knowledge

Introductory M0 Module

Foundational module to get all students upto a base level. Thereafter students focus on 1 specialization track at a time, lasting upto 3 months

Mock Test Design

Designed to replicate actual CFP® exam patterns. Questions updated basis the latest syllabus. Mirrors difficulty level of actual exams

Monthly Exam Revision Cycles

Dedicated revision before every FPSB exam window, with full-length mocks and exams strategies.

Placement support

Focuses on getting you shortlisted (CV writing, practicing Aptitude tests, developing communication skills, mock interviews) and provides curated job listings for eligible candidates

Where Our Alumni Work

Our Alumni are all placed in reputed firms in high positions due to the knowledge and skills gained from this course.

Axis Bank hiring partner logo
CRISIL hiring partner logo
Atos hiring partner logo
Capgemini hiring partner logo
Sundaram Mutual hiring partner logo
Citibank hiring partner logo
Deloitte hiring partner logo
First Data hiring partner logo
JP Morgan hiring partner logo
Kesef Advisors hiring partner logo
SG Analytics hiring partner logo
Tech Mahindra hiring partner logo

Read What Students Have To Say About Proschool’s CFP® Classes

Incredible coaching for RTPS and Tax Planning. The study materials are updated to the latest syllabus, and the mock tests really build your confidence for the actual exam.
​Passed my certification thanks to the expert guidance at IMS Proschool! The faculty doesn’t just teach the syllabus; they ensure you understand the core concepts and ethics thoroughly.
 
Jitendra Singh
I am currently pursuing the Certified Financial Planner (CFP®) program at IMS Proschool and have had a very good learning experience. The faculty is supportive and explains concepts clearly. The study material, quizzes, and mock tests are well designed and very helpful for exam preparation.
 
 
Bhoomi Mittal

Excellent journey with IMS Proschool for Certified Financial Planner. Their placement assistance team is proactive, offering mock interviews, resume-building workshops, and access to a massive network of finance and analytics jobs. A special shoutout to my mentors who were always available to clear doubts, even outside of scheduled class hours. 

Aryan Bandal

Placement And Profile Building Services

Getting a job is hard work. It needs both dedication and awareness of how to convert opportunities.

Proschool student placements with top hiring companies

Expert-Led Interview Prep

Undergo 3 rigorous mock interviews with top industry professionals, complete with personalized, face-to-face feedback to sharpen your performance..

Guaranteed Interviews

Secure your future with 5 guaranteed interview opportunities, tailored to your preferred companies, ensuring your foot is in the door of your dream job.

Soft Skills Mastery

Elevate your professional appeal with targeted soft skill development sessions, designed to enhance your communication, teamwork, and leadership qualities.

LinkedIn Profile Makeover

Boost your digital presence with our profile enhancement service, aimed at maximizing your visibility and attractiveness to recruiters on LinkedIn.

Meet Your Expert Faculty

Our faculty are all professionally qualified and have rich industry experience, essential for giving a practical context to concepts

Sagar Thakker
Sagar Thakker
CFP® | CWM
Kartik Zibbu
Kartik Zibbu
CFP® | CWM | CMA
Abhishek Somani
Abhishek Somani
CFP®
Sunny Gala
Sunny Gala
CFP® | CFA L3

CFP® Certifications

FPSB® Specialist certification

Certified Financial Planner® Certification By FPSB
After clearing any track exam and ethics module, you can apply for the below three certificates as well, with a fee of ₹11,000 for all.
a. Investment Planning Specialist Certification
b. Retirement and Tax Planning Specialist Certification
c. Risk Management and Estate Planning Specialist Certification

Get through this CFP® quiz and wreck your brain for free

student exploring online finance courses on mobile phone

CFP® Course Fees

Online / Offline Coaching

₹60,000

Fast Track

₹35,000

Distance Learning

₹30,000

Placement Preparation

Complimentary

Course Is Available At The Following Locations

Visit Our Classroom Closest To You Or Get In Touch With Us

Map Mumbai Pune Delhi Hyderabad Bangalore Chennai Kochi Kolkata Lucknow Ahemedabad

FAQ’s

Students who have passed 12th / HSC from any stream can pursue this course. However a commerce background is more helpful. Ideal time to choose CFP® is when a student is in their first year of graduation.

Proschool is a Financial Planning Standard Board Approved Education Provider that awards the CFP certification internationally. In addition, IMS Proschool has a 80% success rate and CFP-qualified professionals to advise students.

All of Proschool’s study resources, which include more than 2000 online questions, succinct reading material, and high-quality video resources, have already been revised in accordance with the new syllabus, preparing students to pass the tests in the newly updated framework.

The CFP certification training program prepares you for the entire CFP, including all track exams and the final CFP module. In contrast, the certificate in wealth management is a more comprehensive program that prepares candidates for the entire CFP program and other benchmark industry certifications in the financial planning industry.

The certificate in wealth management is a wonderful blend of theory and practice. It also prepares applicants for the skill requirements in the current financial planning business, making them job-ready.

For the Certified Financial Planner Certification, a computer-based test with case studies will be conducted within a timeframe of 3 hours.

For the three specialist certificates –

  • Investment Planning Specialist Certification
  • Retirement and Tax Planning Specialist Certification 
  • Risk & Estate Planning Specialist Certification

You’ll have to attempt 75 multiple-choice questions (online) within 2 hours for each certification.

The lectures shall be conducted online on weekends. Only in case where the faculty feels the syllabus shall not be completed on time, that is when the lectures are taken on weekday. Average span of lectures is 3 hours. The faculty always attempt to keep the class lively and encourage the students to share real life stories in the class. To get a live experience of CFP® class, do attend a demo class.

  • Faculty: Our faculty comprises CFP® professionals and experienced industry practitioners from the BFSI sector who bring real-world financial planning insights into every classroom session. Each subject is taught by domain experts with strong academic and professional credentials — ensuring students gain practical knowledge, industry exposure, and a deeper understanding of real market scenarios.
  • Curriculum: While we encourage the students to the read the FPSB textbooks as their core books, we have crisp content which shall help the students in understanding the concepts and refer for end moment revisions.
  • Practice questions: CFP® being an MCQ paper, we are providing 2000+ questions for each of the three specialist papers. These questions are easily accessible to the students through system as well as Mobile APP. Thus, one can refer the course on the Go!
  • Exam Assistance: Every month we are organizing Doubt solving sessions for the students who are planning to appear for a particular specialist exam. The students have to submit their doubts in advance and they shall be solved during the doubt solving. This has greatly helped our students in passing the exams.
  • Special Module: We have introduced a new module M-zero, where we teach the basics of Financial planning and Time value of Money to our students. This is to ensure that students have a strong base of Six steps of Financial planning and Financial Mathematics.
     
     

The Psychology in Financial Planning course is a self-learning course introduced by FPSB as a new knowledge domain within the global CFP® standards. It covers the behavioural and emotional side of financial advising topics like client biases, money beliefs, counselling techniques, and how a client’s past experiences shape their financial decisions. It is designed to help you become a more effective planner, not just a technically sound one.

Yes, it is mandatory for every CFP® candidate — regardless of which pathway you are on. Here’s how it fits into each route:

  • Regular Pathway: Once you have cleared all 3 Specialist exams, you must complete this self-learning course before you can proceed to the Integrated Financial Planning (IFP) final exam.
  • Fast Track Pathway: After registering with FPSB India, you must complete this course before you are eligible to register for the IFP exam.

 

It is a self-paced, self-learning course meaning you study it independently through the FPSB learning portal at your own pace, with no scheduled classroom sessions. There is no separate standalone exam for this module.

ProInsight is Proschool’s AI-powered revision tool. For every incorrect answer in your practice test and mocks, ProInsight identifies exactly where your reasoning failed and generates customised follow-up questions to correct that specific gap making your preparation far more targeted than standard mock tests. It is aligned to FPSB’s Bloom’s Taxonomy evaluation matrix, so the difficulty level mirrors the actual exam.

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