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cfp course2022-10-18T16:50:29+00:00

65% pass percentage

Learn from expert faculty

300hr+ course duration

Mock tests and quizzes

Unique teaching approach

Course design: 5 sequential Modules

Batches start every 45 days | 8+ hours of faculty-led training every week | Unique course design and methodology

Check Your Eligibility

  • To enrol with Proschool: Anyone can enrol, but we suggest you be at least 18 years of age.
  • To appear for any CFP specialization exam: Pass Proschool internal assessment + be at least 18 years old + be class 12 pass
  • To sit for CFP Certification Final Exam: Clear all 3 specializations
  • To be awarded a CFP Certification: Clear Final Exam + have requisite work experience (1 yr under a CFP OR 3 years overall in Finance field)

Certifications

CFP Specialist certification

Certified Financial Planner CM 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 $100 for all.
a. Investment Planning Specialist Certification
b. Retirement and Tax Planning Specialist Certification
c. Risk Management and Estate Planning Specialist Certification

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Meet Your Expert Faculty

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

Zeal Doshi

CFP | CFA Level I | Financial Planner | Personal Finance Trainer

Ankit Dani

CFP | BE Hons | PGDM in Marketing

Dishit Parekh

CA | CFP

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.

Student Testimonials

Read about what our alumni have to say about us!

The placement guidance, along with the CFP course, made me sign up with IMS Proschool. And true to their word, they helped me at every step of the journey. The courses were detailed and the recorded videos provided were up to the mark. All the skills and additional information that I learned here have been helpful in landing this job.

Dhruv Jain,
Investment Banking Analyst, HSBC

The active learning provided in this course made me love all the sessions. As someone from a financial background, I found the concepts similar yet upgraded. I do feel that this course has added a lot to my value. Not to mention their amazing placement program and interview preparation.

Sushant Goyal,
Financial Analyst, ICRA

My interview prep was flawless. I approached the situation with optimism and confidence. I ‘owned’ all four of the interviews. I was able to portray myself as a qualified and capable applicant. I accepted the employment offer with a raise. Thank you Proschool once more for all of your assistance!

Mrinal Singh,
Research Associate, Moody’s

FAQ’s

If you wish to work in the domain of Personal Finance, Investment Advisory, Insurance Advisory, Tax planning, Retirement Advisor, Wealth Management, then CFP is the right choice for you.

Someone who has good people skills, or enjoys guiding clients for managing their money, has empathy, social skills and is decent at Maths will enjoy the role of a CFP. Also, individuals who wish to put their own finances in place and help their family and friends in growing wealth, can pursue the CFP certification.

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 second year of graduation.

Proschool is a Financial Planning Standard Board Approved Education Provider that awards the CFPCM certification internationally. In addition, IMS Proschool has a 70% 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 CFPCM, 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 CM 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 Management
  •  and 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: All trainers at Proschool are CFP practitioners or working in BFSI sector. For e.g., our Investment Planning faculty is a CFP + CFA Level 1 clear, our Tax and Retirement planning faculty is a CA + CFP, our Risk and Estate planning faculty is a CFP + Chartered Trust and Estate planner (CTEP). Thus, we ensure to bring you faculty who has deep knowledge of that particular subject matter.

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 600+ 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.

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