Excel CFP with Proschool
In the journey of becoming a successful CFP, let Proschool guide you to your success.
IMS Proschool – The authorized learning partner of FPSB.
Why CFP At Proschool?
Becoming a Certified Financial Planner is not a cakewalk for everyone. You would be competing against graduates from streams such as BCom, BBA, BAF and professionals working in the financial sector. In 2021, only 349 candidates in India were able to pass the CFP exam which brought the total number of CFPs in India to 2338.
Hence, it becomes essential for candidates preparing for CFP exam to be thorough in their subjects and are mentored from the beginning. At Proschool, mentoring begins from the moment a candidate enrolls and is hand-held till the time he/she successfully aces the exam. The candidates are encouraged to get in touch with their mentors after every mock test, before every CFP exam for doubt solving and for getting relevant placement opportunity.
Our mentors would also help you in
FPSB Registration
Exam Booking
Run-Through FPSB Portal
Monthly Doubt Solving
Career Guidance
Did you know you can save upto $250 on FPSB Fees by enrolling with Proschool?
CFP Syllabus
Eligibility For The CFP Course
The CFP course is the most sought after financial planning course & can be pursued by all of the following individuals
12th pass students from both science or commerce fields
Undergraduates, Graduates & Post Graduates BCom, BFM, BBA, MBA, M.Com, CA & CA-inter
Individuals working in the field of Stock Broking, Mutual Funds/Insurance Advisors & Banking Professionals
The Proschool Edge
Dual Mode
Choose from Online/Classroom teaching
Active Learning
Engaging students through case studies, practical methods & problem solving
Personal Mentor
Get all your doubts cleared at your convenience
Get Placed At
Banks,Financial Planning Firms, Wealth Management & Asset Management Companies
Certifications
- 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
Why Students Love Proschool
I am glad to announce that I have cleared the “Retirement and Taxation Specialization Module”. This take me one more step closer to being a “Certified Financial Planner”.Thank you “IMS Pro School” for facilitating such a positive learning environment! The quality faculty really made my Module exam one of the best I have ever had. I highly recommend “IMS Pro School” to all who are wishing to pursue CFP Course.
Today’s world is full of uncertainties and one should be prepared to face them. In COVID time many people lost their jobs and their businesses got shut, only one thing that could help them sustain their life in these difficult times are their finances. I have studied and cleared 2 modules of CFP course which are Risk And real estate and Investment planning Specialist (special thanks to Zeal Ma’am) and these till date help me identify my financial goals and how should I invest and prepare for the future, I highly recommend IMS Proschool for CFP Curriculum. Faculties in IMS Proschool are extremely corporative, understanding and they are extremely helpful in any time of the day.
“I received my certificate & I would like to thank Proschool for their support. My background Independent Financial Advisor CFP was challenging,but Proschool & team were always there supporting me and ready to help. I choose this course To be able to acquire professional skills and better able to serve my clients.”
I am elated to announce that I have cleared the ‘Investment Planning Specialist’ module. This has taken me a step further to becoming a “Certified Financial Planner”. I am grateful to IMS PRO SCHOOL for providing me the required assistance and making it a fruitful learning experience. I highly recommend it to all those who are wishing to pursue the course.
Meet Our Course Tutors
Our faculty members are all CFP-qualified professionals who have been in the industry for a long time. They have theoretical as well as practical knowledge making them the best mentors any candidate can get.
Zeal Doshi
CFP | CFA L1 | Financial Planner | Personal Finance Trainer
With more than 5 years of experience in Personal Finance, Wealth Management & Tax Planning, Ms. Zeal Doshi is a Certified Financial Planner and has mentored more than 700 CFP candidates at Proschool
Ankit Dani
CFP | BE Hons | PGDM in Marketing
Ankit Dani has experience in the financial services and asset management industry & has trained more than 350 aspirants at IMS Proschool. His style of teaching is interactive, fun, and facilitation with case studies.
Dishit Parekh
CA | CFP
Dishit Parekh has earned some of the industry’s highest designations to ensure that clients receive the comprehensive advice they need. He is a CA with the ICFAI and is also a Certified Financial Planner with the FPSB.
Learning Options For CFP
At Proschool, we believe that a student’s learning process should always be enjoyable, opportunistic and efficient. So, here are two learning modes Proschool offers you.
Mumbai
Andheri:
3 Floor, IMS Proschool, Gokul Plaza, Opp Mehul Studio, near Chinnai College, Old Nagardas Road, Andheri East, Mumbai 400069.
Thane:
New English High School, Above TJSB Bank, 4th Floor, Ram Maruti Road, Thane (W), 400602.
Pune
Delhi
Gurgaon
Banglore
Hyderabad
Chennai
Kochi
Classroom Program
Only at Andheri & Thane
- 200 Hrs of classroom training
- Flexible weekend batches
- Excel based training for practical learning
- Course Fee : ₹ 50,000/- (All Inclusive)
Live Virtual Classroom
- “Live & Interactive” training program.
- Excel based applications oriented training
- Face-to-face doubt solving.
- Recorded sessions for reference.
- Course Fee : ₹ 35,000/- (All Inclusive)
Self Paced
- High Quality Video resource
- Online Question bank of 2000+ questions
- 1 Year access of LMS
- 24*7 Doubt Solving Forum
- Course Fee : ₹ 25,000/- (All Inclusive)
FAQ’s
Why should I pursue CFP?
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.
What are the key interest areas?
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.
What is the eligibility for CFP?
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.
How are the CFP exams conducted?
The exams are conducted online – 75 marks MCQ paper, with minimum 60% in each section per paper. There are 4 papers to be cleared. A student needs to clear first three specialist exams, and only then can go to the final module. A student has to prepare and submit a financial plan. Basic excel, writing and Maths skills are tested in exam and a student working professional is expected to have these skills.
How shall the CFP lectures be conducted?
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.
What is special at Proschool’s CFP Course?
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 M0: We have introduced a new module M0, 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.
