FPSB India
Certified Financial Planner
India's premier financial planning certification. CFP covers personal finance across 5 modules: financial planning, insurance, investments, tax, and retirement. Awarded by FPSB India.
5 Modules
Master each module and its application in the Indian regulatory and tax environment.
Introduction to Financial Planning
6-step CFP process, life cycle stages, personal financial statements
Risk Management and Insurance
HLV method, life/health/general insurance, 80C tax benefits
Investment Planning
CAGR, mutual funds, SIP, ELSS, asset allocation, rebalancing
Tax Planning
Income tax, 80C/80D, HRA exemption, capital gains, old vs new regime
Retirement & Estate Planning
Corpus calculation, EPF/PPF/NPS, 4% rule, bucket strategy
About CFP Certification
The CFPĀ® certification is awarded by FPSB India (Financial Planning Standards Board). It requires passing a certification exam (e-exam conducted at Prometric centres), meeting education requirements, 3 years of financial planning experience, and adhering to the CFP Code of Ethics. CFP professionals are uniquely qualified to offer holistic financial planning advice covering all aspects of a client's financial life.