120 hrs
2016
CPFP is founded by the Industry Trailblazers who Continue to Lead the Way.
As financial literacy and wealth creation become essential, the CPFP program offers a comprehensive curriculum with real-world relevance. The course is backed by practical training, expert mentorship, and recognition from the financial services industry.
Key Advantages
Covering the Full Spectrum of Professionals and Learners
Students
Lay a strong foundation for a successful career in banking, investment firms, and financial advisory roles.
Working Professionals
Upgrade your financial knowledge and move into high-paying, strategic roles in BFSI.
Self-Employed
Establish your own consultancy or financial advisory business with professional credibility.
The CPFP Advantage
Industry-backed Curriculum
Ten modules aligned to current RBI, SEBI, IRDAI & PFRDA norms—no outdated theory.
Practical, Job-ready Learning
Case studies, internship & a live financial-plan project ensure you do as well as know.
Credibility & Proven Placements
Recognised by BANKS, NBFCS, Mutual Fnds & Fintechs, with guaranteed
placement for eligible freshers.
Personal Wealth Edge
Frameworks that help you—and your future clients—make smarter money decisions for life.
You’ll Know What
Financial Planing FAQ’s
Common questions on financial planning and investing
What can I expect as the career outcomes from CPFP?
With a CPFP certification, graduates are equipped to take on a wide range of roles in finance and advisory services.
Where can you see yourself after getting CPFP certified:
- Financial Planner
- Wealth Manager
- Tax Consultant
- Insurance Advisor
- SIP & Goal-Based Planner
- Relationship Manager – Banking & Insurance
How does the CPFP curriculam look like?
The CPFP curriculum includes 10 technical and soft skill modules covering:
- Personal Finance & Budgeting
- Investment Planning & Asset Allocation
- Taxation & Retirement Strategies
- Insurance & Estate Planning
- Client Psychology & Sales Skills
- Capstone Project + Internship
Delivered through a hybrid model, the program ensures interactive learning with live classes, assignments, and mentorship.
What would be the course crieteria that one has to follow?
Every student who enrolls should meet the following criteria’s mandatorily:
- Maintain A Minimum Of 85% Attendance.
- Achieve At Least 75% In The Internal Module Assessments.
- Secure A Minimum Of 70% In The Final Examination.
- Score At Least 65% In The Personal Financial Plan Submission.
- Attain A Minimum Of 85% Marks In The Internship.
Student Experiences That Speak for Themselves
CPFP transformed my finance career! The structured learning, hands-on projects, and expert guidance prepared me for industry success.
The internship and viva gave me real-world exposure. CPFP is a must for anyone serious about financial planning!
Comprehensive modules, interactive sessions, and great faculty! CPFP helped me launch my finance advisory business with confidence.
