Practical, Career-Focused Learning
What is CPFP ?
The Certified Personal Finance Professional (CPFP) certification is a specialized program designed to train aspiring finance professionals in personal finance management, investment planning, tax optimization, insurance, retirement planning, and estate management. It offers an industry-aligned curriculum built for real-world application.
Why is CPFP relevant Today ?
The personal finance and wealth management sectors in India are experiencing significant growth, driven by increasing disposable income, financial awareness, and a rising HNI population. Businesses and individuals need certified professionals who can help manage and grow their wealth strategically.
Key CPFP Advantages
Careers
Prepares candidates for job roles in BFSI, investment advisory, tax consultancy, and fintech
Credibility
Recognized certification that enhances credibility and boosts employability
Experience
Practical focus with projects, assessments, and mandatory internship
Communication
Soft skill training for communication, client handling, and digital sales
Here's How We Got Started
The Begining
Our story begins in 1950, when John Doe founded our third-generation financial planning firm.
Acquisition
Finovate has been acquired by NM Holdings, LP, a financial services distribution company, to drive future growth and support ongoing mergers and acquisitions plans.
Partnership
Finovate has formed a partnership with Meks Capital Group, LLC, a financial services holding company, to drive continued growth through mergers and acquisitions.
Expansion
Finovate has been acquired by Move Holdings, LP, a financial services distribution company, to fuel future growth and advance ongoing mergers and acquisitions strategies.
Who Should Enroll ?
- Students and fresh graduates exploring a career in finance
- Mid-level professionals in banking, insurance, or operations
- Self-employed professionals looking to expand into financial consulting
Industry Recognition
The CPFP designation is highly valued in:
- Banks and NBFCs
- Mutual Fund and Insurance Companies
- Wealth Management & Tax Advisory Firms
- Financial Technology Startups
Powered by
Sadhika Group
The CPFP program is an initiative by Sadhika Group, a reputed education and financial consulting firm. With a mission to empower professionals through knowledge and practical training, Sadhika Group ensures CPFP meets the current and future needs of the financial services sector. Their expertise in education and training brings unmatched value to every learner enrolled in the program.
Dr. Prasanth P
Chairman & Managing Director
About the Director
Dr. Prasanth P is a visionary entrepreneur and nationally recognized financial planning expert with over 14 years of experience in banking, financial services, and education. As Chairman & Managing Director of the Certified Personal Finance Professional (CPFP) program, he is committed to democratizing financial literacy and shaping a new generation of market-ready financial professionals. He is also the Founder of Sadhika Group and Partner at CRG Academy of Finance, institutions that have mentored thousands across India.
Holding a world record for 48 hours of non-stop wealth management training and a national record for preparing 167 financial plans in under five hours, Dr. Prasanth is known for his innovation, strategic foresight, and dedication to learner success. Under his leadership, the CPFP program integrates technical rigor with real-world application, making it a benchmark certification in India's BFSI sector.