Program Details
The CPFP Roadmap
The CPFP program opens doors to diverse roles in BFSI, investment advisory, tax consultancy, and fintech. Whether you’re starting your career, seeking advancement, or exploring entrepreneurship, CPFP equips you with industry-recognized certification, hands-on experience, and essential soft skills to excel in financial services. Gain credibility, enhance employability, and build a successful future in finance
Accelerate Your Career Success as a
Student
Professional
Self-employed individual
with CPFP
The CPFP program prepares students and professionals for success in BFSI, investment advisory, tax consultancy, and fintech. Graduates can secure roles in banks, insurance firms, and investment companies, while professionals can advance to strategic positions or start their own advisory businesses. A mandatory internship ensures hands-on experience, equipping learners with industry-relevant skills for career growth.
Students can launch careers in investment firms, insurance agencies, and banks.
Professionals can transition into higher-paying strategic roles.
Self-Employed Individuals can start finance advisory businesses or diversify into wealth consultancy.
Job Roles that will be enabled through CPFP
Your Journey through CPFP
The CPFP program follows a structured pathway to ensure comprehensive learning and professional readiness. Admission is based on academic and professional eligibility, followed by training in online and offline formats. Candidates must maintain 80% attendance and pass module exams before attempting the final online exam. A Personal Financial Plan submission and a mandatory internship with viva further refine practical skills. Upon successful completion of all requirements, candidates earn the CPFP certification, enhancing their credibility and career prospects in financial services
1.
Eligibility Check & Admission
Eligibility for CPFP admission is determined through a thorough review of academic qualifications and professional background, followed by admission upon payment of the prescribed fee.
2.
Training & Module Exam
Eligibility for CPFP admission is determined through a thorough review of academic qualifications and professional background, followed by admission upon payment of the prescribed fee.
3.
Final Examination
Eligibility for CPFP admission is determined through a thorough review of academic qualifications and professional background, followed by admission upon payment of the prescribed fee.
4.
Personal Financial Plan
Eligibility for CPFP admission is determined through a thorough review of academic qualifications and professional background, followed by admission upon payment of the prescribed fee.
5.
Internship Report & Viva
Eligibility for CPFP admission is determined through a thorough review of academic qualifications and professional background, followed by admission upon payment of the prescribed fee.
6.
CPFP Certification
Eligibility for CPFP admission is determined through a thorough review of academic qualifications and professional background, followed by admission upon payment of the prescribed fee.
Assesment & Course Criteria
Examination Criteria
The CPFP Exam is an MCQ-based assessment with basic (1 mark), intermediate (2 marks), and advanced (3 marks) questions, featuring no negative marking and a 50% pass requirement, ensuring a balanced evaluation of knowledge, reasoning, and application.
Project Criteria
Candidates must submit a Personal Financial Plan based on a given client scenario, assessed on a 100-mark scale with a 60% pass requirement, evaluating completeness, accuracy, feasibility, clarity, compliance, presentation, and client focus for a professional and actionable strategy
Certification Criteria
- Minimum 85% attendance
- 75% score in internal assessments
- 70% in final online exam (200 marks)
- 65%+ in financial plan submission (100 marks)
- Successful viva and internship report submission
- Strategy presentation and report clarity
Final Exam Structure
- No negative marking
- MCQ format with questions carrying 1–3 marks
- Coverage across all modules with weighted importance