CFP Self Study

Enhanced career and employment opportunities with Financial Services companies. Your Services are sought by banks, distribution houses, AMC, insurance Companies, equity broking and Financial Planning firms.

Personal satisfaction of achieving the Financial Planning profession’s highest standard and met the global benchmark.

Satisfied clients who appreciate the comprehensive approach to Financial Planning and extend long term relationship and referrals.

Your expertise and credibility as a qualified professional is instantly communicated.

More revenue streams by increasing your product and service offering to your clients.

Enhanced Social Status by joining the league of professionals.

Recognition in more than 23 countries across the world.

Your credentials demonstrate trust among the financial consumers.

You have met the global benchmark for competency, ethics & professional practice standards to provide comprehensive Financial Planning services.

You join the global league of the best Financial Planning professionals.

CFP^CM Certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Board India is the marks licensing authority for the CFP Marks in India, through agreement with FPSB.

The CFP^CM certification is granted to those individuals who have technical competence to create a comprehensive and detailed financial plan for an individual.