CFP Training Courses and Workshops

Schools providing training courses, certificates, diplomas or degree programs of Certified Financial Planner Exam




Total 85 training courses and degree programs available around the world.

United States - United Kingdom - Canada - Australia - India

Popular training locations:
Hyderabad   chennai   Mumbai   New Delhi   bangalore   Austin   pune   Ahmedabad   allahabad   Calgary  

CFP (Certificate)

Course Format: Classroom
School/Trainer: Knowise Learning Academy India Pvt Ltd
Training Center(s)/Venue(s): Bangalore, India
  V

CFPCM Certification Education program Syllabus
Module 1: Introduction to Financial Planning
Module 2: Risk Analysis and Insurance Planning
Module 3: Retirement Planning & Employee benefit
Module 4: Investment Planning
Module 5: Tax Planning & Estate Planning
Module 6: Advanced Financial planning
CFPCM Certification Pathway

Regular Education Program:
A candidate should be 10th pass,
He has to clear Module II, III, IV, V and VI i.e. Exam 1 to 5.
A candidate may complete the experience criteria (3 Years of experience for Graduates & 6 Years for Non-Graduates) pre or post appearing Exam 5.
Sign Declaration for adherence to FPSB India’s Code of Ethics & Rules of Professional Conduct
Candidate is Authorized by FPSB India to use CFPCM Marks i.e CERTIFIED FINANCIAL PLANNERCM, CFPCM

Personal Finance (CFP)

Course Format: Online
School/Trainer: Post University
Training Center(s)/Venue(s): Waterbury, Meriden, Danbury, Norwalk, United States
  V

Post University’s B.S. in Finance with a concentration in Personal Finance helps students develop the knowledge and skills they need to provide financial advice and financial services to individuals and households. Students will learn to use the principles and tools of finance to prepare, plan, save and invest for an individual’s or household’s future.

Students also gain knowledge and understanding of financial markets and financial institutions and their role in the global economy. This program also will provide you with the necessary background to sit for the Certified Financial Planner’s Examination.

Certified Financial Planner (CFP)

Course Format: Classroom
School/Trainer: Northwood University
Training Center(s)/Venue(s): Cedar Hill, Midland, West Palm Beach, United States
  V

Emphasizes various topics contained in the course of study for the CFP designation. The CFP designation is an industry program of study that is desired by those selling financial planning services, and is usually taken soon after beginning one’s career. The CFP is a necessary credential for the financial planner throughout the financial planning industry. Students who aspire to becoming a personal financial planner should take this course.

CFP Workshop (Certificate)

Course Format: Classroom
School/Trainer: International college of Financial planning
Training Center(s)/Venue(s): Bangalore, India
  V

Financial planning is the process of helping people achieve their financial goals and fulfill their needs in a disciplined, systematic and scientific manner by taking a holistic view of their life.
The objective of financial planning is to ensure that whenever required, funds are available to the client comfortably.

CFP (Certificate)

Course Format: Classroom
School/Trainer: Merrimack College
Training Center(s)/Venue(s): North Andover, United States
  V

Merrimack College’s Certificate Program in Financial Planning is designed to meet the needs of all professionals and practitioners who want to expand their personal knowledge of financial planning, enhance their careers, and develop the skills and expertise necessary to serve their clients.

The Certificate Program in Financial Planning is registered with Certified Financial Planner Board of Standards Inc. Our program offers six comprehensive courses in all financial planning subject areas, and two additional courses designed to prepare participants for the rigorous CFP® Certification Examination. Merrimack College awards a Certificate of Advanced Study in Financial Planning upon the completion of all seven required courses.

Our program offers the lowest cost/best value of any New England CFP Board registered program. Our personal approach provides small classes and interactive discussions, flexibility in scheduling courses, networking opportunities with other business professionals, career counseling services and continuing education credit for Insurance licensees in MA, NH, and Maine.

Certified Financial Planner (CFP)

Course Format: Classroom
School/Trainer: George Brown College
Training Center(s)/Venue(s): Toronto, Canada
  V

Students who choose the Personal Financial Planning major of the Bachelor of Applied Business degree will have the opportunity to qualify for one of the most highly regarded professional designations in the financial services industry, the Certified Financial Planner (CFP) designation. The Certified Financial Planner designation is the only internationally recognized financial planning designation, and is granted by the Financial Planners Standards Council, which develops and regulates financial planning standards in Canada. The Personal Financial Planning major of the Bachelor of Applied Business degree has been developed based on the skills and knowledge needed to meet the requirements of the CFP designation. Graduates will be qualified to write the CFP examination (as offered by the Financial Planners Standards Council) immediately upon graduation.

CFP (Certificate)

Course Format: Classroom
School/Trainer: Bryant & Stratton College Professional Skills Center
Training Center(s)/Venue(s): Albany, Getzville, Liverpool, Orchard Park, Rochester, United States
  V

Put the power of unlimited earning potential in your hands with the Certificate of Completion in Financial Planning. Students in this program will learn various phases of financial planning including insurance planning, investment planning, income tax planning, retirement planning, and estate planning. Upon completion of the program, students will be prepared to sit for the national CFP® Certification exam. Students who pass this certificate of completion program can articulate these courses for credit upon being accepted into a Bryant & Stratton College degree program.

CFP Certified Financial Planner

Course Format: Classroom
School/Trainer: Stratagem Financial School
Training Center(s)/Venue(s): Hyderabad, India

CFP- Certified Financial Planner is a Professional degree given by FPSB INDIA. Course duration - 6 months, Classes only on weekends, 100% Job guarantee in finance field in written format, contact- 9705538387 for further details

CFP Workshop (Certificate)

Course Format: Classroom
School/Trainer: Finoptions Management Solutions
Training Center(s)/Venue(s): Jabalpur, India
  V

Certified Financial Planner Certification is an internationally accepted Financial Planning qualification. The qualification is recognized in more than 20 countries across the world.

In India, the Certification is granted by Financial Planning Standards Board - India (FPSB).

The qualification gears candidates to provide comprehensive financial advisory services to individuals. It covers insura

CFA CFP FM Workshop (Certificate)

Course Format: Blended
School/Trainer: IMS Proschool
Training Center(s)/Venue(s): Pune, India
  V

Greetings from IMS Proschool
Moving ahead or getting into finance requires upgrading your knowledge and more importantly differentiating yourself from the crowd. Here are some interesting ways of doing it.

1. A career in Wealth Management or other Customer Facing Role

A CFP (Certified Financial Planner) program can help you to understand how to address Investment, Tax, Retirement and other needs of your customers. In the world of Universal Banking and dwindling commissions, that is bound to get you ahead of the pack.

2. CFA (International)

If securities analysis or equity advisory is where you are headed, an International CFA is bound to open doors and convinces everyone that you know the stuff. Generally CFA (International) is preferred compared to MBA, as a qualification for securities markets jobs. No wonder then that even IIM graduates are enrolling.

3. Financial Modelling (NCFM Certificate)

Financial Modelling is a critical, broad based skill that is required for business analysis, equity research, credit research, investment banking and almost any other financial analysis scenario that you can thin... [Read More]

CFP (Certificate)

Course Format: Classroom
School/Trainer: York Technical College
Training Center(s)/Venue(s): Rock Hill, United States
  V

This program contains the career knowledge
needed by financial planners, as described
by CFP Board. This program is offered over
an 18-month period at Midlands Technical
College Airport Campus and various other
locations via interactive conferencing. CFP certification is a nationally and internationally
recognized professional certification. Certified
Financial Planner Board of Standards Inc.
awards the CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame design)
marks to individuals that fulfill initial and
ongoing certification requirements: satisfy the
educational requirements, three to five years
of work experience in a financial planning
field, pass the CFP Certification Examination,
compliance with CFP Board’s Code of Ethics
and Professional Responsibility, continuing
education and recertification.

CFP (Certificate)

Course Format: Else
School/Trainer: VRIDHI Training
Training Center(s)/Venue(s): chennai, India

Training for all CFP modules

CFP (Certificate)

Course Format: Classroom
School/Trainer: international college of financial planning
Training Center(s)/Venue(s): hyderabad, india
  V

CFP is world’s most prestigious designations for financial planners. The CFP professional education programme is suitable for seeking career or engaged in financial sectors like banking, insurance , investment advisory services, stock broking, AMC’s, equity research, Kpo’s and others who want to acquire the knowledge and to upgrade their skills to become a qualified and professionally trained financial planner

Financial Planning (CFP) (Certificate)

Course Format: Classroom
School/Trainer: University of Victoria Continuing Studies
Training Center(s)/Venue(s): Victoria, Canada
  V

The University of Victoria offers a series of Financial Planning courses which will appeal to individuals wanting to increase their understanding of financial products and the financial planning process, as well as to those professionals wishing to acquire the Certified Financial Planner (CFP) designation from the Financial Planners Standards Council.

The first four Financial Planning courses qualify students to challenge the CFP examination administered by the Financial Planners Standard Council (FPSC). The fifth optional course consists of a case study and exam preparation review for the CFP exam. There is no application required for those who only wish to qualify to challenge the CFP exam.

Students can then take an additional three courses to qualify for a Certificate in Financial Planning from the University of Victoria. The Certificate in Financial Planning is intended to serve the needs of students who wish to acquire a comprehensive knowledge of financial planning and enhance their ability to perform more effectively in professional environments.

CFP Workshop (Certificate)

Course Format: Classroom
School/Trainer: Knowise Learning Academy India Pvt Ltd
Training Center(s)/Venue(s): Hyderabad, India
  V

CFPCM Certification Pathway

Regular Education Program:
A candidate should be 10th pass,
He has to clear Module II, III, IV, V and VI i.e. Exam 1 to 5.
A candidate may complete the experience criteria (3 Years of experience for Graduates & 6 Years for Non-Graduates) pre or post appearing Exam 5.
Sign Declaration for adherence to FPSB India’s Code of Ethics & Rules of Professional Conduct
Candidate is Authorized by FPSB India to use CFPCM Marks i.e CERTIFIED FINANCIAL PLANNERCM, CFPCM

Challenge Status:
A candidate must be a CA / Intermediate level, CFA (US), ICWA, CAIIB, CS, LLB, PhD, M.Phil, PG, Licentiate/Associate/ Fellowship of Life Insurance, Actuary, FFSI & FLMI from LOMA, Civil Service Examinations by UPSC
Have to appear for Module VI i.e. Exam 5 directly
Need to have attained relevant experience(3 Years in Financial Services industry or 5 Years in Non-Financial Services Industry) before appearing Exam 5.
Sign Declaration for adherence to FPSB India’s Code of Ethics & Rules of Professional Conduct
Candidate is Authorized by FPSB India to use CFPCM Marks i.e CERTIFIED FINANCIAL PLANNERCM, CFPCM
Associate Financial Plann... [Read More]

CERTIFIED FINANCIAL PLANNING(CFP)CM Workshop (Diploma)

Course Format: Classroom
School/Trainer: Stratagem Financial School
Training Center(s)/Venue(s): Hyderabad, India
  V

Recognized Education Consultant in Andhra Pradesh to provide platform learning for CFPCM, affiliated to FPSB (Financial Planning Standards Board) in Mumbai, India. GUEST LECTURES by HEADS of top 100 companies.Increment of knowledge through practical exposure to the financial markets and financial plan of a client.Opportunity to get work experience while you learn.3 star Ambience with Wi-Fi enabled campus.Global exposure + Laptop

CFP (Certificate)

Course Format: Classroom
School/Trainer: Conestoga College
Training Center(s)/Venue(s): Kitchener, Canada
  V

Provides students with the opportunity to obtain an Ontario College Graduate Certificate in the field of financial planning in two semesters, or the equivalent in part-time study. The program will provide students with all of the educational requirements to challenge the CFP exam and to be fully licensed with IIROC/MFDA, combining courses designed at Conestoga with those originating from industry standard-setting organizations.

Program Facts
Length: One-year Ontario College Graduate Certificate program

Certified Financial Planner (CFP)

Course Format: Classroom
School/Trainer: CPCC Corporate and Continuing Education
Training Center(s)/Venue(s): Charlotte, United States
  V

The public’s growing need for objective financial planning advice, combined with the rigorous standards demanded of CFP certificants, has placed CFP® Certification at the forefront of the financial planning profession. CFP® Certification is a nationally and internationally recognized professional credential. The Certified Financial Planner Board of Standards, Inc. awards the CFP® Certified Financial Planner and CFP (with flame logo) marks to individuals that fulfill these initial and ongoing certification requirements:

•Satisfy education requirements
•Meet three to five years of work experience in a financial planning field
•Pass the CFP® Certification Examination
•Comply with the CFP Board’s Code of Ethics & Professional Responsibility
•Meet Continuing Education and Recertification requirements

Financial Planning Certificate (CFP)

Course Format: Classroom
School/Trainer: Mohawk College
Training Center(s)/Venue(s): Hamilton, Canada
  V

CERTIFIED FINANCIAL PLANNER (CFP) is an internationally recognized professional designation that is administered by the Financial Planners Standards Council (FPSC). Mohawk has developed an in-house, four-course, Financial Planning Certificate that allows you to qualify for the accreditation exams of the FPSC.

Upon successful completion of the course material, you may write the CFP Accreditation exams which are scheduled in June and November each year. Accredition also requires three years of practical experience, a capstone course (taken after the PE1 exam) and a PE2 exam (taken one year after the PE1 exam) to qualify for the CFP designation. Students applying these course for qualification for the FPSC PE1 exam must attain a grade of 60% or greater.

CFP Coaching and Personalized Financial Planning (Certificate)

Course Format: Classroom
School/Trainer: Vishal Shah CFP
Training Center(s)/Venue(s): Ahmedabad, India

Hello,
We are offering a personalized coaching for CFP by CFP professional in Ahmedabad.

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