Equalifi’s Certificate in Financial Planning (CFP) is designed to develop all-round financial planning professionals with proven understanding of the financial services industry and a high level of competency in designing bespoke financial plans personalized to the specific needs of each and every client.
Financial planning is a step-by-step approach to meet one’s life goals. Financial planning helps one determine short and long-term financial goals and create a balanced plan to meet those goals.
A financial plan acts as a compass and a Financial Planner acts as a Guide as one goes through life’s journey. A Good Financial Planner helps clients with a holistic financial plan which enables them to be in control of their income, expenses and investments and thus be a better position to achieve life goals.
Financial Planning is considered to be both Art & Science. Taking the same analogy a good Financial Planner is someone who like a doctor not only helps his clients manage a better financial health but as an artist also help them create a financial future which they so desire.
This certification program aspires to create such Financial Planners & Advisors whose approach is based on strong financial planning principles and whose behavior is based on strong financial advisory ethics.
Topics:
- Introduction to Financial Planning
- Insurance
- Investments
- Risk & Return
- Asset Allocation
- Tax Planning
- Retirement Planning
- Estate Planning
- Technology in Financial Planning
- Managing Successful Client Relationships
Reference Books:
Financial Planning – A Ready Reckoner – by Madhu Sinha
i. Financial Planning- A Ready Reckoner
Author- Ms. Madhu Sinha
ii. The Only Financial Planning Book
Author- Mr. Amar Pandit
iii. Lets Talk Money
Author- Ms. Monika Halan
Training Calendar:
You can find the upcoming training schedule for FPA program here
Exam Details
Equalifi is offering the FPA examination on an external, remote-proctored platform. Candidates can schedule an exam by paying the exam fee. Once the exam fee payment is done and exam registration is confirmed, the exam platform sends out the exam link by email to the candidates. Candidates can appear for the exam anytime any day within the next 1 year through this exam link from any place. Candidates need a good internet connection and a functional camera on their PC/ Laptop to appear for this exam.
Registration Process:
Candidates can register for Equalifi Academy’s Certification programs through any of the following modes:
Member Mode
Under this mode, candidate first needs to sign up as an Equalifi Individual Member. As a member, a candidate gets complimentary access to study resources, tutorials (live and recordings) and various other member benefits round the year.
Equalifi Membership is for a year. Candidate can study for any of Equalifi’s education programs during membership tenure. To appear for any exam, a candidate needs to register for the particular exam and appear within a year from the date of exam registration.
Exam Mode
Under this mode, a candidate can directly register for the certification exam of his choice. Once registered for the exam, candidates will receive the exam link by email within 7 working days. Candidates can appear for the exam anytime from anywhere on a remote proctored platform within 1 year from the date of exam registration.
Candidates registering under the exam mode do not get access to any study material or training.
Equalifi regularly conducts exam preparation training for various certification exams. Candidates who wish to attend live training, can either pay and register for each training or sign up as an Equalifi Member to get complimentary access to all study resources for a year.
Upcoming training programs are listed here- Skill-Building Programs
Membership details are given here- Equalifi Individual Memberships
Candidate Audit:
Equalifi will randomly audit a percentage of applications on a regular basis. Candidates will be responsible for providing the requested supporting documentation to verify their education and professional background as mentioned in the registration form. Equalifi’s practice is not to contact employers or educational institutions to obtain verification documentation on the candidate’s behalf. Failure to comply with the audit, falsification or misrepresentation of requested information and/or any unprofessional conduct will result in denial/cancellation of the exam registration and/or revocation of the program certificate. Candidates subject to audit will be notified by e-mail and will have 10 business days to respond. Once selected for audit, candidates will be required to satisfy the audit requirements before being able to receive the final certificate. Failure to comply with the audit will result in forfeiting all fees. Additionally, a candidate who does not comply with the audit will be subject to audit if reapplying for a future testing window.
Fee Details:
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Certificate in Financial Planning (CFP)
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For Equalifi Members
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For Non-Members
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Fee
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INR 1,770
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INR 3,540
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*Fee mentioned is inclusive of GST. Exam fee is applicable for one attempt.
Exam Preparatory Material
Access the CFP tutorial recordings and study material here