Certificate In Financial Planning

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.


  • 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.


Sr. No. Name of Module Type of Questions Test Duration No. of Questions Maximum Marks Pass Marks (%) Negative Marking
1 Certificate in Financial Planning & Advisory (FPA) MCQ 2 Hrs 100 100 50 20%

Registration Process:

Candidates can directly register for the certification exam. Once registered for the exam, the candidate receives the exam link by email within 5 working days. A candidate can appear for the exam anytime from anywhere on a remote proctored platform within 1 year from the date of exam registration.

Free study resources are available here- Knowledge Library

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 the live training programs for a year.

Upcoming training programs are listed here- Skill-Building Programs

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:

Certificate In Financial Planning For Equalifi Members For Non-Members
 Exam Fee INR 1,180 INR 2,360

*Fee mentioned is inclusive of GST and applicable for each attempt.