About Beyond Learning Finance
- Beyond Learning Finance is listed by FPSB India as an Authorized Education Provider for the CFP® certification pathway.
- Located in Mumbai.
- Learning modes: online and classroom.
Beyond Learning Finance (BLF) is listed by FPSB India as an Authorized Education Provider for the CFP® certification. Founded in 2019 by Jinal Mehta, CFP®, it describes itself as a provider of instructor-led CFP® training across India, from its centre in Vile Parle (West), Mumbai, near Mithibai College.
BLF covers the complete CFP® education programme — the three FPSB® specialist courses (Investment Planning, Retirement and Tax Planning, and Risk and Estate Planning) and the Integrated Financial Planning capstone, which leads to the financial plan assessment and the CFP® exam.
It is a founder-led institute: Jinal Mehta, a CFP® professional since 2011, leads the teaching and draws on more than a decade of personal-finance experience in a family office and in education.
FPSB India Authorized Education Provider
Listed in the Authorized category on FPSB India’s Authorized Education Provider page (checked October 2026).
Verified by CFPInstitutes.comFounder-led teaching
Classes are led by founder Jinal Mehta, a CFP® professional since 2011.
As stated by Beyond Learning FinanceComplete CFP® coverage
Coaching for all three specialist courses and the Integrated Financial Planning capstone.
As stated by Beyond Learning FinanceMumbai centre
Based at Swastik Plaza, Vile Parle (West), near Mithibai College — with instructor-led training offered across India.
As stated by Beyond Learning Finance
CFP® pathways at Beyond Learning Finance
Regular pathway
About 8–12 weeks per course- Exams
- 4 exams — three specialist courses, then Integrated Financial Planning and the CFP® exam
- Mode
- Instructor-led coaching
- Eligibility
- Age 18+ with Class 12 (HSC) completed to start
- Graduation required for final CFP® certification
- Relevant work experience required before certification
- Suited for
- Commerce and finance students
- Early-career finance professionals
- Anyone starting the CFP® programme from scratch
Pathway rules are set by FPSB India. See CFP® eligibility.
Faculty
Jinal Mehta, CFP®
Founder & Lead Trainer, Beyond Learning Finance
Jinal Mehta has been a CFP® professional since 2011 and founded Beyond Learning Finance in 2019 to help aspiring financial planners through the CFP® programme. With more than 12 years in personal finance — spanning a family office and an education institute — Jinal teaches the full CFP® curriculum and has also taught as visiting faculty at Jai Hind College, Mumbai.
Centres
MumbaiHead office
Office no. 43, Swastik Plaza, V. M. Road, Near Mithibai College, JVPD Scheme, Vile-Parle (West), Mumbai – 400056
DirectionsOnline
Live virtual classes for students anywhere in India.
Compare all CFP® classes in Mumbai.
Beyond Learning Finance CFP® FAQs
Is Beyond Learning Finance approved by FPSB India?
Yes. Beyond Learning Finance appears on FPSB India's list of Authorized Education Providers for the CFP® certification, in the Authorized category (checked October 2026).
Where is Beyond Learning Finance located?
Its centre is at Office no. 43, Swastik Plaza, V. M. Road, near Mithibai College, JVPD Scheme, Vile Parle (West), Mumbai – 400056. It also describes its instructor-led CFP® training as available across India.
Who teaches at Beyond Learning Finance?
The institute is led by its founder, Jinal Mehta, a CFP® professional since 2011 with more than 12 years in personal finance.
Which CFP® courses does Beyond Learning Finance cover?
All four: the Investment Planning, Retirement and Tax Planning, and Risk and Estate Planning specialist courses, and the Integrated Financial Planning capstone that leads to the CFP® exam.
What is the CFP® course fee at Beyond Learning Finance?
BLF does not publish its training fee online, so ask the institute directly. FPSB India's own registration, course material, exam and certification fees are separate and paid directly to FPSB India — see the fee breakdown on this page.
Questions to ask before you enrol
- Which CFP® pathway stages do you cover, and in what order?
- What are the upcoming batch dates and timings?
- What exactly does your fee include — and which FPSB India fees are separate?
- Who teaches, and can I attend a demo class?
- How do you support the financial plan assessment?
- What does “placement assistance” include in practice?
CFPInstitutes.com is an independent guidance platform and is not affiliated with Beyond Learning Finance or FPSB India. Details on this page are compiled from public sources and the institute; we don’t rank institutes or publish unverified ratings, placement figures or outcomes.
