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Premium Education Provider - FPSB India 📍 1st & 2nd Floor, Balwantrao Madgaonkar Building, Borivali (W), Mumbai – 400092

FPA — Financial Planning Academy

Mumbai's premier destination for CFP coaching. Established in 2007, FPA offers both offline classroom experiences and a robust online learning ecosystem designed to help you clear your CFP exam seamlessly.

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About FPA — Financial Planning Academy

Financial Planning Academy (FPA) is one of Mumbai’s premier destination for CFP coaching. Established in 2007, FPA offers both offline classroom experiences and a robust online learning ecosystem designed to help you clear your exams seamlessly.

Situated in Borivali West, Mumbai, FPA caters to a wide spectrum of students including fresh graduates and seasoned executives. Recognizing the demanding schedules of working professionals, FPA famously features highly structured weekend batches (Saturday and Sunday) alongside flexible recorded lectures via its proprietary “i-Learn” portal.

Beyond just CFP® coaching, FPA is a powerhouse in financial education, bringing its unique pedagogical approach to other global certifications like CFA, ACCA, US CPA, and CMA, making it a comprehensive hub for ambitious BFSI candidates.

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Programme

CFP® Regular Regular & Fast Track Pathway

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Learning Mode

Physical Classroom + Live Virtual + Recorded Lectures

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Duration

Regular pathway (9–12 Months) | Fast Track Pathway (5-6 Months)

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Course Fee

Request Details →

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Batches

Weekdays + Weekend (Sat–Sun)

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Placement

100% Assistance

Pathways

CFP® Programme Details

Choose the pathway that fits your background and timeline.

Open to All

CFP® Regular Pathway

8–12 Months

Duration

8–12 Months

Exam

4 (3 Specialists + CFP®)

Batches

Weekdays + Weekend

Mode

Physical Classroom + Online Virtual Classes

Eligibility:

→ 12th pass (any stream) — to start Specialist courses
→ Graduate degree required for final CFP® certification
→ Final-year students can start alongside degree

Best for: B.Com, BFM, BAF, BBI, BMS, BBA students, bank employees, insurance professionals, and IFAs

For Finance Professionals

CFP Fast Track Pathway

5-6 Months

Duration

5–6 Months

Exam

1 Exam (IFP Only)

Experience

3 Years in BFSI

Mode

Physical Classroom + Online Virtual Classes

Eligibility:

→ MBA / PGDM (any stream) from UGC/AICTE approved institution + 3 years exp. in BFSI
→ CA, CFA, CPA, ACCA holders

Academic Excellence

Meet Your Expert Mentors

Our faculty members are certified professionals with decades of real-world industry experience.

Jeetendar Peswani

Finance Educator | CFA Charterholder | CFP Professional

Finance Trainer & Financial Planner with expertise in CFA, CFP, Investment Management and Financial Planning. Trained 7,000+ students and conducted 75+ Investor Awareness Programs for leading AMCs and Stock Exchanges. Passionate about simplifying finance and helping people achieve financial freedom.

Kirtan Shah

Co-Founder & CEO

Kirtan Shah, CFP® — Co-Founder & CEO of Financial Planning Academy and Founder of Credence Wealth Advisors. A financial planning and investment expert with expertise in wealth management, mutual funds and personal finance. Passionate educator and industry mentor, dedicated to simplifying finance and empowering individuals to achieve financial freedom.

Yukti Gala

Finance Educator | CFA Level 2 | CFP Professional

Yukti Gala, CFP® - Vice President & Head Faculty at Financial Planning Academy, with around a decade of experience in finance and training. Previously worked with Anand Rathi Wealth Services and Sykes & Ray Equities, managing high-end client portfolios. A passionate finance educator specializing in investment products, mutual funds, taxation and financial planning, committed to simplifying finance for learners.

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The Learning Experience

What you get when you enroll with FPA — Financial Planning Academy

A comprehensive ecosystem designed to ensure your success in the CFP® certification journey.

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Concept Books

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Work Books

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Group Projects

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Pre-View Videos

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Class's Recordings

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Online Mock Tests

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Premium Education Provider

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Weekly Doubt Clearing

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Case Studies

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Personalized Mentors

Investment

Programme Fee Structure

Transparent pricing with no hidden costs for FPA — Financial Planning Academy training.

Self-Paced

CFP Fastrack Pathway

₹41,300 (Inc. GST)

One-time Training Fee

✔ Full CFP Video Library
✔ Live Doubt Sessions
✔ Mock Test Series
✔ 6 Months Validity

Most Recommended

Instructor-Led

CFP Regular Pathway

₹59,000 (Inc. GST)

Live Interactive Training

✔ Live Interactive Classes
✔ Physical Study Material
✔ Placement Assistance
✔ 24 Months Validity

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Note for Students: The above are Training Fees. FPSB India Certification Fees (Registration, Exam, and Certification) are to be paid directly to FPSB India in USD/INR as per their current schedule.

Key Differentiators

Why Choose FPA — Financial Planning Academy

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Premium Education Provider of FPSB India

FPA is one of only 5 institutions across India to hold FPSB India's "Premium Education Provider" status — the highest tier of recognition for CFP coaching in the country.

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80%+ Pass Rate — Above Industry Average

FPA's structured teaching, dedicated doubt sessions, and the i-Learn platform consistently deliver pass rates 15–20% above the national CFP exam average.

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i-Learn — In-House LMS with Video Lectures

FPA's proprietary Learning Management System gives students 24/7 access to recorded lectures, study material, mock tests, and doubt-solving resources — critical for weekend students who work full-time.

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Sykes & Ray Group — 140+ City BFSI Network

FPA is backed by the Sykes & Ray Group — a three-decade BFSI conglomerate with stockbroking, NBFC, and wealth management operations in 140+ cities. This directly powers FPA's placement pipeline.

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Integrated College Programmes — KPB Hinduja, L.S. Raheja, Jai Hind

Unique BFM–CFP integrated programmes with top Mumbai colleges let BCom/BFM students earn a degree and CFP certification simultaneously — entering the job market with both.

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Multi-Certification Hub — ACCA, CFA, CMA, IBOC

FPA is a Platinum ACCA partner, Platinum CMA (USA) partner, and offers CFA and IBOC coaching. Students who pursue CFP here can seamlessly stack other global certifications under one roof.

Real Stories

Student Success Stories

Priya Sharma — CFP® Cleared

Bank RM → Wealth Manager | ₹12 LPA

Jash Kriplani — CFP® Final Module Cleared

B.Com Graduate → Senior Financial Planner

Jash Kriplani — CFP® Final Module Cleared

B.Com Graduate → Senior Financial Planner

FAQ

Frequently Asked Questions

The total cost includes FPSB India registration (~₹1,08,000 across all 4 exams) plus FPA tuition fee depending on learning mode. Contact our advisor for a complete, itemised fee breakdown — we'll help you compare it with other institutes too.

The Regular Pathway typically takes 10–12 months. FPA runs weekend batches (Saturday–Sunday) making it fully compatible with a full-time job.

FPA graduates find roles as Wealth Managers (₹8–18 LPA), Senior Financial Planners (₹14–22 LPA), and Independent Financial Advisors (₹15–30+ LPA). FPA's Sykes & Ray Group backing gives direct access to placement in 140+ cities. 100% placement assistance is provided.

Yes. FPA provides 100% placement assistance. Backed by the Sykes & Ray Group — a 30+ year BFSI conglomerate with stockbroking, NBFC, and wealth management operations across 140+ cities — FPA has a strong industry pipeline for job placements.

Absolutely. FPA weekend batches (Saturday–Sunday) and the LMS portal is designed specifically for working professionals. Many of FPA's 11,000+ alumni cleared CFP® while holding full-time BFSI jobs.

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Other Courses at FPA — Financial Planning Academy

Not sure if CFP® is the right fit? Explore other programmes offered by FPA — Financial Planning Academy.

CFA® Program Classroom + Virtual

Globally recognized Chartered Financial Analyst coaching for aspiring corporate investment professionals.

US CPA & CMA Classroom + Virtual

Certified Public Accountant and Certified Management Accountant prep courses.

ACCA Classroom + Virtual

Association of Chartered Certified Accountants coaching, recognized worldwide.

⭐ Exclusive to CFPInstitutes.com

Why enrol in CFP® through us

The course you enrol in stays exactly the same — same faculty, same FPSB curriculum, same fees. What changes is the support layer you get on top of it, free of cost, only when admission is processed through CFPInstitutes.com.

Pillar 01

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Pillar 02

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Pillar 03

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Same course. Same institute. Significantly more support.

Zero extra cost. The exclusive benefits above are funded by us, not added to your fee.

Enquire about CFP at FPA — Financial Planning Academy