# CFPInstitutes.com

> An independent guide to CFP® certification in India — what it is, where it leads, and how to compare CFP® education providers. Plus CFA, CWM, CTEP and wealth-management pathways.

Key facts: CFP® certification in India is awarded by FPSB India. The Regular pathway has four stages (FPSB® Investment Planning Specialist, Retirement and Tax Planning Specialist, Risk and Estate Planning Specialist, Integrated Financial Planning) followed by the Financial Plan Assessment and CFP® Exam. Core FPSB India fees are ₹1,20,500 + GST (Regular) and ₹84,000 + GST (Fast Track); institute training fees are separate. 22 education providers are listed by FPSB India (5 Premium, 17 Authorized).

CFPInstitutes.com is an independent education information and discovery platform. It is not a certification-awarding body and does not itself provide CFP® certification. Certification and professional designation information is subject to the policies of the respective certification organizations.

## Certifications
- [CERTIFIED FINANCIAL PLANNER® certification](https://cfpinstitutes.com/cfp-certification/): CERTIFIED FINANCIAL PLANNER® (CFP®) certification is an internationally recognised professional certification in personal financial planning. In India it is awarded by FPSB India to candidates who meet four requirements — education, examination, experience and ethics — showing they can build integrated financial plans covering investments, retirement, tax, risk and estate.
- [Chartered Financial Analyst® Program](https://cfpinstitutes.com/cfa/): The CFA® Program is a three-level graduate-level programme from CFA Institute focused on investment analysis, portfolio management and ethics. Candidates who pass all three exams and meet the work-experience and membership requirements can use the CFA® charter designation.
- [Chartered Wealth Manager®](https://cfpinstitutes.com/cwm/): CWM® (Chartered Wealth Manager) is a wealth-management designation from the American Academy of Financial Management (AAFM), offered in India through AAFM India. It focuses on managing wealth for affluent and high-net-worth clients, covering investments, portfolio management, risk, tax and estate considerations.
- [Chartered Trust & Estate Planner®](https://cfpinstitutes.com/ctep/): CTEP® (Chartered Trust & Estate Planner) is a designation from the American Academy of Financial Management (AAFM), offered in India through AAFM India. It focuses on estate planning, trusts, succession and intergenerational wealth transfer for individuals and families.
- [Association of Chartered Certified Accountants Qualification](https://cfpinstitutes.com/acca/): ACCA is a globally recognised professional accountancy qualification from the Association of Chartered Certified Accountants (UK). Students pass up to 13 exams across three levels, complete an Ethics and Professional Skills Module and 36 months of practical experience to become ACCA members.
- [Financial Risk Manager (FRM) Certification](https://cfpinstitutes.com/frm/): The Financial Risk Manager (FRM®) is a certification awarded by GARP, the Global Association of Risk Professionals. To earn it you pass two computer-based multiple-choice exams — Part I (100 questions) and Part II (80 questions), each four hours — and submit two years of full-time, risk-related work experience.
- [Compare certifications](https://cfpinstitutes.com/certifications/compare/): CFP® vs CFA® vs CWM® vs CTEP® on ten parameters.

## CFP® institutes (FPSB India–listed education providers)
- [All CFP® institutes](https://cfpinstitutes.com/cfp-institutes/): directory of every FPSB India–listed provider, filterable by city and learning mode.
- [FPA Edutech Pvt Ltd (Financial Planning Academy)](https://cfpinstitutes.com/institute/fpa-financial-planning-academy/): Premium Education Provider. CFP® Premium Education Provider with its head office in Mumbai, available pan-India through live online classes and centres in six cities. Teaching CFP® since 2007.
- [International College of Financial Planning (ICOFP)](https://cfpinstitutes.com/institute/icofp/): Premium Education Provider. New Delhi-based Premium Education Provider for the CFP® certification pathway (FPSB India). Classes run live online on Zoom — there is no physical classroom — so students can join from anywhere in India.
- [Indian Institute for Financial Certifications (IIFC)](https://cfpinstitutes.com/institute/iifc-indian-institute-for-financial-certifications/): Premium Education Provider. Founded in 2019 by Harminder Garg, CFP®, IIFC teaches the CFP® course through live online classes, with offices in Chandigarh and Delhi. FPSB India lists it as a Premium Education Provider for the CFP® certification pathway.
- [IMS Proschool Pvt. Ltd.](https://cfpinstitutes.com/institute/ims-proschool-pvt-ltd/): Premium Education Provider. CFP® Premium Education Provider with its head office in Thane, offering live online, classroom and hybrid CFP® coaching at every one of its centres across 10+ cities, with weekend batches starting every month.
- [Edufinpact Labs Pvt Ltd (Infin Academy)](https://cfpinstitutes.com/institute/infin-academy-edufinpact-labs/): Premium Education Provider. Mumbai-based Premium Education Provider for the CFP® certification pathway (FPSB India), run by Edufinpact Labs. Classes run live online on Zoom — there is no physical classroom — so students can join from anywhere in India.
- [3rd EYE Academy for Financial Studies](https://cfpinstitutes.com/institute/3rd-eye-academy/): Authorized Education Provider. Hyderabad-based education provider listed by FPSB India as an Authorized Education Provider for the CFP® certification pathway. Teaching is through recorded classes only, so you study at your own pace.
- [Beyond Learning Finance](https://cfpinstitutes.com/institute/beyond-learning-finance/): Authorized Education Provider. Founder-led, FPSB India–authorised CFP® training institute in Vile Parle, Mumbai, offering instructor-led coaching for all four CFP® courses, run by Jinal Mehta, CFP®.
- [edZeb](https://cfpinstitutes.com/institute/edzeb/): Authorized Education Provider. A New Delhi-based finance and accounting education provider, listed by FPSB India as an Authorized Education Provider for the CFP® certification pathway.
- [GLOBALFTI Pvt. Ltd.](https://cfpinstitutes.com/institute/globalfti/): Authorized Education Provider. Bengaluru-based education provider listed by FPSB India as an Authorized Education Provider for the CFP® certification pathway, offering CFP® classes online.
- [Hedge School of Applied Economics](https://cfpinstitutes.com/institute/school-of-hedge-hedge-school-of-applied-economics/): Authorized Education Provider. Kochi-based education provider listed by FPSB India as an Authorized Education Provider for the CFP® certification pathway, offering CFP® classes online.
- [House of Financial Planners](https://cfpinstitutes.com/institute/house-of-financial-planners/): Authorized Education Provider. Ahmedabad-based education provider listed by FPSB India as an Authorized Education Provider for the CFP® certification pathway, offering CFP® classes online.
- [Institute for Financial Literacy (Infily)](https://cfpinstitutes.com/institute/infily-institute-for-financial-literacy/): Authorized Education Provider. Infily (Institute for Financial Literacy) is a Jaipur-based education provider listed by FPSB India as an Authorized Education Provider for the CFP® certification pathway, offering CFP® classes online and in the classroom.
- [J.K. Shah Classes](https://cfpinstitutes.com/institute/jk-shah-classes/): Authorized Education Provider. A commerce and professional-qualification coaching brand headquartered in Andheri East, Mumbai, listed by FPSB India as an Authorized Education Provider for the CFP® pathway, with online classes and a wide centre network.
- [Maestrro Finplan Academy](https://cfpinstitutes.com/institute/maestrro-finplan-academy/): Authorized Education Provider. Kalyan-based education provider listed by FPSB India as an Authorized Education Provider for the CFP® certification pathway, offering CFP® classes online.
- [Miles Education](https://cfpinstitutes.com/institute/miles-education/): Authorized Education Provider. Mumbai-based education provider listed by FPSB India as an Authorized Education Provider for the CFP® certification pathway, offering CFP® classes online.
- [Mylogic Business Management School Pvt Ltd](https://cfpinstitutes.com/institute/mylogic-business-management-school/): Authorized Education Provider. Bengaluru-based education provider listed by FPSB India as an Authorized Education Provider for the CFP® certification pathway, offering CFP® classes online.
- [Navkar Digital Institute](https://cfpinstitutes.com/institute/navkar-digital-institute/): Authorized Education Provider. Ahmedabad-based education provider listed by FPSB India as an Authorized Education Provider for the CFP® certification pathway, offering CFP® classes online.
- [Planyourworld Training Academy Pvt. Ltd.](https://cfpinstitutes.com/institute/planyourworld-training-academy-pvt-ltd/): Authorized Education Provider. A New Delhi-based training academy listed by FPSB India as an Authorized Education Provider for the CFP® certification pathway.
- [PVS – Prashant V Shah](https://cfpinstitutes.com/institute/pvs-prashant-v-shah/): Authorized Education Provider. Ahmedabad-based education provider listed by FPSB India as an Authorized Education Provider for the CFP® certification pathway, offering CFP® classes online and in the classroom.
- [Simandhar Education Private Limited](https://cfpinstitutes.com/institute/simandhar-education/): Authorized Education Provider. Hyderabad-based education provider listed by FPSB India as an Authorized Education Provider for the CFP® certification pathway, offering CFP® classes online.
- [SUN Training Academy Pvt. Ltd.](https://cfpinstitutes.com/institute/sun-training-academy-pvt-ltd/): Authorized Education Provider. Chennai-based education provider listed by FPSB India as an Authorized Education Provider for the CFP® certification pathway, offering CFP® classes online.
- [The Wall Street School](https://cfpinstitutes.com/institute/the-wall-street-school/): Authorized Education Provider. New Delhi-based education provider listed by FPSB India as an Authorized Education Provider for the CFP® certification pathway, offering CFP® classes online.

## Articles and guides
- [What Is CFP® Certification and Is It Worth It in India?](https://cfpinstitutes.com/articles/what-is-cfp-certification-worth-it-india/): What CFP® certification is, how the pathway works in India, what it costs in time and money, who it suits, and how to decide if it's worth it for you.
- [CFP® Eligibility in India: Who Can Enrol and Who Can Get Certified](https://cfpinstitutes.com/articles/cfp-eligibility-india/): The difference between enrolling in the CFP® pathway and qualifying for certification — age, education, experience and ethics requirements in India.
- [CFP® vs CFA® vs CWM®: Which Certification Is Right for You?](https://cfpinstitutes.com/articles/cfp-vs-cfa-vs-cwm/): CFP® vs CFA® vs CWM® for India: focus, eligibility, exams, duration, cost and careers compared, with a practical decision guide for every career stage.
- [The CFP® Pathway Explained: From Specialist Courses to the Final Exam](https://cfpinstitutes.com/articles/cfp-pathway-explained/): How the CFP® regular pathway works in India — the three FPSB® specialist courses, Integrated Financial Planning, the plan assessment and the CFP® exam.
- [How to Choose the Best CFP® Institute in India](https://cfpinstitutes.com/articles/how-to-choose-cfp-institute-india/): How to choose a CFP® institute in India: FPSB India Premium vs Authorized providers, formats, faculty, fees, red flags and a simple scoring method.
- [CFP® Course Fees in India: FPSB India Fees vs Training Fees (Regular & Fast Track)](https://cfpinstitutes.com/articles/cfp-course-fees-india/): CFP® course fees in India: FPSB India fees for Regular (₹1,20,500 + GST) and Fast Track (₹84,000 + GST) pathways, plus institute training fees and totals.
- [Financial Planner vs Wealth Manager: What's the Difference?](https://cfpinstitutes.com/articles/financial-planner-vs-wealth-manager/): Financial planners and wealth managers overlap but aren't the same. Compare clients, day-to-day work, skills and the certifications that fit each path.
- [Should Insurance Advisors and MFDs Pursue CFP®?](https://cfpinstitutes.com/articles/cfp-for-insurance-and-mfd-professionals/): How CFP® can help insurance advisors and mutual fund distributors move from product conversations to planning conversations — and what it won't change.
- [Career Opportunities After CFP® Certification](https://cfpinstitutes.com/articles/career-opportunities-after-cfp/): Where CFP® can lead: roles in financial planning, wealth management, banking and advisory, how careers typically progress, and what to realistically expect.

## Free quizzes (25 questions each, with answer sheets and explanations)
- [Test your Money Management Skills — Quiz 1](https://cfpinstitutes.com/resources/quiz/money-management-quiz-1/): 25 questions on everyday money habits — budgeting, emergency funds, compounding, credit cards, credit scores and avoiding scams. No finance background needed.
- [Test your Money Management Skills — Quiz 2](https://cfpinstitutes.com/resources/quiz/money-management-quiz-2/): 25 questions on growing your money — mutual funds, SIPs, risk and return, asset allocation, costs and common investing mistakes.
- [Test your Money Management Skills — Quiz 3](https://cfpinstitutes.com/resources/quiz/money-management-quiz-3/): 25 questions on protecting your family and planning ahead — insurance, loans, credit, wills, retirement and life goals.
- [Test your CERTIFIED FINANCIAL PLANNER® Readiness — Quiz 1](https://cfpinstitutes.com/resources/quiz/cfp-readiness-quiz-1/): 25 exam-style questions for finance professionals — 15 standalone and 10 case-based — covering mutual funds, retirement planning, behavioural finance and Indian and cross-border tax.
- [Test your CERTIFIED FINANCIAL PLANNER® Readiness — Quiz 2](https://cfpinstitutes.com/resources/quiz/cfp-readiness-quiz-2/): 25 exam-style questions for finance professionals — 15 standalone and 10 case-based — on fund analytics, behavioural finance, a business owner’s protection and estate plan, and a returning NRI’s tax position.
- [Test your CERTIFIED FINANCIAL PLANNER® Readiness — Quiz 3](https://cfpinstitutes.com/resources/quiz/cfp-readiness-quiz-3/): 25 exam-style questions for finance professionals — 15 standalone and 10 case-based — on portfolio measures, insurance and fund regulation, a young couple’s goal plan, and an HNI’s property-sale and LRS decisions.

## Other pages
- [Careers and salaries](https://cfpinstitutes.com/careers/)
- [Free CFP® career guide](https://cfpinstitutes.com/resources/)
- [Get free guidance](https://cfpinstitutes.com/guidance/): WhatsApp/call +91 98187 12134
- [About](https://cfpinstitutes.com/about/)

Full text of all guides: https://cfpinstitutes.com/llms-full.txt