CFP Admission 2023: Registration Dates, Exam Structure, Fee Structure, Best Colleges

CFP Admission 2023: Admission to CFP 2023 will be based on merit. For enrollment in the CFP course, there are no entrance exams held. It is a typical certificate program that can be finished in anything from 6 to 8 months to 2 to 3 years.

The Financial Planning Standards Board of India has a CFP certification. The candidate who successfully completes the CFP course and passes the FPSB exam is awarded the certification. Those who have completed the 12th standard are eligible to enroll in the CFP course. Candidates pursuing a doctorate, post-doctoral degree, or graduation may also apply.

CFP Admissions: Registration Deadline 2023

Several institutes offer instruction for the CFP certificate course. For admission to these training colleges, there are no entrance tests. Candidates can enroll in the course by visiting their official website.

Candidates who registered up to May 2021 will still be able to do so through March 2023, regardless of whether they are on the Regular status road or the Challenge status pathway. Those who didn’t pass the exam then had to sign up for the new course again. The best CFP Institutions are listed below, along with information about how to enroll and when to register.

Name of the InstitutionMode of StudyRegistration Date for the 2023 Session
IMS preschoolClassroom, Live Online, and Recorded sessionsTo be announced
International Centre of Financial Planning – DelhiOnline classes and Recorded sessionsSeptember 2023
International Centre of Financial Planning – MumbaiOnline classes and Recorded sessionsSeptember 2023
International Centre of Financial Planning – MysoreOnline classes and Recorded sessionsSeptember 2023
Icici direct Centre for Financial Planninge-classTo be announced
International Institute of Research and Wealth Management (IIRWM)Classroom, recorded sessionsAvailable soon

Admissions Process for CFP 2023

For all applicants to the new course, there is only one method, which is the Regular track. The procedures for applying to CFP are listed below.

  • The aspirant must first register with the NSE Academy to receive an NCFM ID.
  • Fill out the “Students Registration Form” and pay the registration costs to become a member of the FPSB.
  • Following document verification, the FPSB activates the student’s account, opens the NSE portal, and notifies them that they have been registered.
  • The candidate can enroll in any of the colleges or universities listed above after registering to study the courses that will be covered in the certification exams.
  • After finishing the course, the candidate can reserve a day depending on the number of seats in the testing facility.

CFP Admissions 2023: Fee Structure

CFP Admission 2023
Step UndertakenFee
Student Registration Fees with FPSB IndiaINR 12,600 (valid for one year)
Materials for Tracks (1-3)INR 11,400 (INR 3,800 per track)
Exam fees for Tracks (1-3)INR 13,800 (INR 4,600 per track)
Material for CapstoneINR 11,400
Exam fees for CapstoneINR 6,900
TotalINR 56,100

CFP Admission Guide 2023

Module NumberSubject of study
Module 1Personal Financial Management
Module 2Investment Planning
Module 3Regulatory Environment
Module 4Risk & Insurance Planning
Module 5Retirement Planning
Module 6Tax planning & optimization
Module 7Estate & wealth planning
Module 8Financial planning process
Module 9Integrated financial planning

2023 CFP Admission Advice

The most crucial considerations while choosing a college and showing up for the CFP exam are listed below. AEP, self-study, and study waiver are the three options for studying for the TRACK exams under the new course system.

  • Candidates for the self-study mode must pass the admission exam administered by the FPSB.
  • Study through AEP: The 3-6 month CFP certification courses are offered at all public and private educational institutions.
  • Study Waiver: This is available to individuals who meet the prerequisites. They will need to receive at least a 70% on the entrance examination (in two attempts). They wouldn’t need to purchase any textbooks from

Tests for MODULE.

  • Chose the institution with the best track record. – When choosing a college or institution to attend while studying for the CFP Exam, consider the amount of CFP holders already enrolled there and how current their knowledge of the curriculum is.
  • Choose a college that offers live classes. Many colleges offer subject modules that can be downloaded in recorded form, but in the long run, they might not be enough to fully comprehend the subject. It is preferable to choose an institution that offers live online classes so that you can get your questions answered right away.
  • Choose the TRACK that is most comfortable for you. With the new course format, you can pass each TRACK for the CFP independently after enrolling in college. Therefore, pick the TRACK whose subject matter most interests you initially.

Certified Financial Planner Certification – Exam Pattern, Eligibility, Fees, Jobs & Careers


Ques. Which choice—CFP or CA—is simpler?

Ans. In comparison to CA, CFP is simple. In contrast to the 3 to 5 years it takes to become a CA, it can be finished in a year. Additionally, the CFP course structure is less dense than the CA one.

Ques. Is the CFP from India transferable to another nation?

Ans. Yes, the CFP from the FPSB is legal in 26 nations. However, because tax laws vary from nation to country, in some places you might need to take an additional taxation course.

Q. How much can a new hire with CFP make in India?

Ans. Earnings for a fresher with a CFP will be greatly influenced by aspects including location, subject-matter expertise, and communication abilities. If hired by a reputed company even without any extra training or experience, the remuneration should range from INR 10,000 to 30,000 per month.

Ques. Can a student earn their graduation degree and take the CFP course at the same time?

Ans. You can apply for the CFP, study online, and take the exam while pursuing a degree following your plus two, whether it be a graduate or post-graduate degree. In order to improve your professional possibilities, you can also do so while working a job.

Ques. Has SEBI and PFRDA authorized the CFP?

Ans. Neither the Securities and Exchange Board of India (SEBI) nor the Pension Fund Regulatory & Development Authority has any direct relationships with the FPSB, the entity that authorizes the CFP (PFRDA). But SEBI and PFRDA acknowledge the CFP as one of the reliable educational credentials in financial planning and exclude its holder from several eligibility-based requirements, such as becoming a Retirement Advisor without sitting for the PFRDA test.

Q. Is there a difference between a Certified Financial Planner and an Investment Advisor?

Ans. A CFP can work in a variety of financial planning fields, including retirement planning, tax planning, risk management, and investment planning, among others. A client’s investments are the only ones for which an investment advisor can provide advice.

Q. Taking the CFP course before getting an MBA worthwhile?

Ans. CFP is a fantastic choice to pursue before an MBA, yes. If you already hold a CFP, earning your MBA in finance will significantly advance your career. Many financial institutions favor candidates who have both a CFP and an MBA in Finance.

Ques. Is taking the CFP course worthwhile in the current economic climate?

Ans. Yes, it is worthwhile because large and medium-sized businesses in the finance and investment sector need fresh ideas to chart their future because the global economy is still fighting to recover from the epidemic. And they are on the lookout for individuals who have taken a course like CFP.

Q. Is a CFP certification useful for professional progression if one already works in the field?

Ans. A CFP unquestionably facilitates career advancement. Professionals with CFPs have advanced in their careers in the finance industry more than their contemporaries without them, according to global research conducted by FPSB. It is also very beneficial for those looking to launch their own independent financial planning business.

Ques. Does experience necessary for the AFP course—such as working as an accountant for a nearby store—count?

Ans. Yes, it counts as experience, but under the non-financial services option, not the financial services one, which only requires three years of experience.

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