A guide on the CFP course

The realm of commerce, economics, and finance backgrounds are progressing each day with offering a world of opportunities to budding economists and financers of tomorrow. With the invigoration of a varied career-orientation courses, more and more individuals are hooked on to the courses and how.

Overview of CFP course:

The CFP (Certified Financial Planner) course is a renowned course for students studying finance, commerce, and economics. The CFP certification is a symbol of excellence achieved by individuals capable to meet the ethical, experiential, examinational, and educational standards. It is the most widely accepted and esteemed financial planning qualification as accepted by the global financial community.

An insight on the CFP course:

  • Recognition in 27 countries

For a course to being an internationally recognized one, there has to be a sizeable number of countries in which the course is accepted. The CFP course is accepted in twenty-seven countries worldwide, which makes the course a widely accepted one.

  • Low educational eligibility

The course is designed such that the students do not need to wait until graduating from their college to pursue it. The minimum educational criterion for pursuing the course is high school certification.

Although the course is specially designed for students from the finance and commerce background, it gladly accepts any field. Hence, B.Com, BBI, BFM, BMS, BIM, BBA, and the like are some of the fields that are eligible for the course.

  • Value-adding certification

As stated above, the minimum educational criterion for getting CFP certification is HSC; the course is also meant to add value to students who have completed their bachelor’s or master’s degree. Most post-graduate students like CA-interns, MBA students, M.Com students, CA aspirants, CS aspirants, and LLB finance pupils can get the CFP certification to add another dimension to their degrees. Besides, mutual fund advisors, insurance advisors, professional bankers, stockbrokers, and other professionals in the same niche can also pursue the course.

  • Career-orientation

The CFP course is precious, and the most widely recognized course. In fact, it is the most sought-after course for Financial Planning and Wealth Management. By ensuring them stable employment in job sectors like banking, mutual fund, share market, wealth management, and more, it is a highly touted one.

  • Career stability

The CFP course is also meant for future-proofing and advancing in the field of finance. Merging of banks and streamlining all the banking processes like mutual funds, savings, insurance, taxation, etc., demand the employees to be updated with varied aspects.

The CFP Course helps them leverage the employee performance and upgrade their interdepartmental ken in finance. This helps the employees keep up with the industry dynamics and ensures career stability.


The Certified Financial Planner Course in India adds a lot of value to students’ careers in the realm of finance. Nevertheless, the CFP Certification offers flexibility to students from other educational streams as well. The CFP Training is a career-orientation program that offers a wide range of career options in finance streams like banking, mutual funds, and insurance, hence proving to being a promising one.

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