Certified Financial Planner (CFP)
Why CFP?
- Globally Recognized Certification
- High Demand in Wealth Management Industry
- Strong Career Opportunities in Financial Advisory
- Finish in 12-18 months
- Opportunity for Independent Practice
- Strong Industry Credibility
- Competitive Salary
Why JKShah Classes?
- 43+ Years of Excellence in Commerce Education
- Rigorous Test Series
- Dedicated Learning Management System
- Concept-Driven Teaching Approach
- Practice real life examples embedded into the curriculum
- Exhaustive revision program
- Complementary NISM & Trading Sessions
Empower your career with CFP.
Get there with JK Shah Classes.
Economic growth | Money Flow | Need for experts
- 43+ Years excellence
- 3.9K+ airS
- 625K+ trained
This course includes:
- Regular Doubt Solving Session
- Flexible Learning Options
What You'll Learn
- Personal Financial Management
- Investment Planning & Asset Management
- Tax Planning & Optimization
- Risk Management & Insurance Planning
- Estate & Succession Planning
- Integrated Wealth Management Solutions
Who Should Enroll?
- Students seeking a career in financial planning and wealth management
- Graduates interested in investments, insurance, and personal finance
- Banking and finance professionals looking to enhance their credentials
- Financial advisors aiming to build advisory expertise
- Individuals aspiring to establish a successful practice in wealth management
- Professionals seeking global recognition in financial planning
- LEARNING PEDAGOGY DEVELOPED OVER 4 DECADES
- FOCUSED ON 100% CONCEPTUAL CLARITY
- QUALIFIED PROFESSIONALS FOR TEACHING AS WELL AS NON-TEACHING FUNCTIONS
- RIGOROUS AND PRECISE TEST SERIES
- DETAILED REVISION LECTURES ON COURSE COMPLETION
- Regular Doubt Solving Sessions
Course Syllabus
Comprehensive curriculum designed for your success
Regular Pathway
-
Eligibility
Criteria
Features
Age
Minimum 18 years of age
Citizenship
Must be an Indian Resident
Education Qualification
Must have completed HSC / 12th or equivalent qualification
Certification Eligibility
Suitable for B.Com / BBA / BAF / BMS Students Suitable for CA / CMA / CFA Aspirants
-
Registration & Fees
Fee Item
Final Price (₹)
Student Registration
₹18,000
Course Material (IPS)
₹5,025
Specialist Exam – IPS & Reattempt
₹8,000
Course Material (RTPS)
₹5,025
Specialist Exam – RTPS & Reattempt
₹8,000
Course Material (REPS)
₹5,025
Specialist Exam – REPS & Reattempt
₹8,000
Specialist Certification
₹11,000
Course Material – IFP
₹9,000
Psychology Course
₹5,000
Financial Plan Assessment + CFP Exam
₹25,000
CFP Certification
₹11,000
-
Exam
Particulars
Details
Regulated by
FPSB India
Specialist Certifications
FPSB® Investment Planning Specialist, FPSB® Retirement & Tax Planning Specialist, FPSB® Risk & Estate Planning Specialist
Final Assessment
FPSB® Integrated Financial Planning Course, Financial Plan Assessment (FPA) & CFP® Exam
Exam Pattern (Specialist Certifications)
75 MCQs per Specialist Certification
Exam Pattern (Final Assessment)
50 Questions (25 Case Study Based + 25 Theory Based) and Construction of Financial Plan
Mode of Exam
Online Proctored Examination or at DEXIT Center (formerly NSEIT)
Exam Platform
Mettle Secure Examination Platform
Duration
As prescribed by FPSB India
Ethics Requirement
Completion of FPSB India Professional Ethics Module
Certification Requirement
Completion of Education, Examination, Ethics & Experience Requirements
Experience Requirement
3 Years Unsupervised OR 1 Year Supervisory Experience in the Finance Industry
-
Structure
Certification
Subject Area
Assessment
FPSB® Investment Planning Specialist
Investment Planning
75 Marks
FPSB® Retirement & Tax Planning Specialist
Retirement & Tax Planning
75 Marks
FPSB® Risk & Estate Planning Specialist
Risk & Estate Planning
75 Marks
FPSB® Integrated Financial Planning
Financial Plan Assessment
100 Marks
Professional Ethics
Ethics Module
Mandatory Completion
Psychology
Behavioural Finance Concepts
Course Completion
Fast Track Pathway
-
Eligibility
Criteria
Features
Age
Minimum 18 years of age
Citizenship
Must be an Indian Resident
Education Qualification
Must possess an approved qualification/professional certification as prescribed by FPSB India
Approved Qualifications
CA, CA (Inter), CFA, ACCA, CMA (India), CMA (USA), CS, CPA, MBA/PGDM (Approved Streams), Postgraduate Degree in Finance/Economics/Commerce, CAIIB and other FPSB-approved qualifications
Work Experience
Minimum 3 years of relevant work experience in a financial planning-related domain
Certification Eligibility
Suitable for Finance Professionals, Banking Professionals, Investment Advisors, Insurance Professionals, Wealth Managers and Eligible Experienced Professionals
-
Registration & Fees
Fee Item
Final Price (₹)
Document Verification
₹5,000
Registration + Full Course Material (Bundled Price)
₹38,000
Psychology Course
₹5,000
Financial Plan Assessment + CFP® Exam
₹25,000
CFP® Certification
₹11,000
-
Exam
Particulars
Details
Regulated by
FPSB India
Route
Fast Track Pathway
Eligibility
Approved Qualification + Minimum 3 Years Relevant Experience
Specialist Certifications
Exempted
Final Assessment
Financial Plan Assessment (FPA) + CFP® Exam
Exam Pattern
50 Questions (25 Stand-alone Questions + 25 Case Study Based Questions)
Mode of Exam
Online Proctored / In-Person at Designated Test Centres
Exam Frequency
Conducted Every Alternate Month
Exam Duration
3 Hours
Ethics Requirement
Completion of FPSB® Global Ethics Course
Certification Requirement
Education + Ethics + Psychology Course + CFP® Exam + Financial Plan Assessment + Experience Requirement
-
Structure
Component
Assessment
FPSB® Global Ethics Course
Mandatory Completion
FPSB® Psychology in Financial Planning
Course Completion
FPSB® Integrated Financial Planning
Education Requirement
Financial Plan Assessment (FPA)
Mandatory Assessment
CFP® Exam
100 Marks
Experience Requirement
Minimum 3 Years Relevant Experience
CFP® Certification
Awarded upon successful completion of all requirements
Instructor:
- Instructor Rating: 4.8/5
Our Alumni Work At
.webp)
.webp){kind=logo}
.webp)
.webp)
.webp){kind=logo}
.webp)
.webp){kind=logo}
Top Achievers in CFP
Celebrating the consistent excellence and extraordinary achievements of our students globally
-
Shruti Shailendra Panday
SCORE: -
Shruti Shailendra Panday
CFA - Level 2
-
Sourabh Singh
SCORE: -
Sourabh Singh
CFA - Level 2
-
Tanmay Patel
SCORE: -
Tanmay Patel
CFA - Level 2
-
Vandana chotia
SCORE: -
Vandana chotia
CFA - Level 2
-
Viral Mukesh Jain
SCORE: -
Viral Mukesh Jain
CFA - Level 2
-
Zaid merchant
SCORE: -
Zaid merchant
CFA - Level 2
-
Mohit Manish Shah
SCORE: -
Mohit Manish Shah
CFA - Level 2
-
Karan Anil Khathurani
SCORE: -
Karan Anil Khathurani
CFA - Level 2
-
Jayesh Vinay Walavalkar
SCORE: -
Jayesh Vinay Walavalkar
CFA - Level 2
-
Krish Pradip Gala
SCORE: -
Krish Pradip Gala
CFA - Level 2
-
Akansha
SCORE: -
Akansha
CFA - Level 2
-
Disha Parmar
SCORE: -
Disha Parmar
CFA - Level 2
-
Disha Solanki
SCORE: -
Disha Solanki
CFA - Level 2
-
Henil Prakash Mistry
SCORE: -
Henil Prakash Mistry
CFA - Level 2
-
Nehul Ramesh Kukadiya
SCORE: -
Nehul Ramesh Kukadiya
CFA - Level 2
-
.webp)
Priyancee
SCORE: -
Priyancee
CFA - Level 2
-
Samruddhi Pratim Sovitkar
SCORE: -
Samruddhi Pratim Sovitkar
CFA - Level 2
-
Saurabh Sodhani
SCORE: -
Saurabh Sodhani
CFA - Level 2
-
Shrawani Vispute
SCORE: -
Shrawani Vispute
CFA - Level 2
-
Shreya Thindiyil
SCORE: -
Shreya Thindiyil
CFA - Level 2
-
Adesh
SCORE: -
Adesh
CFA - Level 1
-
Harsh
SCORE: -
Harsh
CFA - Level 1
-
.webp)
Akansha
SCORE: -
Akansha
CFA - Level 1
-
Pratiksha
SCORE: -
Pratiksha
CFA - Level 1
-
Harsh Joshi
SCORE: -
Harsh Joshi
CFA - Level 1
-
Rupali
SCORE: -
Rupali
CFA - Level 1
-
Karan
SCORE: -
Karan
CFA - Level 1
-
Aayush
SCORE: -
Aayush
CFA - Level 1
-
Devesh
SCORE: -
Devesh
CFA - Level 1
-
Anjali Gupta
SCORE: 77
Anjali Gupta
ACCA -FR
-
.webp)
Buvaneshan D
SCORE: 70
Buvaneshan D
ACCA -FM
-
Nishita Sunil Singh
SCORE: 81
Nishita Sunil Singh
ACCA -FR
-
Taha Rampurawala
SCORE: 84
Taha Rampurawala
ACCA -FM
-
Harshita Sachde
SCORE: 81
Harshita Sachde
ACCA -FM
-
.webp)
Teertha Bhalaria
SCORE: 80
Teertha Bhalaria
ACCA -AFM
-
.webp)
Aditya Pradhuman Gandhi
SCORE: 80
Aditya Pradhuman Gandhi
ACCA -FM
-
Nishita Sunil Singh
SCORE: 79
Nishita Sunil Singh
ACCA -FM
-
Viren Khanna
SCORE: 77
Viren Khanna
ACCA -FM
-
Pratham bubna
SCORE: 76
Pratham bubna
ACCA -FR
-
Anjali Gupta
SCORE: 75
Anjali Gupta
ACCA -FM
-
Raj deepak chawda
SCORE: 75
Raj deepak chawda
ACCA -SBL
-
Divya khandor
SCORE: 74
Divya khandor
ACCA -AA
-
Hamza
SCORE: 73
Hamza
ACCA -FR
-
Memon Ayan
SCORE: 73
Memon Ayan
ACCA -FM
-
Kavya Mukeshbhai Radhani
SCORE: 72
Kavya Mukeshbhai Radhani
ACCA -FM
-
Shravani Vishwanath Wakkar
SCORE: 72
Shravani Vishwanath Wakkar
ACCA -FR
-
.webp)
Mariam Qusai Haidermota
SCORE: 71
Mariam Qusai Haidermota
ACCA -AFM
-
Vikram Indulkar
SCORE: 71
Vikram Indulkar
ACCA -FR
-
Aayush Thakur
SCORE: 71
Aayush Thakur
ACCA -FM
-
Buvaneshan D
SCORE: 70
Buvaneshan D
ACCA -SBL
-
Taha Abdulkader Rampurawala
SCORE: 73
Taha Abdulkader Rampurawala
ACCA -FR
-
Viren Khanna
SCORE: 77
Viren Khanna
ACCA -FR
-
Bhavya Sachin Kumar shah
SCORE: 74
Bhavya Sachin Kumar shah
ACCA -FR
-
Harshita Sachde
SCORE: 74
Harshita Sachde
ACCA -FR
-
Teertha bhalaria
SCORE: 83
Teertha bhalaria
ACCA -SBR
-
Aditya Pradhuman Gandhi
SCORE: 79
Aditya Pradhuman Gandhi
ACCA -FR
-
Harsh Pandit
SCORE: 1630
Harsh Pandit
CFA - Level 1
-
Vidhi Rathod
SCORE: 1685
Vidhi Rathod
CFA - Level 1
-
Yash Pawar
SCORE: 1765
Yash Pawar
CFA - Level 1
-
Ameya Patil
SCORE: 1640
Ameya Patil
CFA - Level 1
-
Varun Chandan
SCORE: 1675
Varun Chandan
CFA - Level 1
-
Aman Thakkar
SCORE: 1720
Aman Thakkar
CFA - Level 1
-
Rohan Kamble
SCORE: 1650
Rohan Kamble
CFA - Level 1
-
Aryan Gohil
SCORE: 1610
Aryan Gohil
CFA - Level 1
-
Sairam Radhakrishnan
SCORE: 1675
Sairam Radhakrishnan
CFA - Level 1
-
Karan More
SCORE: 1765
Karan More
CFA - Level 1
-
Vinay Veeramallu
SCORE: 1640
Vinay Veeramallu
CFA - Level 1
-
Kush Patel
SCORE: 1750
Kush Patel
CFA - Level 1
Related Courses
-
CA Course - Foundation, Intermediate & Final Coaching
4.8
Indian Courses
5 Years
3 Levels
The Chartered Accountancy (CA) course is one of India’s most prestigious professional qualifications, conducted by the Institute of Chartered Accountants of India (ICAI).This program builds deep conceptual clarity, practical exposure, and exam-oriented skills in Accounting, Auditing, Taxation, Law, and Financial Management-preparing students not just to pass exams, but to excel as professionals.
View Course -
.webp)
Company Secretary (CS) Course
4.9
Indian Courses
3 years
3 Levels
The Company Secretary (CS) course is one of the most prestigious professional qualifications in India, designed for individuals who aspire to build a career in corporate law, compliance, governance, and strategic management. Conducted by the Institute of Company Secretaries of India (ICSI), the CS program prepares professionals to take up key managerial and advisory roles in companies across sectors actively involved in corporate decision-making processes, including negotiations, regulatory coordination, mergers and acquisitions, and dispute resolution.
View Course -
.webp)
ACCA Course - Duration, Eligibility and Exemptions
4.8
Global Pathways
2-3 Years
3 Levels
ACCA stands for Association of Chartered Certified Accountants. It is a UK based accounting body, founded in 1904. It is one of the most widely accepted accounting qualification with over 250,000 members and 600,000 students in 180 countries. ACCA is headquartered in London, and works through a network of over 100 offices and centers in 52 countries with more than 7,000 Approved Employers worldwide.
View Course -
.webp)
Cost and Management Accountant (CMA India) Course
4.9
Indian Courses
3.5 years
3 Levels
CMA is Cost & Management Accountants Professional Course of India. It is popularly known as ICWA Course. This course is offered by the Institute of Cost & Management Accountants of India (ICMAI) set up by an act of Parliament. CMAs are handling posts such as Business Analyst, Finance Reporting, Cost Controller, Internal Auditor and Tax Consultant etc. They help businesses to grow by their ability to handle resources wisely and help management in strategic decision making. CMA Institute started in 1944, it has been around 82 years since then.
View Course -
CFA Course - Build Your Career in Investment Banking & Finance
4.8
Global Pathways
3 years
3 Levels
The CFA (Chartered Financial Analyst) program is globally recognised as the gold standard certification for careers in investment banking, equity research, portfolio management, asset management, wealth management, and corporate finance. Administered by the CFA Institute (USA), the CFA qualification provides in-depth expertise in financial reporting and analysis, quantitative methods, fixed income, derivatives, alternative investments, risk management, and strategic portfolio planning. With increasing demand for skilled investment professionals in global capital markets, CFA charterholders are highly preferred by top financial institutions, multinational banks, private equity firms, hedge funds, and investment advisory companies. The CFA program equips candidates with advanced analytical capabilities and real-world financial decision-making skills, making it one of the most respected and high-paying qualifications in the global finance industry.
View Course -
.webp)
CMA USA Course - Details & Career Opportunities
4.9
Global Pathways
9-12 months
2 Levels
The US CMA (Certified Management Accountant) is one of the most in-demand global certifications in management accounting, corporate finance, financial planning, and strategic business management. Offered by the Institute of Management Accountants (IMA), USA, the US CMA credential is internationally recognised and highly preferred by multinational corporations (MNCs), global shared service centres, consulting firms, and Fortune 500 companies. With increasing demand for strategic finance professionals in global markets, US CMA offers strong career growth, international recognition, and competitive salary opportunities in the corporate finance domain.
View Course -
.webp)
11th - 12th Commerce
4.8
Career Arena
2 years
2 Levels
The 11th and 12th Commerce program is the foundational stage of specialised commerce education at the higher secondary level. It introduces students to core business, finance, and economic concepts while building academic discipline and structured learning habits. With a balanced focus on theory, numerical application, and board-oriented preparation, these two years help students develop subject depth, clarity of direction, and readiness for higher studies and professional pathways in commerce.
View Course -
Chartered Global Management Accountant (CGMA - CIMA UK)
4.9
Global Pathways
1 to 2 years
3 Levels
The CGMA Professional Qualification, offered by CIMA (UK), is a globally recognised program that develops future-ready finance and business leaders. The qualification combines accounting, finance, strategy, risk management, and business leadership to equip students with the skills required in today's dynamic corporate environment. With a practical and industry-focused curriculum, CGMA prepares professionals to drive business performance and strategic decision-making across organisations worldwide.
View Course -
Certified Internal Auditor (CIA) Course
4.8
Global Pathways
12-18 months
4 Levels
CIA stands for Certified Internal Auditor. It is the only globally recognized certification for internal auditors, awarded by the Institute of Internal Auditors (IIA), a US-based professional body founded in 1941 and headquartered in Lake Mary, Florida. The IIA has over 265,000 members across 170 countries and territories, and sets the Global Internal Audit Standards that govern the profession worldwide. The CIA is earned by clearing a three-part exam covering the fundamentals, practice, and business knowledge of internal auditing.
View Course -
US CPA Course - Fees, Duration, Eligibility & Syllabus Details
4.9
Global Pathways
1-2 years
4 Levels
The US Certified Public Accountant (US CPA) is one of the world's most prestigious accounting qualification, issued by the American Institute of Certified Public Accountants (AICPA) - the largest accounting body globally. The US CPA credential is recognised in 130+ countries and is the gateway to high-impact careers in accounting, audit, taxation, financial advisory, and senior finance leadership at Big 4 firms, MNCs, and US-based organisations worldwide. JK Shah Classes brings its decades of expert faculty-driven coaching to the US CPA programme - combining structured live teaching with UWorld's industry-leading exam preparation platform to deliver one of India's most comprehensive CPA coaching programmes.
View Course -
Enrolled Agent (EA) Course
4.8
Global Pathways
7 to 12 months
3 Levels
The Enrolled Agent (EA) credential is the highest qualification awarded by the IRS, recognizing individuals who are experts in federal taxation and authorized to represent taxpayers before the IRS. Our comprehensive EA preparation course is meticulously designed to equip you with the in-depth knowledge and practical skills required to pass all three parts of the Special Enrollment Examination (SEE) and become a distinguished Enrolled Agent. This program is ideal for accounting and finance professionals seeking to advance their careers, expand their expertise in US tax laws, and offer invaluable tax advisory services.
View Course -
Anti Money Laundering, Countering the Financing of Terrorism & Proliferation Financing
4.9
Certification Programs
4 months
1 Levels
Financial crime is a global challenge, creating demand for professionals who can identify risks, prevent money laundering and strengthen compliance. Designed for professionals and aspiring specialists seeking to expand their career opportunities, AFC Essentials builds knowledge of international anti-financial crime standards to support progression in India and opportunities to work abroad. Its global perspective is relevant to careers in accountancy, banking, financial services, FinTech and compliance, particularly within organisations serving international clients, handling cross-border transactions or supporting global compliance operations. PAT Business School’s and JK Shah Classes’ Certificate in AML, CFT and Proliferation Financing is a university-validated NFQ Level 8 qualification, equivalent to EQF Level 6, designed to develop practical knowledge of financial-crime risks and the controls used to address them. The programme combines adaptive learning with live application workshops delivered by leading AML practitioners.
View Course -
Introduction to Capital Markets
4.8
Certification Programs
4 months
1 Levels
Introduction to Capital Markets is a practical, beginner-friendly course that helps students understand how financial markets work and how investment decisions are made. Across nine modules, learners explore the financial system and its key players, the main instruments and asset classes, the fundamentals of investing, equity and company analysis, risk and behavioral biases, macroeconomic linkages, derivatives, and the basics of reading financial statements and valuing businesses. The course culminates in a live stock market simulation, where students apply what they have learned through real-time decision-making. Developed in collaboration with Nirmal Bang, it offers a clear grounding in how markets, businesses, and financial decisions connect, giving students the confidence to take their first steps into the world of investing.
View Course