CFP Certification Training


Highlights of our training for CFPCM   :
Individual Attention and Guidance
Emphasis on Practice during class time
Assignments and Mock Tests

C.A. Preeti  Maheshwari with 20 years Taxation experience

Mr. Gunjan CFP with 15 years industry experience

C.A. Shweta with 10 years of Experience in Finance industry
Course fee Rs. 20,000/-
Weekend Batch   :  Classes on Saturday and Sunday. 
Weekday Batch   :   Classes on Monday , Wednesday & Friday.
Online Program  :   Classes in the Morning


CFPCM certification is the highest level of certification worldwide in the field of Financial Planning with over 1,71,000 CFPCM certificant’s and widely respected by consumers, professionals & industry.

CFPCM designation is a professional certification mark for financial planners granted by Certified Financial Planner Board of Standards (CFP Board) in the United States.
FPSB India is the licensing body in India that awards CFPCM Certification
We have subject matter expert professional’s from Insurance, Taxation, Investment planning actively
imparting guidance to students at our institute.

Certification Training is provided for all modules as listed below
Module 1 : Introduction to Financial Planning
Module 2 : Risk Analysis and Insurance Planning
Module 3 : Retirement Planning and Employee Benefits
Module 4 : Investment Planning
Module 5 : Tax and Estate Planning
Module 6 : Advanced Financial Planning
We are also conducting short duration financial planning course, which offers participants the opportunity to start earning income after 1 month of course completion. Click here to learn more about our “Earn as you Learn” program.
Address of Institute :
Accounts Institute, B-1/36, Second Floor,
B-Block Central Market, Sector 50, Noida. (Near City Center Metro Station)


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Dear Student, Respected parents,

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