CFP Certification Training



Embark on a transformative journey towards financial expertise with our Certified Financial PlannerCM (CFPCM) training, marked by exceptional features tailored for your success. Our program prioritizes individual attention and guidance, ensuring a personalized learning experience. With a focus on practical application during class time, supplemented by thoughtfully designed assignments and mock tests, our training guarantees a comprehensive understanding of financial planning concepts. Led by distinguished professionals, including C.A. Preeti Maheshwari with an impressive 20 years of taxation experience, Mr. Gunjan CFP contributing 15 years to the industry, and C.A. Shweta with a decade of expertise in the finance sector, our faculty brings a wealth of real-world knowledge to your learning journey.

The CFPCM certification, recognized globally, stands as the pinnacle in financial planning accreditation, boasting a community of over 1,71,000 certificants worldwide. Endorsed by consumers, professionals, and the industry alike, this certification is granted by the Certified Financial Planner Board of Standards (CFP Board) in the United States, with FPSB India serving as the licensing body in India. Our institute takes pride in its roster of subject matter experts from diverse financial domains such as Insurance, Taxation, and Investment Planning, actively imparting their invaluable guidance to our students. Certification training spans modules covering Introduction to Financial Planning, Risk Analysis and Insurance Planning, Retirement Planning and Employee Benefits, Investment Planning, Tax and Estate Planning, and Advanced Financial Planning. Additionally, our institute offers a unique short-duration financial planning course, enabling participants to commence earning income within a month of course completion. For those eager to explore this “Earn as you Learn” program and take charge of their financial futures, visit us at Accounts Institute, B-1/36, Second Floor, B-Block Central Market, Sector 50, Noida, conveniently located near City Center Metro Station. Connect with us at 9312011906 to embark on your journey toward becoming a Certified Financial PlannerCM.



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