IIFM: International Institute Of Financial Markets
CFPCM (Certified Financial Planner)
  • What is CFPCM Certification?

  • It is an internationally recognized certification which upgrades the knowledge of all aspects of personal finance. It is one of the fastest growing professions across the world. It signifies the importance of understanding the complexities of the financial products and services. It is a mark of big picture approach which is a pre-requisite for giving solution to the long-term financial problems of different individuals.
    There's a huge demand and supply mismatch in financial sector. Industry demands more than 1,50,000 CFPCM professionals while we just have a little over 700 Certified Financial Planners in India.


  • Some interesting facts about CFPCM

    • In countries like USA & Australia a person cant sell financial instruments like insurance, Mutual funds without having a CFPCM certification.
    • CFPCM is the only qualification which covers all aspects of personal finance.
    • FPBS, India is the only board which conducts CFPCM exams round the year.
    • By clearing any module of CFPCM curriculum candidate gets AFP ( Associate Financial Planner ) certification.

    Advantages:-

    • It provides a cutting edge over other financial professionals.
    • It makes one a part of global financial arena.
    • It provides a rewarding career by developing analytical and comprehensive approach in the financial sector.
    • It is recognized in over 23 countries across the globe offering global transferability
    • It enhances the skill of delivering financial services to the clients.
  • Course-offering structure of IIFM:-

  • Regular Classroom Program

    It is a weekend batch of 3 hrs. each on Saturday and Sunday. The session is designed to cover the course based on case-studies. This helps in developing analytical approach towards different aspects of finance.
    It is for every eligible student who is atleast 10th pass and for professionals from both financial and non-financial fields.

    Advantages:-

    • It facilitates regular interaction with the faculty and classmates
    • Periodical revision and doubt clearing sessions help in better understanding of the course.
    • It develops a sense of competitiveness among students to enhance the productivity and enforces diligent efforts from their side.

    Distance Learning Program(DLP)

    It is an assistance given by IIFM to the CFPCM aspirants who cannot attend classes due to their study, job or due to unreachability to the study centre.

    Advantages:-

    • Distant students get full support in becoming CFPCM Professionals and in developing special financial skills.
    • Students can pursue their jobs along with the preparation of the exam.

    CFPCM Challenge Pro

    It is a fast-track 6-days workshop held on weekends. It has been specially designed to cover the basics of all the modules of CFPCM Certification.
    It is meant for post-graduate professionals with 3 years of work-experience in the financial sector or, 5 years in others.

    Advantages:-

    • This 30 hrs. rigorous training acts as a support mechanism in clearing the CFP exam
    • Interactive session between the faculty and the professionals from different backgrounds helps them in taking prudent financial decisions for themselves and for their clients.

    CFPCM - Online

    live streaming classes with distinguished faculty and practical edge provided in association with IIM Ahmedabad's incubation company, V Mukti, our online endeavor has been the key to provide quality education for CFPCM aspirants.
    It is solution for those who can't attend classes but require tutorial for preparations for CFPCM exams.

    Advantage:-

    • Live tutorials at your desktop or laptop with least infra requirements.
    • Pre -recorded sessions can be used at home for revision.

    Try Out Sample set of Questions for CFPCM

    click on the link to take the test.

    CFPCM, CERTIFIED FINANCIAL PLANNERCM, and are owned by Financial Planning Standard Board Ltd.(FPSB)outside the United States. FPSB India is the marks licensing authority for the CFP marks in India through agreement with the FPSB.