Career as a Financial Planner

financial plannerAs it is clear from the name, Financial Planner is a professional who plans the funds of the client. He/she makes sure of the right distribution of the funds for the business. This is indeed a challenging and a difficult task. The candidates who are certainly good at mathematics, statistics or numbers, should go for this career option.

Financial Planning Standards Board India (FBSB India) provides Certified Financial Planner (CFP) certification program which is an internationally accepted Financial Planning qualification. Students pursuing their graduation studies, and who are looking to make a career in finance or financial planning, may consider doing a certification course called Certified Financial Planner (CFP) along with their degree.

One needs to complete the academic course of the CFP curriculum from an authorised Education partner institute or by self-study, after that the candidate needs to clear the exams listed below. There are total 5 exams you need to clear to be a certified financial planner.


  1. Risk Analysis & Insurance Planning (Exam 1)
  2. Retirement Planning & Employee Benefits (Exam 2)
  3. Investment Planning (Exam 3)
  4. Tax Planning & Estate Planning (Exam 4)
  5. Advanced Financial Planning (Exam 5)

For syllabus and other details, please visit:

CFP title is awarded upon clearing above mentioned exams and 3-4 years of relevant experience in the finance.


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