CFPCM Certification program makes you competent to provide strategic advice in investments, insurance, tax, retirement & real estate planning. It is an global certification provided by FPSB USA which is a not for profit organisation based out of Denver, USA. It is a comprehensive skill development program to equip participants to offer authentic Financial Plans.

Certified Financial Planner – CFPCM certification is –


One of the prominent certification program preferred by Financial Industry across the Globe.


In INDIA, Charter Members of Financial Planning Standard Board (FPSB) have resolved to give preference to CFPCM Certified Professionals in their recruitment process. The Charter Members Include companies like HSBC Bank, L&T Mutual Fund, Religare, Deutsche Bank, ICICI Bank, State Bank of India, LIC, Axis Bank, Dhanalaxmi Bank, ICICI Prudential, Metlife, SBI Life, Bajaj Capital, ICICI Prudential, Mirae Asset, SBI Mutual Fund, Barclays Bank, Edelweiss, ICICI Securities, Motilal Oswal, Birla SunLife, Standard Chartered Bank, KARVY, Tata AIG, BNP Paribas, Franklin Templeton Investments, Kotak Mahindra Bank, Reliance Capital, Tata Mutual Fund, Citibank, HDFC Securities, UTI Mutual Fund etc. to name a few.

Internationally Recognized: The most recognized and respected Financial Planning Certification in more than 25 Countries across the Globe.

Who can enroll for CFPCM Certification:

  • Students pursuing/completed B.Com / BMS / BBA / BBI / BAF / BFM / M.Com
  • Other Undergraduates / Graduates looking for a career in Finance
  • MBA / CA / CA Inter
  • Professionals working in Banking & Financial Services Industry

Level 1: Investment Planning Specialist Certification

  • Personal Financial Management
  • Investment Planning and Asset Management
  • Regulatory Environment, Law and Compliance

Level 2: Retirement and Tax Planning Specialist Certification

  • Retirement Planning
  • Tax Planning and Optimization

Level 3: Risk Management and Estate Planning Specialist Certification

  • Risk Management and Insurance Planning
  • Estate Planning

Level 4: Certified Financial Planner Certification

  • Financial Planning Principles, Process and Skills
  • Integrated Financial Planning

1. CFP Pathway

There are three potential routes to fulfill the education requirement and become eligible for the exam.
1) Instructor-Led Education Route
In order to successfully complete this route, enroll with an FPSB Ltd. Authorized Education Provider.
2) Individual-Led Education Route
FPSB Ltd. provides educational materials in an online platform, including textbook content, PowerPoint outlines, quizzes, and practice tests that align to the learning objectives and prepare a learner to sit for the exam. Learners must pass the FPSB Ltd. quizzes for each chapter, as well as the post-module tests for both modules to be eligible to successfully complete the education component.
3) Education Exemption Route
Individuals may apply to FPSB Ltd. for exemption from the instructor-led or individual-led education routes. This status is granted upon proof that the individual holds any of the following linked qualifications or certifications. If this waiver is accepted, individuals may bypass the education and prove eligibility to sit for the exam by successfully passing the prequalification exam in the FPSB Ltd. online platform.

2. Exam Details:

Investment Planning Specialist Certification
Retirement and Tax Planning Specialist Certification

Risk Management and Estate Planning Specialist Certification

– 2 hours, 75 multiple choice questions, computer-based test for each track exam

Certified Financial PlannerCM Certification

– 4 hours, computer-based test with case studies

Why to prepare for CFPCM Certification with BANKEDGE

BANKEDGE is India’s Leading Banking and Financial Services Training Company that has more than 35 training locations Pan India. In last 3 Years BANKEDGE has trained and placed more than 5000 Young Graduates in various roles at Private Sector Bank and Financial Companies. BANKEDGE today is a respectable name among all BFSI majors.

For CFPCM Certification BANKEDGE has created High Standard Industry mapped Classroom as well as Online Course curriculum that helps the learner in preparing well for the CFPCM Certification. Faculties are Financial Planning Industry vetrons with more than 25 Years of Experience and all are CFP Certified trainers.

Placement Assistance

This is the most important element of training CFP Certification with BANKEDGE and here we have an Extra Edge. Through our dedicated Placement Cell – PICKUP we provided quality interview opportunities to all our candidates once they pass the CFPCM Certification. Thus we not only prepare them for training but also help the candidates in getting their dream career with India’s finest Financial Services Companies.

Our exclusive CFP Certification Classroom training Program offers:

  • Core and practical learning
  • Official Curriculum provided by FPSB Ltd.
  • Webinars of Industry’s Best Financial Practitioners
  • Case Studies with Mock tests
  • Online Mock Tests for each level
  • Doubt solving / faculty interactions
  • Flexibility to attend missed classes based on class schedule


6 to 8 months


  • Guaranteed Interview Opportunities for CFP Certified Candidates
  • Paid Internship of 6 months after CFP Certification (for selected candidates only and as per the availability)
  • Free Advanced Excel Training