Introduction Financial Planning Risk Analysis and Insurance Planning Retirement Planning and Employee Benefits Investment Planning Tax Planning and Estate Planning Advance Finance Planning

Certified Financial Planner – CFP

The Certified Financial Planner (CFP) credential, awarded by the Financial Planning Standards Board (FPSB – USA), is the gold standard for personal finance professionals. Recognized in 26+ countries, this certification empowers you to manage wealth, achieve client goals, and build a lucrative career in India’s booming BFSI sector. Join ISFM’s Stock Market Courses to master CFP and bridge India’s shortage of 5,000 certified planners!

The CFP Certification validates expertise in personal financial planning, including retirement, tax, insurance, and estate planning. Administered by FPSB Ltd. in India since 2019, it combines ethical standards with advanced investment strategies, making it a must-have for advisors serving HNIs (High Net Worth Individuals).

₹40,000 /One Time.

What Will You Get?

Free Demat A/c
Free Learning Management System
Free Mobile App for life time
4 PDF Books, 4 PPT's
Live Case Studies
One Year Fee Validity

Skills you'll learn

Prerequisites

Prior to enrolling, you should have the following knowledge:

Who Can Join

Get Learned by NISM Certified Trainer

Our Trainer are not just faculty members, they are full time professional traders.

Program Outline

CFP

Introduction Financial Planning
Risk Analysis and Insurance Planning
Retirement Planning and Employee Benefits
Investment Planning
Tax Planning and Estate Planning
Advance Finance Planning

Program Instructors

Unlike typical professors, our instructors come from Fortune 500 and Global 2000 companies.

Mr. Sushil Alewa

Director, SEBI Reg. Research Analyst, MBA, CFP

16 years of trading, training & consultancy experience
Specialist in investment management and technical analysis
Conducted over 1,600 investor awareness programs
Financial education trainer associated with SEBI, AMFI, ICAI and IICA initiatives

Mr. Anil Mor

Director, Portfolio Manager & Financial Market Trainer

21+ years of stock market experience
Extensive expertise in HNI portfolio management
Specialist in Equity, Commodity, Currency and Mutual Fund markets

Mr. Yashaswi Anand

Faculty Member

8+ years of market experience
Expert in technical analysis and market research
Experienced trainer for investors and traders

Mr Aman Puri

Algo Trainer

5+ years of stock market experience
Engineering Graduate from Delhi College of Engineering with a strong passion for technology and financial markets.
Helping traders eliminate emotions and follow disciplined strategies.
Focused on Building Innovative Solutions for traders and wealth managers using advanced technology.

Mr Ramkesh

Faculty

5+ years of stock market experience
Specialized Across Equity, Commodity, Currency & Mutual Fund Markets
Deep Market Expertise across Equities, Commodities, Currencies, and Mutual Funds
Focused on Long-Term Wealth Creation & Risk Management