Certified Financial Planner (CFP) Certification

Light Financial Education helps you optimize your productivity by providing a comprehensive solution that brings together all your tools and tasks into a unified platform, enabling seamless collaboration and efficient workflow management.

Modules Covered in this Program

  • No Experience Needed

    Investment Planning Specialist

    Exam: 2 Hours, 75 multiple choice questions

    CPD: 5 Hours Annually

    Adherence to FPSB Ltd's Code of Ethics

    Five hours course

  • No Experience Needed

    Retirement & Tax
    Planning Specialist

    Exam: 2 Hours, 75 multiple choice questions

    CPD: 5 Hours Annually

    Adherence to FPSB Ltd's Code of Ethics

    Five hours course

  • No Experience Needed

    Risk & Estate
    Planning Specialist

    Exam: 2 Hours, 75 multiple choice questions

    CPD: 5 Hours Annually

    Adherence to FPSB Ltd's Code of Ethics

    Five hours course

  • No Experience Needed

    Integrated Financial
    Planning Specialist

    Exam: 2 Hours, 75 multiple choice questions

    CPD: 5 Hours Annually

    Adherence to FPSB Ltd's Code of Ethics

    Five hours course

  • No Experience Needed

    Investment Planning Specialist

    Exam: 2 Hours, 75 multiple choice questions

    CPD: 5 Hours Annually

    Adherence to FPSB Ltd's Code of Ethics

    Five hours course

  • No Experience Needed

    Retirement & Tax
    Planning Specialist

    Exam: 2 Hours, 75 multiple choice questions

    CPD: 5 Hours Annually

    Adherence to FPSB Ltd's Code of Ethics

    Five hours course

  • No Experience Needed

    Risk & Estate
    Planning Specialist

    Exam: 2 Hours, 75 multiple choice questions

    CPD: 5 Hours Annually

    Adherence to FPSB Ltd's Code of Ethics

    Five hours course

  • No Experience Needed

    Integrated Financial
    Planning Specialist

    Exam: 2 Hours, 75 multiple choice questions

    CPD: 5 Hours Annually

    Adherence to FPSB Ltd's Code of Ethics

    Five hours course

  • No Experience Needed

    Investment Planning Specialist

    Exam: 2 Hours, 75 multiple choice questions

    CPD: 5 Hours Annually

    Adherence to FPSB Ltd's Code of Ethics

    Five hours course

  • No Experience Needed

    Retirement & Tax
    Planning Specialist

    Exam: 2 Hours, 75 multiple choice questions

    CPD: 5 Hours Annually

    Adherence to FPSB Ltd's Code of Ethics

    Five hours course

  • No Experience Needed

    Risk & Estate
    Planning Specialist

    Exam: 2 Hours, 75 multiple choice questions

    CPD: 5 Hours Annually

    Adherence to FPSB Ltd's Code of Ethics

    Five hours course

  • No Experience Needed

    Integrated Financial
    Planning Specialist

    Exam: 2 Hours, 75 multiple choice questions

    CPD: 5 Hours Annually

    Adherence to FPSB Ltd's Code of Ethics

    Five hours course

Workshop Structure

Know more about the course

General

Format

Interactive lectures

Real-life case studies

Group activities and Q&A sessions

Standard

Duration

Each topic can be a standalone session of 2+ hours

It takes 1.5 years to complete the whole certification

Classes will be twice in a week.

Provided

Materials

Handouts, worksheets

Online resources

Recommended reading lists

What are the career opportunities after CFP?

Besides being a Practicing CFP, a Certified Financial Planner can also have a career in any of the areas he specializes in: Investment Planning, Retirement Planning, Taxation, RIsk Management, Estate, and Will Distribution, etc. Some of the career options are mentioned below

  • Financial Planner

  • Wealth Advisor/ Manager

  • Mutual Fund Distributor

  • Estate Planner

  • Insurance Advisor

  • Independent Consultant

  • Marketing of Personal Finance Product

  • Trainer or Coach for personal finance Product

  • Financial Planner

  • Wealth Advisor/ Manager

  • Estate Planner

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