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Understanding CFP Certification Eligibility: The Certified Financial Planner designation is recognized globally as a mark of excellence in the financial planning profession. To ensure that candidates meet the necessary standards, the CFP Board has established specific eligibility criteria.

Regular Mode

1. 
   

   Anybody who has cleared 12th grade or equivalent in any stream

   
   


2. 
   

   Graduate & Undergraduate: B.Com, BFM, BBI, BMS, BBA etc.

   
   


3. 
   

   Post Graduates & Professionals: Education – CA Inter, CA, MBA, M.com etc

   
   

Qualification

Insurance, Mutual Fund Advisors, Stockbrokers, wealth managers, and relationship managers with relevant qualifications in eligible to take only one examination under challenge status mode

Challenge Status

A postgraduate in Finance with 3 years of relevant experience can opt for taking only 1 exam i.e. Integrated Financial Planning, to acquire the CFP® Certification.

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