CFPCM Challenge Status

CERTIFIED FINANCIAL PLANNER (CFP) certification is the most desired and valued universal accreditation for those seeking to validate their commitment to competent and ethical financial planning practice. The Certification is intended to evaluate your capability to assimilate and utilize the acquired financial planning knowledge.
Course Faculty
Mr. Lakshminarayanan R
A CA, CFP, CWM and ACCA CertIFR with strong finance background. more>>
Course Offerings
130 Lecture Topics
42+ Hours of Video Lectures
5+ Practise Tests With Solutions
Interactive Discussion Forum
WhatsApp group for Brainstorming
5+ Course Files
Personalized Study Plan with exam type questions
Mock Exams
Question Bank
( Can be downloaded as pdf )
( Can be downloaded as pdf )
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Online Training

  • 180 Days access to HD Video Lecture delivered by industry experts
  • Interactive Discussion Forum for solving queries.
  • WhatsApp group for Brainstorming
  • Lifetime access to Study Materials(Mock Exams, Question Bank, Courseware)
USD 444.44/USD 333.33
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Live Classroom Training

  • Access to Online Training
  • Live Training from the Experts.
Corporate Training

  • Hybrid (Online + Onsite) Learning Approach.
  • White Labeled Learning Management System (LMS).
  • Standard/customizable dashboards for individuals and teams.
  • Affordable Pricing.
  • Dedicated Account Manager.
Course Overview
This Online Training Course on Certified Financial Planner or CFPCM Certification is delivered by Lakshminarayanan, a Chartered Accountant, a Certified Financial Planner (CFP), a Chartered Wealth Manager (CWM) and ACCA CertIFR (Certificate in Financial Reporting), with rich domain experience in Financial Planning and Wealth Management.

This course is best suited for candidates taking the CFPCM certification exam in India.

This Course includes over 40 solved FPSBI case studies (latest ones and previous years)

CERTIFIED FINANCIAL PLANNER (CFP) certification is the most desired and valued universal accreditation for those seeking to validate their commitment to competent and ethical financial planning practice. CFPCM Certification is intended to evaluate your capability to assimilate and utilize the acquired financial planning knowledge in real life situations. It trains you to provide tactical advice in the fields of investments, insurance, tax, retirement & real estate.

CFPCM certification is a distinction granted to individuals who meet the strict morals of education, examination, experience and ethics. It is the most respected and internationally accepted Financial Planning qualification recognized by the global financial community. On completion of CFP programme, you demonstrate that you have attained the required competency level to practice independently. CFPCM Certification presents opportunities worldwide. FPSB India is the principal licensing body that awards CFPCM Certification in India. CFPCM Certification is extensively valued by consumers, professionals & industry.

The CFPCM designation is the uppermost designation in financial planning, coupled with commitment to the highest ethical standards, which sets CFP professionals apart from the rest. CFPCM designation is recognised in 26 countries around the world, and your designation goes with you wherever you choose to go.

Any candidate aspiring to obtain CFP certification has the option to register with who is a FPSB India’s Authorized Education Partner. Structured over five units, the course is delivered by who offers the freedom and flexibility to study at your own pace. Our program is created to help you deliver the best in financial planning. The program no doubt is challenging but your perseverance will earn you a place at the forefront of your career. Your skills will upsurge the service you provide to your clients.

About CFP Certification

CFPCM Certification programme makes you knowledgeable to provide strategic advice in the fields of investments, insurance, tax, retirement & real estate. All facets of the CFP exam are guided by CFP professionals, including the determination of content coverage, writing, reviewing and approving of exam questions, scoring and passing criteria.

CFPCM has the highest growing careers in the world. In India, the international CFPCM certification is awarded by the Financial Planning Standards Board of India (FPSB India). CFPCM certification is appraised as a Gold Standard and gets its holder acceptance and recognition across a diverse range of Financial organizations around the world. There are currently over 1,00,000 CFPCM Charters worldwide and around 1200 + CFPs in India. As per current industry estimates, the requirement for financial advisers will be around 50000 in the impending years.

An increasing number of multinational banks such as ICICI Bank, Standard Chartered Bank, American Express Bank and others have made it essential for their Relationship Managers to get the CFPCM certification in order to raise the existing service standards to optimum level. Regulatory bodies like SEBI, IRDA, PFRDA etc. are also increasingly educating and encouraging consumers to consult CFPs for their financial needs. Apart from this, Charter Members of FPSB India have committed that they will give first preference to CFPCM Charters during recruitment.

Benefits of CFP CMCertification

  • Rated as Gold Standard by Wall Street Journal
  • It is the most recognized, accepted and esteemed financial planning certification worldwide
  • It is a preferred certification by almost all the organizations of BFSI Industry
  • CFP is highly sought after by banks, distribution houses, AMC, insurance Companies, equity broking and Financial Planning firms
  • Personal satisfaction of accomplishing the Financial Planning profession’s highest standard and having met the global benchmark.
  • CFP credentials validate confidence among the financial consumers.
  • CFP certified professional join the global league of the best Financial Planning professionals.
  • 69 percent of firms reported that CFP professionals have a higher rate of growth of assets under management.
  • 76 percent of firms found that employing CFP professionals led to increased client retention.

Course Curriculum
1 Introduction Preview 02:16
2 List of topics 13:36
3 Financial Planning Process 15:25
4 Financial Management 13:44
5 Financial Market 11:28
6 Forms of Business Ownerships Part 1 09:24
7 Forms of business Ownership Part 2 16:27
8 Behavioral Finance 24:01
9 Economic Indicators 24:21
10 Return Calculations 11:00
11 Real Rate of Return 18:48
12 Time Value of Money 19:15
13 Single Cash Flows 30:41
14 Regular Cash Flows or Annuities 13:06
15 Mortgage 23:29
16 Personel Financial Ratios 10:27
17 Code of Ethics 10:40
18 Regulatory Environment 15:13
19 Negotiable Instruments 15:41
20 Consumer Protection 13:49
21 Financial Planning Calculation Part 1 17:49
22 Financial Planning Calculation Part 2 19:32
23 Risk Management and Insurance Planning 07:24
24 Risk Management 08:46
25 Insurance 21:08
26 Insurance Contract 21:28
27 Estimating Life Insurance Needs 06:37
28 Illustration 21:20
29 Risk Analysis and Insurance Policy 12:59
30 Risk Management 15:56
31 List of Topics 14:47
32 Characteristics of Insurance Contract 18:16
33 Risk Analysis and Insurance Planning Part 1 25:42
34 Risk Analysis and Insurance Planning Part 2 23:18
35 Claims 15:42
36 Risk Analysis and Insurance Planning Part 3 19:03
37 Risk Analysis and Insurance Planning Part 4 24:04
38 Risk Analysis and Insurance Planning Part 5 19:48
39 Property Insurance 19:20
40 Personal Insurance 15:04
41 General Insurance-Property, Health and Liability Insurance 20:04
42 Master Question Insurance 12:28
43 Employee Benefits 20:31
44 Defined Contribution Plans 22:02
45 Retirement Planning and Employee Benefits 23:13
46 Revision of Cash Flows Part 1 20:12
47 Revision of Cash Flows Part 2 22:22
48 Retirement Planning Cash Flows Part 1 14:31
49 Retirement Planning Cash Flows Part 2 13:53
50 Retirement Planning Cash Flows Part 3 20:11
51 Public Provident Fund and Pension Schemes 14:35
52 Post office schemes 11:24
53 Pension Schemes 19:18
54 Pension Sector Reforms 14:29
55 Steps in Retirement Planning 17:15
56 Illustration 2 13:55
57 Illustration 3 11:18
58 Portfolio Rebalancing 15:07
59 Master Question Retirement 29:06
60 Investment Planning Part 1 03:07
61 Investment Fundamentals 19:47
62 Risk and Return 23:42
63 Investment Planning Part 2 18:57
64 Investment Planning Equities 09:46
65 Investment Planning Part 3 20:53
66 Derivatives 23:22
67 Investment Planning Part 4 15:47
68 Real Estate 21:02
69 Managing Risk 22:36
70 InvestmentVehicles Wealth Management 25:25
71 Equity Analysis Part 1 19:42
72 Equity Analysis Part 2 22:50
73 Alternative Investment Products in Wealth Management Part1 07:02
74 Alternative Investment Products in Wealth Management Part 2 09:38
75 Alternative Investment Products in Wealth Management Part 3 04:41
76 Alternative Investment Products in Wealth Management Part 4 10:52
77 Alternative Investment Products in Wealth Management Part 5 17:00
78 Real Estate Valuation and Analysis Part 1 12:00
79 Real Estate Valuation and Analysis Part 2 06:11
80 Behavioral Finance in Wealth Management 09:47
81 Loan and Debt Management Part 1 14:21
82 Loan and Debt Management Part 2 10:51
83 Portfolio Management And Strategies 11:56
84 Master Question Investment 34:28
85 Tax Planning Summary Part 1 32:22
86 Tax Planning Summary Part 2 31:22
87 Tax Planning Summary Part 3 22:52
88 Tax Planning Summary Part 4 16:54
89 International Taxation and Trust Planning 12:21
90 Residential Status 27:43
91 Allowances 16:39
92 Income from House Property 29:44
93 Bonus Stripping 08:31
94 Exemptions 22:55
95 Tax Slabs 23:09
96 Estate Planning Part 1 37:22
97 Estate Planning Part 2 22:35
98 Estate Planning Part 3 24:50
99 Estate Planning Part 4 30:59
100 Introduction 10:16
101 Questions Part 1 23:29
102 Questions Part 2 23:43
103 Questions Part 3 32:47
104 Questions Part 4 33:02
105 Questions Part 5 29:19
106 Questions Part 6 19:54
107 Questions Part 7 28:11
108 Questions Part 8 16:41
109 Questions Part 9 14:41
110 Questions Part 10 30:31
111 Introduction 10:15
112 Questions Part 1 35:23
113 Questions Part 2 31:20
114 Questions Part 3 12:37
115 Questions Part 4 15:56
116 Questions Part 5 18:57
117 Questions Part 6 21:56
118 Questions Part 7 17:36
119 Other Cases Part 1 28:17
120 Other Cases Part 2 30:41
121 Other Cases Part 3 25:34
122 Other Cases Part 4 17:24
123 Other Cases Part 5 26:17
124 Other Cases Part 6 29:09
125 Other Cases Part 7 22:10
126 Other Cases Part 8 28:13
127 Other Cases Part 9 32:07
128 Other Cases Part 10 29:14
129 Other Cases Part 11 31:30
130 Other Cases Part 12 32:50
Key highlights of Financial Budget 2015 (applicable for CFP exam from April'16)  
Key highlights of Financial Budget 2016 (applicable for CFP exam from April'17)  
Case Studies Document  
Working Notes  
Key highlights of Financial Budget 2017 (applicable for CFP exam from April'18)  
CFP Test 1  
CFP Test 2  
CFP Test 3  
CFP Test 4  
CFP Test 5  
CFP Mock Exam 1  
CFP Mock Exam 2  
CFP Mock Exam 3  
CFP Mock Exam 4  

Eligibility Criteria

Eligibility criteria for CFP CS

Education: A CA/Intermediate level, CFA (US), ICWA, CAIIB, CS, LLB, PhD, M.Phil, PG, Licentiate/Associate/ Fellowship of Life Insurance, Actuary, FFSI & FLMI from LOMA, Civil Service Examinations by UPSC
Experience: Minimum 3 yrs experience in the Financial Services industry in areas of Accounting, Banking, PM, Insurance, Law, Retirement/ Pension planning, Securities, Taxation & FP (or) 5 years in non-financial services industry

Ratings & Reviews
Assistant Manager, Canara Bank

Assistant Manager, Canara Bank
Clear explanation. Really Helpful

Sandeep Kalsi
Head- Retirement Sales, SBI Funds Mangement
Course content delivered with simplicity and clarity. ANDROID app launch is an excellent initiative for working executives

Sivakumar R
Diva, Chgl
Branch Manager, IIFL
easy understanding

Mr. Satish P
Manager, ABS


Mr. srinivas chakravarthula
Founder & Chief Strategist, Compass Investment Management Solutions
highly affordable pricing for common graduate student also, excellent after sales support through whatsapp groups. timely responsive management. any one willing to undergo CFP certification training program consider apnacourse as top priority.

Mukesh Shrivastava
Relation Manager, Tata Asset Management
Very good, comprehensive and useful online sessions, topics are explained in excellent manner, being a working professional I would highly recommend this course, customer care support was also superb and instant when I made some mistake in online purchase.

Mr. Abhinav Kumar
Branch Operations Manager, Kotak Mahindra Bank Ltd

Mr. Apurva Singhi
Covers topic perfectly

very informative .


The concepts are explained in a clear manner. You can easily understand after viewing the video lectures for 2-3 times.

Ms. Lakshmi S

Very good training for those who need to understand and refresh for the exams

Ms. Verina Leonita
Good website for professionals. This course is perfect for my needs.

Ms. Rochelle Reena
Excellent course. the faculty has made the course very easy to understand.

Ms. Samhita Rao
Apna course site is awesome for online courses. The contents of the course and videos are good and well explained. Expecting still more practice tests which will be helpful to take the final exam!!

Ms. Mansi Malhotra
Superb course. Videos are awesome. Good explanation by mam. have understood clearly.

Mr. Ram Kumar
easy to understand..

Mr. Sushant M
Well Structured Course

Mr. Pramod Karegaonkar
thanks for giving me opportunity to do my training with apnacourse, i am completed my first lecture today thanks & regards . Pramod Karegaonkar

Mr. Ram Kumar
this course is good

I'm very happy to tell u that I've cleared CFP.. Thank you for all guidance and support.. Faculty is excellent.. I must thank apnacourse for helping me and getting my fundas cleared.. I really owe this credit to apnacourse.. Thank you once again :)

It's really good to join Faculty is excellent. I'm really enjoying the videos.Concepts are getting clear.. For challenge status this is actually a right way to go.. I'll definitely advise students to join Overall it's an excellent platform and cost effective method of taking classes.

Ms. Arti S Shrivastava
Use of interactive feature for numerical helps

Ms. Roopa R
Course is nicely designed with excellent interface

Mr. Lakshminarayanan R
A Smart way to Success!!
Course Expert
Mr. Lakshminarayanan R
A Chartered Accountant, a Certified Financial Planner (CFP), a Chartered Wealth Manager (CWM) and ACCA CertIFR (Certificate in Financial Reporting), with 7+ years of domain experience in Financial Planning and Wealth Management.

He is the director at Fourth Dimension Wealth Management Services (P) Ltd. and was the proprietor at Intelliplan Investment Advisors.

He is a Certified Professional on Derivatives by the Institute of Chartered Accountants of India (ICAI). He is also certified by National Institute of Securities Markets on Securities Operations and Risk Management, Equity Derivatives and many more. He is also a Guest Speaker at Christ University, Bangalore and The Institute of Chartered Accountants of India (ICAI), Pune Branch of Western Indian Regional Council on topics such as Prudent Financial Planning and Investment Avenues in the Indian Capital Market.
All batches are currently full