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>>
Basic Course Offerings
130 Lecture Topics
42+ Hours of Video Lectures
Course Specials
5+ Practise Tests With Solutions
Interactive Discussion Forum
WhatsApp group for Brainstorming
5+ Course Files
Mock Exams
Learning Tracker
Question Bank
( Can be downloaded as pdf )
( Can be downloaded as pdf )
Basic Plan

  • 30 minutes Free access to Basic Course Offerings covering HD Video Lectures delivered by Industry Experts.
  • Videos may contain ads
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EFY Times
Standard Plan

  • 180 days access to basic course offerings covering HD video lectures
  • Course specific discussion forum for anytime doubt resolution
  • WhatsApp group for Brainstorming
  • Ad-free Videos
  • Lifetime access to Course Specials(Mock Exams, Learning Tracker, Question Bank, Courseware)
USD 400/USD 333.33
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Enterprise Plan

  • Ideal for multiple participants.
  • Single payment option for instant multi user on-boarding.
  • Attractive discounts on bulk purchases.
  • Option to include white labelled LMS with custom dashboard report.
  • Multi course selection available.
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
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

Good Exercises.

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!!

Frequently Asked Questions

There are no limitations in accessing the course. You can assess the course through the web ( on any device

Most courses are self paced courses with a free access of 30 days. The 30 days access (basic plan) is only on the videos. To extend access by 180 days or to get course specials like question bank, course completion certificate, exam etc, you will have to enrol into the standard (paid) plan.

Yes. If your access to a course expires, you can extend that through an online payment and continue from where you left of.

We engage only experienced and certified faculties for each course. Each faculty has decades of relevant teaching / training experience that they bring to ApnaCourse. For details of our faculty partners, please visit the Faculty section in the website.

We offer a course completion certificate on most courses. This certificate is jointly given by our partner trainer or training instiute who delivered the course.

For any course specific doubts, there is an Online forum on ApnaCourse called Social Circle for every Course. Access to the Social Circle is available only in the paid plan. Post your questions there and an expert would be able to respond to it. For general payment or enrolment related information, please email at

Pl visit our detailed FAQ section at If you still have doubts, feel free to email at

Course Expert
Mr. Lakshminarayanan R
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.
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