CFPCM Regular Pathway

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 RP

Education: A candidate must be HSC/ Matriculation/ 12th pass at the time of enrollment.
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
Mr. Prateek mohan sharma
proprieter, self employed
The content is very good.

Khushi Ram
owner, complete investment solution
I really love the way you explain each topic.

Haridh, Geojit
Definately i got the very good support from Mr.Lakshminarayan sir , and Mr. Anuj. I never forgot their support in my life. Very execellent .

Mr. JeyVenkatesh RJ
CEO, Sri Krisna Fin Serve
Good Course, providing complete knowledge for Financial Advisors on all areas to clarify client's doubts.

Chanchal Mandal
Former Research Associate, S&P Capital IQ
The CFP course designed by Apna Course is meticulous,well thought and adequately facilitated by the experienced course faculty in a comprehensive manner..i am fortunate to be a part of this course and want to derive maximum benefit out of it..Thanks!!!

Head business centre, Lic nomura mf
very good

Sunil John
Chief Manager, Federal Bank
Very Good

Nagaraj BG
Great Lectures. Reasonable pricing. If you force me to complain, I would have to say the Lecturers use Calculators to do the Math but I use Microsoft Excel. I find it little inconvenient on just that fact. Otherwise, great lectures.

kumud ahuja

Ms. Divya Venkatesh
Financial Analyst
There is no experience even remotely comparable to apnacourse .... It has become my most trusted education partner ... and i'm sure i will share with every person i know the unparalleled educational exp i get on apnacourse .... Good going and keep going higher ....

Satyadutt Maheta
It is good course designed for learning

Manoj Kumar

Very Convenient way to prepare. Unable to fully utilise the offline mode of the app. 1. Should allow to download individual videos for offline study. At Present, i will never be able to download all the videos. 2. App should have a function to download the videos to sd card.

Mr. udayashankar Tharavanat
quite a comprehensive course. Good value for money.

Mr. Anil Kumar
Very nice...but expensive add ons

In fact I am 53 years old anaesthesia,practising ANAESTHESILOGIST in small town BHARUCH GUJARAT,was intersted to learn about RETIREMENT PLANNING only.EXCEELLENT

The teachers are really good i can really understand the content well with the help of them but a problem is the buffering of the videos which take a lot of time due to which i cannot concentrate

The faculties teaching CFP have more than 10 years of experience . The way they teach concepts is very effective and is very easy to understand. I am very thankful to them that they have helped me in my CFP certification exam

Mr. Manoj Vishwanath
thanks for such good lectures.

Ms. Rachana Desai
All lectures are well explained in depth. Contents, practice tests are good n useful too for taking the final exam.

Mr. Sudhakar Pandey
The course contents are in depth and explained in a simple language so that it is easy to understand. It was simply excellent..!

Mr. Alban George
Well done. the lectures helped me to get a thorough knowledge about the course. thanks to faculties..

Ms. Sunidhi Sanghamesh
Good course.Videos are easily understandable. Expecting more practice tests.

Ms. Anette Lasrado
Nice website where i found the courses easy to understand and content is also good. Ebook reader also is very useful.

Mr. Prakash Nandan
Excellent course offered.. good content..

Mr. Agnesh Tilak
this is a very good course..

Ms. Keerti Suvarna
Good effort by apnacourse team! Each and every video is very clear.. and thanks for the course updates.. social circle is very useful where we can clear our doubts..nice idea... :)

very good teaching and a very cost effective way to learn online for the certification programme.thanks

Mr. indubhushan saxena
I really love to learn about financing and investments and apnacourse is making it too easy and faster, not only for professionals, individuals as well. I am really happy to see that private ltd like spearhead eduonline. doing that kind of campaigns in india. and I would like to say thank to all team member of apnacourse team. thank you so much. Have a nice future a head, My wishes is always with all of you.

Mr. Ram Kumar
good one..

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.
All batches are currently full