Top CFP Coaching in Kanpur as on Oct 09, 2024

Edzeb Technologies Private Limited

Connaught Place, Delhi, 110001

( Also serves in Kanpur )

5.0/5 Based on 18 reviews

+08035426721

Finance & Accounting Classes ACCA Training Chartered Financial Analyst (CFA) Coaching Certified Financial Planner (CFP) Coaching

+4 more

Response Time: Within 15 MinsSulekha score: 8.5Working hours: 10:00 AM to 7:00 PM

Welcome to Edzeb Technologies Private Limited, your dedicated partner in the realm of Finance & Accounting Tuitions in the bustling city of Delhi. With a rich experience of 2 years, we stand as specialists in providing comprehensive and effective educational solutions in the field of finance and accounting. At Edzeb Technologies Private Limited, our mission is to redefine the learning experience by offering top-notch tuitions in f ... less

Varun Bhagat from Delhi

"My sister recently cleared ACCA Audit amd Assurance exam from edZeb. She was really confused before joining ACCA classes in Delhi and one of her friend refer her to contact them. Edzeb's comprehensive study materials, regular assessments, and mock exams made her easy to crack ACCA exams. Special thanks to CA Akhil sir, CA Amit sir and CA Kapileshwar sir for all the support as well as mentoring her. I would recommend everyone those who are looking for the best ACCA coaching institute in Delhi. Thank you edzeb once again. "

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Financial Planning Academy

Borivali West, Mumbai, 400092

( Also serves in Kanpur )

4.2/5 Based on 14 reviews

+08069875006

Finance & Accounting Classes ACCA Training Chartered Financial Analyst (CFA) Coaching Certified Financial Planner (CFP) Coaching

+4 more

Response Time: More than 60 MinsSulekha score: 8.3Hired on Sulekha: 3 times

Financial Planning Academy (FPA) is a tech-driven educational training academy that strongly focuses on transforming careers and empowering learners globally. Its core expertise lies in providing guidance and support to students aspiring to study abroad. As an overseas education consultancy, it assists students in navigating the complexities of international education. Its services include personalized counselling, application guidance, visa assistance, and pre-departure support. FPA collaborates with universities worldwide, ensuring students find the best-fit programs.

What does Financial Planning Academy, Mumbai offer?

Services Offered

Application Guidance
Scholarship Assistance
Accommodation Guidance

Success Stories

High Visa Success Rates
Scholarship Grant Achievements
Admissions to Top-Ranked Institutions

Partner Countries

UK
USA
Australia and more

Facilities/ Features

Targeted Test Preparation
Experienced Faculty
Result-Oriented Coaching

k.Rajesh from Mumbai

"Good Communication 5/5 responsiveness 5/5 good price 5/5 ontime services 5/5 Service Quality 5/5"

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Pro School Skills Devolopment Pvt Ltd

Navi Mumbai, Mumbai, 400703

( Also serves in Kanpur )

4.0/5 Based on 4 reviews

+08069876681

Finance & Accounting Classes ACCA Training Chartered Financial Analyst (CFA) Coaching Certified Financial Planner (CFP) Coaching

+6 more

Response Time: Within 15 MinsSulekha score: 7.4Working hours: 10 AM to 7 PM

Pro School Skills Development Pvt Ltd is a top-rated educational institution in Navi Mumbai, specializing in finance and accounting tuitions. Our experienced team of professionals offers a wide range of services, including professional accounting tuitions, CFA tuitions, finance certification tuitions, and more. With a variety of options such as video lessons, online and classroom courses, and even pen drive lessons, we cater to the needs of every ... less

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Mylogic Business Management School Private Limited

TC Palya, Bangalore, 560036

( Also serves in Kanpur )

Finance & Accounting Classes ACCA Training Certified Financial Planner (CFP) Coaching CMA Coaching

+6 more

Sulekha score: 4.9Working hours: 9:30 AM to 8:30 PMYears of Experience: 4

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Gennesis Training & HR Services Pvt. Ltd.

Jarib Chowki, Kanpur, 208012

Unverified

Finance & Accounting Classes ACS Coaching Chartered Accountant Coaching CACPT Coaching

+16 more

Working hours: 9:30 AM to 6 PM

At Gennesis Training & HR Services Pvt. Ltd., we offer an extensive range of competitive exam coaching tailored to suit various educational needs. Whether you're preparing for Arts & Media entrance exams, bank exams, chartered accountant tuitions, or school tuitions from Class I to XII, our experienced faculty ensures that each student receives personalized attention. Utilizing a blend of innovative teaching methodologies and modern facilities, we aim to foster a conducive learning environment. Our faculty and experts bring a wealth of knowledge and practical experience to the table, making learning both engaging and effective. With numerous student success stories to our credit, we take pride in our commitment to excellence. Our career support and opportunities extend beyond the classroom, providing students with valuable resources and guidance. We also emphasize community and collaboration, ensuring students can interact and learn from each other. Ready to start your journey? Enroll today and take the first step towards a successful future. Don't just take our word for it; check out our testimonials and reviews to hear from our satisfied students. For more information, including frequently asked questions, please contact us.

What Does Gennesis Training & HR Services Pvt. Ltd., Kanpur , Offer?

Demo classes offered

Mode of coaching

Online

Fees structure

please call for more details

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All you need to know about top CFP coaching in Kanpur

Certified Financial Planner, CFP, is a certification issued by the Financial Planning Standards Board to candidates who wish to take up financial planning as a profession. The certification is recognized globally and is considered as the best authorisation for financial planning training and ethics to practice. To earn this certification, the professionals must fulfil all the criteria as well as successfully crack the 6-module CFP education programme, which requires suitable coaching. At Sulekha, we bring to you verified CFP coaching institutes in your locality that offer excellent training to all aspiring candidates. With an average 5-star rating across multiple user reviews, our Sulekha specialists offer unmatched services. Read on to know more about why to choose Sulekha, the various CFP classes in kanpur, CFP course duration and fees in India and much more.

Why choose Sulekha?

With Sulekha, you can choose from top verified CFP coaching classes in kanpur located in prime districts. These coaching centres offer laborious and industry-relevant training along with complete online assistance to all ambitious candidates. To enrol yourself, fill-up the form by choosing your requirements and our experts will get back to you with several shortlisted coaching institutes. You can evaluate and compare these institutes to ensure you make the most excellent choice.

CFP course details

The CFP course duration is one year. The certification programme covers all aspects pertaining to planning, managing, directing, arranging and controlling the financial resources of an organization. A candidate can obtain the CFP certification under two means:

Regular Pathway: The candidate must have cleared class 12th and should have successfully cracked all 5 CFP exam covering all modules to be a certified CFP by the FPSB.
Challenge Status Pathway: The candidates who have cleared CA Intermediate level, CS, CFA, ICWA, PhD, MPhil, LLB, PG, Actuary and more such civil service examinations conducted by the UPSC can apply through this pathway. In this, the candidate is only required to crack the fifth exam of CFP to earn the certification.

CFP exams

The CFP exams are divided into five papers for six modules which are covered throughout CFP course syllabus. There is no separate exam held for the first module. The six modules are as under:

Modules	Topic
Module 1	Introduction to Financial Planning
Module 2	Risk Analysis and Insurance Planning
Module 3	Retirement Planning and Employee Benefits
Module 4	Investment planning
Module 5	Tax Planning and Estate Planning
Module 6	Advanced Financial Planning

Benefits of the certification course

It is believed that by 2021, there would be a 70 trillion USD surplus that would need to be invested. Thereby making the role of the investment or financial planner crucial and absolutely necessary in the world of finance. Having a certification would help all financial planners make effective change and gain employment in the emergent competitive market.

Popular and recognized There are many certification courses for financial planners. However, this one is the most recognized and popular courses related to Financial Planning & Wealth Management.
Seek suitable employment The opportunity for the candidate to seek employment at well-established places for financial planners. The candidates can become Wealth Manager, Financial Planner, work at firms, and Banks. Seek employment at a brokerage dealing with equities, securities like Mutual Fund.
Career advancement It would significantly improve the candidates’ chance of getting a promotion and advancing their career in the financial sector. It also helps with careers in taxation, mutual funds, and insurance.
Get yourself established For those seeking to open their firms, this certification will be a source of credibility to their knowledge and competency in the field.

Earning the CFP Certification

To earn the CFP designation, candidates need to complete all the requirements under 4 Es i.e. eligibility, examination, experience, and ethics. Candidates also need to sign a declaration of code of conduct with FPSB to complete the “Ethics” requirement. Before or after the CFP exam, graduates must complete three years of relevant experience. For non-graduates, they need to have five years of relevant experience to meet the experience requirement. To complete the eligibility and examination, the candidates need to do the following. Eligibility: 12th pass Examination: Applicants must clear five paper covering all the six modules Or Eligibility: Candidate with an advance qualification such as CA / Intermediate level, CFA (US), ICWA, CAIIB, CS, LLB, Ph.D., M.Phil, PG, Licentiate/Associate/ Fellowship of Life Insurance, Actuary, FFSI & FLMI from LOMA, Civil Service Examinations by UPSC are eligible for challenge status. Examination: Need to clear only one paper of advance financial planning.

Details of fees

Student Registration Fees with FPSB India: Rs 11,540 (valid for 1 year)
Exam 1-4 Fees: Rs 4,130 per exam per attempt
Exam 5 Fees: Rs 8,260 per attempt
CFPCM Certification Fees: 7,080 annual

Exam Details

Exam pattern for papers 1 to 4 has multiple choice patterns. Following is the marks distribution in each of the exam:
There are 38 questions carrying 1 mark each to a total of 38 marks.
There are 15 questions of 2 marks each, with a total of 30 marks.
There are ten questions of 4 marks each with a total of 40 marks.
So, there are a total of 77 questions of 150 marks. The time allotted is 2 hours. There is no negative marking.

Syllabus

The syllabus would include various models that would develop and consolidate the candidate’s knowledge in the financial field. It includes a six-step process which includes Financial Planning process, Client Interactions, Time Value of Money Applications, Personal Financial Statements, Cash flow and Debt Management, Asset Acquisition, Education Planning, Overview of Risk Management, Investment Planning and Retirement Planning, Special Circumstances, Plan Integration, Ethics and Business Aspects of Financial Planning.

CFP job role

The job of a certified CFP professional essentially includes four primary tasks:

Interviewing different companies and individuals to understand their financial objectives and purpose of investment.
Assessing the client’s financial status, such as assets, debts, area and flow of income, etc.
Charting out a robust financial plan for the client, keeping in mind his financial status and goals.
Implementing the plan and reviewing it frequently to ensure the best outcomes.

Certified Financial Planner (CFP) Coaching in Kanpur

For which course do you require tuition?

Top CFP Coaching in Kanpur as on Oct 09, 2024

Edzeb Technologies Private Limited

Financial Planning Academy

Pro School Skills Devolopment Pvt Ltd

Mylogic Business Management School Private Limited

Gennesis Training & HR Services Pvt. Ltd.

All you need to know about top CFP coaching in Kanpur

Why choose Sulekha?

CFP course details

CFP exams

Modules

Topic

Benefits of the certification course

Earning the CFP Certification

Details of fees

Exam Details

Syllabus

CFP job role

FAQ - CFP (Certified Financial Planner) Coaching in Kanpur

What are the popular career choices after getting certified?

What are the modules taught in the course?

Is the certification course designed only for financial planners?

Is the CFP certificate recognized worldwide?

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