What is CFP?

Certified Financial Planner

The Certified Financial Planner (CFP®) certification is a globally recognized professional qualification in personal finance and wealth management, recognized in 28+ territories. Governed by the Financial Planning Standards Board (FPSB) , CFP® sets a benchmark for competence, ethics, and professionalism in the financial advisory industry.

At Navkar Institute, we help students and professionals build strong careers in financial planning through a structured, practical, and career-focused learning approach. Our comprehensive learning methodology helps learners develop knowledge across key areas of financial planning, including investment planning, taxation, insurance, retirement planning, and estate planning.

The CFP® certification is suitable for students, graduates, and working professionals who want to build a career in wealth management, financial advisory, personal finance, and financial planning. The program provides specialized learning in investment planning, retirement and tax planning, risk and estate planning, and integrated financial planning.

Why Choose

Certified Financial Planner (CFP®)

Global Recognition with Strong Career Opportunities

Flexible Learning & Examination Structure

Focuses on Real-world Financial Planning Skills

High Demand Across Banks, NBFCs & Financial Institutions

Strong Career Growth & Professional Credibility

Recognized in 28+ Countries Worldwide

Mode of Learning

Online Classes (Live + Recorded)

Offline Classes (Classroom in Ahmedabad)

CFP Course Structure

Investment Planning Specialist

Retirement and Tax Planning Specialist

Risk & Estate Planning Specialist

Integrated Financial Planning Course & Financial Plan Assessment

CFP Course

Duration and Completion

Approx. 6 to 12 months.
Consists of 13 papers across Applied Knowledge, Applied Skills, and Strategic Professional levels.
Includes a 36-month Practical Experience Requirement (PER).

After CFP