How to Become A Financial Planner (CFP) in India
Creates personal wealth plans — retirement, insurance, estate, goals.
At a glance
| Field | Finance & Business |
| Time to qualify | 4+ years |
| Entrance exam | None/State Board |
| Exam intensity | Low |
| Salary range | ₹4–30 LPA |
| Stream after Class 10 | Commerce, Arts / Humanities |
The path (from Class 10)
Any degree + CFP certification (FPSB India)
A day in the life
You review financial reports in the morning, model scenarios for a client decision, attend meetings with stakeholders, and prepare a presentation for the afternoon.
Frequently asked questions
How do I become a Financial Planner (CFP) in India?
The typical path is: Any degree + CFP certification (FPSB India). It takes about 4+ years.
Which entrance exam is needed for Financial Planner (CFP)?
The main entrance exam is None/State Board.
What is the salary of a Financial Planner (CFP) in India?
Salaries typically range around ₹4–30 LPA (entry to senior level).
Which stream should I choose for Financial Planner (CFP)?
Recommended stream(s) after Class 10: Commerce, Arts / Humanities.
Is this career right for you?
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