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2026 Batches now open — ACCA · CPA Australia · IFRS · CMA USA. Limited seats per batch. Book a Free Demo Session →
Prepare for CFP® certification with GLOBALFTI through a structured course covering investment planning, retirement and tax planning, risk and estate planning, and integrated financial planning.
Whether you are starting after Class 12, pursuing graduation, or building on an existing professional qualification, explore the pathway suited to your background and career goals.
CFP® certification develops professional competence in personal financial planning. It brings together investment, retirement, tax, insurance and estate planning to help individuals and families work towards their financial goals.
At GLOBALFTI, the course focuses on understanding financial concepts and applying them to client situations. Learn to assess financial needs, evaluate alternatives and communicate practical recommendations.
GLOBALFTI delivers the structured professional learning pathway that prepares candidates for the certification process. These are two distinct outcomes.
This combines specialist learning in investment planning, retirement and tax planning, risk and estate planning, and integrated financial strategy - producing graduates who can analyse client circumstances
Build your financial planning expertise with structured learning, practical insights and expert guidance. GLOBALFTI helps you prepare for CFP® certification and develop the skills to guide clients towards their financial goals.
Start developing financial planning knowledge through the Regular Pathway while working towards the graduation requirement for CFP® certification.
Build practical skills for careers in personal financial planning, wealth management and financial services.
Extend your accounting and finance expertise into personal financial planning. Eligible professionals may apply for the Fast Track Pathway.
Build on your management education with financial planning skills and explore Fast Track eligibility based on your qualification and experience.
Strengthen your ability to understand client needs and develop financial recommendations.
Develop a structured foundation in goal-based planning, client communication and ethical financial practice.
Build your understanding of financial planning through guided teaching, worked examples and client-based scenarios. The course connects individual planning topics so you can understand how financial decisions affect a client’s overall goals.
Develop your preparation through practice questions, assessments and financial plan exercises. Progress from understanding concepts to analysing needs, comparing options and explaining recommendations clearly.
Get guidance on your course pathway and examination preparation, with a learning plan suited to your starting point.
The GLOBALFTI CFP® pathway covers the three FPSB Specialist Learning Components plus Integrated Financial Planning — structured across the four semesters of an MBA programme, or as a standalone professional pathway for individuals.
Duration: 50 Hours
Begin your journey with the fundamentals of personal financial planning and investment management. This module equips you with the knowledge to assess client financial situations, understand investment products, construct diversified portfolios, and recommend suitable investment strategies based on client objectives and risk profiles.
Key Learning Areas
By the end of this module, you will be able to develop investment strategies that align with client goals while adhering to professional and regulatory standards.
Duration: 50 Hours
This module focuses on helping clients achieve long-term financial security through effective retirement and tax planning strategies. You will learn how to evaluate retirement needs, create sustainable income plans, and optimise tax outcomes within the applicable legal framework.
Key Learning Areas
Upon completion, you’ll be equipped to create retirement plans that balance lifestyle goals, income requirements, and tax efficiency.
Duration: 50 Hours
Develop expertise in protecting clients from financial uncertainties while ensuring the smooth transfer of wealth across generations. This module covers insurance planning, risk assessment, and estate planning strategies that form an essential part of comprehensive financial planning.
Key Learning Areas
You’ll gain the skills to recommend solutions that protect clients, preserve wealth, and support long-term financial continuity.
Duration: 50 Hours
The final module brings together all the concepts learned throughout the programme into a comprehensive financial planning framework. Through real-world client scenarios and integrated case studies, you will prepare complete financial plans while refining the professional competencies expected of a certified financial planner.
Key Learning Areas
The capstone experience provides hands-on practice in solving complex client situations, enabling you to confidently apply financial planning principles in professional practice and prepare for the FPSB® certification examinations.
The final semester-wise distribution for institutional programmes is determined following a curriculum mapping exercise. GLOBALFTI aligns the learning hour allocation with the institution’s existing course structure, credit architecture, and academic calendar.
The GLOBALFTI CFP® programme does not teach financial planning as a subject. It builds financial planning as a capability – the ability to analyse real client circumstances, evaluate alternatives, and develop integrated financial recommendations.
Young professionals planning finances and high-net-worth clients with diverse assets.
Families balancing investment, insurance, and estate planning needs
Entrepreneurs managing business and personal financial objectives simultaneously
High-income individuals requiring tax-optimised investment structures
Individuals nearing retirement with saving and withdrawal goals.
Retired individuals managing income sustainability and estate considerations
By the end of the programme, students are not just prepared for the CFP® examination. They have developed the vocabulary of financial planning practice – the ability to justify recommendations, defend professional judgements, and communicate financial strategies to clients in clear, structured language.
This is the capability that separates a CFP® professional from a finance graduate who has read the syllabus.
Online Classes: Be part of the Live class from anywhere in the world.
The financial services sector in India is expanding rapidly across wealth management, investment advisory, private banking, retirement planning, insurance, and financial technology. The CFP® credential opens doors across every one of these sectors.
Browse our FAQs for detailed information on programme structure, certifications, assessments, and global career pathways.
Yes. Eligible candidates can start through the Regular Pathway. Graduation and the other certification requirements must be met before CFP® certification is awarded.
Yes. The Regular Pathway includes Investment Planning, Retirement and Tax Planning, and Risk and Estate Planning before progressing to the final stage.
These qualifications are included among FPSB India’s approved qualifications. Applicants must also meet the relevant experience requirement and receive document approval.
Eligible graduates of specified full-time MBA/PGDM programmes may apply. Eligibility depends on the programme, institution and relevant experience.
No. GLOBALFTI offers this as a standalone professional course. You can pursue it based on your eligibility and chosen CFP® pathway.
No. GLOBALFTI provides course preparation. CFP® certification is awarded by FPSB India after its applicable requirements are satisfied.
Your schedule depends on your pathway, prior knowledge and batch timetable. Contact GLOBALFTI for the learning plan applicable to you.
Share your qualifications and work experience with GLOBALFTI to discuss your pathway, upcoming batches and course fees.
