CERTIFIED FINANCIAL PLANNER® Certification Course
Become a CERTIFIED FINANCIAL PLANNER® Which is Globally Recognised Qualification
Gold Standard in Financial Planning
Build a Career in Wealth Management
Become a SEBI Registered Advisor
Looking to build a career in finance? The CFP® certification is your gateway to becoming a trusted financial planner — and at Unique Global Education, we make that journey flexible and career-focused. Our Live + Recorded + Face-to-Face classes are designed for students, graduates, and working professionals ready to step into the world of financial planning.
Recognized by FPSB India and valid in 28+ territories, our CFP® Certification program covers everything from investment planning and tax strategy to insurance and estate planning. With growing demand driven by SEBI RIA norms and rising financial awareness, now is the time to upskill. Whether you aim to join a leading bank or start your own advisory, we’ll help you get there with structured learning and real placement support.
Shaping the Future of Financial Planning with the CFP® Certification
The CFP® certification is widely regarded as the gold standard in personal financial planning, and its importance is rising as individuals and businesses seek ethical, well-informed financial guidance. Recognized globally and governed by FPSB India, the CFP® Certification credential opens the door to careers in wealth management, investment advisory, and financial consulting.
Whether you’re beginning your journey or aiming to become a CERTIFIED FINANCIAL PLANNER®, the program builds expertise across investment, tax, retirement, insurance, and estate planning. At Unique Global Education, our expert-led CFP® Certification Classes in Pune and Online are designed to go beyond just exam preparation — we focus on real-world application, client-centric planning, and global professional standards. Get ready to lead the future of finance with a certification that truly sets you apart.
CFP® Certification Course Eligibility
CFP® Certification Course Career & Opportunities
💼 Financial Planning Sectors after CFP® Certification
👨💼 Jobs for CFP® Professionals
CFP® Certification Exam Details
CFP® Certification Salary
CFP® Certification Syllabus
| Module | Module Name | Key Areas Covered | Mode |
|---|---|---|---|
| Module 1 | Risk and Estate Planning | Risk Management, Insurance Planning, Estate Planning |
Face to Face / Online |
| Module 2 | Retirement and Tax Planning | Retirement Planning, Tax Planning & Optimization |
Face to Face / Online |
| Module 3 | Investment Planning | Investment Strategies, Asset Allocation, Portfolio Management |
Face to Face / Online |
| Module 4 | Integrated Financial Planning | Comprehensive Plan Development, Ethics, Case-Based Assignment |
Face to Face / Online |
Become a Globally Trusted Financial Planner – Learn CFP® Certification with Industry Experts at Unique Global Education
CFP® Certification Classes in Pune Offerings
| CFP® Certification Classes Offerings | Module 1 | Module 2 | Module 3 | Module 4 |
|---|---|---|---|---|
| Study Material | ✅ | ✅ | ✅ | ✅ |
| Question Bank | ✅ | ✅ | ✅ | ✅ |
| Personal Analysis | ✅ | ✅ | ✅ | ✅ |
| Study Planner | ✅ | ✅ | ✅ | ✅ |
| Doubt Solving / 1-on-1 Sessions | ✅ | ✅ | ✅ | ✅ |
| Mock Exams | ✅ | ✅ | ✅ | ✅ |
| 100% Placement Assistance | ✅ | ✅ | ✅ | ✅ |
| 150+ hours of Free Programs | ✅ | ✅ | ✅ | ✅ |
| Study Material (Soft Copy) | ✅ | ✅ | ✅ | ✅ |
| Unique Bridge Course | ✅ | ✅ | ✅ | ✅ |
| Corporate Grooming Program | ✅ | ✅ | ✅ | ✅ |
| Test Series | ✅ | ✅ | ✅ | ✅ |
Endless Opportunities Await
Join Our Expert-Led CFP® Certification Webinar
Thinking about a career in financial planning? Don’t miss our live CFP® Certification webinar where industry experts will walk you through the certification process, career paths, and real-world opportunities. It’s a great way to ask questions, clear doubts, and understand how CFP® Certification can shape your future.
📌 Perfect for students, graduates, and finance professionals.
CFP® Certification
Pursue the respected CERTIFIED FINANCIAL PLANNER® (CFP®) certification with Unique Global Education and build a strong foundation in personal finance, investment, tax, retirement, and estate planning. Our program is designed to guide you through the entire CFP® Certification journey—from coursework to certification—backed by expert support and practical learning.
Whether you’re a student, finance graduate, or working professional, our flexible learning options (live, recorded, and self-paced) make it easy to prepare at your convenience. Recognized across 28+ territories, the CFP® Certification credential adds credibility to your profile and opens doors to careers in wealth management, financial advisory, and consulting.
Kickstart Your CFP® Certification Journey Today!
Download the CFP® Certification Syllabus and take your first step toward becoming a CERTIFIED FINANCIAL PLANNER®. Whether you’re just starting after 12th, exploring CFP® Certification online classes, or looking for the right coaching to guide your career, our brochure has everything you need.
Get a clear roadmap, understand the modules, and see how the CFP® certification can help you build a rewarding career in personal finance, wealth management, and advisory roles.
Offering 3 exclusive programs
absolutely FREE with your CFP® Certification enrollment.
At Unique Global Education, our mission is to deliver practical, industry-relevant learning that goes beyond theory. With our expert-led CFP® Certification classes in India, we not only prepare you for the certification exams but also help you build the skills needed to succeed in real-world financial planning. These additional programs are designed to enhance your employability and give you a strong edge in today’s dynamic finance industry.
- Accounting Terminologies Journal
- Accounting Rules
- Ledger
- Trial Balance
- P and I Account
- Balance sheet
Course Duration: 30-40 hours
- Basics in Finance
- Strong Grasp in Accounting Principles
- Accounting AS and ind AS
- Basics in Audit Techniques
- Basics in costing strategies
- Understanding Management Essential
Course Duration: 60-70 hours
- Communication skills
- Leadership skills
- Decision making skills
- Technical /Analytical skills
- Advance Excel/Word
- Power BI Tools
- Financial Modelling
- Equity Research
Course Duration: 60-70 hours
- Plan & Strategy for Revision and Marathon
- Time Management with Positive Mindset
- Real Exam based Question solving & Test
- Subjective Question Practice
- Typing Speed Practice
- Homework & Assignment
- Past Year Question Solving
- Full Syllabus multiple Mock Test
Course Duration: 60-70 hours
Highlights : Connecting the World of Finance
Pre-Exam Evaluation Test System at Unique Global Education
🔍 Key Benefits:
✅ Strength Analysis: Identifies each student’s strong and weak areas through performance evaluation.
✅ No Worries of Extra Attempts: Helps students attempt exams only when they are fully prepared.
✅ Financial Support: Saves money and time by avoiding unnecessary exam fees and repeated attempts.
✅ Reduced Exam Stress: Boosts student confidence and mental preparedness.
✅ Faculty Guidance: Teachers can provide targeted support based on student performance.
✅ Smart Academic Planning: Encourages informed decision-making and focused preparation.
Frequently asked questions
CFP® Certification (CERTIFIED FINANCIAL PLANNER®) is a globally recognized certification in financial planning, awarded by FPSB (Financial Planning Standards Board). It focuses on core areas like investment planning, tax, retirement, insurance, and estate planning.
CFP® Certification Program Overview:
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Global Recognition: Accepted in over 28+ countries.
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Modular Structure: 4 modules covering risk, retirement, investment, and integrated planning.
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Exam Format: MCQs + assignment-based evaluation (final module).
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Flexibility: On-demand exams with no attempt limits (within program duration).
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Experience Required: 1 year supervised or 3 years unsupervised financial planning experience.
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Eligibility: Start after Class 12; bachelor’s degree needed to earn certification.
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Demand: Increasing preference due to SEBI RIA regulations and rising financial literacy.
CFP® helps build a career in wealth management, financial advisory, tax consulting, and more. It’s ideal for students and professionals who want ethical and structured careers in personal finance.
We offer Live + Recorded + Face-to-Face classes, 1-on-1 mentoring, mock exams, and 100% placement assistance. Our faculty includes certified professionals with practical experience, and we also include free skill-based programs with every enrollment.
CFP® focuses on practical personal finance and client advisory. It’s more application-based and modular compared to CA, which is accounting-heavy and theory-intensive. Many students find CFP® more approachable and career-flexible.
Salaries typically range from ₹3–4 LPA after Module 1, ₹5–7 LPA after full certification, and ₹8–10+ LPA with 3+ years of experience — depending on your background and industry.
Visit the FPSB India website, create an account, select your pathway (regular or fast-track), choose your exam module, and start preparing with Unique Global Education.
Because we combine expert-led teaching, flexible learning formats, placement support, and 150+ hours of free value-added training — making our CFP® program one of the most well-rounded offerings in India.
Yes. We offer Live Online, Recorded, and Offline Face-to-Face classes across Pune and other cities, designed for both full-time students and working professionals.
Along with syllabus training, we provide:
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Personalized doubt solving
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Weekly performance tracking
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Study planners & assignments
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Free courses in accounting, Excel, Power BI, soft skills, and more
CFP® holders can work as:
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Financial Planners / Wealth Managers
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Investment Advisors / RIA Consultants
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Portfolio Analysts in Mutual Funds or NBFCs
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Insurance & Tax Planning Experts
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Independent Advisors / Entrepreneurs
You can attend at Unique Global Education centers in Pune, or enroll in our live or recorded online batches from anywhere in India.
Address: Shop No 25, Kumar Prestige Point, Near Chinchechi Talim, Behind BSNL Telephone Exchange, Shukrwar Peth, Bajirao Road, Pune-411002