16 Years of Excellence with Over 5 Lakh Students
CFP®
Certified Financial Planner (CFP®)
Become a Globally Trusted Financial Planner & Build a Meaningful Career in Wealth Managemnt
Get CMA-US Classes details on Whatsapp 

Why CFP?
Certified Financial Planner
Your Learning Roadmap
Eligibility Requirements – Your Path to Excellence
👉 To be eligible to apply for The CFP® Program, you should be at least 10th Grade Pass-Out student
12th Pass / Graduate
Investment Planning
Retirement & Tax Planning
Risk & Estate Planning
Advanced Financial Planning and Financial Plan Assessment
(Case Study)
(Case Study)
For CA / CMA / CS / MBA (Finance) / CFA
Advanced Financial Planning
(Direct Entry)
(Direct Entry)
Financial Plan Assessment
(Direct Entry)
(Direct Entry)
CMA US Course Details
Syllabus
- Level 1: Investment Planning
- Level 2: Retirement & Tax Planning
- Level 3: Risk Management & Estate Planning
- Level 4: Advanced Financial Planning and Financial Plan Assessment (Case Study)
Exam Pattern
Computer-Based Examination
Combination of MCQs + Case-based questions 3 level complete MCQ
Real-life client scenarios
Ethics-focused assessment
Syllabus
- Level 1: Investment Planning
- Level 2: Retirement & Tax Planning
- Level 3: Risk Management & Estate Planning
- Level 4: Advanced Financial Planning and Financial Plan Assessment (Case Study)
Exam Pattern
Computer-Based Examination
Combination of MCQs + Case-based questions 3 level complete MCQ
Real-life client scenarios
Ethics-focused assessment
Corporate Grooming Program (150 Hrs) –
Absolutely FREE
Pre-Exam Evaluation Test System at
Unique Global Education
✅ 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.
✅ Faculty Guidance: Teachers can provide targeted support based on student performance.
✅ Smart Academic Planning: Encourages informed decision-making and focused preparation.
✅Financial Support: Saves money and time by avoiding unnecessary exam fees and repeated attempts.
✅ Reduced Exam Stress: Boosts student confidence and mental preparedness.
Trusted by Students, Driven by Success Stories
Career Prospects – Your CFP Success Story Awaits
Kickstart Your CFP Journey Today!
Download the CFP brochure and begin your journey toward a trusted career in financial planning.

Placement Companies


Ready to Transform Your Career
Your future in global finance starts here. Your success story begins now.
The generation is ready. The trend is clear. The demand is unprecedented. Now it’s your turn to seize this opportunity.
Frequently Asked Questions
Yes. CFP is recognised across multiple countries through FPSB.Â
Absolutely. CFP is designed to be pursued alongside college or a job.
No, We build concepts step-by-step.
Yes. CFP focuses on wealth management, advisory and planning, not product pushing.
 Highly practical, especially at advanced levels.








