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CFP REGULAR PATHWAY
CERTIFIED FINANCIAL PLANNER
Become a CERTIFIED FINANCIAL PLANNER® Via the Fast Track Pathway
Gain global recognition, enhance your career, and build trust with clients.
strategic planning
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Consulting Solutions
3 Specialist Course + 1 Integrated Course & the CFP® Exam
The Regular Pathway to CFP® certification consists of three specialist courses, followed by the FPSB® Integrated Financial Planning course and the CFP® exam.
FPSB® Investment Planning Specialist
Master investment strategies, portfolio construction, and regulatory compliance.
FPSB® Retirement & Tax Planning Specialist
Learn to optimize retirement plans, taxation, and wealth distribution.
FPSB® Risk & Estate Planning Specialist
Gain expertise in insurance, risk mitigation, and estate planning.
FPSB® Integrated Financial Planning
Apply your knowledge by creating a real-world financial plan for CFP® exam eligibility.
Get Certified
4 Simple Steps to CFP® Certification
12th Pass for One of the Specialist Course, Graduate for CFP® Certification
Enroll with an FPSB Authorized Education Provider (Online/In-Person)
Clear three specialist courses & the Integrated Financial Planning exam
Meet the 3-year experience requirement & pass the CFP® exam
Still Have Questions?
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Strategic Excellence, Proven Results
Why Become a CFP® Professional?
Join a Global Network –
Stand out with a globally recognized CFP® credential and a network of 223,700+ professionals.
Unlock Career Growth
Gain opportunities with banks, AMCs, insurance firms, brokerage houses, and financial planning companies.
Earn Client Trust
Your expertise ensures long-term relationships, referrals, and credibility.
Increase Revenue Streams
Expand your service offerings with comprehensive financial planning.