Certified Financial Planner (CFP) Syllabus 2025: Subjects, Specializations, and Semester-wise Syllabus

  • course years 2 Years
  • type of course Certificate
  • course stream Management
  • course type Full Time
Written By universitykart team | Last Updated date Oct, 09, 2024

Explore the syllabus for the Certified Financial Planner (CFP) program, covering financial planning, investment strategies, and wealth management.

Syllabus of Certified Financial Planner (CFP)

The syllabus for the Certified Financial Planner (CFP) program is comprehensive and covers various aspects of financial planning and wealth management. Students often study financial planning principles, investment strategies, and risk management. The curriculum typically includes courses on retirement planning, tax planning, estate planning, and insurance planning. Students also delve into topics related to ethics and professionalism in financial planning. The program emphasizes hands-on financial planning and often requires students to complete a comprehensive financial plan as a capstone project. Graduates who successfully complete the program are eligible to become Certified Financial Planners (CFPs) and are well-prepared for careers in financial planning, wealth management, and financial advisory services.

1st Year OR 1st & 2nd Semester Syllabus of Certified Financial Planner (CFP)

S.noSubjects
1Introduction to Financial Planning
2Risk Analysis and Insurance Planning
3Retirement Planning and Employee Benefits                                                                                        
4Investment Planning

2nd Year OR 3rd & 4th Semester Syllabus of Certified Financial Planner (CFP)

S.NoSubjects
1Tax Planning & Estate Planning                                                                                                              
2Advanced Financial Planning
3Practical
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International College of Financial Planning (ICFP), Chennai
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American Academy of Financial Management India(AAFM), New Delhi
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