Learn! To Create Lifelong High Income In 3 To 5 Years

Course: Starting High Profit Financial Planning Business As CFP®

CFP Certified Financial Planner + Practice Management

Batch Starting On 25th April 2026

₹ 250300

Programme Highlight

  • Create Highly Profitable Business As CFP For Entire Life
  • Learn Practical Skills Of Practicing CFP
  • Acquire Practice Management Skills
  • Get Roadmap To Acquire And Serve 200 Clients
  • Skills Of Financial Planning, Processes, Marketing, Counselling, etc…

Chief Mentor

Viplav Majumdar CFP

  • 17+ Years As CFP®
  • Founder Of Planyourworld.com
  • Served More Than 30000 Families
  • Winner Of ET Inspiring Leader Award
  • Top 10 CFPs By Republic Bharat
  • 4.45 Lacs Followers On YouTube, 1.11 Lacs Followers On Facebook

CFP Syllabus

  • Personal Finance Management Global
  • Personal Finance Management India Specific
  • Investment Planning Global
  • Investment Planning India Specific
  • Retirement Planning Global
  • Retirement Planning India Specific
  • Tax Planning Global
  • Tax Planning India Specific
  • Risk Management Global
  • Risk Management India Specific
  • Estate Planning Global
  • Estate Planning India Specific
  • Regulatory Environment, Law And Compliance
  • Financial Plan Assessment
  • Integrated Finance Planning

Practice Management Syllabus

  • Plan To Create Business Of 200 Clients
  • How To Decide Business Model?
  • Planning Profitable Business
  • Writing The Marketing Offer
  • Getting Clients
  • Plan To Get 200 Clients in 12 Months
  • Planning To Serve 200 Clients
  • Developing Team
  • Developing Process For Automation
  • Workshops With Mock Sessions
  • Markteting Foundation To Get Leads
  • Sales Training
  • Counselling Training
  • Ways To Research
  • Creating Practical Financial Plans
  • Cases
  • How To Handle Objections
  • Membership Of Club Of Professional

Fee Structure

REGULAR PATHWAY - LIVE CLASSES

Module Amount
CFP Education ₹100300
FPSB Fees (Approx.) ₹95000
Practice Management ₹150000
Total ₹345300

Planyourworld Fees For Starting High Profit Financial Planning Business As CFP

S.No. Module Price
1 CFP Education ₹ 100300
2 Financial Planning Practice Management ₹ 150000
Total ₹ 250300

Enroll Now!

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