Certification topic CERTIFIED FINANCIAL PLANNER CFP

CFP Eligibility

Permanent exam information · 48 views · Verified 01 Oct 2026

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Certification Topic type

CFP Exam

CFP Eligibility

CFP Eligibility in India

Entry to specialist courses

FPSB India states that individuals who are at least 18 years of age and have completed HSC/Class 12 may register for any one of the three specialist courses.

Requirements for CFP certification

Completing an individual specialist course does not by itself confer CFP certification. Candidates pursuing the CFP certification pathway must complete the required specialist certifications and subsequent Integrated Financial Planning requirements, satisfy the applicable graduate-level education and work-experience criteria, complete the Financial Plan Assessment, pass the CFP examination and satisfy ethics and certification requirements.

Stage	Requirement
Specialist-course entry	At least 18 years old and Class 12/HSC completed
Specialist certifications	Investment Planning, Retirement and Tax Planning, and Risk and Estate Planning
Integrated stage	Integrated Financial Planning
Assessment	Successful Financial Plan Assessment
Certification	Applicable graduate-level education, work experience, examination and ethics requirements

Latest cycle

CFP October 2026

Upcoming

Frequently asked questions

What does this page cover?

This page covers the CFP Eligibility section of CERTIFIED FINANCIAL PLANNER. It is part of BodhDisha's permanent exam information, which stays consistent across exam years.

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Not directly — this topic is permanent exam info. When the topic is year-specific (like actual cutoffs), BodhDisha shows the latest available cycle, and you can open the cycle page for year-accurate details.

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Last verified: 01 October 2026

BodhDisha provides this information for students and regularly reviews important details. Please confirm important dates, eligibility, fees and other requirements with the official source before taking action.

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