CFP Syllabus and Subjects

Roumik Roy

Updated on - Jan 4, 2023

The CFP syllabus and subjects encompass 1 year and 2 semesters. The CFP certificate course syllabus is composed of core subjects in the field of financial planning and relevant areas. The purpose of the course is to create professionals who are skilled in the field of investment planning, paraplanning, financial advice, consultation, banking, etc. Some of the common CFP subjects are financial planning, estate planning, insurance, advanced fi, risk analysis, employee benefits, and investment planning.

Semester Wise CFP Syllabus

The semester-wise CFP syllabus is curated so as to provide the students the knowledge of the world of finance in the most flexible approach. It introduces the candidates to a broad range of concepts with a primary focus on financial planning and investment. The 2 semesters during the 1-year long duration course focus only on core subjects. The semester wise syllabus of the CFP course is mentioned below: 

CFP Subjects

The CFP course subjects provide the students with an in-depth knowledge of the syllabus tenets. It is a one-year-long certificate course that prepares students professionally to meet the standards of the global finance market. There are no electives in the CFP course. The subjects focus on core financial concepts and other relevant areas. Students study the subjects in a 2-semester duration to make the course more flexible. The CFP subjects list is mentioned below: 

• Risk Analysis
• Insurance Planning
• Advanced Fi
• Estate Planning
• Retirement Planning
• Employee Benefits

CFP Course Structure

The CFP course structure is curated in a core subjects pattern. The course is composed of two semesters. The CFP syllabus 2021 is structured in a manner so as to provide the students with relevant skills and knowledge pertaining to the subject matter. The CFP syllabus is designed keeping in mind the industrial relevance and inculcating within the students the ability to meet the professional demands. The course structure for CFP is listed below:

• II Semesters
• Core Subjects
• Project Submission
• 3 Specialist Certifications
• Capstone Project Submissions

CFP Teaching Methodology and Techniques

The teaching methodology and techniques for the CFP syllabus are varied keeping in mind the dynamic nature of the course. Along with the traditional lecture-based teaching, students are also trained to develop skills such as advertising, marketing, paraplanning etc. The teaching methodologies are diversified to ensure students of the course are able to meet all the professional demands of the industry. Some of the common teaching methodology and techniques for CFP subjects are mentioned below:

• Class Lectures
• Skill Development Training
• Seminar Lectures
• Computer Lab Work
• Conceptualized Learning
• Workshops on Finance and Planning

CFP Projects

CFP projects are given to the students of the course so as to develop a critical and analytical approach regarding the core domains. The hands-on experience gained while working on the projects helps the candidates to prepare better for the professional industry. Many recruiters often look at the project topics and offer roles based on their analysis and approach. Mentioned below are some of the popular CFP project topics:

• Future of mutual funds
• Effective management of financial control and their impact on SMEs
• Analysis of public approach towards wealth management
• Public perception of the 21st-century government policies
• Public vs private mutual funds- Which is better?
• Dealing with non-performing assets

CFP Reference Books

The CFP books provide foundational knowledge to students on various core concepts of the course. Students need to analyze the course tenets in great detail in order to make a sound purchase. Downloading the online versions of the reference books wherever possible helps in bringing down the total cost of purchase. Mentioned below are some of the popular CFP books for reference: