Integrated Financial Planning
Learn how integrated financial planning combines tax, investments, goals, and client needs into one accountable advisory approach
CFP® Fast Track + 3 Levels of AI Skills
Be an AI-Ready CFP® Professional with Just 1 Exam
Three Specialist exams exempt. One CFP® Exam to complete.
Build practical AI skills for financial planning through workflows, agents and Miles AI Labs.
6–8 months8–10 hrs a weekLive classes on weekends
FPSB India Authorized Education Provider70K+ alumni15 years in finance education
2,36,300
CFP® professionals worldwide
3,534
CFP® professionals in India, up 9.9% in 2025
70K+
Miles alumni worldwide
600+
Corporate collaborations
CFP® figures as of 31 Dec 2025. Sources: FPSB, FPSB India.
Three Specialist Exams Exempt.
One CFP® Exam to Complete.
FPSB India’s Fast Track Pathway, for professionals with three years in a financial-planning role and an approved qualification.
Exempt for you · tap to see what each covers
Financial markets & productsRisk & returnClient risk profilingAsset allocationPortfolio constructionInvestment strategies
Retirement needs analysisRetirement products, incl. NPSCash-flow planningTax-efficient planningWealth accumulation
Risk managementLife & non-life insuranceInsurance needs analysisEstate planningWealth transfer
What you complete
1CFP®
exam
exam
- Duration 3 hours
- Questions 25 stand-alone + 25 case-study MCQs
- Mode Online proctored or test centre
- Exam Frequency Every alternate month
The CFP® Exam brings together Investment, Retirement & Tax, Risk & Estate, and Integrated Financial Planning. Your Fast Track journey also includes the Financial Plan Assessment, Psychology in Financial Planning and Global Ethics.
Source: FPSB India, Fast Track Pathway.
Do You Qualify for the Fast Track?
Both routes need three years in a financial-planning role. Your qualification decides which one is yours.
Do you hold an FPSB India-approved qualification?
See the approved qualifications
CA, or CA Inter with articleship · CFA · CPA · CMA (US or India) · CS · ACCA · CAIIB with graduation · Fellow of the Insurance Institute of India · PG degree in Economics, Commerce, Finance or Financial Planning · Full-time MBA / PGDM in Finance, Marketing, Financial Services or Operations / Systems. SEBI-registered investment advisers may also qualify.
Route 1 · Your route
Direct Fast Track
3+ years’ experience + an approved qualification
Register with FPSB India, skip the three Specialist exams and start the program. A Miles counsellor checks your documents first.
Check EligibilityRoute 2
University Route
3+ years’ experience, no approved qualification yet
Complete an eligible university qualification in Financial Planning alongside your CFP® preparation to meet FPSB India’s qualification criterion.
Know MoreEligibility is determined by FPSB India. Experience must be in a financial-planning-related role: banks, NBFCs, AMCs, insurers, securities firms, PMS, brokerages, RIAs or corporate treasury. Sources: FPSB India, Fast Track Pathway · FPSB India, Institute Partners.
One Exam. Four Requirements. All Covered.
The key education and assessment requirements beyond the CFP® Exam, built into your Fast Track journey.
FPSB India course
Integrated Financial Planning
All six domains in one course. Miles teaches it live on weekends, with recordings and a question bank.
FPSB India assessment
Financial Plan Assessment
A full financial plan on an FPSB India case study. A Miles mentor reviews your draft before you submit.
FPSB module · no exam
Psychology in Financial Planning
How behaviour, bias and risk perception shape client decisions. Self-paced.
FPSB course · no exam
Global Ethics Course
FPSB’s ethics course, completed before the CFP® exam. Self-paced.
AI in Financial Planning
The AI-Ready CFP®Professional
A three-level AI competency pathway built around professional judgment, the Financial Planning Process and hands-on AI Labs.
Level 1 · Example
Task
Summarise this 14-page term insurance policy for my client.
AI
- Cover ₹1.5 crore to age 65
- Premium payable annually for 20 years
- Two riders: accidental death, critical illness
- Three exclusions listed on page 9
You
Check the summary against the policy. Send it in your own words.
INTEGRATED WITH WORLD’s FIRST
AI Labs for Accountants
Build AI Agents & Workflows
12 months
Complimentary access to
Copilot Studio
- NOCode
- NOClient Data
- NOSet-up
Learn From Practising CFP® Professionals
The CFP® exam tests all six planning domains. Each is taught by a practitioner who does it for clients every week.
Integrated Financial Planning
Explore how financial planners adapt strategies when income, goals, careers, and life circumstances change unexpectedly
Personal Financial Management
Learn how a Family CFO helps families organize, protect, transfer, and sustain wealth across generations with clarity and continuity.
Tax Planning
Learn year-round tax-aware planning across tax regimes, salary structure, retirement benefits, investments, and capital gains.
Retirement Planning
Learn to build retirement plans that turn future needs into sustainable income through realistic projections, cash-flow mapping, and withdrawal strategies
Estate Planning
Learn how to build complete estate plans using Wills, trusts, nominations, succession planning, and full-estate diagnostics
Investment Planning & Asset Management
Explore how behavioural finance shapes wealth decisions and how advisors can help clients manage bias, risk, and emotion.
Financial Planning Principles, Process & Skills
Learn how modern planners combine digital tools, AI, portfolio discipline, and human judgment to build smarter financial plans
Estate Planning
Trust planning from fit to closure—choose the right structure, create it properly, manage it responsibly, and close it cleanly
Risk Management & Insurance Planning
Build financial protection before wealth by prioritizing risks, choosing the right cover, and preparing families for claims
Designed for Working Professionals
Certify without leaving your job.
6–8months
8–10hours a week
6exam windows a year
Mon
Self-paced
Tue
Self-paced
Wed
Self-paced
Thu
Self-paced
Fri
Self-paced
Sat
Live class
Sun
Live class
Live classes on weekends, recorded. Recordings, question bank and AI Labs the rest of the week.
The pathway · FPSB India
- Three Specialist exams exempt; one CFP® exam
- CFP® Exam conducted every alternate month
- Plan Assessment and exam in either order, within six months of paying the bundled fee
- Ethics and Psychology modules self-paced, no exam
The program · Miles
- Live weekend classes, recorded
- Mock exams and a question bank
- Financial Plan Assessment mentoring
- AI in financial planning, hands-on in Miles AI Labs
- Placement assistance and interview preparation
Your Fast Track Roadmap
Five steps from profile check to certification.
Step 1 · Eligibility check
A Miles counsellor reviews your qualification and experience against FPSB India’s criteria.
About 6–8 months end to end.
Build a Career Across Financial Services
CFP® certification is recognised across banking, wealth management, investments, insurance and financial advisory.
BanksWealth managementAMCsInsuranceRIAsBrokeragesFamily officesFintech
CFP® professionals in India · gross salary per year
Entry level, 1–3 years₹8.2 lakh
Average₹14.2 lakh
Senior, 8+ yearsup to ₹18.2 lakh
Senior wealth roles go higher. SBI’s September 2026 wealth-management hiring listed CFP® among preferred qualifications, with VP Wealth CTC up to ₹44.7 lakh.
Salary: ERI SalaryExpert, cited in FPSB India Newsletter, June 2024. SBI notice CRPD/SCO/2026-27/23, Sep 2026.
CFP® Program Fees
Choose the CFP® Fast Track with AI built in, or take AI for Financial Planning as a standalone program.
Recommended
CFP® Fast Track + AI for Financial Planning
₹1,20,000
One-time
- CFP® Fast Track preparation
- AI Levels 1–3
- Hands-on Miles AI Labs
Standalone program
AI for Financial Planning
₹50,000
One-time
- AI Levels 1–3
- Miles AI Labs
- Hands-on planning builds
Zero-interest EMI, 12 monthsZero processing fee
What you pay FPSB India
| Document verification | ₹5,000 |
| Registration and course material | ₹38,000 |
| Psychology in Financial Planning module | ₹5,000 |
| Financial Plan Assessment + CFP® exam | ₹25,000 |
| CFP® certification | ₹11,000 |
| Total | ₹84,000 |
Annual renewal after certification: ₹11,000. FPSB India fees are [included in / payable separately from] the Miles program fee. All fees are revised periodically; confirm current fees with a Miles counsellor before enrolling. Source: FPSB India.
Frequently Asked Questions
What is CFP® certification?
The global standard in financial planning, awarded in India by FPSB India. It is recognised in 29 territories and held by 2,36,300 professionals worldwide, 3,534 of them in India (December 2025).
Who qualifies for the Fast Track Pathway?
Anyone with three years’ experience in a financial-planning-related role (banks, NBFCs, AMCs, insurers, securities firms, PMS, brokerages, RIAs, treasury) and an FPSB India-approved qualification: CA, CA Inter with articleship, CFA, CPA, CMA (US or India), CS, ACCA, CAIIB with graduation, Fellow of the Insurance Institute of India, a PG degree in Economics, Commerce, Finance or Financial Planning, or a full-time MBA / PGDM in Finance, Marketing, Financial Services or Operations / Systems.
What do I skip, and what do I still complete?
You skip the three Specialist exams: Investment Planning, Retirement & Tax Planning, Risk & Estate Planning. You complete the Integrated Financial Planning course, the Psychology in Financial Planning module, the Global Ethics course, the Financial Plan Assessment and one CFP® exam.
What is the CFP® exam like?
Three hours. 25 stand-alone multiple-choice questions and 25 based on a case study. Online proctored or at a test centre. Conducted every alternate month; you register between the 1st and 5th of the exam month.
How long does the Fast Track take?
About 6–8 months at 8–10 hours a week. FPSB India requires the Financial Plan Assessment and the CFP® exam within six months of paying the bundled fee; take them in either order.
I have the experience but not an approved qualification. Is there a way in?
Yes. The University Route lets you complete an eligible university qualification in Financial Planning alongside your CFP® preparation, subject to FPSB India’s rules. The Regular Pathway (four exams) is also open to you.
What does the AI part cover? Do I need a technical background?
Three levels: AI Mindset, Skillset & Toolset; Applied AI: Build or Buy; and Digital Transformation. Hands-on in Miles AI Labs, with no coding required.
Do I need to leave my job?
No. Live classes run on weekends and are recorded; the rest is self-paced. The CFP® Exam is conducted every alternate month, giving you flexibility to choose your attempt.
Is Miles authorised by FPSB India?
Yes. Miles Education is an FPSB India Authorized Education Provider. FPSB India sets the exams and awards the certification; Miles prepares you for them and adds the AI skills.