About QPFP Certification Program
QPFP Certification Program is a 100% online program for existing and aspiring personal finance professionals like financial advisors, wealth managers, financial planners, insurance consultants, investment advisors, equity analysts, mutual fund distributors etc. Candidates completing the program over 6 months are awarded with prestigious QPFP Certification with a license to use the marks and designation Qualified Personal Finance Professional (QPFP).
Program Highlights
Eligibility to Apply
Graduate in any stream + Passed any one industry exam
Comprehensive Curriculum
50 Topics plus 50 ProTools under five practical Modules
Top-Class Trainers
Learn directly from 25 leading practitioners & top-class trainers
100% Online Sessions
Attend Weekly Live or Recordings as per your convenience
Program Duration
Six Months Education program + one Month for Final Examination
Time Commitment
4 to 6 hours per week at your convenience anytime
Who should join?
QPFP Certification Program is designed for both existing financial advisors and aspiring career aspirants. Anyone who wants to build a thriving career, go to the next level, do good for clients and earn well for themselves will find the program beneficial.
Established & Growing Financial Advisors
should join to rebuild their career / practice for the new world in a new way. May also consider nominating their team members.
Beginner & Aspiring Financial Advisors
should join to get super clarity, exact tools and required knowledge to build an amazing career / practice.
QPFP Program Curriculum
QPFP Program Curriculum has been very thoughtfully designed to deliver the exact learnings that are required to solve real problems of investors / clients and deliver immense value to their life so that you and your professional services are always in demand.
- Topic 1 – Role & Responsibilities of a PF Professional
- Topic 2 – Career Potential for PF Professionals
- Topic 3 – Competency Profile of PF Professional
- Topic 4 – Client First Approach & Ethics of PF Professionals
- Topic 5 – Understanding Indian Consumers & Investors
- Topic 6 – Macro Economics impacting Consumers & Investors
- Topic 7 – Financial Maths & Time Value of Money – 1
- Topic 8 – Financial Maths & Time Value of Money – 2
- Module Revision and Exam
- Topic 9 – Client Goals, Needs & Objectives
- Topic 10 – Basic Financial Management
- Topic 11 – Behavioural Finance & Investor Behaviour
- Topic 12 – Risk Management & Life Insurance Planning
- Topic 13 – Health & Other General Insurance Planning
- Topic 14 – House Purchase Planning
- Topic 15 – Children’s Education & Marriage
- Topic 16 – Retirement Planning – Accumulation & Distribution
- Topic 17 – Investment Management
- Topic 18 – Tax Planning & Tax Saving Tips
- Topic 19 – Wills and Succession Planning
- Topic 20 – Other Goals & Needs in Life – Part 1
- Module Revision and Exam
- Topic 21 – Asset Class Understanding
- Topic 22 – Evaluation of Investment Products
- Topic 23 – Govt Schemes, NPS & Emploment Benefits
- Topic 24 – General Insurance Products
- Topic 25 – Life Insurance Products
- Topic 26 – Loans from Banks & NBFCs
- Topic 27 – Debt Products – CDs, Bonds & Debentures
- Topic 28 – Equity Market Investing
- Topic 29 – PMS and AIF Products
- Topic 30 – Mutual Funds – 1
- Topic 31 – Mutual Funds – 2
- Topic 32 – Taxation on Investment Products
- Module Revision and Exam
- Topic 33 – Establish Client-Advisor Relationship
- Topic 34 – Understand Client’s Situation & Goals
- Topic 35 – Analyse Client’s Situation & Develop Options
- Topic 36 – Recommend Strategies and Action Plan
- Topic 37 – Execute Recommendations Efficiently
- Topic 38 – Monitor, Review and Course Corrections
- Module Revision and Exam
- Topic 39 – Client Acquisition for Financial Advisors
- Topic 40 – Marketing Funnel for Professional Services
- Topic 41 – Client Servicing & Engagement
- Topic 42 – Client Engagement & Retention
- Topic 43 – Softwares and Technologies for Client Management
- Topic 44 – Regulations & Compliance for Financial Advisors
- Module Revision and Exam
QPFP Education Delivery Model
QPFP Certification Program is delivered 100% online wherein sessions and exams can attended virtually by candidates from the comfort of their home / office.
Attend Live Sessions
Sessions are live streamed every week at a fixed day and time. Candidates have an option to attend the sessions live if the timings are comfortable to them.
Attend Recordings
Live sessions are recorded and uploaded immediately on same day and can be accessed in online login portal. Candidates can attend as per convenience.
What QPFP Candidates Get
QPFP Program is designed to deliver high impact learnings. A 360 degree approach to professional education ensures the candidates get everything that is required to convert learnings into actions leading to career / practice growth.
100 Hours Training
Get practical learnings directly from leading practitioners and top-class trainers (worth ₹1,00,000)
50 Plus ProTools
Tools, templates, formats and calculators can be directly be used in practice / life immediately (worth ₹50,000)
Tests and Exams
45 Topic Tests, 5 Module Exams, 2 Mock Exams and One Final Exam (worth ₹50,000)
Online Access Portal
Student only portal where you can watch all recordings, take exams and download handouts / tools (worth ₹ 25,000)
Query Solving
Get all your questions resolved by your peers, trainers or coaches or program manager (worth ₹25,000)
Group Coaching
Get help and handholding by your coach to guide you with implementation of learnings (worth ₹ 25,000)
What QPFP Certificants are Sayings
-
QPFP is a well designed and a very practical course. Makes it easy for a beginners to start Financial Advisory practice swiftly and quickly. As a practicing Financial Planner I too learnt many new things. A great refresher course for me, after nearly 12 years of completing CFP !
Rima Parikh
Mumbai
-
I had opted QPFP program because it is online and It was most suitable for me due to my remote location. But I did not expect it to be so lively & practically designed. It changed my life the expert professionals who are industry leading professionals shared all the secret techniques which made them successful in the best possible way.
Yogesh Bulbule
Latur
-
QPFP course contents and methodology has advantages over other courses like CFP or CWM in terms of practical approach. This program can even be greatly helpful in preparation for CFP or CWM. I have realized it personally because I couldn't gain confidence while I was preparing for other courses.
Vinat Bharati
-
After completing the entire QPFP curriculum with consistent learning & practical implementation in last 7 months, today I can confidently say that QPFP is the best Certification Course for all the Financial Advisors where we can truly upgrade our knowledge & successfully implement it into our practice for a better & brighter future.
Sanjeev Chawla
New Delhi
-
From time of enrolling to QPFP till clearing the exams, everything went well and it is as per the exact schedule. Whenever I missed any classes, it was available in recordings and there was regular follow up from the team and coaches to complete it. Thank you so much such a wonderful program.
Vikram Sapparad
Bangalore
-
QPFP program has been a delightful learning experience. For me QPFP program has been the perfect platform to solidify my foundation and give a structure to the entire practice. I must say that the content and delivery of QPFP has exceeded my expectations. Sadique and his team, all the trainers & coaches have passionately conducted the program successfully despite various obstacles.
Manish Gulati
Gurgaon
Apply Now & Book Your Seat
Take the next step towards building a successful career / practice. Learn to do good for clients and earn well for yourself. Apply now to get started. QPFP Program fees will be payable only after the program starts. For now take these 3 quick steps and book your seat.
- Step 1 – Check Your Eligibility to Apply
- Step 2 – Fill QPFP Application Form
- Step 3 – Submit Required Documents
