QPFP Certification Program by Network FP – Qualified Personal Finance Professional

About QPFP Certification Program

QPFP Certification Program is a 100% cohort-based 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 registered marks and designation of - 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 four practical Modules

Top-Class Trainers & Coaches

Learn from 40 top-class practitioners, trainers & coaches

100% Online Sessions

Attend Weekly Live or Recordings as per your convenience

Tests & Exams

Attempt 1,000+ Real Life Scenario based Questions in Tests & Exams

Program Duration

Six Months. Need 6 hours per week at your convenience.

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, want to 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 a thriving 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.

Module 1 - Foundation Course for Personal Finance Professionals
  • Topic 1 – Financial Consultancy Practice and Opportunities
  • Topic 2 – My Ideal Practice Model and Career Growth Blueprint
  • Topic 3 – Ethics, Responsibilities & Client First Approach
  • Topic 4 – Financial Maths & Time Value of Money – 1
  • Topic 5 – Financial Maths & Rate of Return – 2
  • Topic 6 – Macro Economics Impacting Investors
  • Topic 7 – Indian Investor Preferences, Trends & Mistakes
  • Topic 8 – Four Pillars of Personal Finance & Behavioral Finance
  • Topic 9 – Financial Goals Pyramid – Client Needs & Wants
  • Module Revision and Exam
ProTools - Module 1
  • ProTool 1 – My Practice Model Builder
  • ProTool 2 – Practice Indicators & Business Plan
  • ProTool 3 – Ethics @ Heart – Self Analysis Tool
  • ProTool 4 – One TVM Calculator
  • ProTool 5 – One ROR Calculator
  • ProTool 6 – TVM & ROR – Practice Questions
  • ProTool 7 – Risk Profile Questionnaire
  • ProTool 8 – Real Statement
  • ProTool 9 – Clients Goal Matrix
Module 2 - Designing Financial Solutions for Client Needs
  • Topic 10 – Organizing Financial Life & Debt Management
  • Topic 11 – Health & General Insurance Solutions
  • Topic 12 – Life Insurance Solutions
  • Topic 13 – Investment Solutions without any specific goals
  • Topic 14 – Children Education & Marriage Consultancy
  • Topic 15 – House Purchase Consultancy
  • Topic 16 – Retirement Accumulation Consultancy
  • Topic 17 – Retirement Distribution Consultancy
  • Topic 18 – Income Tax Consultancy
  • Topic 19 – Wills & Succession Consultancy
  • Topic 20 – NRI Investments & Consultancy
  • Topic 21 – Asset Classes and Asset Allocation Models
  • Module Revision and Exam
ProTools - Module 2
  • ProTool 10 – Family FIDOK & Ratios
  • ProTool 11 – Emergency Fund Calculator
  • ProTool 12 – Life Insurance Calculator
  • ProTool 13 – Financial Freedom Calculator
  • ProTool 14 – Children’s Future Calculator
  • ProTool 15 – House Purchase Calculator
  • ProTool 16 – Retirement Accumulation Calculator
  • ProTool 17 – Retirement Distribution Calculator
  • ProTool 18 – Income Tax Calculator
  • ProTool 19 – Will Template
  • ProTool 20 – One Page Financial Plan
  • ProTool 21 – Asset Allocation & Assumptions
Module 3 - Evaluating Suitability of Personal Finance Products
  • Topic 22 – Health Insurance Products
  • Topic 23 – Other General Insurance Products
  • Topic 24 – Life Insurance Products
  • Topic 25 – Home Loans & Other Liabilities
  • Topic 26 – Employment Benefits & Government Schemes
  • Topic 27 – Real Estate & Gold Investments
  • Topic 28 – Evaluation of Investment Products
  • Topic 29 – Equity Markets and Direct Equity
  • Topic 30 – Debt Markets and Direct Debt
  • Topic 31 – Mutual Funds – 1
  • Topic 32 – Mutual Funds – 2
  • Topic 33 – PMS and AIF
  • Topic 34 – International Investing
  • Topic 35 – Other Investment Products – P2P, Passive etc
  • Topic 36 – Capital Gains Tax on Investments
  • Module Revision and Exam
ProTools - Module 3
  • ProTool 22 – Health Insurance Comparison Template
  • ProTool 23 – Complete Insurance Portfolio Builder
  • ProTool 24 – Life Insurance Comparison Template
  • ProTool 25 – Loan Amortization Calculator
  • ProTool 26 – Employee Benefits Calculator
  • ProTool 27 – House Rent vs. Buy Calculator
  • ProTool 28 – MF Investment Performance Calculators
  • ProTool 29 – Mutual Fund Whitelist Tracker – Equity
  • ProTool 30 – MF Whitelist Tracker – Debt & Hybrid
  • ProTool 31 – SIP Calculators
  • ProTool 32 – SWP Calculators
  • ProTool 33 – Stock Performance Analyzer
  • ProTool 34 – Capital Gains Calculator
Module 4 - Financial Consultancy Processes for Client Success
  • Topic 37 – Comprehensive Financial Consultancy Process
  • Topic 38 – Investment Consultancy Process
  • Topic 39 – Insurance Consultancy Process
  • Topic 40 – Retirement Consultancy Process
  • Topic 41 – Tax Consultancy Process
  • Topic 42 – Succession Consultancy Process
  • Topic 43 – Client Management Processes – Best Practices
  • Topic 44 – Financial Advisor Solutions & Technologies
  • Topic 45 – Industry Regulations and Compliance
ProTools - Module 4
  • ProTool 35 – Consultancy Process Matrix
  • ProTool 36 – Letter of Engagement
  • ProTool 37 – Data Gathering Form
  • ProTool 38 – Asset-Goal Mapper
  • ProTool 39 – Product-Goal Action Plan
  • ProTool 40 – Annual Review Template
  • ProTool 41 – Annual Client Satisfaction Survey
  • ProTool 42 – My Technology Framework
  • ProTool 43 – Global Best Practices Checklist
View Detailed Curriculum

QPFP Education Delivery Model

QPFP Certification Program is delivered 100% online wherein sessions and exams can be attended virtually by candidates from the comfort of their home / office or from a NFP LocalHub.

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

50 Plus ProTools

Tools, templates, formats and calculators can be directly be used in practice / life immediately

1,000 + Questions

45 Topic Tests, 4 Module Exams, 2 Mock Exams and One Final Exam

Online Access Portal

Student only portal where you can watch all recordings, take exams and download handouts / tools

Query Solving

Get all your questions resolved by your peers, trainers or coaches or program manager

Practice Coaching

Get help and handholding by your coach to guide you with implementation of learnings

What QPFP Certificants are Sayings

Apply Now to Start Your Journey

Take the first step towards building a successful career / practice. Learn to do good for clients and earn well for yourself. QPFP Program fees i.e. Application & Module 1 Fees shall be payable after your application is approved by Network FP. For now fill the QPFP Application Form to get started.

  • Step 1 – Fill QPFP Application Form
  • Step 2 – Network FP verifies and makes offer to eligible & suitable candidates
  • Step 3 – Pay Application & Module 1 Fees

Next Batch Starts on July 30, 2022

Apply Now to Start Your Journey

Got Any Questions?