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Are you looking to become a Master Financial Planner®?

Get Worldโ€™s #1 Finance Certification

Become a Master Financial Planner! With this certification, you'll gain the knowledge and skills needed to provide financial advice and services to individuals, families, and businesses. With Master Financial Planner®, you can be sure that you are learning from the best in the industry!

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25 LPA Average Salary
95% Pass Rate
4.8/5 Student Satisfaction Score
Upto 2 Cr Highest Salary Package

Our Global Accreditations

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Top Countries Placement

Our learners explore finance and wealth management opportunities across leading global markets.

United States flagUnited States
United Kingdom flagUnited Kingdom
Canada flagCanada
UAE flagUAE
Singapore flagSingapore
Hong Kong flagHong Kong
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Germany flagGermany
United States flagUnited States
United Kingdom flagUnited Kingdom
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UAE flagUAE
Singapore flagSingapore
Hong Kong flagHong Kong
Australia flagAustralia
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India flagIndia
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Oman flagOman
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Saudi Arabia flagSaudi Arabia
Bahrain flagBahrain
New Zealand flagNew Zealand
Malaysia flagMalaysia
India flagIndia
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Oman flagOman
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Saudi Arabia flagSaudi Arabia
Bahrain flagBahrain
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Top Placement Companies

Leading finance and wealth-management recruiters where our learners target strong salary growth.

Rohan Gupta

Wealth Manager

Abhishek Bansal
30 LPA

Priya Kapoor

Portfolio Analyst

Addwell Wealth
35 LPA

Vivek Desai

Financial Planner

Aditya Birla Capital
40 LPA

Sneha Joshi

Investment Advisor

Alankit
45 LPA

Amit Patel

Equity Analyst

Axis Bank
50 LPA

Neha Verma

Wealth Advisor

Bajaj Capital
55 LPA

Sahil Mehta

Client Associate

BFSI
60 LPA

Ananya Sharma

Private Banker

Birju Acharya
70 LPA

Rahul Mehta

Relationship Manager

Calibre Investments
32 LPA

Nidhi Agarwal

Treasury Analyst

Derivative Global
38 LPA

Vikas Reddy

Asset Manager

Dhulji Financial Services
42 LPA

Shruti Ahuja

Credit Analyst

Dilzer Consultants
48 LPA

Kunal Desai

Estate Planner

Evalueserve
52 LPA

Riya Gupta

Wealth Strategist

Finvest India
58 LPA

Arjun Nair

Director - Wealth

Financial Friend
1 Cr

Our Achievements

1996 Year Founded
151+ Countries Present
3,00,000+ Global Alumni
800+ University Partners

Wealth Professionals Work Across Leading Institutions

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Why Master Financial Planner Certification?

Earning this certification can help transform a professional in the field of investment planning, wealth management and portfolio management from a mere practitioner to a master of his/her art.

It is designed to benefit both students and professionals with skill development and can be the key to opening up new avenues of career growth with the kind of credibility enjoyed by Certification Holders in the BFSI Industry.

About Master Financial Planner® Program

A unique 4 Level Program with standalone Specialist Certifications at each level, making it a 4-in-1 Program.

The syllabus covers the entire gamut of Personal Finance & Wealth Management.

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Master Financial Planner® Program Framework

This structured 4-level framework equips you with comprehensive financial knowledge, practical skills, and globally recognized certifications.

Level 1: Investment Specialist

  • Module 1: Personal Financial Management
  • Module 2: Investment Planning & Asset Management
  • Module 3: Regulatory Environment & Legal Compliances
  • Module 1: Retirement Planning
  • Module 2: Tax Planning
  • Module 1: Risk Management & Insurance
  • Module 2: Estate Planning
  • Module 1: Financial Planning Process & Skills
  • Module 2: Engaging Clients in Financial Planning
  • Module 3: Integrated Financial Planning Case Study & Capstone Project

Why Study at CII (Certified Institute of India)

India's Best Finance Study Program with proven success, top study materials, and highest passing rates.

BECOME A CREDIBLE PERSONAL FINANCE EXPERT

Your professional credibility holds the key to your success as a financial professional and this is exactly what the Program offers. Its curriculum is uniquely designed to cover both Indian as well as global study content. It also requires working on case studies and projects to develop real-world skills and practical knowledge of wealth management and financial planning in each of the participants. Apart from that, learners also acquire in-depth knowledge of professional ethics standard. Finally, the participants earn 4 global certifications from USA to become the kind of professional clients can look up to and trust with their investment planning and decisions.

STUDYING THE COURSE

For the complete Program - Level 1 to Level 4, It takes around 250 hours of study spread across 6-10 months depending upon the pace and type of study you opt for.

TAKING THE EXAM

The Exams are conducted online once in a month. Level 1 to 3 is 2 hr exams whereas Final Level is a 3 hr exam. All Exams are MCQs conducted in a live proctored way.

WEEKDAYS FAST TRACK COURSE

With online classes happening Monday to Friday - 5 Days a week and convenient late evening hours from 7 to 8:30 pm, you wrap up all 4 levels of study in approximately 6-month time.

CONVENIENT WEEKEND CLASSES

Conveniently study for the certification along with your work or studies by taking weekend online classes on Saturday evening and Sunday. Finish up all 4 levels of study in approximately 6 - 8 months.

SMA eCLASSES AT CII

(Certified Institute of India)

Choose a Coaching Medium, which suits you the most.

Classroom Learning

Classes at Delhi, Mumbai, Bangalore, Chennai, and Kolkata are available in Classroom learning mode at CII. Highly trusted and accomplished finance trainers teach you course at CII campus.

Online Classes

Instructor-led real time online Classes are delivered by the most experienced finance faculties in India. Attend online classes from any location to learn and grow with the best.

Most Popular Study Mode

E-Learning Mode

Pre-recorded Learning Videos, Books, Workbooks and Course Study Materials are available for those who want to prepare for exam in self-study mode.

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