Description

Certification Name: Certified Financial Planner

Global Occupational Skill Standard – GOSS ID: GOSS/BAF/CFP/V1

Duration: One Month.

Eligibility: Graduation or Equivalent is required.

Objective: The Certified Financial Planner course is designed to equip learners with the comprehensive knowledge and practical skills required to guide individuals and families in achieving their financial goals. It combines technical expertise in investment, retirement, tax, and risk planning with strong ethical and communication standards to deliver client‑centered advice.

Certification: Within 5 days after Completion of Online Assessment.

Get ready to join the Journey to become a GSDCI Certified Professional  – International Certification and Assessment Body.

Steps to become a GSDCI Certified Professional:

Step 1: Select your certification you want to pursue.

Step 2: Click on get certified tab, new pop up window will open.

Step 3: Click on pay certification fee, you will be redirected to billing details page.

Step 4: Fill your details and click on pay certification fee, You will be redirected to payment gateway, pay fee by any available options like Card(Debit/Credit), Wallet, Paytm, Net banking, UPI and Google pay.

Step 5: You will get Login Credentials of Online E-Books and Online assessment link on your email id, within 48 hrs of payment.

Step 6: After completion of online assessment, you can download your Certificate Immediately.

Assessment Modules:

Module 1: Introduction to Financial Planning: Definition and Objectives of Financial Planning, Role and Responsibilities of a Financial Planner, Financial Planning Process, Client Data Collection and Goal Setting, Time Value of Money Applications, Ethics and Professional Conduct.

Module 2: Risk Management and Insurance Planning: Types of Personal and Business Risks, Insurance Principles and Terminology, Life and Health Insurance Planning, General Insurance – Motor, Property, Liability, Insurance Needs Analysis, Taxation of Insurance Products.

Module 3: Investment Planning: Types of Investment Instruments – Equity, Debt, Mutual Funds, Portfolio Construction and Asset Allocation, Risk-Return Analysis, Investment Strategies for Different Life Stages, Capital Market Instruments and Regulations.

Module 4: Tax and Estate Planning: Basics of Indian Tax System, Tax Planning for Individuals and Businesses, Tax-saving Instruments and Sections (80C, 10(10D), etc.), Filing Returns and Documentation, Estate Planning Tools – Wills, Trusts, Power of Attorney, Wealth Transfer Strategies.

Module 5: Retirement Planning: Importance of Retirement Planning, Retirement Needs Analysis, Pension Plans and Provident Funds, Annuities and Post-Retirement Income Options, Inflation and Longevity Risk, Retirement Taxation and Withdrawals.

Module 6: Comprehensive Financial Plan and Case Studies: Integrating All Areas of Financial Planning, Creating a Client-Centric Financial Plan, Financial Plan Presentation and Communication, Monitoring and Reviewing the Plan, Case Studies on Real-Life Scenarios, Use of Financial Planning Software.

GSDCI Online Assessment Detail:

• Duration- 60 minutes.
• Number of Questions- 30.
• Number of Questions from each module: 5.
• Language: English.
• Exam Type: Multiple Choice Questions.
• Maximum Marks- 100, Passing Marks- 50%.
• There is no negative marking in any module.

Benefits of Certification:

🌍 1. Global Recognition & Credibility – Stand out worldwide with a certification that opens doors across borders. Trusted by employers, respected by institutions, and recognized in over 100 countries.

📜 2. Quality Assurance through ISO Certification – Certified to global ISO standards, our programs deliver excellence, consistency, and a benchmarked learning experience that speaks for itself.

💼 3. Career Advancement & Employability – Enhances your resume and increases chances of promotions or job offers.

🤝 4. Non-Profit Trust Factor – Certifications from non-profit organizations are mission-driven rather than profit-driven.

📚 5. Access to Verified Learning & Resources – Often includes e-books, mock tests, and online support without hidden costs.

🔍 6. Transparency & Online Verification – Certifications come with a unique Enrolment ID for easy online verification by employers and institutions.

⏳ 7. Lifetime or Long-Term Validity – Certifications usually have lifetime validity or long-term recognition, reducing the need for frequent renewals.