Anusha Kulkarni

                            I decided to choose FPA books and i-learn for my CFP course as a friend of mine recommended me about their content and choice of practise questions which are very helpful. I am going through the curriculum using the books and i-learn and my personal experience is good so far. One thing which i liked is they have provided videos, glossary, and mock tests for practise which is very necessary in MCQ based examinations. 

 Thanking you,
Anusha Kulkarni

Babasaheb Kadam

Hello Mr. Kirtan,

I am Babasaheb Kadam have worked in Finance sector for 7 long years.

Ever since I heard CFP it always looked exciting but never gathered enough courage to attempt the exams.

Thanks to your team for making close follow up on my simple enquiry n giving me confidence for CFP.

As soon as I took the admission n attended the class i realised that it’s difficult to bring the focus which I had during my college days. But regular lectures on topic brought myself back into studies n I successfully cleared all modules of CFP.

Special thanks to Sneha Mam for clearing all concepts through her detailed videos.

Now it really feels good n different to be a CFP PROFESSIONAL 



Kaustubha Kela

My Sincere thanks to pratik sir for not only teaching but actually creating interest in the financial subjects.

Especially given my zero finance background. Basically, an engineer turned actor. I throughly enjoyed studying for investment module.

Lavish Bhambhani

1.Clarity on methods, patience with teaching, ample time given to individuals is what FPA believes in. Even in a class of 25-30 people each person gets enough attention if attentive. open atmosphere to ask questions and one can expect simplistic answers.

2. Attending all classes for the modules has been very helpful. Easy tactics and short cuts are given in class to ensure you don’t waste time. concept understanding are  the main focus and that’s exactly what you need not only to pass but also to apply it in real life jobs. Using this knowledge you can easily keep up with client needs in the real life. CFP will give you an edge over your colleagues. how to really reach a clients goal and the calculations involved in it are explained well 

3. Current employment 

  • Financial hospital

  • Sr. Financial Planner.



Aashmi Vora

Practical teaching was provided and concepts were made thoroughly understood. Study material was of great help. Professors are patient enough to solve all our queries and help us in all the possible ways. 

 CFP helped me understand various investment avenues and how it helps in planning our taxation and retirement. It provided a boost to my career and help me seek better job opportunities in the field of banking and finance. 

Bhupesh P Chaudhri

Yess the faculty for final was very effective academically and practically both. She made us understand things in the simple manner and with logical reason.

All in all good one.


Pratham Kothari

Everyone at the class was really good with their teaching and most importantly the teachers were willing to give all the required time to attend my doubts. 

Neha Shah

Financial Planning Academy is one of the best institutions for CFP certification.

Thank you very much for the guidance and never ending support which has helped me to clear all my examinations in first attempt. I really appreciate your efforts and support .

My experience with FPA was excellent. The faculties are highly knowledgeable and acquainted. Doubt solving sessions were very helpful. I would like to particularly mention Ms. Sneha Punmiya ma’am for her invariable support.

I have also cleared my RIA in first attempt, thanks once again to Sneha mam.

Being CFP and RIA has enhanced my knowledge about all the aspects of personal finance and now I am in a position where I can handle my client’s queries / objections very easily and this helped me to gain my client’s confidence and to grow my business.

The scope of CFP is very good in India because it is an upcoming course in the financial services.Now a day’s many financial organizations are hiring CFP for the financial planning.

FPA, as an organization, has a one point focus, of providing the best possible training for students to make rewarding careers in the field of Finance. I would recommend FPA to all those who wish to pursue the career in the field of finance.


Akshita Phophalia

Faculties here not only gives its students a vivid knowledge of both theoretical & practical concepts but also provides apt solutions to our doubts whether it is related to the course or any other matter.

I must say investing here will give high returns.

Kairav Shah

I enjoyed doing the CFP Certification course from FPA.

The teaching style of faculties being student friendly helped me concentrate more during the lectures.The constant support given by back end team was also very helpful.The knowledge provided by faculties either related to examination or practical was very motivating  for a person aspiring career in finance.Thanks to Sneha Punmiya Mam for making a student friendly environment during the lectures and helping each student personally.Even thanks to Kalpesh Sir by helping clearing tough concepts on the go.It was a very good experience learning at FPA.



Sheral Shah

The faculty at FPA, made the learning of CFP course such an ease having combined the theory knowledge to the practical knowledge in real life. Their classroom training and i-learn platform helped to understand the concepts easily. 

I would like to thank Kalpesh sir and Pratik sir, who took investment module and retirement planning and lastly Sneha ma'am who took three modules including the final module for their invaluable support throughout.

Deepesh Merchant

I cleared my CFP Final module with A grade in May 2016.

I had enrolled for Challenge Status Classroom Training with Financial Planning Academy (FPA). I will definitely recommend FPA for the CFP course.

The teaching methodology at FPA reflects meticulous planning in helping students understand the basics.

The concepts of individual modules are introduced in the initial lectures, followed by practice problems and recap videos, which are quite comprehensive and set the base for the final module.

The faculty and the teaching quality is excellent. Students get personal attention and guidance is given on typical mistakes to be avoided in solving problems. Separate doubt solving sessions are also kept.

Kirtan Sir covered three modules and Sneha Madam covered the Tax module and the Final module.The interactions with both of them were very educative and covered practical aspects in investment and financial planning.

Gunjan Kataria

FPA is best for CFP certification .I was the e learner student but in every module faculty and team members supported me. Mock test and short notes provided by the faculty is very helpful in clearing the exams.

I will definitely suggest other persons to pursue this course through your esteemed Academy.

Thanks a lot for helping me in completion of certification.


Aishwarya Kandoi

Thank you so much, its all because of Financial Planning Academy i was able to clear all my modules in first attempt.

1)The best teachers i have ever come across. Excellent faculty and the teaching method of each of them was perfect. Made us understand all the concepts so very well, and if if we did not understand and had a doubt, made us explain in a very proper way. Learning with them was actually good. They made us understand the concepts so well that while solving the sums, it was not that difficult. Even difficult sums were made us explain in a very easy and smooth way.

2) Yes, teaching was not only till books or just to make us pass.Practical knowledge and implications were also taught. As i was just a college student when i joined this course a year back, i learnt a lot of things. Many new concepts i came across and had a clear understanding of each of them. The videos were so helpful that even though if i forgot some concept or confused about sum thing, it helped me solve my doubt. Especially I-learn was very helpful and ppts, mock test were add ons which  helped me to clear exams.

3) Excellent, Excellent and Excellent. I would like to Thank Pratik sir for teaching us the very first module so perfectly that till date we are thorough with it and also for retirement planning, Kirtan sir for investment planning, with the enthusiasm he taught was too good. He gave a very clear understanding of stock market in details and his teaching was excellent, like each and every concept was made clear with no doubts. Lastly Sneha punamiya Mam'm, who took 3 modules including the final module, her teaching was too good. I had so many doubts in tax and final module but with such calmness she made us understand so clearly. Her teaching was awesome, she made us understand the logic and sums so very well that were able to do sums on our own of the similar type. I would also like to thank Arpita Mam'm, for coordinating each time I had sum doubt.

Jinkal Gala

Thank you very much for your Guidance and Never ending support which has Helped me to clear all my Examinations. You, personally have been a great Inspiration to me Pushing me forward and motivating me always.I appreciate your efforts and the way you put your heart and soul in teaching.

Lastly, I feel proud to be working as a Financial Planner at well known Wealth Management Firm even before clearing the AFP Exam and this credit immensely goes to you.

Harshit Agarwal

My experience with Financial Planning Academy(FPA) in past 1.5 years was great. It was FPA through which I was able to meet best teachers like Kirtan Sir and Sneha Ma'am which are not only teachers to me but inspiration to many. The study material provided by FPA was up to date always and really very helpful that I was able to clear all my modules in one go. Also teachers are truly very helpful at every step and stage of completion of my this course. My high satisfaction level for FPA only led me to refer my many friends to FPA to pursue their CFP coaching.

Always thankful to FPA's faculty and especially to Kirtan sir.



Siddarth Mehta

Finally a CFP.. Clearing all modules in first attempt was never easy, though it was out of question but this was made possible with help of kirtan sir and sneha mam. My journey as a student in this prestigious classes (Financial Planning Academy) was too good, teaching staff were always on their toes to help out the students, the best part of this classes was lectures have always been interactive,  Sir/ Mam never look to you as a student but as a friend and guide you out in every way possible, combination of kirtan sir's smart work and sneha mam's hard work paved my way towards clearing all module. I will be always thankful to them :)


Mansi Shah

Financial Planning Academy is the best education provider for finance. Kirtan sir, Pratik sir, Deepak sir and other faculties have the best knowledge and are very talented, not only they teach you theory related to subject but also gives you the practical knowledge with the real time examples about the current situations prevailing in today's markets. Subject taught by them are really very easy to understand. FPA'S FB page which updates you about the daily news headlines and the financial concepts explained in the videos updated in YouTube are really worth watching for everyone. I would not hesitate to say that because of Ambition I scored well and was ranked in the top 5 for TY.BFM in K.J. Somaiya College and I am really grateful to them. I would recommend all to join Financial Planning Academy.

Suchit Shah

Financial Planning Academy has been a great experience. The courses they teach are up to date and industry specific. The entire team has been great and supportive at all times. I would like to personally thank Kirtan sir and Vishal sir for their support and guidance they have given me during and after the course. I recommend everyone to join Financial Planning Academy for their financial training needs.

Sachin Sodan

Teaching Methodology is good.. Everyone gets personal attention.. There are extra doubt solving sessions which are helpful The faculties not only focuses on theory but also gives practical knowledge and gives various examples for a better understanding.

The best part of FInancial Planning Academy is the faculties. All are qualified professional.. Some of the faculties like Kirtan Sir are always ready to help. He motivates each and every person who is a part of FPA.


Join CFP Course for High Paying Banking Jobs


Authorized Education Provider

Copyright © - Ambition Learning Solutions. All Rights Reserved.