CFP Coaching Classes
| 4.9 (52,759 Ratings)
- 150+ hours of extensive training
- Live classroom training with separate doubt solving sessions
- 100% placement assisstance
- Practical learning from industry experts
- CFP certified trainers
- Mocks & extensive tests
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Where Our Students Work
Top choice for ambitious students, professionals, and organizations.















CFP Coaching Classes
Program Highlights

180 Hours of Intensive Training

Live Classroom Learning

100% Placement Assistance

CFP certified trainers

Case Studies

Offline Classes in Delhi/Mumbai
10+
Other Features
Leading the Way in Practical Financial Education
As on 30th June 2024
We're Widely Accredited






Jalaj Chhaya
(CA, CS, CGMA, CIMA, UK, B.Com)
Know your Mentor
- Qualified Chartered Accountant from ICAI
- Corporate experience of over 12 years across sectors
- Teaching & coaching for more than a decade across universities
- Mentored various CA/BBA/MBA students across universities
- International & domestic papers presented at various national forums
CFP Curriculum
Discover How We Efficiently Cover Every Detail?
AI-driven, comprehensive, concept-focused, and industry-focused curriculum.
- 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
- Measurement concepts
- Costing systems
- Overhead costs
- Supply chain management
- Business process improvement
Benefits Of Joining CFP With TWSS

Approved learning provider FBSP

15+ years of experience of teaching

Mock tests & extensive learning

Regular doubt solving sessions

2 years access to recorded videos

Tailored mentorship

Focused study groups

Alumni network base connects

Industry professionals teachers

Real life based case studies for practical learning

100% placement assistance

Online classes/offline based in Mumbai/Delhi
Watch CFP Course Related videos on our Youtube Channel

CFP Course Overview
CFP Certification is a globally recognized certification suited for those aspiring to build a career in personal finance, wealth management, etc. It is globally recognized symbol of excellence for financial planning offered by FPSB, USA. It’s a global recognized certificate that adds credibility to finance professionals valid in 27 countries
A CFP Professional is an specialist of Investments, Wealth Management, Portfolio Management, Personal Finance and Financial Planning & hence its a Certificate of Growth for students, professionals & advisors in BFSI.
The Wallstreet School's Placement Assistance Services

Career Guidance and Counselling

Comprehensive Assistance for Success
- Placement Assistance: TWSS offers placement support to all candidates.
- Eligibility: Candidates enter the placement pool upon completing assessments.
- Success Fee: Rs. 75,000 is charged after placement and offer acceptance.
We have successfully placed over 10,740 students since 2009!
With over 10,740 students successfully placed in finance and accounting roles across various sectors, our strategic expertise and industry connections deliver exceptional outcomes for graduates.
Hear from our students
Explore firsthand accounts of student experiences. Hear their stories, triumphs, and insights that make our community exceptional. Real voices, real impact.
As a CA dropout who had interest in finance & want to pursue a career in it but didn’t know where to start with, The Wall street school’s Investment banking program : Financial modeling & Valuation Course was the best choice I made, All the faculties are really professional & the case studies , financial models, valuations we did were as per industry standards, This Course has marked a new beginning to my career as it’s placement helped me get the job role I desired.

My journey with The Wall street School was very fun and exciting. I have never found myself having fun while doing homework, also the classes at the wall street school were very amazing, easy to understand and had a lot of depth. One thing that is unique to TWSS is that each and every mentor here is always there to help you, they will clear every silly little doubt of yours. I would like to thank TWSS with all my heart for helping me land this placement as well as all the mentors. I believe they have magic wand. Hope it never runs out of magic.

The Wallstreet School is a highly esteemed institution recognised for its expertise in Financial modelling and Valuation & Investment Banking.Having completed their practical training workshop, I have acquired invaluable skills that have significantly enhanced my proficiency in this field and also understood all the nuances of valuation methodologies which are applied for different businesses and industries .The knowledgeable and supportive faculty contribute greatly to the learning experience, and their placement support is commendable. For anyone seeking to develop their Financial modelling and valuation skills or enter into Investment Banking , I highly recommend TWSS as an excellent starting point.

I had an exceptional experience at TWSS during my FMV courses. The faculty’s expertise and teaching methods were top-notch, providing a comprehensive understanding of complex financial concepts. One of the highlights was the workshop on valuation techniques, which not only provided valuable insights but also served as a stepping stone for those interested in pursuing a career in Investment Banking. TWSS’s placement cell was instrumental in securing placements for many candidates, and their support extended beyond initial placement, which is truly commendable. I am grateful to TWSS for helping me kickstart my career in Investment Banking.

TWSS helped me finding the way in the world of finance in which I am having keen interest in learning and exploring the way how things work. It was a great learning experience for me. Every teacher here is experienced and expert in imparting the knowledge to the students, Manoj sir and Himanshu sir were of great help during the course and placement. I am grateful for their support and mentorship.

I recently completed a course on financial modeling and valuations at The Wallstreet School, and it was a fantastic experience. The faculty was excellent, explaining concepts clearly and making the classes really interactive. The case studies they used were particularly helpful in understanding real-world applications. The placement cell provided strong support, helping me secure a good placement. I highly recommend The Wallstreet School for anyone interested in learning about finance in a practical and engaging way.

I was stuck in sales for years and was trying to get into any role remotely related to Finance. Also I had a gap of several years before joining TWSS. I undertook the course which turned out to be very intensive and rigorous helping me immensely in getting into a corporate finance role. The learning and guidance imparted by the faculties and support of the placement team made it possible.

My time at TWSS was truly remarkable. The Investment Banking program stood out, providing me with crucial industry skills. The assistance in securing my desired job through placement support was a significant help, and I am grateful for the invaluable experience I acquired.

The wall street school has been a great pick for me especially their flagship Investment banking program. The skills that I have acquired has been a great value addition to my career. I was placed in the 3rd week itself through the smooth conduct of the placement cell. Anyone willing to start a career in Investment banking, can come and learn the practical skills that are required to excel in finance.

This course was instrumental in securing my placement. It provided a comprehensive understanding of key concepts, practical applications, and industry insights. The hands-on projects enhanced my skills, making me well-prepared for the competitive corporate world. Thank you so much to the team for guidance throughout in navigating the placement process. The team’s insights and support have been invaluable, and I truly appreciate the time and expertise. Grateful for your assistance in shaping my career path. Overall, a highly recommended investment in both knowledge and career advancement.

Faculty at The Wallstreet school enabled me to upskill myself and be able to perform valuations and make dynamic financial models from scratch. Having finished CFA level 1, this course added more credibility to my profile and helped me get placed at a good company with a good role.

Throughout my journey with TWSS, I have been continuously impressed by the depth and breadth of the curriculum, as well as the dedication and expertise of the instructors. The hands-on approach to learning, combined with real-world case studies and practical exercises, has allowed me to develop a strong foundation in financial modeling and valuation.Moreover, the supportive and collaborative learning environment at TWSS has fostered personal and professional growth, enabling me to challenge myself, expand my horizons, and push the boundaries of my capabilities

My journey with The Wall Street School has been a transformative experience. Through their comprehensive financial modeling and valuation classes, I gained invaluable skills and knowledge that prepared me for the finance industry. Also the placement process is very smooth and transparent. I’m incredibly grateful for the opportunities and support provided by The Wall Street School.

It has been a great learning. Gained knowledge on how to do valuations using different techniques like DCF, Trading comps, Transaction Comps, LBO, etc. Also got to know about different sectors of the economy and how the finance world operates. HIMANSHU SIR AND MANOJ SIR were a great help and were by my side throughout. Loved the journey.

CFP Course Duration
The classroom/live training not only provides theoretical education but also practical insights and makes the candidate industry ready by acquiring knowledge and skills around personal financial planning/wealth management/investment advisory
Frequently Asked Questions
The candidate must have completed 12th from any recognized board with at least 50% marks. If you choose the Regular pathway, you must also pass three specialist exams – Investment Planning Specialist Exam; Retirement and Tax Planning (RTP) Specialist Exam; Risk Management & Estate Planning.
Completing the CFP certification can take anywhere between 6 months and up to a year or two, with the average typically being about a year and a half — two years. For some, it may take years (depending on expertise and experience). If you already have a financial planning background or a related degree, you may need less time to prepare. You need to have an aggregate of not less than 6,000 hours of professional experience in financial planning.
- Since the CFP certification is well-recognized in the corporate world, it instantly increases your employability.
- Knowledge of the core concepts of the curriculum improves the experience of your clients and hence leads to a longer and more satisfying relationship with them.
- More networking and learning opportunities due to the CFP community.
- Increased avenues of revenue making and a wider range of service offerings.
- Recognition as a CFP professional in over 26 countries across the world. Is there a limit to the number of times I may take the CFP exam?
- There is no limit to the number of times you may take the CFP exam, but you may only take the exam during the exam window provided.
Of course, the CFP Certification is offered Financial Planning standard Board US and which is globally recognized in over 26 countries including Australia, Austria, Belgium, Brazil, Canada, China, China Taipei, Columbia, France, Germany, Hong Kong, Indonesia, Ireland, Israel, Japan, Malaysia, New Zealand, Republic of Korea, Singapore, South Africa, Switzerland, Thailand, United Kingdom and United States of America.
CFP program graduates can seek employment in areas like financial advisory, banking & investment firms, risk management, lending agencies, corporate finance houses etc. This wide range of industries is a testament to the well-rounded skill set and knowledge that CFP certification offers, thereby making graduates attractive hires for various financial positions
Financial planning is a profession that offers the flexibility to work in almost any setting, and although most advisers will choose to affiliate with established firms or become hybrids themselves for some time, owning your own financial planning business offers distinct benefits. In effect, by starting your own practice you can work with the clients who inspire you and determine when a work day starts and ends for more control over how to best manage your law firm while making sure that client needs are met.
CFP Related Blogs
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