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What will you get?

8 hours of Video content split into 12 to 15 sessions

300+ Practice Questions

1 hour of Live session with an expert

60 hours of Mock test

Unlimited, recurring hours of Live sessions and case study discussion every weekend

1 hour of Live session on MSexcel and Fininacial calculator


  • Introduction to Financial Planning
    • Learn what precisely is financial planning, the steps to financial planning and the code of ethics for a CFP certificant.
  • Risk analysis and Insurance Planning
    • An introduction to risk, the concepts of insurance, the various methods of calculating the required insurance cover and the legal principles of insurance
  • Retirement Planning and Employee Benefits
    • Learn the need for retirement planning and familarize youself with the various schemes available to provide a comfortable retired life for your client.
  • Investment Planning
    • Get oriented with Investment Planning, learn how to determine the value of Equity shares using different pricing models, understand the Capital Asset Pricing Model, and learn various Portfolio evaluation measures. And also, a sneak peak into the world of some interesting financial instruments commonly called Derivatives
  • Tax and estate planning
    • 2 one on one sessions with a tax expert to gain a clear understanding of the tax laws in India
  • How to approach a case study
    • Get professional advice and guidance from an expert CFP certificant on how to approach a Case study
  • Using Excel in CFP
    • Learn to quickly develop a solution using formulae in excel, which not only helps save time in the examination, but also prepares you
  • Using a financial calculator
    • Learn to use financial calculators effectively which often is a complicated task for even seasoned professionals

Sample Content

  • Introduction to Financial Planning

  • Derivative

  • The formula and elements of TVM


Sapna Tiwari

Sapna Tiwari is a CERTIFIED FINANCIAL PLANNER with about a decade's experience into training industry. Apart from holding CFP certification, she is a post graduate in Economic Administration and Financial Management, Certified Personal Financial Advisor and Licentiate from Insurance Institute of India. She holds NSE's certifications in equity market, derivatives market and mutual funds as well. She has extensive training experience with corporates and various education institutions. Besides working as a trainer for personal finance, she is also the author of ‘Securities Laws & Compliances’, ‘Easy Approach to Tax Laws’ and ‘Solved Scanner for Direct Taxes’. Numerous contributions have been made by her in the field of finance by writing a range of articles. She has been associated with financial markets and has extensive expertise in stock market and financial instruments such as mutual funds, insurance, equities, derivatives. Her hobbies include writing articles related to financial matters and reading, primarily fiction, for relaxation.

How do you want to learn?

This is the most comprehensive course that covers all the topics as per the latest syllabus for CFP.
  • Self Learners Package 5000.0

    As name suggests this package is a self-paced package. You will be provided with the following material for this package.

    • 8 hours of Video content split into 12 to 15 sessions
    • 30 hours of Mock test - Case studies based split into 30 sessions
    • Session on using MSexcel in professional practice
    • 300+ Practice Questions( including cfp regular status syllabus) split into multiple sessions


  • Guided Package 10000.0

    This package is the complete program to help you prepare for CFP from scratch. You get following things in this package.

    • 8 hours of Video content split into 12 to 15 sessions
    • 30 hours of Mock test - Case studies based split into 30 sessions
    • Session on using MSexcel in professional practice
    • 300+ Practice Questions (including cfp regular status syllabus) split into multiple sessions
    • 5 hours of Live session with a CFP expert
    • Unlimited & recurring Live sessions and case study discussion every weekend
    • 1 Live session on use of Financial Calculator


Why should you learn from ufaber?

Other Classes Ufaber course
Classroom size Crowded classrooms No classroom, Its just you!
Personal attention Not possible at all 1 to 1 learning
Faculty quality Good, if you are lucky or rich! Best faculty for everyone
Accesibility Waste a lot of time and energy in travelling to the class No travelling, anytime anywhere access.
Content quality You hardly get any content High quality content in video format
Teaching style Varies from teacher to teacher Well researched teaching methodology
Revision time No time for revision in the class Learn and revise at your own pace, everyday!
Flexbility Very rigid system Completely customized as per your needs
Study planning and discipline Its upto you! Its on us!

Student Testimonials

  • Learning CFP with ufaber was completely enticing experience. The comprehensive syllabus and constant help from the mentor helped me a lot throughout the learning process.

    Nisha Chaudary

  • Being a nervous person, I wanted some mentor at my disposal 24X7. With ufaber, I was able to view lectures and post doubts anytime I was in doubt.

    Shreyansh Sinha

  • I was troubled with many concepts, and didn't have a gppd mentor support available with me. With ufaber, I got a personal mentor I promised who helped me at every step with all the concepts.

    Rohini Dhami

Frequently Asked Questions

  • How will I be taught in this course?
    The course is taught using a combination of video lectures, online coaching and offline (classroom) training.
  • How are these videos better than the classroom teaching?
    Problem solving comprises of a major portion of Classroom teaching, and important concepts tend to be skimmed through, due to the large batch size and time restrictions. Also, it is not possible to attend the lectures that have been missed in the classroom teaching whereas, the online videos can be viewed multiple times.
  • Does the course come with any kind of study material?
    Yes, you would be emailed a word copy of the reference notes for the sessions
  • Do I get any questions bank or practice problems?
  • Is problem solving also taught through videos?
  • What if I have doubts in solving questions?
    You can ask these Doubts any time during the day. However, queries raised after working hours, would be resovled on the next day, on a priority basis
  • What time of the day can I ask doubts?
    Doubts can be asked at any time during the day. However, queries raised after working hours, would be resovled on the next day, on a priority basis.
  • What if I have a doubt at midnight?
    You may ask the doubt. The answer would be provided, the next morning.
  • Can I take this course if I have already joined a coaching class?
    Yes. This course is customised to suit the students needs. If you have already enrolled in the coaching class, your daily involvement online could be reduced a little. The coaching class shall complement what you would learn in the online lectures.
  • How does this course offers a better chance to clear cfp?
    This course has been designed keeping in mind the requirement of even a below average student. The study plan is customised, and is unique to every student, therebyoptimising the performance of the student.
  • How many hours do I have devote every day?
    You would need to devote around 2 & 1/2 to 3 hours on a daily basis
  • Is there a routine or study plan that will be given to me?
  • Is there a selection gurantee?
    Yes, provided you diligently follow the schedule given by ufaber. There has not been a single case of our students failing to clear the cfp examination
  • What if I do not clear the exam?
    It is highly improbable that a candidate would fail to clear the exam if he/she has followed our step-by-step study plan. However, if the candidate fails the clear the examination, he need not pay 70% of the course fee. This showcases the confidence we have in the product and it's effectiveness
  • Who will be the teachers for weekend live sessions?
    The teachers shall be existing chartered accountants/Lawyers/ eminent economists / or any other experts from the relevant field, all of whom are driven by a passion for spreading knowledge.
  • What kind of teacher will clear my doubts 24X7?
    Solution videos shall be developed by people holding an expertise in the subject matter.
  • Will you help in registration?
    Guidance shall be provided on the relevant dates for registration for the course and the examination. The actual process of registration would have to be done by the student.
  • What if I don’t have a good net connection?
    You can opt to receive the course content in CDs / Pendrives.
  • What if I want more contact hours with mentor?
    You can opt for a personal mentor. The mentor shall spend upto 30 minutes with you daily.
  • Are there any live classes as part of the course?
    Yes, there would be 2 live sessions every week.