QPFP Certification Program by Network FP – Qualified Personal Finance Professional (2024)

About QPFP Certification Program

QPFP Certification Program is a 100% cohort-based online program for existing and aspiring personal finance professionals like financial advisors, wealth managers, financial planners, insurance consultants, investment advisors, equity analysts, mutual fund distributors, etc. Candidates completing the program over 6 months are awarded prestigious QPFP Certification with a license to use the registered marks and designation of - Qualified Personal Finance Professional (QPFP)

QPFP Program Highlights

Eligibility to Apply

Graduate in any stream + Passed any one industry exam

Comprehensive Curriculum

50+ Topics and 50+ ProTools in 3 Levels

Top-Class Trainers & Coaches

Learn from 40+ India's Top Practitioners

100% Online Sessions

Attend weekly live or recordings as per your convenience

Tests & Exams

Attempt 1,000+ real life scenario based questions in Tests & Exams

Program Duration

Around 6 Months

Who should join?

QPFP Certification Program is designed for both existing personal finance professionals (PFPs) and aspiring career aspirants. Anyone who wants to build a thriving career, want to go to the next level, do good for clients and earn well for themselves will find definitely a high-value from this program.

Established & Growing Personal Finance Professionals (PFPs)

should join to rebuild their career / practice for the new world in a new way. May also consider nominating their team members.

Beginner & Aspiring Personal Finance Professionals (PFPs)

should join to get super clarity, exact tools and required knowledge to build a thriving career / practice.

QPFP Program Curriculum

QPFP Program Curriculum has been very thoughtfully designed to deliver the practical learnings needed for professionals to solve real problems of investors/clients and deliver immense value.

Level 1 - Foundations for Personal Finance Professionals

Topic 1 – Financial Consultancy Practice and Opportunities
Topic 2 – My Ideal Practice Model and Career Growth Blueprint
Topic 3 – Ethics, Responsibilities & Client First Approach
Topic 4 – Four Pillars of Personal Finance & Behavioral Finance
Topic 5 – Financial Maths & Time Value of Money – 1
Topic 6 – Financial Maths & Rate of Return – 2
Topic 7 – Investor Goals & Common Mistakes
Topic 8 – Macro Economic Indicators Impacting Investors

ProTools - Level 1

ProTool 1 – PFP Capability Analyzer
ProTool 2 – Practice Indicators & Business Plan
ProTool 3 – Ethics @ Heart – Self Analysis Tool
ProTool 4 – Real Statement
ProTool 5 -One TVM Calculator
ProTool 6 – One ROR Calculator
ProTool 7 – Clients Goal Matrix
ProTool 8 – TVM & ROR – Practice Questions / MRPC Calculator

Level 2 - Personal Finance Solutions & Client Goals

Topic 9 – Organizing Financial Information & Documents
Topic 10 – Wealth Management (without specific goals)
Topic 11 – Risk Management & Life Insurance
Topic 12 – Health & General Insurance Consultancy
Topic 13 – House Purchase Consultancy
Topic 14 – Child’s Higher Education Planning
Topic 15 – Retirement Accumulation Consultancy
Topic 16 – Retirement Distribution Consultancy
Topic 17- Income Tax Consultancy
Topic 18 – NRI Investments Consultancy
Topic 19 – Wills & Succession Planning
Topic 20 – Asset Classes & Asset Allocation Models

ProTools - Level 2

ProTool 9 – Family FIDOK & Ratios
ProTool 10 – Emergency Fund Calculator
ProTool 11 – Risk Profiling Tool
ProTool 12 – Complete Insurance Portfolio Builder
ProTool 13 – Life Insurance Calculator
ProTool 14 – Children’s Future Calculator
ProTool 15 – House Purchase Calculator
ProTool 16 – Retirement Accumulation Calculator
ProTool 17 – Retirement Distribution Calculator
ProTool 18 – Income Tax Calculator – Old & New
ProTool 19 – One Page Financial Plan
ProTool 20 – Will Template
ProTool 21 – Asset Allocation & Assumptions

Level 3 - Personal Finance Products & Suitability Analysis

Topic 21 – Life Insurance Products
Topic 22 – Health & General Insurance Products
Topic 23 – Employment Benefits & Govt. Schemes
Topic 24 – Physical Investments (Real Estate & Gold)
Topic 25 – Mutual Funds – Categories & Risks
Topic 27 – Mutual Funds – Plans, Taxation, Costs
Topic 28 – Equity Markets & Direct Equity
Topic 29 – PMS & AIF
Topic 30 – Debt Markets & Direct Debt
Topic 31 – Other Investment – P2P, Smallcase, ETFs
Topic 32 – Evaluation of Investment Products
Topic 33 – Capital Gains Tax on Investments
Topic 34 – International Investing
Topic 35 – Other Investment Products – P2P, Passive etc
Topic 36 – International Investing
Topic 37 -Home Loan & Other Liabilities

ProTools - Level 3

ProTool 22 – Life Insurance Comparision Template
ProTool 23 – Health Insurance Comparision Template
ProTool 24 – Employee Benefits Calculator – EPF, NPS, Gratuity
ProTool 25 – Traditional Insurance v/s MF & Term Plan
ProTool 26 – SIP Calculator
ProTool 27 – SWP Calculator
ProTool 28 – Product Suitability Matrix
ProTool 29 – House Rent vs. Purchase Calculator
ProTool 30 – SIP To Foreclose EMI on Home Loan
ProTool 31 – Mutual Fund Whitelist Tracker – Equity
ProTool 32 – Capital Gains Calculator
ProTool 33 – Mutual Fund Whitelist Tracker – Debt
ProTool 34 – Loan Amortization Calculator

XLFP Workshop (Optional)

Data Gathering Sheet
Current Financials
Future Goals
Live Cashflows
Executive Summary
Formatting & Customisation

View Detailed Curriculum

QPFP Education Delivery Model

QPFP Certification Program is delivered 100% online wherein sessions and exams can be attended virtually by candidates from the comfort of their home / office.

Attend Live Sessions

Sessions are live-streamed every week at a fixed day and time. Candidates have the option to attend the sessions live if the timings are comfortable for them.

Attend Recordings

Live sessions are recorded and uploaded immediately on the same day and can be accessed in the online login portal. Candidates can attend at per convenience.

What QPFP Candidates Get?

QPFP Certification Program is designed to deliver high-impact learnings. A 360-degree approach to professional education ensures the candidates get everything that is required to convert learnings into actions leading to career/practice growth.

100+ Hours Training

Get practical learnings directly from India's leading practitioners

50+ ProTools

Tools, templates, formats and calculators can be directly be used in practice / life immediately

1,000+ Questions

40+ Topic Tests,3 Level Exams, 2 Mock Exams and 1 Final Exam

Online Access Portal

Candidates can access recordings, PPTs, ProTools, etc. on NFP learning platform.

Query Solving

Get all your questions resolved by your peers, trainers or coaches or program manager

Coaching

Get help and handholding by your coach to guide you with implementation of learnings

What QPFP Certificants are Sayings:

The QPFP training proved to be highly advantageous, offering a thorough comprehension of financial planning. The well-organized curriculum and knowledgeable professors facilitated the comprehension of intricate subjects. On the whole, it greatly improved my skills and boosted my confidence in the profession.

Chintan Kamdar

Rajkot
Just cleared the QPFP final exam. It has been a unique journey learning from Industry Practitioners. The Curriculum, The Learning Management System, the Protools, Topic tests, Module tests, Mock test and Final exam were so well organized. Protools is the USP of this course. Its already helping me engage my clients holistically with client centric approach. I am on my path to get 100% wallet share of my clients. Thanks Sadique, Dipin, Priyanka, Prathamesh and entire network FP team for going all out and supporting at every stage !!!

Jayaram Amin

Mumbai
QPFP stands out as an excellent course for dedicated Personal Finance Professionals. It provides essential guidance for elevating the quality of our work and achieving greater efficiency by leveraging automation and valuable set of Protools. Kudos to the Network FP team!

Anup Maheshwari

Raipur
Enrolling for the QPFP course was a game-changer for me as I set up my practice. The hands-on knowledge from industry veterans and a comprehensive curriculum equipped me with everything needed for success in the personal finance profession.

Diipesh Daghha

Mumbai
I was a NFP Pro-member and I was impressed by what I heard about QPFP certification. And I must say that QPFP did not disappoint me. It helped me in the following ways:1) Soft skills to grow my business2) Ready to use practical, excel based templates for all client goals and also helps create comprehensive financial plans3) With ETHICS at heart, it taught me right values and attitude which has stood me in good stead in the long run

Seema Ahuja

Mumbai
QPFP programme by Network FP was a great learning and upskilling experience. I would recommend all those who are in the financial services industry to take up this course and take your practice to the next level.

Deepu Anto

Kochi
1) Content. Designed for industry practitioners. Not academic but practical. 2) Coaches and trainers are active stakeholders in personal finance with vast experience in the field. 3) Wide range of tools provided for QPFP candidates which empower them to provide better solutions to their clients 4) Short yet intense sessions make for an exciting learning program 5) Coordinators are excellent ensuring handholding during situations when candidates need to consult/discuss issues and challenges 6) The Topic Tests, Module Tests and finally the Mock Tests and QPFP Final Test make for an exhilarating learning climb to the peak of personal finance excellence

Uday Rao

Vadodara
I have just cleared the QPFP exam after 6 months of rigorous classroom sessions and truly appreciate the way the entire course is designed with Practical ProTools, education content and examination formats which are in line with absolute high standards equivalent to any other Certification programs. It was a wonderful journey and I have already started applying the learnings in my day-to-day practice.Best wishes to Sadique Neelgund and his entire team and wishing them Success in each and every goal they set out to achieve!!

Sangeeta Dashgupta

Nashik
Amazing Course is full of practical experience.Mentors and trainers and all were amazing and very well made QPFP Course, more important made us bring discipline through every Saturday Sessions.Highly Recommended to all

Rish*t Shah

Mumbai
I still remember my first day at QPFP and we have already come to an end (The new Beginning) of this wonderful journey.It was really a very insightful program & I thank Mr. Sadique Neelgund, Ms. Ruchika , Mr. Dipin & the entire Network FP team for making it a very successful program.I would also like to thank my coach Mr. Lakshmipathi Yelam & all faculty who shared their experiences & gave several valuable inputs during the entire program.I can clearly say I am more confident & knowledgeable than what I was 6-7 months ago.I would also like to thank and congratulate all my QPFP batchmates who participated, motivated and inspired all along this journey and shared their valuable inputs.

Pruthveesh Mg

Bengaluru