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Best CFP Coaching Center in Chennai

4503 Ratings | Read Reviews

Industry Experts as Trainers

Practical Teaching

Rigorous Exam Preparation

Affordable Fees

Flexible Study Modes

Top Quality Study Material

Looking to crack the Toughest Exam – CFP on 1st Attempt? Learn with the Best CFP Coaching Center in Chennai. We offer both online and offline CFP coaching classes for students. Our CFP course is specifically designed by CFP alumni. To learn more about CFP Coaching Institute and Coaching Classes in Chennai. For FREE Counselling;
Call +91 9884565013
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Our Impact in Numbers

12

Years of Coaching

14000+

Students Trained

72%

Pass Percentage

96%

Satisfaction Score

10000

Job Placements

Hear from our Alumni

I was not sure what to choose from the numerous available careers. I came across Nesto and they counseled me to make efforts to clear the CFP exam. Though I was not fully convinced, I realized the benefits and the self-worth of a Certified Financial Planner in society. They encouraged me to give my best and I cleared the CFP exams. I feel this is the best decision that I have ever made in my life.

Nasiruddin Aletha

CFP
First of all thanks to the faculties from the Nesto Institute Because of their endless coaching and care we were able to focus on clearing the exam and able to pass the CFP exam.

Maria Joseph

CFP
While searching for a good Institute to learn CFP I came across Nesto I wasn't so sure about them, but I reach up to them and talked with their team and I felt at ease that Nesto is the right place for me because mainly the faculties are really caring and very knowledgeable. Because of them I was able to clear the CFP exam.

Manisha

CFP
The guidance and support from NESTO were crucial in my journey to becoming a Certified Financial Planner. The faculty's knowledge and experience helped me understand complex concepts, and their constant encouragement kept me motivated. I'm grateful for their commitment to my success.

Sridhar

CFP

NESTO CFP Coaching Programs

The estimated demand of financial planners is around 50,000 CFPCM professionals in Banking and Financial Services Industry in India.
Certified Financial PlannerCM certification is
• Prominent : Rated as "One of the best Jobs" by U.S. News and World Report, 2012
• Credible : Rated as Gold Standard by Wall Street Journal
• Globally Recognised: The most recognized and respected financial planning certification in 25 countries
• In Demand : Supported, recognized, promoted and preferred by 48 organizations of BFSI Industry
Suitable for :

o Students pursuing/completed B.Com / BMS / BBA / BBI / BAF / BFM / M.Com
o Other Undergraduates / Graduates looking for a career in Finance
o MBA / CA / CA Inter
o Professionals working in Banking & Financial Services Industry
Level Job Profile Qualification / Experience Expected Pay (p.a.)
Entry Trainees and Executives in Banks, Wealth Managers, and Financial Advisory Firms Pursuing CFPCM Certification Education Program + Graduate Fresher Rs. 2 to 4 Lakhs
Middle Relationship Manager, Wealth Managers, Financial Planners, Financial Advisors, Investment and Insurance Advisors Passed CFPCM Examination + Work Experience of 1-2 Years Rs. 4 to 8 Lakhs
Senior Functional Heads, Business Heads, Specialists, Senior Planners, Senior Advisors, and Team Leaders Attained CFPCM Certification + Work Experience of More Than 3 Years Above Rs. 8 Lakhs

Advance Your Career with CFP Online Coaching

Want to prepare from the comfort of your home? Enroll in our CFP Online Coaching for expert guidance, structured lessons, and comprehensive study materials to help you succeed.

About Certified Financial Planner (CFP)

If you are looking for a new career that is both challenging and rewarding, consider becoming a Certified Financial Planner (CFP). As a CFP, you will help people save for their futures and make sound investment decisions.

The first step to becoming a CFP is to complete an accredited financial planning program. In Chennai, there are several reputable universities that offer such programs. Once you have completed the educational requirements, you will need to pass the rigorous CFP exam.

Once you have obtained your CFP certification, you can begin working with clients. As a CFP coach in Chennai, you will be able to help people achieve their financial goals. You will also be able to work with clients on other aspects of their lives, such as retirement planning and estate planning.
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How to Become a CFP

Nesto CFP coaching center in Chennai can help you become a certified financial planner. The process to become a CFP is long and difficult, but with the help of a Nesto coach, you can be well on your way to becoming one.

The first step is to take the required courses. At Nesto, we offer a variety of courses that will help you meet the requirements set forth by the CFP Board. We also offer an examination prep course to help you study for and pass the CFP exam.

Once you have completed the educational requirements and passed the exam, you will need to complete an internship. At Nesto, we can help connect you with an internship program that fits your needs and schedule.

After completing your internship, you will be ready to apply for your CFP certification.
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Advantages of Joining Nesto CFP Coaching in Chennai

If you are planning to pursue the Chartered Financial Planner (CFP) designation, Nesto CFP coaching Institute in Chennai is the best choice for you. Here are six advantages of joining Nesto CFP coaching classes in Chennai

Our Differentiators

  1. The institute has a great team of experienced and knowledgeable faculty members. 
  2. They offer a very comprehensive and customized course curriculum which is updated as per the latest CFP requirements. 
  3. They have a well-equipped library with all the required study material and resources. 
  4. The institute provides mock tests and practice questions which help students to prepare well for the actual exam. 
  5. They also offer guidance on career counseling and job placement assistance. 
  6. The institute has a very good track record, with many students having cleared the CFP exam in the first attempt itself.

CFP Coaching Trainers' Profile

Meet NESTO Institute's coaching staff, who are highly experienced professionals, dedicated to guiding you towards career success with personalized support and expertise
Dr. V. Hariharan - B.E., MBA, CFA, Ph.D
30 years Experience in Banking Professionals & Finance
“
Dr. Hariharan is a mentor and tutor for students community and helped various students to progress in their career.
- Qualified Finance Professional
- 30+ years of experience in Banking and Financial Services industry
- MBA in Finance
- Ph.D. in Finance
- Qualified Chartered Financial Analyst
- Trained 10,000+ trainees & helped them qualify for higher studies & jobs
- Presented and published research papers in international journals

Complete each of the following three specialist certifications:

1.Investment Planning Specialist:
 This subject explore various topics related to risk profile, financial capacity and constraints. It covers concepts like types of securities, investment management, portfolio construction and securities laws and regulatory compliance.
2.Retirement and Tax Planning Specialist: It covers strategies to help clients optimize their Retirement planning , Retirement planning products like PPF , National pension scheme etc. This subject also covers tax provision for individuals in terms of income from salary , House property and capital gain .
3.Risk and Estate Planning Specialist: This course helps you to understand and evaluate your clients’ legal, tax, and other legal documents related to Estate planning. This is more of legal aspects of Financial planning , which you understand the criticality of documentation.
4.Integrated Financial Planning course: The course helps you to integrate technical topics, behavioral finance principles and client engagement skills to build relationships of trust; identify client goals, needs and objectives; and develop effective financial plans.
Course Name
CFP [ Certified Financial Planner]
Duration
One can complete in 12 to 18 months time.
Eligibility
For Regular Pathway Eligibility, the candidate must have passed Class 12 and should have cleared the five exams covering all six modules.
For Fast Track Pathway Eligibility, the candidate must have cleared CA/Intermediate level, CFA, ICWA, PhD among others.
Exam pattern
Multiple Choice Questions
Main Subjects
Financial Planning, Tax planning & Retirement Planning, Investment Planning, Risk management & Estate planning etc.

Becoming a Certified Financial Planner (CFP) opens up a wide range of career opportunities in the financial services industry. Here's a breakdown of the main job roles and sectors where CFP professionals are in demand:

Key Job Opportunities for CFPs

1. Financial Planner / Wealth Manager
◦ Help clients with investment planning, retirement planning, tax strategies, and estate planning.
◦ Usually works with HNIs (High Net-Worth Individuals) or retail clients.
2. Investment Advisor / Portfolio Manager
◦ Offer tailored investment advice, create asset allocation strategies, and manage portfolios.
3. Insurance Advisor / Risk Manager
◦ Advise on insurance needs (life, health, general) as part of a comprehensive financial plan.
4. Tax Consultant / Estate Planner
◦ Optimize tax liability and manage estate succession and wills for clients.
5. Relationship Manager (RM) / Client Advisor
◦ Employed by banks or wealth management firms to serve high-value clients.
6. Banking & Financial Services (BFSI) Sector Roles
◦ Positions in private banking, retail banking, or financial product distribution.
7. Financial Analyst / Research Analyst
 ◦ Analyze financial products, market trends, and assist in designing financial strategies.
8. Independent Financial Advisor (IFA) / Entrepreneur
 ◦ Start your own practice as a CFP, offering personalized services.
9. Compliance / Regulatory Advisor
 ◦ Ensure financial advice and client handling comply with SEBI, RBI, or IRDAI norms.

Industries That Hire CFPs

• Wealth Management Firms (e.g., Edelweiss, Anand Rathi)
• Banks (e.g., ICICI, HDFC, Kotak, Axis, SBI)
• Financial Planning Firms (e.g., International Money Matters, NJ India Invest)
• Insurance Companies (e.g., LIC, HDFC Life, ICICI Prudential)
• FinTech Companies (e.g., Zerodha, Groww, Upstox)
• Mutual Fund Houses and AMCs
• Big 4 Accounting Firms (EY, Deloitte, PwC, KPMG)

Salary Level

Financial Planner
₹3–5 LPA for Entry level
₹7–12+ LPA for Experienced
Wealth Manager
₹4–6 LPA for Entry level
₹10–20+ LPA for Experienced
RM / Advisor
₹3–6 LPA for Entry level
₹8–15+ LPA for Experienced
IFA / Entrepreneur
Varies for Entry level
Potentially very high for Experienced
Passing the CFP exam on your first attempt requires a disciplined study plan, the right materials, and strategic preparation. Here's a detailed step-by-step guide to help you succeed:

Understand the CFP Exam Structure

In India, the CFP certification under FPSB has two pathways:
• Regular Pathway (for students or freshers): 5 modules + exam for each.
• Challenge Pathway (for experienced professionals): Only the final integrated CFP exam.
The final CFP exam is case-study based and tests real-world application, not just theory.

Use the Right Study Materials

• FPSB Recommended Books
• Coaching Notes (like Nesto, IMS Proschool, or any reliable institute)
• Mock Tests & Case Studies (Very important!)
• Practice Questions from Kaplan, Wiley, etc.

Focus on Key Topics

• Financial Planning Process
• Insurance Planning
• Investment Planning
• Tax Planning & Estate Planning
• Retirement Planning
• Case Studies (for integrated paper)
Prioritize concept clarity and practical application over rote learning.

Create a Study Plan (8–12 Weeks Ideal)

Example Weekly Schedule:
• Weeks 1–4: Study individual modules
• Weeks 5–6: Revise and attempt module-wise MCQs
• Weeks 7–8: Solve full-length mock exams and case studies
• Final Week: Daily mocks, last-minute revisions, formulas

Practice Full-Length Mock Tests

• Take at least 5–6 full-length mocks
• Simulate real exam conditions (3 hours, no breaks)
• Analyze mistakes after each mock

Memorize Key Formulas & Rules

CFP exams are time-bound and require quick calculations. Learn shortcuts and key formulae for:
• Time value of money
• Tax slab applications
• Insurance need analysis
• Retirement corpus calculations

Time Management in the Exam

• Don’t spend too long on one question.
• Use the "mark and review" strategy.
• Focus more on case-based questions, as they carry higher weightage.

Stay Calm and Positive

• Sleep well before the exam.
• Read questions carefully — many are tricky but not difficult.
• Trust your preparation.

Highlights of NESTO's Coaching

Proven Training Expertise
Learning with experts takes care of 50% of needed preparation.
Rigorous Coaching & Practice
With Practice, anything is possible. We teach and help our students to apply.
Flexible Learning Modes
Online or Offline – Whatever that works for you, we can accommodate.

Most Affordable Fees
Our fee structure is by far the most affordable and compatible, which makes us the best institute in Chennai.
Practical Curriculum
We have the most pragmatic learning curriculum that has been tuned with multiple years of research and expertise.
Interview Preparation
Beyond entrance exam preparation our faculty help students gain confidence in clearing next round of interviews.
Unlimited Concept Classes and Practice
NESTO Institute is focused on our students' success. Always approach us for any doubts related to your course.
Daily Live Group Practice Sessions
Learn from others and clear doubts from multiple perspectives in our group practice sessions.
Online & Offline Classes
NESTO Institute has invested in digital learning tools to accommodate students anywhere in the World.
Comprehensive Study Materials
NESTO's Course materials are latest, practical and designed with guidance from industry veterans.

Why You Should Join Nesto CFP Coaching Program in Chennai

Nesto CFP coaching Institute in Chennai is one of the most popular and respected institutes in Tamil Nadu. They offer a wide range of services that include helping their students get placed in top colleges, providing quality education and also guidance for their future career.

Nesto CFP training Institute in Chennai has a team of experienced faculty who are experts in their respective fields. They use the latest teaching techniques and tools to ensure that their students get the best possible education. The institute also has a well-stocked library which students can use for reference purposes.The institute provides its students with many facilities like air-conditioned classrooms, computer labs, conference rooms and Wi-Fi connectivity. It also organizes various extra-curricular activities like debates, quiz competitions, workshops and seminars which help the students to develop their skills and knowledge.

We always provide tnpsc coaching in Chennai and the best bank exam coaching classes in Chennai.

In addition to our renowned CAIIB coaching, NESTO Institute is proud to offer comprehensive Certified Financial Planner (CFP) Coaching in Chennai. Our CFP Course In Chennai is meticulously designed to equip aspiring financial planners with the knowledge and skills required to excel in the financial planning industry.

As one of the leading Institutes For Certified Financial Planner in Chennai, we provide both classroom-based and online CFP Coaching classes in Chennai, ensuring flexibility and convenience for all our students. Our experienced faculty members employ practical teaching methods, focusing on real-world applications to prepare you thoroughly for the CFP certification.

Enroll now to take the next step in your financial planning career with NESTO Institute's Certified Financial Planner (CFP) Coaching in Chennai.
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Individual Attention for Quality Results

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Value-adding Guest Lectures

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Frequently asked questions

How many exams are there in CFP?

Is CFP easy to pass?

How many years does CFP take?

Is there any entrance exam for CFP?

What is the CFP passing score?

Is CFP a tough course?

Who is eligible for CFP?

How many modules are in a CFP?

How many exams are there in CFP?

Can CFP be done in 6 months?

What is the CFP pass rate?

Can CFP make a lot of money?

Does CFP expire?

Can I do CFP with BCom?

Can I get a job after CFP?

What happens if you fail CFP?

How many times can you take & write the CFP exam?

What is the hardest section of the CFP exam?

Is CFP harder than CFA?

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