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200+ Hours of Lectures

Comprehensive video lectures covering all CFP exam topics, from foundational concepts to advanced financial planning strategies.

3000+ Question Bank

Extensive practice question bank covering all aspects of the CFP syllabus.

Summarized Notes

Neatly structured for easy reference, notes are very much handy.

Online Doubt Solving

Unlimited access to live sessions with CFP-certified instructors to clarify doubts and deepen understanding.

CFP Online Coaching Classes: Complete Study Material, Live Classes

CFP Coaching Classes Online. Crack CFP In 1st Attempt. Become a CFP Certified in 6 Months.
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12

Years of Coaching

14000+

Students Trained

72%

Pass Percentage

96%

Satisfaction Score

10000

Job Placements

Become a Certified Financial Planner with Nesto CFP Online Coaching

Nesto has helped hundreds of professionals achieve the CFP (Certified Financial Planner) certification, a globally recognized credential for financial planners. Our CFP program combines expert-led classes, interactive resources, and real-world insights to ensure your exam success and career advancement.

FRM Certification Exam Coaching Online - NESTO

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CFP Exam Topics Covered

NESTO covers the entire CFP syllabus systematically, including:

Module 1
Module 2
Module 3
Module 4
Module 5
Module 6

Module 1 - Introduction to Financial Planning

Establishing client- planner relationships
Analyse Client Objectives, Needs and Financial Situation
Implementing and Monitoring the Financial Plan
Regulatory requirements for CFP Certificants
Assessment of risk and client behaviour
Cash flow planning, Budgeting, Personal use asset management
Financial Mathematics
Legal aspects of Financial Planning, etc.

Module 2 - Risk Analysis and Insurance Planning

Introduction to Risk Analysis and its processes
Insurance and Risk Contract
Legal principles in insurance
Identification of life, medical, householders, auto and other property and liability risk exposures
Life insurance needs analysis and policy analysis
Medical insurance
Insurance of business risk, etc.

Module 3 - Retirement Planning and Employee Benefits

Issues in retirement planning
Types of plAns. Defined benefit plans, Defined contribution plans, Superannuation and other retirement plans
Group Life and Health Insurance
Retirement income streams
Post-retirement counseling
Reform proposals

Module 4 - Investment Planning

How investment planning is different from selling investment products
Investment risk
Measuring and Managing Risk
Investment portfolio
Fixed income instruments
Mutual funds and Equity shares
Asset allocation

Module 5 - Tax Planning & Estate Planning

Tax Planning Considerations
Tax Computations
Tax Planning Strategies
Estate Planning
Property documentation, etc.

Module 6 - Advanced Financial Planning

Financial Planning Process
Determining the client’s financial status by analysing and evaluating the client's information
Risk management
Estate planning
Capital needs at retirement, projections at death, disability, general needs, and others
List of prioritised action items
Foreign exchange issues for individuals, etc.

Why Choose NESTO CFP Coaching Online?

Looking for the best way to clear CFP exams? Here’s why Nesto is your ideal choice.

100-120 hours of Classroom Training

Over 150 hours of structured, expert-led classes tailored to help you succeed in the CFP exam.

CFP Video Lectures for Complete Syllabus

Engaging video lessons covering all CFP topics, providing in-depth knowledge for comprehensive financial planning.

Summary Notes for CFP Classes

Focused and concise notes crafted for CFP exam preparation.

3000+ Question bank for practice

Practice questions tailored to the CFP exam format, reinforcing your learning and boosting confidence.

Lesson-wise Online Mockup Tests

Practice for each topic, reinforce learning and track progress effectively.

Interactive online doubt-solving 

Get real-time support to clarify concepts and ensure a deeper understanding.

Access to engaging Telegram Group

Participate in discussions, share insights, and get exam tips with a peer group through our Telegram channel.

Recorded Question solving Videos

Get step-by-step solutions to complex questions for exam readiness.

Past Year CFP Exam Question Papers

familiarize yourself with the exam pattern and practice real exam-level questions.

Meet Our CFP Online Coaching Faculty Team

NESTO has a team of industry-proven, certified and highly experienced Industry veterans as Coaching Faculty members who will help you every step of the way, from preparation to ongoing support and motivation.

Hariharan - FRM Coaching

Dr.V.Hariharan

B.E., MBA, CFA, Ph.D
14+ Years Training Experience
Dr. Hariharan is a mentor and tutor for students community and helped various students to progress in their career.
- Qualified Finance Professional
- 29 years of experience in Banking and Financial Services industry
- MBA in Finance
- Ph.D. in Finance
- Qualified Chartered Financial Analyst
- Trained more than 10,000 bankers and helped them qualify for JAIIB and CAIIB
- Presented and published research papers in international journals

What our students have to say?

Read testimonials from NESTO CFP graduates who successfully passed the exam and achieved their financial planning career goals.

Experienced Instructors
Insightful Personalized Guidance
Interactive Q&A Sessions
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

Joining Nesto for my CFP coaching was the best decision I made. The faculty’s expert guidance, personalized attention, and the structured study materials helped me grasp the concepts effectively. The mock exams and doubt-solving sessions were extremely useful, and I cleared the CFP exam with confidence, thanks to Nesto’s support.

Amit Kumar

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

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

Nesto’s CFP coaching program exceeded my expectations. The faculty was not only knowledgeable but also genuinely invested in my success. Their clear explanations, real-life examples, and consistent support helped me tackle challenging topics. I am now a Certified Financial Planner, and I owe it to the amazing team at Nesto.

Radhika

I am truly thankful to Nesto for helping me clear the CFP exam. The coaching was thorough and well-organized, and the instructors were always there to clear my doubts. They made complex financial planning topics easy to understand, and their encouragement motivated me throughout the journey. Thanks to Nesto, I’m now a Certified Financial Planner.

Kunal Mehta

View all testimonials >

Why Choose NESTO CFP Coaching Online?

Nesto’s CFP program is designed for aspiring financial planners aiming to build comprehensive knowledge and secure rewarding roles in the industry.

Proven Success in Finance Certifications:

Over 15 years of experience helping students excel in finance-focused exams.Over 15 years of experience helping students excel in finance-focused exams.

Industry-Relevant Curriculum:

Content is updated to align with CFP Board standards and real-world applications, ensuring relevance and effectiveness.

Flexible Learning Schedule:

24/7 access to video lessons, notes, and mock exams, allowing for on-demand study.

Supportive Peer Forum:

Engage with mentors and peers in a collaborative environment to discuss complex topics and gain insights.
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Frequently Asked Questions (FAQ)

Out of the many CFP Online Coaching trainees at NESTO, a few have shared their success stories.

How do I access Nesto’s CFP content and resources?

All resources are available on our secure online platform, accessible 24/7 from any device.

How many mock tests are included in the program?

Our CFP program includes multiple sectional tests and full-length mock exams to prepare you thoroughly.

What study materials do you provide in your CFP Coaching?

NESTO offers complete study materials covering the entire CFP syllabus, including textbooks, practice questions, summary sheets, and mock exams.

What if I miss a live doubt session?

All live sessions are recorded, allowing you to view them at your convenience.

What’s the total duration of NESTO's CFP coaching?

There will be 35 classes of 3 hours each in the Live course, amounting to roughly 105 hours of training.

Can I retake the CFP exams if I don’t pass on my first attempt?

Yes, you may retake CFP exams if needed. NESTO offers additional support and resources to help you prepare for your next attempt.

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Join our CFP Online Coaching program. Clear the Exam and become a CFP certified professional.

Unlock exciting career opportunities in finance.

Join our CFP Online Coaching program. Clear the Exam and become a CFP-certified professional.

With NESTO, achieve CFP certification and unlock exciting career opportunities.
NESTO has a proven track record of helping financial professionals excel in certifications and in real-world financial planning roles. Start your CFP journey with us and take a step closer to your career goals in financial planning.

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