Hi there.

CFPs provide a variety of financial services to individuals, ranging from large-scale financial advice as investment bankers, stock brokers, and Chief Financial Officers to small-scale personal financial planning as retirement counsellors, insurance managers, and estate planners.

In order to become a certified financial planner, you must:

Earn a bachelor's degree from an approved college or university.

1. Clear the CFP board certification test
2. Work as a qualified financial planner to get expertise.
3. Adhere to the Code of Ethics and Professional Responsibility of the CFP Board, as well as the Financial Planning Practice Standards.

You can take up the Certified Financial Planner course even after your 12th. The duration of the courses is usually 6 months to 2 years. Ideally you need to be a Graduate to pursue this Certification but as mentioned the minimum education qualification that you should have is that you should have passed your 12th and should have enrolled in a Bachelor's programme. This process is called Regular Pathway. If you have a higher qualification like LLB, CA,CS, then you can study CFP through Challenge Status Pathway.