FPSB India

FPSB India is the leading financial planning body in India and is dedicated to establishing, upholding and promoting professional standards in financial planning throughout India.

FPSB India offers the globally recognized CFP certification, which represents excellence in financial planning through rigorous competency and ethical standards. It is home to over 2,700 CFP professionals in India and part of a global network of organizations representing more than 223,700 CFP professionals worldwide.

FPSB India is the Indian subsidiary of Financial Planning Standards Board Ltd., the global standards-setting body for the financial planning profession and owner of the international CERTIFIED FINANCIAL PLANNER certification program.

Our Vision

FPSB India’s vision is to establish financial planning as a profession in India and the CFP marks as the global symbol of excellence in financial planning.

Our Mission

FPSB India’s mission is to advance the financial planning profession in India and globally by providing quality education, certification and maintaining ethical standards for CFP® professionals.

Through curriculum and continuous professional development, we look forward to empowering CFP professionals to provide trusted financial planning services that enhance the financial wellbeing and security of individuals and families in India and around the world.


FPSB Affiliate Organizations

FPSB accomplishes its mission in partnership with its Affiliates which include the world’s preeminent financial planning certification, membership and professional bodies.

FPSB Affiliate partner with FPSB to deliver CFP certification in a territory. FPSB and its Affiliates (collectively, the FPSB Network) collaborate to develop, promote and enforce global CFP certification requirements and standards for financial planning. FPSB and its global network administer CFP certification and other programs in 27 territories At the end of 2023, there were 223,770 CFP professionals worldwide.

FPSB Strategy

FPSB has charted an ambitious course to build the financial planning profession around the world and benefit the public for generations to come. Learn about our LASER framework – Leadership, Awareness, Standards, Engagement and Recognition – for our strategic blueprint.


CFP® Certification

The CERTIFIED FINANCIAL PLANNER® credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice.

CERTIFIED FINANCIAL PLANNER professionals meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam that assesses competency, and adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with the highest ethical and professional standards.