Challenge Pathway Application

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This form captures details of your educational qualifications and experience or other credentials that makes you eligible to apply under Challenge Pathway to attain CFP Certification

Help us recognise you!(Required)

NCFM No

NCFM Number

FPSBI No.(Required)

Enter your complete FPSBI number if you have an earlier relationship with FPSB

I confirm that I am

SEBI RIA No(Required)

If you are registered with SEBI RIA Please let us know how to identify you.

Upload Your RIA License(Required)

Max. file size: 1 MB.

I confirm that I am

As you confirmed you are from another territory please confirm.(Required)

CFP Certification No(Required)

Enter your CFP number to identify in the territory selected

Upload CFP Certification Documentation(Required)

Max. file size: 1 MB.

Personal Details

Name(Required)

Date of Birth

Pan Card No(Required)

Upload Photo(Required)

Accepted file types: jpg, pdf, Max. file size: 1 MB.

Primary Email-id(Required)

Alternate Email-id

Mobile number(Required)

Phone

Correspondence Address(Required)

Street Address City State / Province / Region ZIP / Postal Code Country

Name of Education Provider/Self-Study(Required)

Educational Qualifications / Professional Certifications

Post Graduation(Required)

Professional Certifications or License(Required)

Post Graduate Qualification(Required)

Post Graduate Qualifications (Approved by UGC/AICTE)

Name of the University

Name of the College

PG Degree

Year of passing (yyyy)

Discipline

Mode of learning

Certification Validity

Date

Valid up to

'Please upload Certification / License / Post Grad Qualification documentation(Required)

Drop files here or

Accepted file types: jpg, pdf, Max. file size: 1 MB, Max. files: 10.

Qualifying Work Experience

Nature of Experience

Declaration

I have read and understood FPSB's policy on Challenge Pathway to attain CFP certification. I have satisfied myself on the criteria of qualification and experience, and I agree that FPSB has a right to disapprove my submitted documents as per its policy.

I also understand that candidates who obtain CFP certification through the Challenge Pathway must, in addition to passing the CFP Exam also pass all three Specialist Exams in order to use CFP certification as a basis for obtaining/renewing SEBI’s Investment Adviser registration, or else pass the NISM Investment Adviser Exam/other NISM-accredited Investment advisor exam for RIA purposes.

Consent(Required)

I agree that all the above submitted information is true to my knowledge.(Required)

Consent(Required)

I hereby give consent for the verification of documents and also acknowledge that If any information or document provided is found to be false or untrue I shall be held liable and FPSB will carry the right to withdraw my admission application.(Required)

Date

Document Verification Fee (Payment link sent on primary email on submitting application)(Required)

Price:

Inclusive of all applicable taxes

Name

This field is for validation purposes and should be left unchanged.