FPSB | Financial Planning Standards Board

FPSB | Financial Planning Standards Board

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Challenge Pathway Application

Home » Challenge Pathway Application

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
NCFM Number
Enter your complete FPSBI number if you have an earlier relationship with FPSB
If you are registered with SEBI RIA Please let us know how to identify you.
Max. file size: 1 MB.
Enter your CFP number to identify in the territory selected
Max. file size: 1 MB.

Personal Details

Name(Required)
MM slash DD slash YYYY
Accepted file types: jpg, pdf, Max. file size: 1 MB.
Correspondence Address(Required)

Educational Qualifications / Professional Certifications

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
MM slash DD slash YYYY
Valid up to
Drop files here or
Accepted file types: jpg, pdf, Max. file size: 1 MB, Max. files: 10.

    Qualifying Work Experience

    Qualifying Work Experience
    Please provide the eligible relevant work experience equal aggregating to 3 years. You can provide a single 3 year relevant experience also.
    Company
    Designation
    Job Activity
    Start Date(mm/dd/yyyy)
    End Date(mm/dd/yyyy)
     
    Qualifying Work Experience
    Please provide the eligible relevant work experience equal aggregating to 3 years. You can provide a single 3 year relevant experience also.
    Firm
    Designation
    Job Activity
    Start Date(mm/dd/yyyy)
    End Date(mm/dd/yyyy)
     
    Qualifying Work Experience
    Please provide the eligible relevant work experience equal aggregating to 3 years. You can provide a single 3 year relevant experience also.
    Institution
    Designation
    Discipline
    Start Date(mm/dd/yyyy)
    End Date(mm/dd/yyyy)
     
    Drop files here or
    Accepted file types: pdf, Max. file size: 16 MB, Max. files: 5.
      Drop files here or
      Accepted file types: pdf, Max. file size: 2 MB.

        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)
        (Required)
        Consent(Required)
        (Required)
        DD slash MM slash YYYY
        Inclusive of all applicable taxes
        This field is for validation purposes and should be left unchanged.
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