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 CertificationHelp us recognise you!(Required)Select your basis of application hereApplying on the basis of specified advanced qualification/professional certification / Academic and a prior 3-year relevant experienceApplying by virtue of being a CFP professional in good standing with any other FPSB Affiliate Body / an RIAApplying on the basis of having been a past CFP professional in India (Lapsed more than 5 years)/ Passed the CFP Exam (Before 5 years)Presently Registered Regular Pathway CandidateNCFM NoNCFM Number FPSBI No.(Required)Enter your complete FPSBI number if you have an earlier relationship with FPSB I confirm that I amConfirma SEBI registered RIAa CFP Professional in good standing with in FPSB AffiliateSEBI 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 amPast CFP/ CFP Exam Passouta past CFP Professional from IndiaPassed CFP ExamAs you confirmed you are from another territory please confirm.(Required)Select CountryAustraliaAustriaBrazilCanadaChinese TaipeiColumbiaFranceGermanyHong kongIndonesiaIrelandIsrealJapanMalasiyaNew ZealandPeople's Republic of ChinaRepublic of KoreaSingaporeSouth AfricaSwitzerlandThailandThe NetherlandsTurkeyUnited KingdomUnited States of AmericaCFP Certification No(Required) Enter your CFP number to identify in the territory selectedUpload CFP Certification Documentation(Required)Max. file size: 1 MB.Personal DetailsName(Required) Mr/Ms/DrMrMsDr Prefix First Middle Last Date of Birth MM slash DD slash YYYY Pan Card No(Required) 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)PhoneCorrespondence Address(Required) Street Address City State / Province / Region ZIP / Postal Code AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Sint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBrunei DarussalamBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatini (Swaziland)EthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard and McDonald IslandsHoly SeeHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint MartinSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth GeorgiaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan Mayen IslandsSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis and FutunaWestern SaharaYemenZambiaZimbabweÅland Islands Country Name of Education Provider/Self-Study(Required)Self-Study3rd Eye Academy for Financial StudiesBeyond Learning FinanceCRG Academy of FinanceEnnsignn Advisory Services Pvt. Ltd.Financial Planning AcademyIMS Proschool Pvt. Ltd.Indian Institute for Financial CertificationsInfinite Financial Academy - Himanshu MInstitute for Financial LiteracyInternational College of Financial PlanningInternational Institute of Research and Wealth ManagementMaestrro Finplan AcademyMylogic Business Management School Pvt LtdNext Level Education Private LimitedPVS – Prashant V ShahRSET'S Ghanshyamdas Saraf College of Arts & CommerceSUN Training Academy Pvt. Ltd.Educational Qualifications / Professional CertificationsPost Graduation(Required)Eligible QualificationPost Graduate QualificationProfessional Certification or LicenseProfessional Certifications or License(Required)Select Professional CertificationChartered Financial Analyst, from CFA Institute (USA)Chartered Financial Consultant (CHFC), from American College (USA)Certified Public Accountant, from AICPA (USA)Chartered Accountant, from ICAI, India (or equivalent recognized degree from outside India)Actuary from Institute of Actuaries of India (or one of its affiliated bodies outside India)Chartered Life Underwriter (CLU)Advanced Wealth Management Course, from IIBFPost Graduate Qualification(Required)SelectPostgraduate degree in Economics, Commerce, Finance / Financial Planning from a UGC approved University.MBA (Finance) or PGDFM from an AICTE approved Institute.Post-Graduate Certificate Program in Finance, Post-Graduate Diploma in Finance or other equivalent courses offered by IIM.Post Graduate Qualifications (Approved by UGC/AICTE)Name of the UniversityName of the CollegePG DegreeYear of passing (yyyy)DisciplineMode of learningFinanceCommerceEconomicsFinancial PlanningFull TimePart timeDistance LearningCertification ValidityPerpetualRenewableDate MM slash DD slash YYYY Valid up to'Please upload Certification / License / Post Grad Qualification documentation(Required) Drop files here or Select files Accepted file types: jpg, pdf, Max. file size: 1 MB, Max. files: 10. Qualifying Work ExperienceNature of ExperienceCorporate ExperienceSelf EmployedHybridAcademicCategoryBankMutual Fund/ Asset Manager/ Portfolio ManagerInsurance / Securities / Brokerage CompanyPersons Associated with Advice (under a SEBI RIA)If Self EmployedIndividual/ ProprietorshipPartnershipLimited Liability PartnershipQualifying Work ExperiencePlease provide the eligible relevant work experience equal aggregating to 3 years. You can provide a single 3 year relevant experience also.CompanyDesignationJob ActivityStart Date(mm/dd/yyyy)End Date(mm/dd/yyyy) Funds ManagementInvestment AdviceFund AccountingAccountingAuditingCorporate FinanceCustomer Relationship/ Investor Services Add RemoveQualifying Work ExperiencePlease provide the eligible relevant work experience equal aggregating to 3 years. You can provide a single 3 year relevant experience also.FirmDesignationJob ActivityStart Date(mm/dd/yyyy)End Date(mm/dd/yyyy) Financial IntermediationDistributionAdvice Add RemoveQualifying Work ExperiencePlease provide the eligible relevant work experience equal aggregating to 3 years. You can provide a single 3 year relevant experience also.InstitutionDesignationDisciplineStart Date(mm/dd/yyyy)End Date(mm/dd/yyyy) Add RemovePlease upload documents relevant to the above work experience aggregating to 3 years(Required) Drop files here or Select files Accepted file types: pdf, Max. file size: 16 MB, Max. files: 5. Upload relevant document in case of Name change due to Marriage etc Drop files here or Select files Accepted file types: pdf, Max. file size: 2 MB. DeclarationI 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 DD slash MM slash YYYY Document Verification Fee (Payment link sent on primary email on submitting application)(Required) Price: Inclusive of all applicable taxesPhoneThis field is for validation purposes and should be left unchanged.
