We understand that continuing professional development (CPD) is of great importance to you as you seek to enhance your skills and retain your CFPCM certification. We have a number of options available for CPD, including the Journal of Financial Planning in India, webinars and professional conferences and industry events that count toward CPD.
Journal of Financial Planning in India
FPSB Ltd. is pleased to provide for you our Journal of Financial Planning in India. Produced two times each calendar year, CFP professionals will find within these journals a collection of insightful articles authored by industry experts and academics within FPSB Ltd.’s global network.
With each journal you will have the opportunity to test your knowledge and earn CPD points via the accompanying CPD quiz. We hope our journals will become a staple in furthering your professional development and connecting you to the global financial planning profession.
FPSB Ltd. Guidance Practice NoteThis Guidance Practice Note, published by FPSB Ltd. seeks to enhance CFP professionals' understanding of the
various issues related to advising vulnerable clients, and provide general guidance for how CFP Professionals
can develop policies and work with vulnerable clients in a way that fulfils their ethical and professional obligations to these clients.Once you have read the Guidance Practice Note, click on the survey link to test your knowledge and earn 1.5 CPD points. The quiz can be taken twice
Each of these webinars provides an in-depth look at various key topics benefiting CERTIFIED FINANCIAL PLANNERCM professionals. Once you have watched a webinar, click on the corresponding survey link to test your knowledge and earn continuing professional development (CPD) points. Each quiz can be taken twice. CPD points will be earned as noted for each quiz passed.
If you are interested in producing a webinar for FPSB Ltd please send an email to [email protected] for guidelines and instructions.
Client First Principle
Presenter: SNJK Venkatesam
Length/# of CPD credits: 30 minutes / 0.5 CPD Point
Objectives: In this webinar you will learn various aspects about the relevance and importance of the Client First Principle in an advisor's practice.
Objectives: In this course, you’ll learn how to put ethical standards into practice with various case studies. *This course is eligible for meeting the Ethics CPD requirement.
Objectives: In this course, you’ll learn about Stephen Covey’s acclaimed book, The Speed of Trust, and practical guidelines for improving your trust-building skills.
The requirement of acquiring 15 CPD points is immediately after the issue of initial certification and falls due when the CFP professional renews his/her certification at annual intervals.
The CPD points are to be acquired in the certification period and any excess points are not to be carried forward in the next certification period.
The failure to renew on the due date, apart from a late renewal penalty, requires the earning of extra CPD points (if beyond 6 months of due date of renewal).
Failure to fulfill the continuing professional development criterion within the prescribed period will result in non-renewal of CFP certification and will also preclude any use of the CFP marks by the CFP professional.
Unsupported, misstated or fraudulent reporting of CPD points shall be viewed seriously and may call for action by FPSB Ltd. and be grounds for disciplinary action leading to the revocation of CFP certification.
