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. As of May 2020, the CPD opportunities provided by FPSB Ltd. will be included in your annual CFP certification renewal fee.

Journal of Financial Planning in India

FPSB Ltd. is pleased to provide for you our Journal of Financial Planning in India. Produced three 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 Note
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

Read the FPSB Ltd. Guidance Practice Note

Take the Survey Quiz

FPSB Ltd. Webinars
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.
Take the Survey Quiz
Gold Outlook from India Perspective
Presenter: Madhavi Reddy
Length/# of CPD credits: 30 minutes / 0.5 CPD Point
Objectives: In this webinar you will learn various aspects about Gold as an asset class and the outlook of Gold from Indian perspective.
Take the Survey Quiz
Common Mistakes in relation to Tax Planning
Presenter: Arvind Rao
Length/# of CPD credits: 50 minutes / 1 CPD Point
Objectives: In this webinar you will learn how we make some simple mistakes while filing income tax returns and how to avoid those mistakes.
Take the Survey Quiz
Starting a 'Fee-only' Financial Planning Practice
Presenter: Amit Kachalia
Length/# of CPD credits: 25 minutes / 0.5 CPD Point
Objectives: In this webinar you will learn all aspects related to starting your own 'fee-only' financial advisory practice.
Take the Survey Quiz
HUF and Tax Planning
Presenter: Balwant Jain
Length/# of CPD credits: 40 minutes / 1 CPD Point
Objectives: In this webinar you will learn about all aspects of Hindu Undivided Family (HUF), its meaning, aspects and tax provisions.
Take the Survey Quiz
Digital Transformation in Financial Planning
Presenter: Rubina K. Hossain, CFP
Length/# of CPD credits: 30 minutes /.5 CPD points
Objectives: In this video, you’ll learn how technology is impacting the financial planning profession, and how to adapt for your clients.
Take the Survey Quiz
Putting Principles into Practice: Client First
Presenter: Ted Stephenson, CFP
Length/# of CPD credits: 1 hour/1 CPD point
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.
Take the Survey Quiz
Later in Life Planning
Presenter: Dr. Megan McCoy, LMFT & Shelitha Smodic, CFP
Length/# of CPD credits: 40 minutes/.5 CPD points
Objectives: In this course, you’ll learn various tactics to use when faced with planning for later in life circumstances.
Take the Survey Quiz
Inheritance Management
Presenter: Sonam Bhagat, CFP
Length/# of CPD credits: 1 hour/1 CPD point
Objectives: In this course, you’ll learn about Estate Planning in India and valuable information on how to discuss this topic with your clients.
Take the Survey Quiz
Essential Habits of Trusted Advisors
Presenter: Anton Swanepoel, CFP
Length/# of CPD credits: 1 hour/1 CPD point
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.
Take the Survey Quiz

Morningstar India Investment Conference 2020

Morningstar India is organising the Morningstar Investment Conference 2020 (#MICIN) in a digital format, to be held on November 3 & 4, 2020. Morningstar India will not be charging a fee and will extend complimentary passes to all Indian financial advisers that attend the #MICIN Investment Conference 2020.

Check out impressive line up of speakers and topics of the Conference.

CFP practitioners attending the two-day conference are eligible to earn 10 Continuous Professional Development (CPD) points, (5 points for each day). Morningstar India will share the attendance with FPSB after the event for credit of CPD points to the attendees.

Please register here for the event.

Confederation of Indian Industry (CII) – 11th Indian Financial Markets Summit 2020

CII is organising the 11th edition of Indian Financial Markets Summit with the theme ‘Rebooting Economy through Financial Markets’ on October 21-22, 2020 over Virtual Platform. Senior officials from RBI, SEBI and other eminent speakers from the industry, including many professionals, have been invited by CII to address the Summit.

CFP Certificants are eligible for a total of 5 CPD points upon attending the event on both the days. CII will share the attendance with FPSB after the event for credit of CPD points to the attendees.

To know more about the Summit, topics and speakers please click here.
To register for the event please click Here and share your details.

PGP Academy’s Practising Goal Planner- A Client-First Approach Program

PGP Academy is conducting a continuous learning and development program of knowledge modules from across various aspects of Financial Planning. Each of these modules will be focussed on the practical implementation of personal finance with twice-weekly sessions conducted online. CFPCM professionals are eligible for 15 CPD points for attending the program (1 CPD Point per hour of attendance; maximum 15 CPD Points) . PGP Academy will share the attendance with FPSB after the event for credit of CPD points to the eligible attendees.

To register your interest and nominate yourself, please click and fill-up the form https://www.surveymonkey.com/r/S9HVZVZ. For further details, you can write to Rahul Banerjee at [email protected]

Network FP ProMembership Program

Network FP’s ProMembership is a structured continuous education & professional development program delivering weekly sessions for financial planners in India to help them grow & succeed. The weekly sessions covering various aspects of the financial planner’s competency profile are eligible for CPD points for CFP Professionals. Here is the link for further details – http://www.networkfp.com/promember/

Important Points

  • 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.