We understand that continuing professional development (CPD) is of great importance to you as you seek to enhance your skills and retain your CFP® 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.
July 2023
December 2022
April 2022
July 2021
February 2021
September 2020
February 2020
July 2019
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
FPSB Ltd. Webinars
Each of these webinars provides an in-depth look at various key topics benefiting CERTIFIED FINANCIAL PLANNER® 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.
| Mutual Funds for all Life Stages : How to optimize Financial Planning goals? |
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| Presenter: Sunita Panigrahi, CFP® |
| Length/# of CPD credits: Length/#CPD Credits: 45 minutes / 1 CPD |
| Objectives: Mutual Funds in India have grown at a rapid scale in the last 10 years. The Assets Under Management have grown more than five times to Rs 38.42 lakh crore as at on 30 September 2022 during the last decade (Source: AMFI). The Mutual Fund schemes can be used to scale all goal horizons – short term, medium term, and long term. These can be utilized to park money for certain short term goals in liquid funds, which are lucrative and tax efficient than keeping money idle. These can as well be utilized in generating safe, tax-adjusted returns from debt funds and in building long term wealth from equity-oriented funds. Mutual Fund products can be optimized in one’s portfolio to achieve financial goals in all life stages of an individual keeping in the purview the virtues of safety, liquidity and return with added tax-efficiency. |
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| Putting Risk management philosophy in perspective for your firm |
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| Presenter: Puneet Chandra |
| Length/# of CPD credits: Length/#CPD Credits: 45 minutes / 1 CPD |
| Objectives: CFP Professionals who have a fee-based advisory firm, or plan to start one, and play the role of a Principal Officer are always keen to learn the best practices. Directors’ and Officers’ Liability Insurance protects the Directors and Officers from their personal liability and financial loss. Additionally, Workmen Compensation (now known as Employees’ Compensation) focuses on the employer’s liability to pay compensation when employee meets with a fatal accident. This digital webinar will help the participants understand multiple aspects related to this subject |
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| Investing globally – the importance of building a global portfolio |
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| Presenter: Niti Guhathakur and Sivasankaran E |
| Length/# of CPD credits: Length/#CPD Credits: 45 minutes / 1 CPD |
| Objectives: With the advent of multiple platforms, investments are no longer limited to the domestic markets. But before suggesting global opportunities, financial planners must have a clear understanding and knowledge of the global markets, why global investments make sense and how to build an all-weather global portfolio. This webinar will help the participants understand the multiple aspects related to this subject. |
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| Interest rate movement and impact on Debt Funds |
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| Presenter: Joydeep Sen |
| Length/# of CPD credits: Length/# of CPD credits : 1 hour/ 1 CPD point |
| Objectives: In this webinar you will learn about - How the market discounts the likely raises in interest rates, how debt funds value the fixed-income portfolios – mark-to-market basis coupon of individual securities, the intra-asset allocation in debt portfolio in view of interest rate changes and many related topics. |
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| Tax efficient ways of investing in various asset classes |
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| Presenter: Balwant Jain |
| Length/# of CPD credits: Length/#CPD Credits: 45 minutes / 1 CPD |
| Objectives: This webinar will help the participants understand the taxation aspect of major asset classes and the benefits in tax-efficient investing in various products within those asset classes, investing in India or abroad. |
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| Retirement Strategies Close to Retirement and in Distribution Stage |
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| Presenter: Amit Kachalia |
| Length/# of CPD credits: Length/#CPD Credits: 60 minutes / 1 CPD |
| Objectives: This webinar will help the participants understand various ways in which retirement corpus can be optimally managed to provide a fair stream of income for a client after retirement. |
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| Tax avenues for self-employed professionals |
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| Presenter: Ravinder Singh Chawla, CFP ® |
| Length/# of CPD credits: Length/#CPD Credits: 60 minutes / 1 CPD |
| Objectives: This webinar will help participants understand multiple aspects and avenues available for a self-employed professional under the provisions of Income Tax. |
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| Relative Valuation in Market Driven Modules |
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| Presenter: Vibha Jhol |
| Length/# of CPD credits: Length/# of CPD credits : 1 hour/ 1 CPD point |
| Objectives: In this webinar you will learn about Relative Valuation and how is it different from Absolute Valuation; Few Relative Valuation methods such as P/E, P/B, EV/EBIDTA, P/S (Retail), P/FCF etc their significance and how to interpret the numbers for meaningful analysis of a stock’s valuation. |
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| Retirement Planning |
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| Presenter: Ravinder Singh Chawla, CFP ® |
| Length/# of CPD credits: Length/# of CPD credits : 1 hour/ 1 CPD point |
| Objectives: In this webinar the speaker takes through the important aspects of Retirement Planning and the reasons for planning the retirement. In addition, there is great information on NPS and the rules which come along with NPS. |
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| Behavioral Finance |
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| Presenter: Jayant R. Pai, CFP ® |
| Length/# of CPD credits: Length/# of CPD credits : 1 hour/ 1 CPD point |
| Objectives: In this webinar you will learn all the important aspects of Behavioural Finance, the Biases and its types, and how the human mind reads and interpret the biases while taking decisions not only related to finance but in every walk of life. |
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| Financial Planning for Families having Children with Special Needs |
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| Presenter: Jitendra Solanki, CFP ® |
| Length/# of CPD credits: Length/# of CPD credits : 1 hour/ 1 CPD point |
| Objectives: In this webinar you will learn all the important aspects to be covered in the Will by the parents having a specially-abled child and the psychological issues of a family having children with special needs. |
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| Investment Theories - An Overview and Analysis |
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| Presenter: Sunita Panigrahi, CFP ® |
| Length/# of CPD credits: Length/# of CPD credits : 1 hour/1 CPD point |
| Objectives: In this webinar you will learn about the rule of portfolio diversification, Modern Portfolio Theory and its principles amongst other important features of Variance & Covariance. The interactive quiz, leading to 1 CPD Credit, is embedded in the webinar video itself. |
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| Estate Planning |
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| Presenter: Suresh A, CFP ® |
| Length/# of CPD credits: Length/# of CPD credits: 1 hour/ 1 CPD Point |
| Objectives: In this webinar you will learn all the important aspects related to Testamentary Trust, and the benefits of creating a trust, and how inheritance is determined in case of intestate deaths. The interactive quiz, leading to 1 CPD Credit, is embedded in the webinar video itself. |
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| Digital Transformation in Financial Planning |
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| Presenter: Rubina K. Hossain, CFP ® |
| Length/# of CPD credits: 30 minutes / 1 CPD point |
| Objectives: In this video, you’ll learn how technology is impacting the financial planning profession, and how to adapt for your clients. |
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| Putting Principles into Practice: Client First |
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| 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. |
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| Later in Life Planning |
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| Presenter: Dr. Megan McCoy, LMFT & Shelitha Smodic, CFP ® |
| Length/# of CPD credits: 40 minutes/ 1 CPD point |
| Objectives: In this course, you’ll learn various tactics to use when faced with planning for later in life circumstances. |
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| Essential Habits of Trusted Advisors |
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| 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. |
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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.