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 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 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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| 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 |
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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. |
| Take the Survey Quiz |
| Later in Life Planning |
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| 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 |
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| 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 |
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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. |
| Take the Survey Quiz |
Important Points