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.
July 2021
Click here for Digital Version
Or click here to download a print-ready PDF (English) / (Hindi)
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.
| Financial Planning for Families having Children with Special Needs |
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| Presenter: Jitendra Solanki CFP CM |
| 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. |
| Investment Theories – An Overview and Analysis |
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| Presenter: Sunita Panigrahi, CFP CM |
| 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. |
| ESTATE PLANNING - Mr. Suresh A, CFPCM |
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| Presenter: Suresh A |
| Length/# of CPD credits: 1 hour/1 CPD point |
| Objectives: In this webinar you will learn all the important aspects related to a 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. |
| 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. |
https://www.surveymonkey.com/r/2VQX6YN |
| 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. |
https://www.surveymonkey.com/r/G8WQPNS |
| 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. |
https://www.surveymonkey.com/r/QBPHKQV |
| 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. |
https://www.surveymonkey.com/r/NQD75KW |
| 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. |
https://www.surveymonkey.com/r/VWLNCJC |
| 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. |
https://www.surveymonkey.com/r/CSY28H2 |
| 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. |
https://www.surveymonkey.com/r/T6PS5R6 |
| 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. |
https://www.surveymonkey.com/r/ZR5L9KX |
| 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. |
https://www.surveymonkey.com/r/8KWMV66 |
| 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. |
https://www.surveymonkey.com/r/8KTWNK5 |
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.