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
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 PLANNER
CM 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.
|
Putting Risk management philosophy in perspective for your firm |
| 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 |
Take the CPD Quiz |
|
Investing globally – the importance of building a global portfolio |
| 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. |
Take the CPD Quiz |
|
Interest rate movement and impact on Debt Funds |
| 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.
|
Take the CPD Quiz |
|
Tax efficient ways of investing in various asset classes |
| 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. |
Take the CPD Quiz |
|
Retirement Strategies Close to Retirement and in Distribution Stage |
| 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. |
Take the CPD Quiz |
|
Tax avenues for self-employed professionals |
| 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. |
Take the CPD Quiz |
|
Relative Valuation in Market Driven Modules |
| 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. |
Take the CPD Quiz |
|
Retirement Planning |
| Presenter:
Ravinder Singh Chawla, CFP CM |
| 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. |
Take the CPD Quiz |
|
Behavioral Finance |
| Presenter:
Jayant R. Pai, CFP CM |
| 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. |
Take the CPD Quiz |
|
Financial Planning for Families having Children with Special Needs |
| Presenter:
Jitendra Solanki, CFP CM |
| 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. |
Take the CPD Quiz |
|
Investment Theories - An Overview and Analysis |
| Presenter:
Sunita Panigrahi, CFP CM |
| 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. |
Take the CPD Quiz |
|
Estate Planning |
| Presenter:
Suresh A, CFP CM |
| 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. |
Take the CPD 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 CPD 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 CPD 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 CPD 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 CPD Quiz |
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.
