Home » ft-test-page Fast Track | Application | Form 2 This form captures details of your educational qualifications and experience or other credentials that makes you eligible to apply under Fast Track Pathway to attain CFP CertificationFPSB Number Email ID Help us recognise you!(Required)Select your basis of application hereApplying on the basis of specified advanced qualification/professional certification / Academic and a prior 3-year relevant experienceApplying by virtue of being a CFP professional in good standing with any other FPSB Affiliate Body / an RIAApplying on the basis of having been a past CFP professional in India (Lapsed more than 5 years)/ Passed the CFP Exam (Before 5 years)CAIIB + Graduation in any disciplineMirae Asset Global Investments IndiaMotilal Oswal Financial Services LtdInsurance Institute of IndiaPresently Registered Regular Pathway CandidateBajaj Capital Insurance Broking Ltd.Bajaj Capital Ltd.Pathway(Required)SelectRegular PathwayFast Track PathwayApplicants meeting the eligibility requirement of CAIIB, must first route their application through IIBF and then only fill out the form here. https://iibf.esdsconnect.com/Cfp_examFPSBI No.(Required)Enter your complete FPSBI number if you have an earlier relationship with FPSB I confirm that I amConfirma SEBI registered RIAa CFP Professional in good standing with in FPSB AffiliateSEBI RIA No(Required) If you are registered with SEBI RIA Please let us know how to identify you.Upload Your RIA License(Required)Max. file size: 1 MB.I confirm that I amPast CFP/ CFP Exam Passouta past CFP Professional from IndiaPassed CFP ExamAs you confirmed you are from another territory please confirm.(Required)Select CountryAustraliaAustriaBrazilCanadaChinese TaipeiColumbiaFranceGermanyHong kongIndonesiaIrelandIsrealJapanMalasiyaNew ZealandPeople's Republic of ChinaRepublic of KoreaSingaporeSouth AfricaSwitzerlandThailandThe NetherlandsTurkeyUnited KingdomUnited States of AmericaCFP Certification No(Required) Enter your CFP number to identify in the territory selectedUpload CFP Certification Documentation(Required)Max. file size: 1 MB.Name of Education Provider/Self-Study(Required)Self-Study3rd Eye Academy for Financial StudiesBeyond Learning FinanceCRG Academy of FinanceEdufinpact Labs Pvt Ltd (Earlier IFA- Himanshu M)FinTram GlobalFPA Edutech Pvt LtdIMS Proschool Pvt. Ltd.Indian Institute for Financial CertificationsInstitute for Financial LiteracyInternational College of Financial PlanningInternational Institute of Research and Wealth ManagementMaestrro Finplan AcademyMylogic Business Management School Pvt LtdNext Level Education Private LimitedNeev Knowledge Management Pvt LtdPVS – Prashant V ShahSUN Training Academy Pvt. Ltd.Arivu Educational Consultants Pvt Ltd88Academics India Pvt LtdSiddhanam CapitalThe Wall Street SchoolPlanyourworld Training Academy Pvt. Ltd.Upload a latest salary slip or an experience letter on the original letterhead for authenticate the employment(Required) Drop files here or Select files Accepted file types: pdf, Max. file size: 2 MB. Educational Qualifications / Professional CertificationsPost Graduation(Required)Eligible QualificationPost Graduate QualificationProfessional Certification or LicenseProfessional Certifications or License(Required)Select Professional CertificationChartered Financial Analyst, from CFA Institute (USA)Certified Public Accountant, from AICPA (USA), CMA, ACCAChartered Accountant, from ICAI, CA(Inter) with 3-year Articleship+B.ComFellow Member of Insurance Institute of India (Life/General)CAIIB + Graduation in any disciplinePostgraduate degree in Economics, Commerce, Finance/Financial Planning from a UGC approved UniversityMBA (all streams) and PGDM (all streams) from an AICTE approved institution/Ministry of Education approved institution/such other Indian or Foreign institution or business schoolPost Graduate Qualification(Required)SelectPostgraduate degree in Economics, Commerce, Finance / Financial Planning from a UGC approved University.MBA (Finance) or PGDFM from an AICTE approved Institute.Post-Graduate Certificate Program in Finance, Post-Graduate Diploma in Finance or other equivalent courses offered by IIM.Post Graduate Qualifications (Approved by UGC/AICTE)Name of the UniversityName of the CollegePG DegreeYear of passing (yyyy)DisciplineMode of learningFinanceCommerceEconomicsFinancial PlanningFull TimePart timeDistance LearningPost Graduate Qualifications (Approved by UGC/AICTE)Graduation in any disciplineName of the CollegeYear of passing (yyyy)DisciplineMode of learningFinanceCommerceEconomicsFinancial PlanningOtherFull TimePart timeDistance LearningPost Graduate Qualifications (Approved by UGC/AICTE)Professional CertificationsName of the InstituteYear of passing (yyyy)CAIIBIIBFCertification ValidityPerpetualRenewableDate MM slash DD slash YYYY Valid up to'Please upload Certification / License / Post Grad Qualification documentation(Required) Drop files here or Select files Accepted file types: jpg, pdf, Max. file size: 1 MB, Max. files: 10. 'Please upload Graduation Certification and CAIIB Certification documentation(Required) Drop files here or Select files Accepted file types: jpg, pdf, Max. file size: 1 MB, Max. files: 10. Qualifying Work ExperienceNature of ExperienceCorporate ExperienceSelf EmployedHybridAcademicCategoryBankMutual Fund/ Asset Manager/ Portfolio ManagerInsurance / Securities / Brokerage CompanyPersons Associated with Advice (under a SEBI RIA)If Self EmployedIndividual/ ProprietorshipPartnershipLimited Liability PartnershipQualifying Work ExperiencePlease provide the eligible relevant work experience equal aggregating to 3 years. You can provide a single 3 year relevant experience also.CompanyDesignationJob ActivityStart Date(mm/dd/yyyy)End Date(mm/dd/yyyy) Funds ManagementInvestment AdviceFund AccountingAccountingAuditingCorporate FinanceCustomer Relationship/ Investor Services Add RemoveQualifying Work ExperiencePlease provide the eligible relevant work experience equal aggregating to 3 years. You can provide a single 3 year relevant experience also.FirmDesignationJob ActivityStart Date(mm/dd/yyyy)End Date(mm/dd/yyyy) Financial IntermediationDistributionAdvice Add RemoveQualifying Work ExperiencePlease provide the eligible relevant work experience equal aggregating to 3 years. You can provide a single 3 year relevant experience also.InstitutionDesignationDisciplineStart Date(mm/dd/yyyy)End Date(mm/dd/yyyy) Add RemovePlease upload documents relevant to the above work experience aggregating to 3 years(Required) Drop files here or Select files Accepted file types: pdf, Max. file size: 16 MB, Max. files: 5. Upload relevant document in case of Name change due to Marriage etc Drop files here or Select files Accepted file types: pdf, Max. file size: 2 MB. DeclarationI have read and understood FPSB India’s policy on Fast Track Pathway to attain CFP certification. I have satisfied myself on the criteria of qualification and experience, and I agree that FPSB India has a right to disapprove my submitted documents as per its policy. I also understand that candidates who obtain CFP certification through the Fast Track Pathway must, in addition to passing the CFP Exam also pass all three Specialist Exams in order to use CFP certification as a basis for obtaining/renewing SEBI’s Investment Adviser registration, or else pass the NISM Investment Adviser Exam/other NISM-accredited Investment advisor exam for RIA purposes. Consent(Required) I agree that all the above submitted information is true to my knowledge.(Required)Consent(Required) I hereby give consent for the verification of documents and also acknowledge that If any information or document provided is found to be false or untrue I shall be held liable and FPSB India will carry the right to withdraw my admission application.(Required)Date DD slash MM slash YYYY Document Verification Fee (Payment link sent on primary email on submitting application)(Required) Price: Inclusive of all applicable taxesNameThis field is for validation purposes and should be left unchanged.
