FPSB India Global Financial Planning Conclave 2026

Refining Skills. Redefining Success for CFP® Professionals

May 30, 2026 | The Westin Mumbai Garden City, Goregaon, Mumbai

Hosted by FPSB India, the Global Financial Planning Conclave 2026 is a premier platform designed to elevate the future of financial planning practice in India. Bringing together leading experts, global perspectives, and transformative learning experiences, the conclave aims to empower CFP® professionals with sharper skills, deeper insights, and future-ready strategies to thrive in an evolving financial landscape.

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The CFP® Homecoming Campaign is now live.

If you have been a CFP® certificant in the past, you can now take advantage of this exclusive opportunity to re-enter the profession and reclaim your CFP® certification.

With a simplified pathway and limited-time access, now is the perfect time to make your comeback. Check your eligibility and get started.

Candidates interested in applying under the Homecoming Campaign are requested to email their expression of interest along with details of their previous CFP® certification to support@fpsb.in

Brochure

Changes in Cycle Schedule for CFP Final Exam and Financial Plan Assessment.

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“Please note that the revised pricing structure for CFP® Certification will be effective from May 31, 2026.

India recorded a 9.9% year-on-year growth in the number of CERTIFIED FINANCIAL PLANNER® professionals in 2025, taking the total number of CFP® professionals in the country to 3,534 by December 31st , 2025, reflecting steady momentum in the adoption of professional financial planning.

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PFRDA- Pension Fund Regulatory and Development Authority has permitted Points of Presence (PoPs) to engage CFP® professionals certified by FPSB India as Pension Agents. As stated in the circular dated 20 March 2026, this includes CFP® professionals holding a valid certification and unique ID from FPSB India, along with an active CPD status, subject to applicable conditions. This is a meaningful recognition for FPSB India. And it is equally meaningful for the public, because trust, credibility, and qualified guidance matter deeply in retirement planning.

FAQs

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FPSB Exam Calendar-3 Months

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Official Statement: Leadership Change at FPSB India

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