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.

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FAQs

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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Kind attention: Exam takers- for March’26 Cycle- The Risk and Estate Planning Specialist Exam scheduled for 20th March’26 Friday has been postponed to 23rd March’26 Monday on account of festival of Eid.

Official Statement: Leadership Change at FPSB India

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