Key aspects

FPSB Integrated Financial Planning Course Material and Fee

The course material consists of three textbooks catering to the three modules Financial Planning Principles, Engaging Clients, and Developing Financial Plans as cited above. Sample financial plans are also provided as other supporting material.

Fee: For students who have registered with FPSB in the new program: US$ 120 (cost of Purchase of course material).

For active legacy students who are eligible for credit of one or more Specialist certification in the new program: US$ 120 (cost of purchase of course material) plus US$ 110 (transition fee to the new program, wherein student registration is validated for a one-year period).

CFPCM Certification Exam (Integrated Financial Plan exam) Blueprint

The exam is of 3-hour consisting of two sections:

Section 1: 25 standalone MCQs on Financial Planning Principles and Regulatory environment of financial planning; each question is of 1 mark.

Section 2: 25 MCQs based on a case study, with questions testing the student’s capability on each of the 3 core financial planning components; each question is of 3 marks.

Thus, a total of 50 questions for 100 marks are to be solved in the three hours.

Test Software embedded worksheets will be additionally provided for calculations, though the candidates can utilize their own financial calculators approved by FPSB for examination.