*Legacy Program terminates on 31st March 2021! Hurry!.

**All candidates registered with FPSB prior to June 2020 are regarded as Legacy program candidates.

Legacy Education Program

Students registered for the CFP certification program under Regular or Challenge Pathways prior to 1 June 2020 must fulfill the education program requirements to be eligible to appear for the CFP examination. Students registered in the legacy program will be able to continue to study and sit for legacy exams 1-5 through 31 March 2021.

Exam Calendar Mar-May 2021

Legacy Transfer Information

Legacy students now have the opportunity to transfer from the Legacy Program to the new program. Students will be granted credit for legacy exams passed as follows:

Legacy Program New Program
Exam 3 Investment Planning Investment Planning
Exam 2 Retirement Planning and Employee Benefits & Exam 4 Tax and Estate Planning Retirement and Tax Planning
Exam 1 Risk Analysis and Insurance Planning & Exam 4 Tax and Estate Planning Risk and Estate Planning
Legacy Exams 1,2,3,4 Investment Planning, Retirement and Tax Planning, Risk and Estate Planning

Students who chose to transfer to the new program will be granted credit for exams passed on the date they transfer and will not be able to take additional legacy exams.  Transfer students will be able to continue to take additional courses in the new program.  For example, if credit is given for Investment Planning, students may choose to continue with the Risk and Estate Planning and/or Retirement and Tax Planning courses.  Students who have passed all 4 legacy exams may choose to continue with the Financial Planning Capstone course when it launches in 2021.  

Students with credit towards a specialist course may choose to certify as a specialist.  Requirements for specialist certification include taking an ethics course, attesting to ethics guidelines, and paying a certification fee.  For more information see https://india.fpsb.org/students/ .

Exam details for the Legacy Program can be found at Legacy Examination.

OCMS Access

Access your account via the Online Certification Management System (OCMS) portal. On the portal, you can confirm that the information listed for you is accurate, and update the system with information on recently completed continuing professional development (CPD) points.