Legacy Transfer – Final Confirmation

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:

S. No.Exam passed under Legacy ProgramExam recognized as passed under New Program
1Exam 3 – Investment PlanningInvestment Planning
2*Exam 2 – Retirement Planning and Employee Benefits, & Exam 4 – Tax and Estate PlanningRetirement and Tax Planning
3*Exam 1 – Risk Analysis and Insurance Planning, & Exam 4 – Tax and Estate Planning Risk and Estate Planning
4All Legacy Exams 1,2,3 & 4Investment Planning, Retirement and Tax Planning, Risk and Estate Planning

*Please note that in circumstances where a legacy student has passed either of these two exams, but not both, he/she will not get credit for Retirement & Tax Planning under the new program.

**Likewise, in circumstances where a legacy student has passed either of these two exams, but not both, he/she will not get credit for Risk & Estate Planning under the new program. Credit for an exam under the new program will be granted to a legacy student as per the circumstances listed under S. No. 1 to 4 only and not for any other combination of legacy exams.

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/ .