FPSB | Financial Planning Standards Board

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New CFP Form

Home » New CFP Form

  • Registration Details

    Information marked with a * is required.
  • MM slash DD slash YYYY
  • Contact Details

    Kindly make sure you provide accurate contact details. FPSB Ltd. will send all notifications relating to CFP certification to the details given below.
  • Current Employment Details

    Kindly enter details of your work experience which qualifies for applying as a CFP professional and attach the attested photocopy of the experience certificate while submitting the Form. While updating employment details, please start with your latest employer and work backwards.
  • Nature of EmploymentName of the OrganizationDesignationJob DescriptionNumber of YearsMonths 
  • Document Uploads

    Please upload the following required documents: Graduation and Post-graduation certificate (i.e. self-attested supporting documentation), Work experience documents having 3 years work experience in finance or 5 years work experience in non-finance, and marriage certificate/PAN card/passport copy in case of change of name after marriage.
  • Drop files here or
    Accepted file types: jpg, pdf, Max. file size: 17 MB.
    • Declaration

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    CFP®, CERTIFIED FINANCIAL PLANNER® and the CFP logo CFP trademarks are owned outside the U.S. by Financial Planning Standards Board International. FPSB India is the marks licensing authority for the CFP marks in India.

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