Financial Planning Standards Board Launches Final Education Course Leading to CFP Certification in India

Experienced CFP professionals to serve as mentors for course takers as part of FPSB Ltd.’s innovative contribution to financial skills development in India

India, Maharashtra, MUMBAI – 05 July 2021 – Financial Planning Standards Board Ltd. (FPSB Ltd.), the organization that leads the global financial planning profession and owns the CERTIFIED FINANCIAL PLANNER certification program in India, announced today the launch of its FPSB® Integrated Financial Planning Course. This comprehensive financial planning course, which integrates global and local content and includes financial plan assessment and mentorship components, has been designed to enhance and assess the knowledge, skills and abilities of candidates for CERTIFIED FINANCIAL PLANNERCM certification in India. Candidates who successfully complete the course, pass the CFP exam and meet additional initial certification requirements will be eligible to join the growing community of more than 2,000 CFP professionals in India and more than 192,000 CFP professionals worldwide.

The FPSB® Integrated Financial Planning Course will be delivered through FPSB Ltd.’s online learning platform and consists of the following three interactive modules:

  • “Financial Planning Principles, Process & Skills”:Covers the financial planning process and fundamental practices; the benefits and impacts of financial planning; how to apply financial planning principles during client engagements; and the value of professional standards of practice and professional skills.
  • “Engaging Clients in the Financial Planning Process”: Focuses on human qualities of the planner-client relationship, and how clients’ values, attitudes and experiences impact the financial planning engagement.
  • “Developing Effective Financial Plans”: Provides an overview of the areas to be addressed in developing a financial plan, including how to identify missing information.

To complete the course, candidates for CFP certification are required to develop and be assessed on a financial plan based on a case study issued by FPSB Ltd. Digital textbooks for each module, sample financial plans and supporting materials on creating a financial plan are provided in the course materials and further supplemented in the case study.

The FPSB® Integrated Financial Planning Course can be taken through one of FPSB Ltd.’s Authorized Education Providers in India or by self-study. For more information on CFP certification in India and how to register for the FPSB® Integrated Financial Planning Course, go here.

As part of the course, FPSB Ltd. is pleased to bring together experienced CFPCM practitioners and candidates by introducing an innovative mentorship program. Mentors who have stepped forward to share practical insights, knowledge and experience on the preparation of a financial plan with candidates working towards CFP certification in India are:

    • Arun Thukral, CFP, (Mumbai) a startup investor/advisor and BFSI consultant, formerly the managing director and CEO of Axis Securities Limited.
    • B. Srinivasan, CFP, (Bengaluru) an entrepreneur, director of Shree Sidvin Group and founder president of the nonprofit Council of Financial Planners (COFP).
    • D.V. Suresh, CFP, (Hyderabad) founder of DVS Associates Pvt. Ltd., a financial planning practice advocating sound financial health for all.
    • Kavita Devi, CFP, (Nashik) a CTEP Inheritance Planner and Registered Life Planner.
    • Naresh Pachisia, CFP, (Kolkata) founder and managing director of SKP Securities Ltd., Eastern India’s leading boutique investment banker.
    • Renu Maheshwari, CFP, (Chennai) co-founder of Finscholarz, providing fee-only financial planning and portfolio management services, and the first individual SEBI Registered Investment Adviser (RIA) in Tamil Nadu.
    • Col. Sanjeev Govila (Retd), CFP, (Delhi) an individual SEBI RIA, founder and CEO of Hum Fauji Initiatives, a company dedicated to armed forces officers and their families.

“As interest in CFPCM certification continues to grow around the world, FPSB Ltd. is committed to supporting candidates on their journey to becoming CFP professionals in India,” says Noel Maye, FPSB Ltd. CEO. “CFP certification is the global symbol of excellence in financial planning, and I’m pleased the education course offerings leading to CFPCM certification in India are now complete with the addition of the FPSB® Integrated Financial Planning Course. Mentorship is a beautiful approach to foster synergies between candidates and practitioners, and I’m excited to see this program develop.”

About FPSB Ltd.

FPSB manages, develops and operates certification, education and related programs to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB demonstrates its commitment to excellence with the marks of professional distinction – CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo Mark – which it owns outside the United States. FPSB and the FPSB global network administer CFP and other certification programs in the following 27 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Columbia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, the Netherlands, New Zealand, People’s Republic of China, Peru, Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States. At the end of 2020, there were 192,762 CFP professionals worldwide.


FPSB Ltd.’s CFP Certification is now accredited by NISM

NISM CertificateNEW YORK – 2 MARCH 2021Financial Planning Standards Board Ltd. (FPSB Ltd.), owner of the international CERTIFIED FINANCIAL PLANNERCM certification program outside the United States, today announced that the National Institute of Securities Markets (NISM) has accredited FPSB Ltd.’s CERTIFIED FINANCIAL PLANNER certification in India. After taking over direct operation of the 19-year-old CFPCM certification program in India in 2019, FPSB Ltd. submitted an accreditation application for a second time to NISM outlining FPSB Ltd.’s mission, reputation, global affiliations, financial strength and policies and quality standards related to curriculum development and exam administration for the CFP certification program in India. NISM approved FPSB Ltd.’s application and accredited the CFP certification program in India from 1 March 2021 until 28 February 2022, after which the accreditation is eligible to be renewed for two more years, subject to program monitoring and approval by NISM. To find our listing on the NISM website, click here.

“FPSB Ltd. is pleased that India’s CERTIFIED FINANCIAL PLANNER professionals offering investment advice are eligible to register as Investment Advisers under Securities and Exchange Board of India regulations,” said Noel Maye, CEO of FPSB Ltd. “FPSB Ltd. and the community of almost 2,000 CFP professionals in India are committed to benefiting the Indian public by establishing, upholding and promoting competency, ethics and practice standards and certification requirements for CFP professionals and for the financial planning profession in India.”

Rajesh Krishnamoorthy, Country Head, India Liaison Office said “The accreditation by NISM strengthens our efforts in India as we look to advance the financial planning ecosystem and to attract a new pool of talent into this noble profession. We will continue to work with renewed vigor in India and we look forward to the support of the CFP professionals in nurturing new talent for our country.”


Financial Planning Standards Board Launches Advisory Council to Steer Growth and Value of CFP Certification in India

Financial Planning Standards Board Ltd. (FPSB), owner of the CERTIFIED FINANCIAL PLANNERCM certification program in India, has launched the CFP Professional Advisory Council to foster financial planning professionalism in the public interest, provide input and thought leadership on FPSB’s mission and priorities, and grow the number of CFP professionals in India

The following seven founding members of the Council, each of whom are leaders in the profession, reflect the geographic, gender and practice diversity within the Indian CFP professional community:

  • Arun Thukral, CFP, Council Chair, (Mumbai) a startup investor/advisor and BFSI consultant, formerly the managing director and CEO of Axis Securities Limited, and member of the Confederation of Indian Industry (CII) National Committee on Financial Markets.
  • B. Srinivasan, CFP, (Bengaluru) an entrepreneur, director of Shree Sidvin Group and founder president of the nonprofit Council of Financial Planners (COFP).
  • D.V. Suresh, CFP, (Hyderabad) founder of DVS Associates Pvt. Ltd., a financial planning practice advocating sound financial health for all.
  • Kavita Devi, CFP, (Nashik) a CTEP Inheritance Planner and Registered Life Planner, dedicated to helping people in the journey to financial freedom.
  • Naresh Pachisia, CFP, (Kolkata) founder and managing director of SKP Securities Ltd., Eastern India’s leading boutique investment banker.
  • Renu Maheshwari, CFP, (Chennai) co-founder of Finscholarz, providing fee-only financial planning and portfolio management services, and the first individual SEBI Registered Investment Adviser (RIA) in Tamil Nadu.
  • Col. Sanjeev Govila (Retd), CFP, (Delhi) an individual SEBI RIA, founder and CEO of Hum Fauji Initiatives, a company dedicated solely to armed forces officers and their close family members.

“The founding members of the CFP Professional Advisory Council offer a wealth of knowledge and experience that will support our efforts to build a vibrant and thriving CFP professional community in India,” said Rajesh Krishnamoorthy, Country Head, FPSB India Liaison Office. “I look forward to leveraging the diverse background and insight of this group to expand CFP certification and increase access to competent and ethical financial planning advice in India.”


FPSB Names Rajesh Krishnamoorthy to Lead in India

Financial Planning Standards Board Ltd. (FPSB) has named financial services veteran and fintech pioneer Rajesh Krishnamoorthy as Country Head, India, effective 1 February. In the role, Krishnamoorthy will oversee FPSB operations and strategy; grow FPSB certification programs; and build support to establish and grow the financial planning profession in India, with CFP certification as its symbol of excellence.

Krishnamoorthy brings to FPSB 20 years of experience in Indian financial markets, including the last decade with wealth management fintech platform iFAST Financial India Pvt. Ltd., as the founding employee, Managing Director, and most recently Vice Chairman of the Board of iFast India Holdings, Singapore. His experience spans treasury management, securitization, institutional sales, private wealth management, and personal finance-related technology platforms.

Please see the full announcement for more details.


The September 2020 Edition of the Journal of Financial Planning in India Is Now Available


FPSB Ltd. is pleased to present the September 2020 edition of the Journal of Financial Planning in India. In this edition, we’ve compiled articles featuring insights and opinions from our community of CFPCM professionals and industry experts in India, as well as from territories within our FPSB global network.

We understand that Continuing Professional Development (CPD) is important to you, so inside you’ll find an opportunity to earn five (5) CPD points for passing the quiz.

We hope this journal and future editions will become a staple in furthering your professional development and connecting you to the global financial planning profession. We look forward to enriching articles from our CFP Certificant community for the future editions of the Journal.

 Read the Journal of Financial Planning in India 

Or click here to download a print-ready PDF


The February 2020 Edition of the Journal of Financial Planning in India Is Now Available


FPSB Ltd. is pleased to present the February 2020 edition of the Journal of Financial Planning in India. This publication is part of our continuous endeavor to provide you with a series of learning opportunities and informational pieces throughout your career. In this edition, we’ve compiled articles featuring insights and opinions from our community of CFPCM professionals and industry experts in India, as well as from territories within our FPSB global network. We know that Continuing Professional Development (CPD) is important to you as well, so inside you’ll find an opportunity to earn six (6) CPD points for passing the quiz. This is the most points we’ve offered for a single publication!

 Read the Journal of Financial Planning in India 

Or click here to download a print-ready PDF


Introducing the Inaugural Edition of the Journal of Financial Planning in India

FPSB Ltd. is pleased to present the first edition of the Journal of Financial Planning in India! In this edition, CFP professionals will find a collection of insightful articles authored by industry experts and academics within FPSB Ltd.’s global network.

We understand that continuing professional development (CPD) is of great importance to you as you seek to enhance your skills and retain your CFP certification. So, we’ve built in a CPD quiz that provides four CPD points for CFP certification renewal.

We hope this journal and future editions will become a staple in furthering your professional development and connecting you to the global financial planning profession.

  Read the Journal of Financial Planning in India  

Or click here to download a print-ready PDF