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.

NSE examinations open for booking from 3 August

Examinations for all FPSB Ltd. exams available from 3 August at NSE Academy.

FPSB Ltd.’s CFP certification exams shall be available for payments and enrollments on the NCFM online portal from 3 August 2020. Please visit https://www.ncfm-india.com/ORE/OREloginPage.jsp to register for an exam. We will continue to assess the situation and make changes as appropriate. In the meantime, please feel free to contact FPSB Ltd. with any questions or concerns.

Given the challenges during this time, FPSB Ltd. will extend all active legacy student registrations to 31 March 2021 to ensure students have time to sit for exams. Additional updates will be posted to india.fpsb.org/news-and-events and our social channels (Facebook, Twitter and LinkedIn) as we are informed of further changes.

New Education and Credentialing Pathway to CFP Certification Now Available

Today, 1 June 2020, FPSB Ltd. announced the launch of its new education and credentialing pathway to CFP certification to facilitate more structured learning and recognition opportunities for candidates for CFP certification in India.

During the past year, FPSB Ltd. restructured the content of the education requirement for CFP certification in India into three specialist education tracks (investment planning; retirement and tax planning; and risk and estate planning) and a financial planning capstone course.

Registration for the first of FPSB Ltd.’s four courses, FPSB® Investment Planning Specialist, is now open. Click below to learn more.

  Learn About FPSB Ltd.’s New Pathway to CFP Certification  

All NSE Examinations through 31 July 2020 Are Cancelled

NSE Academy has announced that all examination centers are closed through 31 July 2020. Students who are scheduled to take an exam through 31 July 2020 may re-schedule his/her test(s) till test date 31 August 2020.

FPSB Ltd.’s CFP certification exams shall not be available for payments and enrollments on the NCFM online portal until 31 July 2020. We have taken this step to make sure that when exams open those whose examinations were cancelled have the ability to reschedule and that we can appropriately manage the backlog and to minimize the number of candidates who have to manually reschedule exams. We will continue to assess the situation and make changes as appropriate, but in the meantime, please feel free to contact FPSB Ltd. with any questions or concerns.

FPSB Ltd. will extend student registrations by 90 days, up to 31 March 2021, to ensure students have time to sit for exams.  Additional updates will be posted to india.fpsb.org/news-and-events and our social channels (Facebook, Twitter and LinkedIn) as we are informed of further changes.

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 CFP^CM 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 CFP^CM 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