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FPSB | Financial Planning Standards Board

FPSB | Financial Planning Standards Board

Registration for CFP® Certification

FPSB’s CERTIFIED FINANCIAL PLANNER® Certification Requirements

Only those who have fulfilled initial and ongoing certification requirements as per  the 4E framework of FPSB India, can hold themselves out as CERTIFIED FINANCIAL PLANNER® professionals.

To obtain CFP® certification, individuals must meet rigorous initial certification requirements  laid down by FPSB India. To maintain their right to use the CFP® Marks, CFP® professionals must complete ongoing renewal requirements.

Registration for Fast Track Pathway
Registration for Regular Pathway

4E’s of CFP® Certification

Education

  • Complete a financial planner education program whose format and content meet the specifications outlined in FPSB’s Financial Planning Curriculum Framework, of FPSB.

  • The financial planner education program completed is at an academic level equivalent to the Learning Level Descriptors described in FPSB India’s Financial Planning Curriculum Framework

Examination

  • Complete a financial plan to demonstrate mastery of the Fundamental Financial Planning Practices and Financial Planner Professional Skills, integrating across the Financial Planning Components, as described in FPSB’s Financial Planner Competency Profile

  • Pass  CFP® certification exam(s)in regular/fast track mode that assesses the candidate’s knowledge and abilities of the Fundamental Financial Planning Practices and Financial Planning Components covered in FPSB’s Financial Planner Competency Profile

Experience

  • Complete one year of supervised, or three years of unsupervised, relevant work experience within 10 years prior to CFP® certification or after passing the CFP® exam
  • Evidence of relevant work experience, verified by the FPSB India.

Ethics

  • Agrees to abide by FPSB’s Financial Planner Code of Ethics and Professional Responsibility, Financial Planning Practice Standards and rules for correct use of the CFP® marks once certified
  • Attest to Fitness Requirements, verified by the  FPSB India.
  • Attest that all CFP® certification requirements have been met, verified by FPSB India.

Ongoing Competency

  • Complete at least 15 hours of Continuing Professional Development every  year as outlined in FPSB’s Financial Planner Competency Profile

  • At least two of the 15 hours address topics covered in FPSB’s Financial Planner Code of Ethics and Professional Responsibility and/or FPSB’s Financial Planning Practice Standards, verified by the territory’s FPSB affiliate organization

  • Continue to adhere to FPSB’s Financial Planner Code of Ethics and Professional Responsibility and Financial Planning Practice Standards

  • Attest that all Continuing Professional Development hours have been met, verified by FPSB India

Recertification

  • FPSB requires CFP® professionals in good standing to renew their CFP® certification at least every three years.

  • Must disclose any Disciplinary, Criminal or Civil Proceedings that occurred during the certification period, consistent with local laws

  • Re-attest to adherence to FPSB’s Financial Planner Code of Ethics and Professional Responsibility and Financial Planning Practice Standards

  • Declare CFP® marks were not used during the lapsed period of CFP® certification

Steps to become a CFP® Professional

Register as a candidate for CFP® certification and purchase course material for one or more specialist programs

Complete the education requirement through one of two modes: Self-Study Mode or Instructor-Led Education Mode

Pass the required examinations

Obtain the relevant experience

Meet the FPSB India ethics requirement

Get certified as a CFP® Professional

Stay certified!

Pathway to Certification

Fast Track Pathway

FPSB India recognizes the need for an accelerated pathway that tests the competency of financial services professionals with specified education qualifications and relevant work experience.

Register Now

Regular Pathway

Embark on your journey to becoming a globally recognized CFP® professional through the regular pathway. Gain in-depth expertise in financial planning and  elevate your career with a professional certification that sets you apart in the dynamic world of personal finance.

Register Now

Pathway to Certification

Fast Track Pathway

FPSB India recognizes the need for an accelerated pathway that tests the competency of financial services professionals with specified education qualifications and relevant work experience.

Register Now

Regular Pathway

Embark on your journey to becoming a globally recognized CFP® professional through the regular pathway. Gain in-depth expertise in financial planning and  elevate your career with a professional certification that sets you apart in the dynamic world of personal finance.

Register Now