Thank you for your interest in the CFPCM certification program in India. The CERTIFIED FINANCIAL PLANNERCM credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice.
By registering to pursue your CFP certification education, you are taking the first step toward a rewarding financial planning career. Around the world, nearly 190,000 practitioners in 26 countries and territories have achieved CFP certification, the highest standard of excellence in financial planning.
Please see below for more details in the learning opportunities available.
Legacy Education Program (available until 30 April 2020)
Regular Student – Legacy Program Overview (enroll by 30 April 2020)
Students registered for the CFP certification program under Regular Pathway must fulfill the education program requirements to be eligible to appear for the CFP examination. A candidate must complete academic coverage of the financial planning curriculum through an FPSB Ltd. Authorized Education Provider or “Self Study.”
Students registered in the legacy program will be able to continue to study and sit for exams 1-5 through 31 March 2021. The process will remain the same. Please see Student Registration Process Page for more information.
Challenge Student – Legacy Program Overview (enroll by 30 April 2020)
Students registered in the legacy program under the Challenge pathway will be able to continue to study and sit for exams 1-5 through 31 March 2021. The process will remain the same. Please see Challenge Candidate Registration Process Page for more information.
Updated CFP Education Program (starting 1 May 2020)
Students enrolling on or after 1 May 2020 may only choose to enroll in the new program. The updated program will consist of three specialist certifications and one capstone course for CFP certification.
- FPSB® Investment Specialist Certification (commencing 1 May 2020)
- FPSB® Retirement and Tax Planning Specialist Certification (commencing August 2020)
- FPSB® Risk Management and Estate Planning Specialist Certification (commencing September 2020)
- CERTIFIED FINANCIAL PLANNERCM Certification (commencing October 2020)
Individuals must register directly with FPSB Ltd. as the first step of starting the certification. This is required to access the FPSB Ltd. curriculum materials, and should be done concurrently with selection of an FPSB Ltd. authorized education provider. Visit this page on 1 April to directly register with FPSB Ltd.