Home  
 
 
 
About CFPCM Certification
Benefits of CFPCM Certification
Education
Examination
Experience
Ethics
Challenge Status Program
AFP Certification
Renewal of CFPCM Certification
Register for CFPCM Certification Program
CFPCM Marks Usage
Sample Papers (Exam 1-4)
Sample Papers (Exam 5)
Student Enquiry Form
 
 
 
Email to Friend Print this Page

CERTIFIED FINANCIAL PLANNERCM Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. The CFP Certification wins trust and presents opportunities worldwide. In this era of super specialization, the Professional Certification - CERTIFIED FINANCIAL PLANNERCM Certification, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and make a satisfying career in the financial services industry. FPSB India is the principal licensing body that awards CFPCM Certification in India through an agreement with FPSB Ltd. CFP Certification is the highest level of Certification worldwide in the field of Financial Planning with over 100000 CFP Certificants and widely respected by consumers, professionals & industry. Education is an integral component of the CFP Certification Program and any candidate aspiring to become CFP Certificant has to register himself with any of the FPSB India’s Authorized Education Partners. However, certain candidates having specified qualifications and work experience have an option of applying through Challenge Status pathway wherein they can challenge the CFP Certification Education Programme.

4 E Criteria for Initial Certification

CFP Certification worldwide is awarded by FPSB Affiliates to competent & qualifying candidates fulfilling the 4 E Criteria of CFP Certification i.e.

Education: A candidate must complete academic coverage of the Financial Planning curriculum by undergoing the 5 Module CFP Certification Education Program through an Authorized Education Partner and pass corresponding Exam 1-4 facilitated by NSE. However candidates applying through the Challenge Status Pathway are exempted from the Education Program considering their higher qualifications & work experience. Education criteria demonstrate to the public that the candidate has acquired the necessary knowledge to become a Financial Planner.

Examination: The CFP Examination (also called Exam 5 based on Module VI-Advanced Financial Planning) is designed to assess the candidate’s ability to apply Financial Planning knowledge to real-life Financial Planning situations. By passing the CFP Certification Examination, the candidate demonstrates to the public that he/she has the required level of competency to practice Financial Planning.

Experience: The experience requirement qualifies work experience that involves Personal Financial Planning. Candidates under the Regular Pathway may complete the experience criteria pre or post appearing Exam 5 however candidates under Challenge Status pathway need to have attained relevant experience before appearing Exam 5. The Experience criterion is designed to provide the public with the assurance that the candidate understands the counseling nature of personal Financial Planning.

Ethics: To get the CFP Certification, candidates after meeting Education, Examination & Experience criteria must agree to abide by FPSB India’s Code of Ethics, Rules of Professional Conduct, Practice Standards & Disciplinary Rules & Procedures. Careful adherence to these standards of professional conduct helps turn initial consultations into trusted, long term consulting relationships with clients and gain public confidence in the Profession & Certification.

Continuous Education

Once Certified, CFP Certificant must fulfill the Continuing Education (CE) requirement to stay current on Financial Planning strategies, products and trends affecting their clients. CE plays a vital role in the CFP Certificants pursuit of ongoing professional competence. This demonstrates to the public that the candidate has kept himself /herself abreast of developments in the Financial Planning field.

Authorization to use CFP Marks

A candidate fulfilling the rigorous initial & ongoing CFP Certification criteria and after paying the Annual CFP Certification Fees is authorized by FPSB India to use CFP, CERTIFIED FINANCIAL PLANNER & CFP flame logo collectively known as CFP Marks in his/her publishing material and communications. To maintain the legitimacy of use of CFP Marks FPSB India publishes the list of CFP Certificants on its Website Directory. Consumers are advised to cross-check the authenticity of the Financial Planner claiming to be a CFP Certificant by referring to FPSB India website directory.

 
TOP
 
Financial Consumers
Financial Professionals
Financial Institutions
About CFP Certification.jpg
 
Follow us on Twitter Join us on Facebook Join us on Linked In Click to install the Alexa Toolbar
© Copyright 2008 Financial Planning Standards Board India . All rights reserved. SiteMap | Terms of Use  | Privacy Policy  | Disclaimer