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Forms
 
S.No.FormsView
1Special Declaration form Open
2Continuing Education (CE) Reporting Form Open
 
Notifications
 
S.No.NotificationsView
1Change of Assessment Year (AY2018-19) for CFPCM Certification Examination Open
2Opportunity for FPSB India Members Open
3IIM FPSB India Study_Navigator of Responsible Lending 2017 Open
4FPSB India Comments on New Proposal on IA Registrations, 2013 Open
5Revised Exam Fee Structure Open
6Webinar by PFRDA and FPSB India Open
7Revised Fees of Registration, Certification and Examination effective from 1st April, 2018 Open
8Policy for Accommodating Request for Students with Special Needs Open
9Identity and Discrimination Policy Open
10Stakeholder Challenge to Certification Policies Open
11Notification - Exam 1-4 Open
12Revised Fees of Registration, Certification and Examination effective from 1st Aug, 2017 Open
13Process of Making Public and Verifying Compliance of Policy Changes Open
14Process for Conducting Background Checks Open
15Board Nomination Papers Open
16Opportunity for CFP/AFP Professionals to register as Retirement Advisers Open
17Guidelines on Submission of Financial Plan Open
18Template of Financial Plan Open
19Policy and Criteria for Accrediting Individuals with CFPCM Certification Open
20Guidelines for Renewal of CFPCM Certification Open
21Proposed amendments SEBI (IA) Regulations 2013 Open
22Revised Fees Structure - Registration Certification Exam fees effective 1st October 2016 Open
23Extension of Nil Reg Offer up to Aug 10, 2016 Open
24Nil Registration Fees offer for Charter Members Open
25Financial Plan Construction Open
26FPSB India: Profile of Board of Directors- 2015-17 Open
27Revised Fees of Registration, Certification and Examination-Currently Effective Open
28Extension of Registration for Students Qualifying Any Three Exams Open
29Ver.10_ Syllabus and Topic List of CFP Examination effective 1st February, 2013 Open
30CFP Marks usage Guide for CFP Certifcants Open
31Closure Fees for Education Partners Open
32New Subscription Structure for Financial Planning Journal, applicable from December 1, 2010 Open
33Initiation of "Self-Study" mode to complete "Education" criterion Open
34Guidelines for Supervised Work Experience in Financial Planning Open
35Procedure for enrollment on NSE Portal Open
36Suggested Topics for the FPJ Open
37Creating the Future of Financial Advisory Together Open
38Financial Advisory Business - How to Transform to Next Level Open
 
FPSB India's Standard Documents
 
S.No.FPSB India's Standard DocumentsView
1Disciplinary Policies Procedures Open
2Complaint Procedure Open
3Complaint Form Open
4FPSB India’s Rules of Conduct Open
5List of Activities and Programs for Continuous Education Points Open
6CFP Marks usage Guide for Education Partners Open
7CFP Marks usage Guide for CFP Certificants Open
8CFP Marks usage Guide for Media Open
9FPSB India's Financial Planner Competency Profile Open
10FPSB India's Financial Planning Practice Standards Open
11Supervision Experience Agreement Open
12Application for Supervisor under Supervised Work Experience Program of FPSB India Open
13FPSB India’s Financial Planner Code of Ethics and Professional Responsibility Open
14FPSB India’s Financial Planner Work Experience Standard Open
 
Process Charts
 
S.No.Process ChartsView
1Master Flow Chart Open
2Student Registration Open
3Student Renewal Open
4Exam 1-4 Enrollment Open
5AFP Certificates Open
6AFP Certificate Renewal Open
7Challenge Status Registration Open
8Challenge Status Renewal Open
9CFP Certification Open
10CFP Certification Renewal Open
11Online Account Activation Open
12Continuing Education Reporting Open
 
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