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   FPSB India's Standard Documents
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1Special Declaration form Open
2Continuing Education (CE) Reporting Form Open
1Ver.11_ Syllabus and Topic List of CFP Examination effective 1st October, 2018 Open
2Special Offer Open
3Change of Assessment Year (AY2018-19) for CFPCM Certification Examination Open
4Opportunity for FPSB India Members Open
5IIM FPSB India Study_Navigator of Responsible Lending 2017 Open
6Revised Exam Fee Structure Open
7FPSB India Comments on New Proposal on IA Registrations, 2013 Open
8Revised Fees of Registration, Certification and Examination effective from 1st April, 2018 Open
9Identity and Discrimination Policy Open
10Stakeholder Challenge to Certification Policies Open
11Policy for Accommodating Request for Students with Special Needs Open
12Notification - Exam 1-4 Open
13Revised Fees of Registration, Certification and Examination effective from 1st Aug, 2017 Open
14Process of Making Public and Verifying Compliance of Policy Changes Open
15Process for Conducting Background Checks Open
16Board Nomination Papers Open
17Opportunity for CFP/AFP Professionals to register as Retirement Advisers Open
18Template of Financial Plan Open
19Guidelines on Submission of Financial Plan Open
20Policy and Criteria for Accrediting Individuals with CFPCM Certification Open
21Guidelines for Renewal of CFPCM Certification Open
22Proposed amendments SEBI (IA) Regulations 2013 Open
23Financial Plan Construction Open
24Extension of Registration for Students Qualifying Any Three Exams Open
25CFP Marks usage Guide for CFP Certifcants Open
26Closure Fees for Education Partners Open
27New Subscription Structure for Financial Planning Journal, applicable from December 1, 2010 Open
28Initiation of "Self-Study" mode to complete "Education" criterion Open
29Guidelines for Supervised Work Experience in Financial Planning Open
30Procedure for enrollment on NSE Portal Open
31Suggested Topics for the FPJ Open
32Creating the Future of Financial Advisory Together Open
33Financial 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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