| Regular |
A candidate must be SSC/ Matriculation/ 10 th pass at the time of enrollment and has to complete the Education criterion, which is passing the following four examinations either through self study or through training support from any one of FPSB India’s approved Education Providers.
1. Risk Analysis & Insurance Planning (Exam 1)
2. Retirement Planning & Employee Benefits (Exam 2)
3. Investment Planning (Exam 3)
4. Tax Planning & Estate Planning (Exam 4)
These Exams are facilitated by NSE and conducted online on NCFM platform on NSE’s examination centres and other NSE networked sites throughout India.
(Note: At the time of CFPCM Certification a candidate has to be minimum HSC/ 12th pass) |
CFPCM Certification Examination also known as Exam 5
testing -Advanced Financial Planning Module |
Either Pre or Post CFPCM Certification Exam(3 Years for Graduates & 6
Years for Non-Graduates) |
Sign Declaration for adherence to FPSB India’s Code of
Ethics & Rules of Professional Conduct |
Candidate is Authorized by FPSB India to use CFPCM Marks i.e
CERTIFIED FINANCIAL PLANNERCM,
CFPCM ,
 |
| Challenge Status |
A candidate must be a CA / Intermediate level, CFA (US), ICWA, CAIIB, CS, LLB, PhD,
M.Phil, PG, Licentiate/Associate/ Fellowship of Life Insurance, Actuary, FFSI &
FLMI from LOMA, Civil Service Examinations by UPSC. For details see refer to
Challenge Status Qualifications. |
Pre CFPCM Certification Exam (3 Years in Financial Services industry
& 5 Years in Non-Financial Services Industry) |