Home CFPCM Certification AFP Certification

To professionalize the product based advisory and specialized advisory services, FPSB India has established AFP Certification which is targeted at existing professionals who want to upgrade their knowledge about Financial Planning without undergoing the entire CFPCM Certification Program. The various Certifications available under this option are:

S.No.	AFP Certification	Category of Financial Advisors	Qualifying Exam	Validity	Certification Fees
1	AFP Certification (Risk Analysis & Insurance Planning)	Insurance Advisors	Exam 1	1 Year	Rs. 1123.60
2	AFP Certification (Retirement Planning & Employee Benefits)	Insurance Advisors & Retirement Planners	Exam 2	1 Year	Rs. 1123.60
3	AFP Certification (Investment Planning)	MF Distributors, Stock Brokers, Portfolio Managers	Exam 3	1 Year	Rs. 1123.60
4	AFP Certification (Tax Planning & Estate Planning)	Income Tax Consultants	Exam 4	1 Year	Rs. 1123.60

Application Procedure

The Procedure to pursue the AFP Certification is similar to that for CFPCM Certification i.e.

		Register as a Student of CFPCM Certification Program under “Regular Pathway”
		Register & undergo the Education Program from an Authorized Education Provider
		Clear FPSB India’s Qualifying Examination facilitated by NSE
		Apply for one or all four AFP Certifications using Online Account

Benefits of AFP Certification

		AFP Certificate of respective AFP Certification
		Certificant would be eligible to put AFP or Associate Financial Planner against his/her name for e.g. Ram Kumar, AFP (Investment Planning) or Ram Kumar, Associate Financial Planner (Investment Planning)

Renewal Process of AFP Certification

		The AFP Certification is valid for one year from the date of issuance
		Login on "Login Area" on FPSB India Website and click on AFP Certification Renewal
		Make payment of Rs. 1,123.60 towards AFP Certification
		A New Certificate is dispatched to the candidate after activation