The continuing education requirement serves the public
interest by assuring the public that CFPCM professionals
are staying abreast of changes in their rapidly evolving field. And the CFPCM Certificant
benefits when public confidence in CFPCM marks is
secure.
The following Professional Education
Programs, Designations and Licenses are approved by FPSB India for earning the
Continuous Education Points by CFPCM Certificants:
| 1 |
Authorship |
Authorship of
Book on Finance
or any component
of Financial
Planning* |
15 |
Ongoing |
Book to be
completed
in the
validity period
|
Soft/ Hard
copy or
link of book
|
Authorship of
articles in Print/
Electronic
Media/ Financial
Planning Journa |
5 |
Ongoing |
Published date of the
article to be in the
validity period |
Soft/ Hard
copy or
link of article |
Published interview in print
media or interview/ panel
discussion in electronic media |
5 |
30-Sept-11 |
Published date/
telecast date to be
in the validity period |
Soft/ Hard copy or
link of interview |
Published quotes in print
media or viewpoint/ bite in
electronic media (per article
or appearance) |
2 |
30-Sept-11 |
Published date/
telecast date to be
in the validity period |
Soft/ Hard copy or
link of article |
| 2 |
Qualification |
Professional Courses and
Certifications (Actuary, CA,
CFA, CAIIB, JAIIB, ICWA, CS) |
15 |
Ongoing |
Date of completion to
be in the validity period |
Photocopy of passing
certificate / degree |
Higher Academic
Qualifications
(Post Graduate or
Doctorate in Finance,
Economics, Econometrics,
Mathematics/ Statistics, Law) |
15 |
Ongoing |
Date of completion to
be in the validity
period |
Photocopy of passing
certificate / degree |
Licentiate/ Associate/ Fellowship
of Life Insurance from
Insurance Institute of India |
10 |
Ongoing |
Date of completion to
be in the validity
period |
Photocopy of passing
certificate / degree |
MBA (Finance- Part Time)
/ (except Finance- Full Time) |
10 |
Ongoing |
Date of completion to
be in the validity
period |
Photocopy of passing
certificate / degree |
| 3 |
Certification
/ Courses |
Mandatory Certifications
(NISM-MF, IRDA) other
relevant courses of NCFM,
BSE, IIBF, NISM, etc. |
2 |
30-Sep-11 |
Date of completion to
be in the validity period |
Photocopy of passing
certificate |
Aspirational relevant courses
of at least 1-year duration run
by professional education
entities |
10 |
Ongoing |
Date of completion to
be in the validity
period |
Photocopy of passing
certificate / degree |
| LOMA Certification |
10 |
Ongoing |
Date of completion to
be in the validity
period |
Photocopy of passing
certificate / degree |
| 4 |
Events/
Meetings |
Events, Seminars, Round
Table/ Conference, Financial
Planning Congress, etc. and
Workshops organized and / or
pre-approved by FPSB India
or FPCIL |
5 |
Ongoing |
Date of event to be in
the validity period |
Participation
Certificate/ Attendance
sheet and Event
Agenda |
Other events related to one of
the Financial Planning
components* or other
relevant matters on Economy
and Finance |
2 |
31-Dec-11 |
Date of event to be in
the validity period |
Participation
Certificate/ Attendance
sheet and Event
Agenda |
Financial Planning
Association’s (FPA) Annual
Convention in US |
10 |
Ongoing |
Starting Date of
convention to be in
the validity period |
Participation
Certificate/ Attendance
sheet and Event
Agenda |
Meetings of the Board of FPSB
India and appointed
Committees |
3 |
Ongoing |
Date of meeting to
be in the validity
period |
Participation
Certificate/ Attendance
sheet and Event
Agenda |
Board Meetings of entities in
the BFSI sector |
3 |
Ongoing |
Date of meeting to
be in the validity
period |
Participation
Certificate/ Attendance
sheet and Event
Agenda |
| 5 |
Quiz |
Quiz in the Financial Planning
Journal or solving queries in
the Newspapers/ other
journals |
4 |
30-Sep-11 |
Month of Journal/
quiz to be in the
validity period |
Result Sheet |
| 6 |
Teaching |
Training and Teaching
assignments other than
performed/ undertaken as part
of profession (Workshops,
Institutes, Classroom
teaching, etc.) (Full day
assignment) |
5 |
31-Dec-11 |
Sessions to be in the
validity period. |
Acknowledgment
letter from the
College/ Institute
mentioning the date,
topic & number of
hours of lecture/
training/ workshop |
| 7 |
Speakership |
Speakership in a Seminar,
Convention, Conference, etc. |
5 |
31-Dec-11 |
Date of event to be in
the validity period |
Acknowledgment letter
from the College/
Institute mentioning
the date, topic &
number of hours of
lecture/ training/
workshop |
| 8 |
Survey
Response |
Completion of FPSB India's
Job Analysis Survey towards
restructuring syllabus topic list
for CFPCM Certification
Program |
5 |
31-Mar-12 |
Surveys will be
intimated through emails,
will also be on
FPSB India's website
for specified
durations. |
Online submission;
shall be captured in
the survey data
(complete submission
only considered) |
| 9 |
Others |
Participation in TV
Shows/ interviews |
3 |
30-Sept-11 |
Date of Show to be in
the validity period |
Participation
Certificate/ Attendance
sheet & Event Agenda/
Event schedule |
Answering questions/ Queries
in newspaper/ magazines |
3 |
30-Sept-11 |
Date to be in the
validity period |
Participation
Certificate/ Attendance
sheet & Event Agenda/
Event schedule |
| Grace Points |
Up to 2 |
Ongoing |
To be decided on
case to case basis or
recommended to
attend a specified
program |
Participation
Certificate/ Attendance
sheet & Event Agenda/
Event schedule |