Educate the public on the benefits of Financial Planning.

Provide a pathway for members to develop the necessary skills and knowledge to become successful Financial Planners.

Develop and maintain appropriate standards of competence through Examination and Continuing Education.

Set the qualification for the CFPCM Certification as the highest quality mark in financial advisory business.

Protect the CFPCM mark and set it at par with international standards.

Maintain ethical standards through the adherence to the FPSB India’s Code of Ethics and Rules of Professional Conduct and administer disciplinary procedures for members.

Enhance the professionalism of those engaged in the exercise and pursuit of personal Financial Planning by establishing suitable standards.

Encourage and support regulatory developments that are aligned with our Mission.