FPSB | Financial Planning Standards Board

FPSB | Financial Planning Standards Board

About FPSB India

FPSB India is the Indian subsidiary of Financial Planning Standards Board Ltd. (FPSB Ltd.), the global standards-setting body for the financial planning profession and owner of the international CERTIFIED FINANCIAL PLANNER® certification program. FPSB India offers the globally recognized CFP® certification, which represents excellence in financial planning through rigorous competency and ethical standards. It is home to 3,215 CFP® professionals in India and part of a global network of organizations representing more than 230,648 CFP® professionals worldwide.

About CFP® Certification

CERTIFIED FINANCIAL PLANNER® or CFP® certification is the benchmark for global excellence in financial planning. Candidates acquiring CFP® certification are equipped with multifaceted skills in the evolving space of financial planning, including Investment Planning, Retirement & Tax Planning, and Risk & Estate Planning. FPSB’s CFP® certification is recognized in 28 territories across the globe for its rigor and relevance, ensuring that the graduates are well-equipped to meet the growing demands of the contemporary financial services industry.

Vision and Mission

Vision 2030

To be India’s most trusted and leading body for financial planning, creating a thriving ecosystem of professionals and institutions committed to ethical practices, financial education and client-centric service delivery.

Mission

To elevate the financial planning profession by:

  • Promoting the CFP® designation as the benchmark for excellence.
  • Creating inclusive access pathways for aspiring professionals across India.
  • Encouraging ethical and globally benchmarked practices.
  • Enabling continuous learning through innovation and collaboration.

Shaping the Future of Financial Planning:
Key Recognitions & Milestones

At FPSB India, we are committed to setting the gold standard for financial planning education and professional excellence. Here are some of our recent achievements that reflect our impact, credibility, and continued leadership in the financial services industry:

ERDA Excellence Award 2024: Awarded to FPSB India for “Providing Professional Certification” in the Education category – a prestigious recognition of our commitment to empowering financial professionals.

Collaborations with Premier Institutions: Our strong academic network includes IIM Ahmedabad, IIM Bangalore, IIM Lucknow, IIFT, and NISM, to name a few, helping shape the next generation of financial leaders.

17.7% Growth in CFP® Professionals in India: Demonstrating the rising demand and trust in the CFP® certification across the country.

CFP® Certification Recognized by IFSCA: CFP® certification is recognised by the International Financial Services Centres Authority (IFSCA) for key roles in capital markets – a major step in regulatory recognition.

24% Growth in Net Salary for CFP® Professionals in India: According to the Salary Experts Report, CFP® professionals in India have experienced a 24% increase in net salary, reinforcing the financial growth value of CFP® certification.

Real Impact. Real Growth: The 2023 FPSB Value of Financial Planning Research global study shows that CFP® certification empowers working professionals to expand their client base and increase potential earnings, with many experiencing tangible growth within a year of certification.

Board of Directors

FPSB India Leadership Team

FPSB India in News

Strong Network of FPSB India

Education Providers

Partnered with leading education providers to deliver world-class financial planning education in support of CFP certification.

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Institutions/Universities

Associated with top universities and institutions to integrate financial planning into academic curriculum and nurture future finance leaders.

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Corporates

Explore our corporate partners for upskilling opportunities, career advancement, professional growth, and job enhancements.

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Policy and Regulatory Ecosystem

Closely engaged with policymakers and regulators to shape a robust financial planning landscape aligned with global standards and ethical practices.

Students

Empowering aspiring students with knowledge, skills, and a globally recognized CFP® certification to build rewarding careers in Financial Planning.

Working Professionals

Join the strong network of CFP® professionals working across financial services in areas like wealth management, investment advisory, retirement planning, and estate planning.

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Start Your Journey Towards Excellence

Start Your Journey Towards Excellence

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