Exams

Specialist Course Exam

FPSB India conducts a total of four certification exams (assessing the competencies of the three specialist courses and the CFP^® final exam), leading to CFP^® certification in India. Exam registration is open in Learning Centre for students who have completed the Investment Planning Specialist and/or Retirement and Tax Planning Specialist course and/or Risk and Estate Planning Specialist course. The exams can be taken either at home in online proctored mode or at DEXIT (formerly NSEIT) test centres.

Please note, due to the integrity of our exam on the testing platforms, candidates must follow the instructions in FPSB India Exam Policy available under Exam Preparations in the learning Centre. Please note, spreadsheet software is available for both online proctored exams and in-person exams (Scratchpad and  Open office Calc).

For more information, please refer to exam policy document in your Learning Centre.

Each Specialist exam is 2-hours, 75 multiple-choice questions, computer-based exam to be taken either remotely on the Online proctored platform or In-person at DEXIT (formerly NSEIT) test centres. The Exam Specifications for each exam is available in the FPSB^®Specialist competency profiles.

FPSB^® Investment Planning Specialist Competency profile (see the FPSB^® Investment Planning Specialist Exam Blueprint for more information).

FPSB^® Retirement and Tax Planning Specialist Competency profile(see the FPSB^® Retirement and Tax Planning Specialist Exam Blueprint for more information).

FPSB^® Risk and Estate Planning Specialist Competency profile(see the FPSB^® Risk and Estate Planning Specialist Exam Blueprint for more information).

Specialist Course Exam Details

75 multiple-choice questions (4 possible answer choices)

Computer-based testing format

Duration – two hours

Financial calculators permitted (data must be erased)

Spreadsheet is now available in Scratchpad for exams taken on Mettle platform. For exams taken at NSE test centres, students get access to Openoffice.

There will be two possible marks: correct, with points allotted; or incorrect, for zero points. Students will not have points deducted (referred to as ‘negative marking’).

Students have three years from date of enrollment with FPSB India to complete the education course and pass the exam.

The student must be registered with FPSB India for 30 days and complete the education requirement to be eligible to take the exam.

Upon successful completion of the education requirement for a Specialist course, whether through an FPSB instructor-led or self-paced education course or through recognition of prior learning, students will be able to sit for the FPSB Specialist exam.

CFP^® Exam

After receiving all the three Specialist Certifications, candidates will be able to register for the Integrated Financial Planning course, and can enrol/take CFP^® exam and Financial Plan Assessment in any order as per their convenience within 6 months of paying the bundle fee for both. The CFP^® exam assesses the level of knowledge, skill and ability needed to earn the CERTIFIED FINANCIAL PLANNER^® credential, including the functions of collection, analysis and synthesis (detailed further below). Each question on the exam focuses primarily on a specific element of competency for the CERTIFIED FINANCIAL PLANNER^® professionals Competency profile including integration across several competencies

CFP^® Exam Details

The exam is 3 hours long 
The exam consists of two sections 
The exam is a multiple-choice format; each question has four possible answer choices, one of which is clearly the best choice 
Computer-based testing format available on Mettle and at DEXIT test centres 
Spreadsheets with financial functions shall be available apart from Financial calculators (once data is erased)

Exam Information