CFP® Certification
Global excellence in financial planning
CFP® certification is the global symbol of excellence in financial planning for professionals with a shared commitment to better serving their clients through rigorous international standards, ethical practices and lifelong learning.
CFP® Certification
According to FPSB global consumer research, clients who work with CFP® professionals experience a better quality of life, greater financial confidence and resilience, along with higher satisfaction in their financial situations.
INTERNATIONAL STANDARDS
CFP® professionals have met rigorous education, examination, and experience requirements, and commit to upholding the standards of practice in holistic financial planning.
ETHICAL PRACTICES
CFP® professionals commit to a Code of Ethics and to putting clients’ interests first.
LIFELONG LEARNING
CFP® professionals commit to learn continuously, grow and pursue professional excellence throughout their careers.
Key Benefits of CFP® Certification
The CERTIFIED FINANCIAL PLANNER® professional credential is the most desired and respected global certification for those
seeking to demonstrate their commitment to competent and ethical financial planning practice.
Enhanced Credibility and Trust Global Research shows Consumers gave CFP® professionals high marks on honesty and integrity and on placing the client’s interests first.
Career Growth and Success as you unlock new opportunities, enhance your earning potential, and build a thriving financial practice.
Comprehensive Financial Knowledge as you gain deep expertise to provide well-rounded, client-focused financial advice.
Global Recognition and Reach as CFP certification is globally recognised, with the growing community of 230648 CFP professionals in 28 territories worldwide.
Competitive Edge & Advantage as demand rises for holistic financial planning, giving CFP® professionals an edge over other advisors.
Diverse Employment Opportunities in financial services, entrepreneurship, journalism, and many other fields.
Potential Career Opportunities for CFP® Professionals
Steps to become a CFP® Professional
Register as a candidate for CFP® certification and purchase course material for one or more specialist programs
Complete the education requirement through one of two modes: Self-Study Mode or Instructor-Led Education Mode
Pass the required examinations
Meet the FPSB India ethics requirement
Obtain the relevant experience
Get certified as a CFP® Professional
Stay certified!
Pathway to Certification
Fast Track Pathway
FPSB India recognizes the need for an accelerated pathway that tests the competency of financial services professionals with specified education qualifications and relevant work experience.
Regular Pathway
Embark on your journey to becoming a globally recognized CFP® professional through the regular pathway. Gain in-depth expertise in financial planning and elevate your career with a professional certification that sets you apart in the dynamic world of personal finance.
Pathway to Certification
Fast Track Pathway
FPSB India recognizes the need for an accelerated pathway that tests the competency of financial services professionals with specified education qualifications and relevant work experience.
Regular Pathway
Embark on your journey to becoming a globally recognized CFP® professional through the regular pathway. Gain in-depth expertise in financial planning and elevate your career with a professional certification that sets you apart in the dynamic world of personal finance.
Continuing Professional Development (CPD)
FPSB India has a Continuing Professional Development (CPD) program for CFP® professionals, ensuring they stay ahead in the evolving financial landscape. CPD is essential for enhancing expertise, staying updated on industry trends, and maintaining your CFP® certification. To support your learning journey, FPSB India offers multiple CPD opportunities like Journals, webinars, workshops, and industry events, to name a few.
All About Examinations
To attain the CFP® certification, a candidate has to complete the education and examinations in the following modules
FPSB® Investment Planning Specialist
FPSB® Risk and Estate Planning Specialist
FPSB® Retirement and tax Planning Specialist
On completing the above modules, the candidate is eligible to enrol for Integrated Financial Planning -IFP where he/she has to complete the following Modules
FPSB Financial Plan Assessment | CFP® Examination
The Exams are available in the following formats:
1. Online Proctored Exams- Can be taken from Home.
2. In Person Examinations- Conducted at designated centres across the country.
After completing the Integrated Financial Planning module, the candidates are eligible to attain the prestigious CFP® certification on fulfilling
Experience and Ethics requirements.
CFP® Certification Renewal Process
If your CFP® certification is current and you wish to renew it with FPSB India for another year, please use the link below. You will be directed to the payment page, where you must confirm that you have completed your Continuing Professional Development (CPD) requirements, attest to your ethical and professional conduct during the certification period, and pay the required renewal fees to FPSB India.
CFP® professionals are required to renew their certification periodically. As part of the renewal criteria, they must complete and report 15 Continuing Professional Development (CPD) points annually before the renewal due date. Additionally, professionals holding an existing RIA license under SEBI (Investment Advisers) Regulations, 2013, must fulfill NISM accreditation criteria. This includes passing all three pathway exams and the CFP® certification exam again, or the NISM Investment Adviser Exam, at least once every three years before renewal.
*If your CFP® certification is expired, please contact [email protected] to discuss how to proceed with renewing your certification. Click HERE to know the fees for lapsed CFP® certification.
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