FPSB Ltd. has launched a new Challenge Pathway program!

The Challenge Pathway is designed to enable eligible financial planning professionals with existing, relevant educational qualifications and work experience to gain recognition towards the attainment of certification as a CERTIFIED FINANCIAL PLANNER professional. This allows eligible applicants to accelerate their path to CFP certification allowing them to save time and money.

Applicants are eligible to register for Challenge Pathway if they fall into one of the following four categories:

1. Industry professionals who possess the specified educational qualifications / certifications (details can be found here <link to policy>)
2. Academics, lecturers, and educators/trainers who offer their services in teaching the financial planning curriculum
3. SEBI licensed Registered Investment Adviser (RIA), past CFP professionals whose CFP certification has lapsed beyond 5 years from the date of their application, CFP professionals in good standing with one or more Affiliate bodies of FPSB Ltd.
4. FPSB India students with a date of passing CFP exam (Exam 5/Advanced Financial Planning) beyond 5 years from the date of application

How to Apply

Submit an application and required documents at https://testindia.fpsb.org/challenge-pathway-application/.

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