With world-class knowledge, ethical standards, and practical skills, CFP® professionals are
shaping a financially secure future for individuals and businesses across India.
FPSB India
FPSB India is the leading financial planning body in India and is dedicated to establishing, upholding and promoting professional standards in financial planning throughout India.
FPSB India is the Indian subsidiary of Financial Planning Standards Board 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 over 2,700 CFP professionals in India and part of a global network of organizations representing more than 223,700 CFP professionals worldwide.
News and Updates
FPSB India is the leading financial planning body in India and is dedicated to establishing, upholding and promoting professional standards in financial planning throughout India.
FPSB India is the leading financial planning body in India and is dedicated to establishing, upholding and promoting professional standards in financial planning throughout India.
FPSB India is the leading financial planning body in India and is dedicated to
The ‘India Financial Planning Conclave 2024’ represents a pivotal moment for financial professionals, policymakers, and investors alike, as FPSB India and IFSCA come together to organize a day dedicated to the critical importance of strategic financial planning in an ever-evolving economic landscape.
About CFP® Certification
Global Excellence in Financial Planning
CFP® certification is the only globally recognized mark of professionalism for financial planning, setting the benchmark for expertise, ethics, and professionalism. 230,648 CFP® professionals worldwide are helping millions achieve their financial goals with confidence and clarity.
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 as CFP® professionals are globally recognized, boosting client confidence and trust.
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 recognized in over 28 countries, enabling service to an international client base.
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.
Value of CFP® Certification
Public
Global research shows consumers who work with CERTIFIED FINANCIAL PLANNER® professionals have a better quality of life, enjoy more financial confidence and resilience, and are more satisfied with their financial situation.
Practitioners
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.
Firms
Financial firms can better serve their clients, enhance their talent pipeline, and strengthen risk mitigation when they recruit and develop CFP® professionals.
How CFP® Professionals Are Impacting the Lives
of People in India
“Helping India Achieve Financial Well-Being.”
1
Helping in providing Trusted and Ethical Financial Guidance
2
Helping Turn Financial Goals and Dreams Into Reality
3
Helping in Building Financial Awareness for a Financially Stronger India
4
Helping in Empowering Lives With Financial Security
5
Helping People with Wealth Protection and Navigate Financial Risks and Challenges
Growing Global Network of CFP® Professionals
India saw remarkable growth in 2024, a 17.7% rise in CERTIFIED FINANCIAL PLANNER® professionals, making it
one of the fastest-growing markets globally.
3,215 CFP®
Professionals in
India
Over 230,648 CFP®
Professionals
Globally
Strong Network of FPSB India
Education Providers
Partnered with leading education providers to deliver world-class financial planning education in support of CFP certification.
Institutions / Universities
Associated with top universities and institutions to integrate financial planning into academic curriculam and nurture future finance leaders.
Corporates
Explore our corporate partners for upskilling opportunities, career advancement, professional growth, and job enhancements.
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.
FPSB India in News
All About Financial Planning Education
Important Updates
India sees Strong Growth in Certified Financial Planner Professionals with 17.7% Increase; FPSB India Reports 3,215 CFP Professionals as of December 2024.
FPSB India Launches ‘Psychology in Practice’ Course to Equip Finance Professionals with Behavioural Finance Insights.
Update on Renewal fee for lapsed CFP Certification Fee in India – Effective from 1st Jan 2025
*Global Consumer Research Report: Value of Financial Planning Key Findings 2023
Update on Specialist and CFP Certification Fee in India – Effective from 1st October 2023
FPSB Exam Calendar-3 Months
Start Your Journey Towards Excellence
Start Your Journey Towards Excellence
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