About Certified Financial Planner Certification


Certified Financial Planner Certification is a characteristic of fabulousness conceded to people who meet the stringent benchmarks of instruction, examination, experience and morals. It is the most prestigious and universally acknowledged Financial Planning capability perceived and regarded by the worldwide money related group.


The Certified Financial Planner Certification wins trust and shows openings around the world.  In this time of super specialization, the Professional Certification – Certified Financial Planner Certification, gears vocation hopefuls and existing monetary delegates for giving exhaustive money related admonitory administrations to people and make a wonderful profession in the budgetary administrations industry.


FPSB India is the chief permitting body that honors Certified Financial Planner Certification in India through a concurrence with FPSB Ltd.  CFP Certification is one of the unique Certifications worldwide in the field of Financial Planning with more than 100000 CFP Certificants and generally regarded high by experts in industry. Training is a fundamental segment of the CFP Certification Program and any competitor trying to wind up CFP Certificant needs to enlist himself with any of the FPSB India’s Authorized Education Partners.



Criteria for Certified Financial Planner Certification


Training:  A hopeful must finish scholastic scope of the Financial Planning educational modules by experiencing the 5 Module CFP Certification Education Program through an Authorized Education Partner and pass comparing Exam 1-4 encouraged by NSE.  However hopefuls applying through the Challenge Status Pathway are exempted from the Education Program considering their higher capabilities and work encounter.


Examination:  The Certified Financial Planner Examination (likewise called Exam 5 in view of Module VI-Advanced Financial Planning) is intended to survey the applicant’s capacity to apply Financial Planning information to genuine Financial Planning circumstances. By passing the CFP Certification Examination, the applicant exhibits to people in general that he/she has the required level of competency to rehearse Financial Planning.


Encounter:  The experience necessity qualifies work encounter that includes Personal Financial Planning.  Applicants under the Regular Pathway may finish the experience criteria pre or post showing up Exam 5 however hopefuls under Challenge Status pathway need achieved significant experience before showing up Exam 5.  The experience standard is intended to furnish people in general with the certification that the hopeful comprehends the directing way of individual Financial Planning.


Morals: To get the Certified Financial Planner Certification, competitors in the wake of meeting Education, Examination and Experience criteria must consent to submit to FPSB India’s Code of Ethics, Rules of Professional Conduct, Practice Standards and Disciplinary Rules and Procedures.  Cautious adherence to these norms of expert lead transforms starting conferences into trusted, long haul counseling associations with customers and increase open trust in the Profession and Certification.


Consistent Education


Once Certified, CFP Certificant must satisfy the Continuing Education (CE) necessity to remain current on Financial Planning procedures, items and patterns influencing their customers.  CE assumes an essential part in the CFP Certificants quest for progressing proficient ability. This shows to the general population that the applicant has kept himself/herself side by side of improvements in the Financial Planning field.


Approval to utilize Certified Financial Planner Marks


An applicant satisfying the thorough introductory and continuous Certified Financial Planner Certification criteria and in the wake of paying the Annual Certified Financial Planner Certification Fees is approved by FPSB India to utilize CFP, Certified Financial Planner and CFP flame logo altogether known as CFP Marks in his/her distributed material and correspondences.  To keep up the authenticity of utilization of CFP Marks, FPSB India distributes the rundown of CFP Certificants on its Website Directory.



Advantages of Certified Financial Planner Certification


Improved vocation and work openings with Financial Services organizations. Your Services are looked for by banks, appropriation houses, AMC, insurance agencies, value broking and Financial Planning firms.


Individual fulfillment of accomplishing the Financial Planning calling’s most astounding standard and met the worldwide benchmark.


Your mastery and believability as a qualified proficient is in a flash imparted.


Satisfied clients who appreciate the comprehensive approach to Financial Planning and extend long term relationship and referrals.


More income streams by expanding your item and administration offering to your customers.


Acknowledgment in more than 24 nations over the world.


Upgraded Social Status by joining the group of experts.


Having met the worldwide benchmark for competency, morals and expert practice gauges to give far reaching Financial Planning administrations.

CFP Certification Examination Pattern (Exam one to four; 1 to 4)


  1. The Questions depend on individual Modules of the CFP Certification curriculum.


  1. The competitors will answer a different decision target sort examination, administered on-line by NSE.


  1. All inquiries are intended to have a question body with 4 elective alternatives.


  1. Negative marking is not implied.


  1. One-fifth of the imprints will be assigned in each of Exam 1 – 4 to the module “Introduction to Financial Planning”.


CFP Certification Examination Pattern (Exam five; 5)


  1. FPSB India should transfer on their site plausible contextual case studies, out of which any two will be asked in the examination.


  1. The contextual analyses delineating genuine situation of individual Financial Planning circumstances.


  1. Every question will convey pre-determined imprints for each right reply.


Students will be assessed in view of the accompanying learning goals:


  1. Deciding the customer’s budgetary status by investigating and assessing the customer’s data.


  1. Capacity to grasp and break down client particular circumstances and select the best arrangement among the given choices. This involves a careful and sound comprehension of the all around characterized complete CFP affirmation educational programs, covering every one of the modules (Module I to Module VI).



Show Buttons
Hide Buttons