1. CFP^CM certification is an organization of committed & competent Financial Planners.


2. This certification is valid & approved in 23 countries & promoted by 50 leading Financial organizations in India.


3. Currently 800+ CFP^CM have bean certified & still there is at least requirement of minimum 2,00,000 qualified CFP’s in India.

Procedure for CFP^CM certification :

4 E criteria for Initial certification :

Education : A candidate must complete the curriculum of 6 module program.

Exam : Complete 5 modular FPSB India Exams.

Experience : Relevant work Experience for the assurance of the counseling nature of the candidate.

Ethics : Adheration of the code of Ethics of FPSB India.

Course Suitable for :

• 12^th std qualified students
• Graduates and postgraduates of any stream
• Insurance Advisors
• Investment Advisors
• Portfolio mangers
• Wealth managers

CFP^CM Syllabus

Examination

Challenge Status Program