Introduction to CFPCM Certification Send Inquiry | Register

What is CFPCM certification?

CERTIFIED FINANCIAL PLANNERCM certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. The CFPCM certification wins trust and presents opportunities worldwide.

It is the highest level of certification worldwide in the field of Financial Planning with over 100000 CFPCM certificants and widely respected by consumers, professionals & industry. Education is an integral component of the CFPCM certification programme and any candidate aspiring to become CFPCM certificant has to register himself with any of the FPSB India's Authorized Education Partners. However, certain candidates having specified qualifications and work experience have an option of applying through Challenge Status pathway wherein they can challenge the CFPCM certification education programme.

Why CFPCM certification ?

In this era of super specialization, the professional pertification - CERTIFIED FINANCIAL PLANNERCM certification, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and make a satisfying career in the financial services industry.

Who is the certifying body?

FPSB India is the principal licensing body that awards CFPCM certification in India through an agreement with FPSB Ltd.

4 E Criteria for Initial Certification

CFPCM certification worldwide is awarded by FPSB Affiliates to competent & qualifying candidates fulfilling the 4 E Criteria of CFPCM certification i.e.

  • Education criterion - A candidate must be HSC/ Matriculation/ 12 th pass at the time of enrollment and has to complete the Education criterion, which is passing the following four examinations either through self study or through training support from any one of FPSB India's approved Education Partners.

  • Examination criterion – It is achieved when a candidate passes the CFPCM certification examination. By passing the CFPCM certification examination, the candidate demonstrates to the public that he/she has the required level of competency to practise Financial Planning.

  • Experience criterion – Either Pre or Post CFPCM examination(3 Years for Graduates & 5 Years for Non-Graduates)

  • Ethics criterion – It means, that to get the CFPCM certification, candidates after meeting Education, Examination & Experience criteria must agree to abide by FPSB India's Code of Ethics and Rules of Professional Conduct, Practice Standards and Disciplinary Rules and Procedures.

Continuous Education

Once certified, CFPCM certificant must fulfill the Continuing Education (CE) requirement to stay current on Financial Planning strategies, products and trends affecting their clients. CE plays a vital role in the CFPCM certificants' pursuit of ongoing professional competence. This demonstrates to the public that the candidate has kept himself /herself abreast of developments in the Financial Planning field.