CFP® CERTIFICATION EDUCATION

CFPCM CERTIFICATION

CERTIFIED FINANCIAL PLANNERCM








FPSB INDIA

FPBS is the preeminenta standards-setting body for competent and ethical financial planners. Financial Planning Standards Board India(FPSB India) is a Public-Private Enterprise and a Professional Standards Setting body for Financial Planners in India.


FPSB INDIA

FPBS is the preeminenta standards-setting body for competent and ethical financial planners. Financial Planning Standards Board India(FPSB India) is a Public-Private Enterprise and a Professional Standards Setting body for Financial Planners in India.


Details

Required CFPCM Certification Courses:

The Certified Financial PlannerCM qualification is a globally recognised symbol of excellence in Financial Planning. Globally, the qualification is administered by CFP Board of Standards, USA. In India, the CFPCM qualification is administered by FPSB India, Mumbai. More than 40 leading financial companies as Chartered Members.

Eligibility Criteria:

Just like CA & ICWAI professional qualifications, in CFPCM the eligibility criteria at the time of enrollment is that a candidate must have completed HSC/12th pass and has to complete the Education criterion.

Certified Financial Plannercm certification consists of the following examinations :

  • Risk Analysis & Insurance Planning
  • Retirement Planning & Employee Benefits
  • lnvestment Planning
  • Tax Planning & Estate Planning
  • Advanced Financial Planning
Examination Pattern:
  • The Questions are based on respective Modules of the CFPCM Certification Curriculum
  • The Question are multiple choice objective type for all examination, which is administered on-line by NSE
  • A student who scores 50% or more will pass the examination, successful students in the CFPCM Examination are not given their scores or ranks as practiced in most international professional certification examinations
  • All questions are designed to have a question body with 4 alternative options and there is no negative marking.
Regular Pathway:

Regular Pathway is for everyone who desire to get qualified as a CFPCM Certificant from any qualification. In regular you have to face all 5 exams to attain the CFPCM certification.

For the first four examinations :

  • Duration - 2 Hours
  • No.of MCQs - 77 Questions
  • Total Marks - 150
  • Pass percentage - Above 50%

Examination fee per paper: Rs. 2,500

For the last examination:

  • Duration - 4 Hours
  • No.of MCQs - 30 Questions
  • Total Marks - 100
  • Pass percentage - Above 50%

Exams in India are conducted by NSE-IT using NCFM platform:

  • NSE - National Stock Examination
  • NCFM - National Certificate in Finance Market. (Online platform for examination).