The path to becoming a Certified Financial Planner (CFP) with FPSB India is a transformative journey that equips you with the knowledge, skills, and expertise to guide clients toward achieving their financial goals. As a globally recognized certification, the CFP designation reflects your commitment to the highest standards of professionalism and ethical practice in financial planning. By enrolling in the regular pathway, you are taking the first step toward becoming a trusted advisor, skilled in areas like investment planning, retirement, taxation, estate planning, and risk management."
FPSB® Integrated Financial Planning Course
- Integrate subject matter into holistic, comprehensive planning.
- Apply technical knowledge to FPSB’s financial planning process and professional standards of practice.
- Emphasis on:
- Clients-planner relationship
- Human qualities (soft skills) of the financial planning process
- Clients behavior finance
- Building relationships of trust
- Dealing with biases (advisor and client) to support a client’s goals
- Three Modules:
- Financial Planning Principal, Process & Skills
- Engaging clients in the Financial Planning Process
- Developing effective financial plans
Combination of 3 Specialist Certifications Plus CFP Certification
The CFP Curriculum is segmented into 4 levels. Upon completion of each level, FPSB awards an International Certification for that level.
CFP Level 1 – FPSB® INVESTMENT PLANNING SPECIALIST
International Certification for Investment Professionals specializing in Securities Markets & Portfolio Management
CFP Level 2 – FPSB® RETIREMENT & TAX PLANNING SPECIALIST
International Certification for Retirement Planning & Individual Tax Planning
CFP Level 3 – FPSB® RISK & ESTATE PLANNING SPECIALIST
International Certification for Risk Management & Estate Planning
CFP Level 4 – CERTIFIED FINANCIAL PLANNER
Global Standard of Excellence in the field of Financial Planning & Wealth Management
CFP Certification Process
CFP Regular Fee Structure for FPSB US
| Activity | Fee |
|---|---|
| Registration Fee | Rs. 18,000 |
| FPSB Specialist Course material for first 3 Levels | Rs. 6,500 each |
| FPSB IFP Course material Fee | Rs. 13,000 |
| FPSB Specialist Exam fee for first 3 Levels | Rs. 8,000 each |
| FPSB Financial Plan Assessment & CFP Final Exam Fee | Rs. 25,000 |
| FPSB Specialist Certification Fee | Rs. 10,500 |
On registration, IIFC will give you discount coupons worth Rs. 16,250 which will be applied when candidates buy Course material.
CFP Program FAQs
