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Forms
 
S.No.FormsView
1Special Declaration form Open
2Continuing Education (CE) Reporting Form Open
 
Notifications
 
S.No.NotificationsView
1Conduct of Examination by FPSB India in March 2019 Open
2LIST OF CANDIDATES WHO HAVE PAID CFPCM CERTIFICATION FEES FOR 2018 Open
3LIST OF CANDIDATES WHO HAVE PAID CFPCM CERTIFICATION FEES IN ADVANCE FOR THREE (3) YEARS @ INR 5000/- PER CERTIFICATION PER YEAR UPTO 2020 Open
4LIST OF CANDIDATES WHO HAVE PAID CFPCM CERTIFICATION FEES IN ADVANCE FOR THREE (3) YEARS @ INR 5000/- PER CERTIFICATION PER YEAR UPTO 2019 Open
5LIST OF CANDIDATES FOR WHOM FPSB INDIA HAS COMMITTED IN 2018 THE FIRST YEAR’S CERTIFICATION FEE PAYABLE TO FPSB LTD., US & EMBEDDED ALONG WITH THE INITIAL REGISTRATION /DOCUMENTATION FEE Open
6LIST OF STUDENTS ELIGIBLE FOR THE CFPCM CERTIFICATION PROGRAM Open
7Transition Process & Current Status Open
8Ver.11_ Syllabus and Topic List of CFP Examination effective 1st October, 2018 Open
9Special Offer Open
10Change of Assessment Year (AY2018-19) for CFPCM Certification Examination Open
11Opportunity for FPSB India Members Open
12IIM FPSB India Study_Navigator of Responsible Lending 2017 Open
13FPSB India Comments on New Proposal on IA Registrations, 2013 Open
14Revised Exam Fee Structure Open
15Revised Fees of Registration, Certification and Examination effective from 1st April, 2018 Open
16Policy for Accommodating Request for Students with Special Needs Open
17Identity and Discrimination Policy Open
18Stakeholder Challenge to Certification Policies Open
19Notification - Exam 1-4 Open
20Revised Fees of Registration, Certification and Examination effective from 1st Aug, 2017 Open
21Process of Making Public and Verifying Compliance of Policy Changes Open
22Process for Conducting Background Checks Open
23Board Nomination Papers Open
24Opportunity for CFP/AFP Professionals to register as Retirement Advisers Open
25Guidelines on Submission of Financial Plan Open
26Template of Financial Plan Open
27Policy and Criteria for Accrediting Individuals with CFPCM Certification Open
28Guidelines for Renewal of CFPCM Certification Open
29Proposed amendments SEBI (IA) Regulations 2013 Open
30Financial Plan Construction Open
31Extension of Registration for Students Qualifying Any Three Exams Open
32CFP Marks usage Guide for CFP Certifcants Open
33Closure Fees for Education Partners Open
34New Subscription Structure for Financial Planning Journal, applicable from December 1, 2010 Open
35Initiation of "Self-Study" mode to complete "Education" criterion Open
36Guidelines for Supervised Work Experience in Financial Planning Open
37Procedure for enrollment on NSE Portal Open
38Suggested Topics for the FPJ Open
39Creating the Future of Financial Advisory Together Open
40Financial Advisory Business - How to Transform to Next Level Open
 
FPSB India's Standard Documents
 
S.No.FPSB India's Standard DocumentsView
1Disciplinary Policies Procedures Open
2Complaint Procedure Open
3Complaint Form Open
4FPSB India’s Rules of Conduct Open
5List of Activities and Programs for Continuous Education Points Open
6CFP Marks usage Guide for Education Partners Open
7CFP Marks usage Guide for CFP Certificants Open
8CFP Marks usage Guide for Media Open
9FPSB India's Financial Planner Competency Profile Open
10FPSB India's Financial Planning Practice Standards Open
11Supervision Experience Agreement Open
12Application for Supervisor under Supervised Work Experience Program of FPSB India Open
13FPSB India’s Financial Planner Code of Ethics and Professional Responsibility Open
14FPSB India’s Financial Planner Work Experience Standard Open
 
Process Charts
 
S.No.Process ChartsView
1Master Flow Chart Open
2Student Registration Open
3Student Renewal Open
4Exam 1-4 Enrollment Open
5AFP Certificates Open
6AFP Certificate Renewal Open
7Challenge Status Registration Open
8Challenge Status Renewal Open
9CFP Certification Open
10CFP Certification Renewal Open
11Online Account Activation Open
12Continuing Education Reporting Open
 
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