FPSB India

   FPSB India's Standard Documents
   Process Charts
1Special Declaration form Open
2Continuing Education (CE) Reporting Form Open
1FPSB India Comments on New Proposal on IA Registrations, Open
2Webinar by PFRDA and FPSB India Open
3Revised Fees of Registration, Certification and Examination effective from 1st Aug, Open
4Policy for Accommodating Request for Students with Special Needs Open
5Notification - Exam 1-4 Open
6Identity and Discrimination Policy Open
7Stakeholder Challenge to Certification Policies Open
8Board Nomination Papers Open
9Process of Making Public and Verifying Compliance of Policy Changes Open
10Process for Conducting Background Checks Open
11Opportunity for CFP/AFP Professionals to register as Retirement Advisers Open
12Guidelines on Submission of Financial Plan Open
13Template of Financial Plan Open
14Change of Assessment Year (AY) for CFPCM Certification Examination effective from 6th April, Open
15Policy and Criteria for Accrediting Individuals with CFPCM Certification Open
16Guidelines for Renewal of CFPCM Certification Open
17Proposed amendments SEBI (IA) Regulations Open
18Revised Fees Structure - Registration Certification Exam fees effective 1st October Open
19Extension of Nil Reg Offer up to Aug 10, Open
20Nil Registration Fees offer for Charter Members Open
21Financial Plan Construction Open
22FPSB India: Profile of Board of Directors- Open
23Revised Fees of Registration, Certification and Examination-Currently Effective Open
24Extension of Registration for Students Qualifying Any Three Exams Open
25Ver.10_ Syllabus and Topic List of CFP Examination effective 1st February, Open
26CFP Marks usage Guide for CFP Certifcants Open
27Closure Fees for Education Partners Open
28New Subscription Structure for Financial Planning Journal, applicable from December 1, Open
29Initiation of "Self-Study" mode to complete "Education" criterion Open
30Guidelines for Supervised Work Experience in Financial Planning Open
31Procedure for enrollment on NSE Portal Open
32Suggested Topics for the FPJ Open
33Creating the Future of Financial Advisory Together Open
34Financial 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
Financial Consumers
Financial Professionals
Financial Institutions
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