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CERTIFIED FINANCIAL PLANNERCM Certification (CFPCM) 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.

International Affiliation

FPSB Limited, US enters into licensing and affiliation agreements with nonprofit organizations (or their equivalent) around the world that allow the organizations to establish and operate the CFPCM certification program in a country or region. FPSB Affiliates who meet and maintain FPSB’s affiliation criteria high standards are authorized to administer the CFPCM certification program on behalf of FPSB in a country or region. FPSB India is one of the Affiliate of FPSB Limited.

S.No.  FPSB Affiliate Country
1 Financial Planning Association of Australia Ltd. (FPA) Australia
2 Osterreichischer Verband Financial Planners (Austrian Financial Planners (AFP) Austria
3 Instituto Brasileiro de Certificação de Professionals Financeiros (IBCPF) Brazil
4 Financial Planners Standards Council (FPSC) Canada
5 Financial Planning Standards Council of China (FPSCC) China
6 Financial Planning Association of Taiwan (FPAT) Chinese Taipei
7 Asociacion Colombiana de Financial Planners (CAFP) Columbia
8 Association Francaise des Conseils en Gestion de Patrimoine Certifies (CGPC) France
9 Financial Planning Standards Board Deutschland (FPSB Deutschland) Germany
10 Institute of Financial Planners of Hong Kong Ltd. (IFPHK) Hong Kong
11 Financial Planning Standards Board India (FPSB India) India
12 Financial Planning Standards Board Indonesia (FPSB Indonesia) Indonesia
13 Financial Planning Standards Board Ireland (FPSB Ireland) Ireland
14 Union of Financial Planners Israel (UFPI) Israel
15 Japan Association for Financial Planners (JAFP) Japan
16 Financial Planning Association of Malaysia (FPAM) Malaysia
17 Institute of Financial Advisers (IFA) New Zealand
18 Financial Planning Standards Board Korea (FPSB Korea) Republic of Korea
19 Financial Planning Association of Singapore (FPAS) Singapore
20 Financial Planning Institute of South Africa (FPI) South Africa
21 Swiss Financial Planners Organization (SFPO) Switzerland
22 Thai Financial Planners Association (TFPA) Thailand
23 Stichting Register Masters in Financial Planning (RMFP) The Netherlands
24 Finansal Planlama Dernegi (FPD) Turkey
25 Institute of Financial Planning Ltd. (IFP) United Kingdom
26 Certified Financial Planner Board of Standards, Inc. (CFPCM Board) United States

Eligibility Criteria

Regular Mode

Category Valid Fields/Stream
XII Certified (HSC cleared) Valid from individuals hailing from any fields/stream

Challenge Status Mode

Experience criteria for candidates applying through Challenge Status Program (CSP) are illustrated as follows:

Category Nature of Corporate Experience Sector Years of Experience Requirement of having completed the Experience criterion for CSP
Corporate Financial Services One of the six Financial Planning Modules in the CFPCM syllabus 3 Years Prior Experience before applying for CSP
Other Financial Services 5 Years Prior Experience before applying for CSP
Non-Financial Services Other Financial Services 5 Years Prior Experience before applying for CSP
Self Employed Financial Planning Services, or one or more Financial Planning Modules in the CFPCM syllabus 3 Years Prior Experience before applying for CSP
Other Financial Services 5 Years Prior Experience before applying for CSP
S.No. Company Representative Designation
1 Aditya Birla Finance Limited Mr. Sudhakar Ramasubramanian Managing Director
2 ASK Wealth Advisors
Private Limited.
Mr. Rajesh Saluja CEO & Managing Partner
3 Axis Bank Limited Mr. Satheesh Krishnamurthy SVP & Head – Affluent Business
4 Bajaj
Capital Limited.
Mr. Rahul Parikh CEO
5 Barclays Securities
(India) Private Limited
Mr. Satya Narayan Bansal CEO – Barclays Wealth
6 Birla Sun Life Insurance Company Limited
Mr. Ajay Srinivasan Chief Executive Financial Services
7 BNP Paribas
Mr. Himanshu Mehta Managing Director and CEO
8 Citibank N.A
Ms. Jaya Singh Head – Investment Product
9 Deutsche Bank
Mr. Atinkumar Saha Managing Director and Head, Western Region
10 Dewan Housing Finance Corporation
Mr. Suresh Mahalingam Member – Group Management Council
11 Dynamic Equities
Private Limited
Mr. Shailesh Saraf Managing Director
12 Edelweiss Financial
Services Limited
Ms. Radhika Gupta Chief Executive Officer
13 Franklin
Templeton Asset Management (India) Private Limited
Mr. Sanjay Sapre Whole Time Director
Geojit Financial Services Limited.
Mr. C.J.George Managing Director
15 HDFC Asset Management
Company Limited.
Mr. Milind Barve Managing Director and CEO
16 HSBC Limited Mr. Manish Garg Senior Vice President and Head Insurance
17 ICICI Bank Limited
Mr. Anup Bagchi Executive Director to head retail business
18 ICICI Prudential
Asset Management Company Limited
Mr. Nimesh Shah Managing Director
19 ICICI Prudential
Life Insurance Company Limited
Mr. Puneet Nanda Executive Director
20 ICICI Securities
Ms. Shilpa Kumar Managing Director and CEO
21 IFAN Finserv Private
Mr. Rajan Pathak Vice President & National Head
22 Karvy Stock Broking Limited
Ms. Surabhi Verma Manager
23 Kotak Mahindra Bank Limited
Mr. T V Sudhakar Sr. Executive Vice President, Support Services – Compliance Head
24 HDFC Ergo General Insurance Company Limited. Mr. Y.M.Deosthalee Whole Time Director
25 L & T Mutual Fund Mr. Kailash Kulkarni Chief Executive Officer
26 Life Insurance Corporation of India Mr. V K Sharma Chairman
27 Motilal Oswal Securities
Mr. Ashish Somaiyaa Managing Director and CEO
28 Monarch Stock Broking Limited Mr. Vaibhav Shah Chairman and Managing Director
29 Padmakshi Financial
Services Private Limited
Mr. Rohit Chothani Group Director
30 PNB Metlife Insurance
Company Limited
Mr. Tarun Chugh Managing Director
31 Principal PNB AMC
Private Limited
Mr. Lalit Vij Managing Director
32 Reliance Nippon Life Asset Management Limited Mr. Sundeep Sikka President and CEO
33 Reliance Nippon Life Insurance Company Limited Mr. Ashish Vohra CEO and Executive Director
34 Reliance Securities
Mr. Ganesh J. Pai Chief Compliance Officer
35 Religare Enterprises
Mr. Subhrangshu Neogi Director – Group Marketing and Brand
36 SBI Funds Management
Private Limited
Mr. Srinivas Jain Executive Director and CMO
37 SBI Life Insurance Company
Mr. Sangramjit Sarangi Chief Financial Officer
38 SKP Securities Limited
Mr. Naresh Pachisia Managing Director
39 Standard Chartered
Mr. Nitin Singh MD and Head-Wealth Management
40 State Bank
of India
Mr. Rabindra Kumar Mohanty Premier Banking Services, PBBU
41 TATA AIA Life
Insurance Company Limited
Mr. Naveen Tahilyani Managing Director and CEO
42 TATA Asset Management
Mr. Hormuz Bulsara COO
UTI AMC Limited
Mr. Debashish Mohanty EVP and Country Head – Retail Sales
44 World Gold Council Mr.Somasundaram PR Managing Director

Other Financial Services

  • Accounting including Fund Accounting in collective investment schemes and Audit.
  • Financial Consulting, or Intermediation in Financial/Investment Products.
  • Stock broking and trading services.
  • Journalism in Personal Finance.
  • Corporate Finance.

Course Syllabus