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.
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.
|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|
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.