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FPSB USA has taken charge of the CFP certification program in India. FPSB USA has terminated the contract of FPSB India on March 31, 2019. With that, the CFP Program is on the verge of being remodeled. This is designed with keeping the CFP Program relevant and up-to-date with the trends that occur in the realm of financial planning and with the industry at large.

The remodeling of the program will be as mentioned underneath:

Level 1 | Investment Advisor | 75 Questions | 2 Hours

  • The FPSB will accord the Investment Advisor certification to the individual who passes this level.
  • Investment planning, regulatory and legal aspects, and professional ethics will constitute the knowledge corpus that will be deliberated at this level.
  • The exam will consist of 75 questions and would be of 2 hours in duration.

Level 2 | Financial Advisor | 75 Questions | 2 Hours

  • The FPSB will accord the Financial Advisor certification to the individual who passes this level. 
  • Insurance, Retirement, and Financial Management will constitute the knowledge corpus that will be deliberated at this level.
  • The exam will consist of 75 questions and would be of 2 hours in duration.

Level 3 | Certified Financial Planner | Case Studies & MCQs | 3 Hours

  • The FPSB will accord the Certified Financial Planner certification to the individual who passes this level. 
  • Tax & estate planning and Advanced financial planning case studies will constitute the knowledge corpus that will be deliberated at this level.
  • The exam will consist of multiple-choice questions and case studies and it would be of 3 hours in duration.

There will be no negative marking in any of the aforementioned exams. The content is designed keeping the India in perspective as well, the split on content will be 70% Global and 30% Indian.

FPSB might introduce an entrance exam as one of the eligibility criteria for the challenge Status (Level 3).

The above changes are likely to be implemented on April 1, 2020, onwards. Students registering for the program after April 1, 2020, will be registered for new program. The above is subject to change from FPSB. We shall update further changes as they occur.

We also offer a study course for the CFP Program, click here for more information.