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About CFPCM

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.

CFPCM Certification

CONTACT US

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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

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.

Flexible Study Mode

CFPCM Certification DELIVERABLES Classroom Training Distance Learning Challenge Status
[A] TRAINING
150+ hrs Classroom Training by Experienced CFPCM  Professionals -
(50+ hours)
Unlimited Doubt Solving Sessions
Full Time Faculty Support
[B] TRAINING MATERIAL
Complete set of Books for all Modules (10 Books) -
Updated Case Study & Reference Material (1 book)
[C] VIDEO TRAINING
Online Video Training (50+ Hours)
[D] I - LEARN
Chapterwise PPT for all Modules (104 Chapters)
2000+ Practice Questios with Solutions
Real Time Mock Exams with Solutions for all Modules (1500+ questions)
Complete Online Support & Query Solving
Updated Articles about Financial Planning (100+ articles)
[E] Financial Plan Construction
Workshop on Financial Plan Construction -
[F] PLACEMENTS
Gauranteed Internships -
100% Placement Assistance -
Soft Skills Training & Interview Etiquetts -
Professional Resume Making -

Course Syllabus

Module 1
Introduction to Financial Planning
(IFP)
Module 2
Risk Analysis and Insurance Planning
(RAIP)
Module 3
Retirement Planning & Employee Benefits
(RPEB )
Module 4
Investment Planning
(IP)
Module 5
Tax Planning & Estate Planning
(TPEP)
Module 6
Advance Financial Planning
(AFP)