Pathways for CERTIFIED FINANCIAL PLANNERCM Certification Program

Particulars Mode of Education 1. 2. 3. 4. Challenge Status Pathway Self Study Mode - Reference books provided by FPSB India for Rs. 3000/- only. Authorized Education Providers Study material provided Regular Pathway Self Study Mode - Reference books provided by FPSB India for Rs. 3000/- only. Authorized Education Providers Study material provided

Education*

Chartered Accountant (CA) / Intermediate level Chartered Financial Analyst (CFA) Cost Accountant (ICWA) Certified Associate of Indian Institute of Bankers (CAIIB) 5. PhD./ M.Phil / Post Graduate in Economics, Econometrics, Statistics, Commerce, Mathematics, Finance, 6. Management, Financial Planning/ Advising, Investment (or any other similar discipline) 7. LLB (Law) or equivalent 8. PGDFA / Advanced Wealth Management from Indian Institute of Banking and Finance (IIBF) 9. Licentiate/Associate/ Fellowship of Life Insurance 10. Actuary from Institute of Actuaries of India 11. Civil Service Examinations by Union Public Service Commission (UPSC) 12. Company Secretary from Institute of Company Secretaries of India (ICSI). 13. Fellow, Financial Services Institute (FFSI) / Fellow, Life Management Institute (FLMI)

10+2 or equivalent + Modules under CFPCM Certification include: 1. 2. 3. 4. 5. Risk Analysis & Insurance Planning* Retirement Planning & Employees Benefits* Investment Planning* Tax Planning and Estate Planning* Advanced Financial Planning

* One-fifth of the marks will be allotted in each of Exam 1 4 towards Introduction to Financial Planning

Examination#

Directly appear for Exam 5 - Advanced Financial Appear for all five Examinations : Planning. 1 To 5 as given above Prior experience of 3 years in Financial Management, Tax planning and Estate Planning, Asset Management, Retirement Planning and Risk Management or 5 Years in case of any other experience Prior or post experience of 3 years in Financial Management, Tax planning and Estate Planning, Asset Management, Retirement Planning and Risk Management or 5 Years in case of any other experience Registration fees: Rs. 11236 /-

Experience

Curriculum Fees

[Rs. 19101.20/- (Registration fees to be paid to FPSB Examination fees (1-4): Rs. 2247.20/- each India)] Examination fees (5): Rs. 5618/[Rs. 5618/- (Examination fees to be paid to NSE India)] Additional Fees: Training fees as per the charges quoted by the Authorized Education Provider. Conducted online daily at 105 centres across India Conducted online daily at 105 centres across India

Frequency of exams

* The details given are for qualifying requirements before registration under the Challenge Status category and include modules for CFPCM Certification program under Regular Pathway Category. # Sample Paper on the format and pattern of exams along with difficulty level of type of items included in exams are displayed on our website with suggested solutions. Financial Planning Standards Board India 702, 7th Floor, Leela Business Park, Andheri Kurla Road, Andheri (East), Mumbai - 400059 Phone : +91 22 6171 2424, Fax: +91 22 6171 2444 Email: info@fpsbindia.org Website: www.fpsbindia.org