17/08/2019
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About CFPCM Certification
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FPSB India - Education Providers
Home CFPCM Certification Education Financial Consumers
Financial Professionals
Candidates Registered for the CFPCM Certification Program under Regular Pathway must fulfill the
Education Program requirements to be eligible to appear for the CFPCM Examination. A candidate must Financial Institutions
complete academic coverage of the Financial Planning curriculum through an FPSB India’s
Authorized Education Partner or through “Self Study”. The education criterion is completion of four
exams, viz. Exam 1 – 4. This demonstrates to the public that the candidate has acquired the
necessary knowledge to become a Financial Planner.
The education requirement prescribed by FPSB India ensures the development of necessary skills
and knowledge to become successful Financial Planners. It encourages independent thinking. The
modes of Education Partners and Self Study accommodate those candidates who wish to pursue full-
time studies as well as those who are working executives to remain in employment or professional
practice throughout the duration of study (through distance learning including online programs).
Education Partners
FPSB India has appointed Education Partners to deliver the CFPCM Certification Education Program to
the students. The students need to complete the course of study offered by an approved Education
Partner.
The CFPCM Certification Education Program is delivered by Authorized Education Partners by distance
learning, e-learning mode, part time & full time Education Programs. Each of the Education Partners
(EP) has their own fee structure for the Education Program ranging from anywhere between Rs.
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10,000 to RS. 1, 00,000 depending on the India - the
Program Education Providers
candidates choose. FPSB India advises all
CFPCM aspirants to visit all Education Partners in their city to evaluate and select a Education
Program based on the course material, mode of education delivery, classroom intervention, fees &
access to expert faculty etc.

Currently FPSB India has more than 34 Authorised Education Partners with over 184 branches
around the country. Click here for the list of FPSB India’s Authorized Education Partners

Self Study

The Self Study mode allows a candidate to choose the courseware and study material of his/her
choice and study by self. It is on the same lines as courses for many other professional qualifications
like Chartered Accountant (CA), Company Secretary (CS) and Cost & Work Accountant (CWA) in
India. The candidate has the liberty to choose the best courseware of one vendor while the best
classroom facility, training, web support, etc. of some other in order to complete the education
criterion in a cost effective manner.

CFPCM Certification Education Program Syllabus

Module I - Introduction to Financial Planning

Module II - Risk Analysis & Insurance Planning
Module III - Retirement Planning & Employees Benefits
Module IV - Investment Planning
Module V - Tax Planning & Estate Planning
Module VI - Advanced Financial Planning

Click here to view the complete syllabus

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CM CM
CFP , CERTIFIED FINANCIAL PLANNER , and are certification marks owned outside the U.S by Financial Planning Standards Board Ltd. Financial Planning Standards Board India is the marks licensing authority for the CFPCM Marks in India,
through agreement with FPSB Ltd.

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