CFP Institutes

01/05/2019

FPSB India management taken over by FPSB Board, U.S.

“FPSB is taking over direct management of India's certification program as of 1 April. There's still lots of work ahead, but in the words of Gandhi, the future depends on what we do today. And today, we commit to the program & its stakeholders. We look forward to the journey.”

23/04/2019

According to Steve Starnes, anyone can say they are a financial adviser, but not every adviser can say they are a certified financial planner.

10/02/2019

FPSB India to end global affiliation, licence arrangement by March 2019

FPSB India is promoted by 44 financial services organisations and is the licensing authority for CFP marks

24/09/2018

Some requirements of the CFP include having a Bachelor’s degree and taking courses about the 100 various topics that the CFP exam covers. The exam takes 10 hours to complete and has almost 300 questions. The pass rate is about 50%

Source - investopedia.com

Don’t skimp on the CFP designation. Here's why those three letters show that someone is qualified in financial and investment planning.

22/10/2017

Jagjit and Ravi had been classmates during their engineering days in the 1990s and both landed up in the same technology company in 1998 when the IT boom was just about to begin in India. Like many of their peers, they soon found themselves on different flights to the US. While Ravi went for a 1-year stint in Detroit to work on an...

Jagjit and Ravi had been classmates during their engineering days in the 1990s and both landed up in the same technology company in 1998 when the IT boom was just about to begin in India. Like many of their peers, they soon found themselves on different flights to the US. While Ravi went for a 1-yea...

19/09/2017

https://cfpinstitutes.com/news/uncle-modi-wants-people-to-invest-so-help-him-please/

11/09/2017

21/07/2016

21/02/2016

03/06/2015

20/04/2015

Retirement planning is a critical component of financial planning. One can consider including pension plans of mutual funds, new pension schemes, provident fund and pension plans launched by life insurance companies to save money for retirement. Read More articles written by Ayush Bhargava, CFP Certified. - http://www.moneycontrol.com/master_your_money/stocks_news_consumption.php?autono=1286681

03/06/2014

Education Requirement for CFP Certification

Education is a fundamental requirement for achieving CERTIFIED FINANCIAL PLANNER certification. FPSB’s CFP certification education requirement ensures that CERTIFIED FINANCIAL PLANNER professionals are familiar with broad knowledge, principles and theories needed to prepare for the professional practice of financial planning.

FPSB’s education requirement includes initial and continuing education. While continuing education helps CFP professionals remain current with the competent practice of financial planning, initial education provides candidates with sound academic grounding in the subject areas that comprise the discipline of financial planning.

CERTIFIED FINANCIAL PLANNER professionals must complete courses in territory-specific topics in the body of knowledge for financial planning, at the upper division undergraduate or master’s degree level (or its equivalent). Topics are typically in areas such as General Principles of Financial Planning, Insurance Planning and Risk Management, Employee Benefits Planning, Investment Planning, Income Tax Planning, Retirement Planning and Estate Planning.

While FPSB’s education requirement for CFP certification relates only to the knowledge, skills and abilities needed to competently practice financial planning, each FPSB Affiliate may require or recommend that candidates for CFP certification complete additional courses on issues relevant to the competent practice of financial planning (e.g., values clarification, goal-setting, financial behavior, attitudes towards money, risk tolerance, consumer investment/savings decisions), as well as practice management issues.