Approved Qualifications/Professional Certifications
Not Applicable to Enroll
3 years of relevant work experience is required
Investment Planning Specialist
Integrated Financial Planning
National Institute of Securities Markets (NISM) has renewed its accreditation of FPSB Ltd.’s CERTIFIED FINANCIAL PLANNER certification. NISM renewed its accreditation of the 19-year-old CFP certification program in India after reviewing FPSB Ltd.’s application, which outlined FPSB Ltd.’s mission, reputation, global affiliations, financial strength and policies and quality standards related to curriculum development and exam administration for the CFP certification program in India. NISM’s accreditation of the CFP certification is valid from 1 March 2022 until 28 February 2024, and is eligible to be renewed every two years, subject to program monitoring and approval by NISM.
“FPSB Ltd. is pleased that India’s CERTIFIED FINANCIAL PLANNER professionals offering investment advice are eligible to register as Investment Advisers under Securities and Exchange Board of India regulations,” said Noel Maye, CEO of FPSB Ltd. “FPSB Ltd. and the community of over 2,300 CFP professionals in India are committed to benefiting the Indian public by establishing, upholding and promoting competency, ethics and practice standards and certification requirements for CFP professionals and for the financial planning profession in India. The accreditation by NISM strengthens our efforts to attract a new pool of talent into the financial planning profession in India.”