Certified Financial Planner Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. NIPS is affiliated with the Financial Planning Standards Board, India (FPSB India) for the CFPCM (Certified Financial Planner) Certified Financial Planner Certification Education Program.
Financial Planning Standards Board, India is a Professional Standards Setting body that proactively guides the development and promotion of standards for Financial Planning Professionals. It is an affiliate of Financial Planning Standards Board (FPSB) based in Denver, U.S.A. FPSB, India oversees the administration of the internationally recognized Certified Financial Planner professional certification process.
Certified Financial Planner Certification is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. The CFPCM Certification (Certified Financial Planner Certification) wins trust and presents opportunities worldwide. In this era of super specialization, the Professional Certification - Certified Financial Planner Certification, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and fathom a satisfying career in the financial services industry.
FPSB, India is the principal licensing body that awards CFPCM Certification in India through an agreement with FPSB, US.
CFPCM Certification is the highest level of Certification worldwide in the field of Financial Planning.
FINANCIAL PLANNING
Financial Planning is a six step process that encompasses establishing the present and anticipated assets and liabilities and providing impartial assistance in analyzing and organizing an individual’s personal and financial affairs in order to achieve his financial goals and objectives.
4 E Criteria for Initial Certification.
CFPCM Certification worldwide is awarded by FPSB Affiliates to competent & qualifying candidates fulfilling the 4 E Criteria of CFPCM Certification i.e.
Education: A candidate must complete academic coverage of the Financial Planning curriculum by undergoing the 6 Module CFPCM Certification Education Program.
Examination: The CFPCM Certification Examination is designed to assess the candidate’s ability to apply Financial Planning knowledge to real-life Financial Planning situations. The Examinations are conducted by the Financial Planning Standards Board India through National Stock Exchange (NSE) countrywide.
Experience: The experience requirement qualifies work experience that involves Personal Financial Planning. The experience criterion is designed to provide the public the assurance that the candidate understands the counseling nature of personal financial planning.
Ethics: To get the CFPCM Certification, candidates after meeting Education, Examination & Experience criteria must agree to abide by FPSB India’s Code of Ethics, Rules of Professional Conduct, Practice Standards & Disciplinary Rules & Procedures.
