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   FPSB India's Standard Documents
   Process Charts
1Special Declaration form Open
2Continuing Education (CE) Reporting Form Open
1IIM FPSB India Study_Navigator of Responsible Lending 2017 Open
2FPSB India Comments on New Proposal on IA Registrations, 2013 Open
3Revised Exam Fee Structure Open
4Webinar by PFRDA and FPSB India Open
5Revised Fees of Registration, Certification and Examination effective from 1st Aug, 2017 Open
6Policy for Accommodating Request for Students with Special Needs Open
7Notification - Exam 1-4 Open
8Identity and Discrimination Policy Open
9Stakeholder Challenge to Certification Policies Open
10Board Nomination Papers Open
11Process of Making Public and Verifying Compliance of Policy Changes Open
12Process for Conducting Background Checks Open
13Opportunity for CFP/AFP Professionals to register as Retirement Advisers Open
14Guidelines on Submission of Financial Plan Open
15Template of Financial Plan Open
16Change of Assessment Year (AY2017-18) for CFPCM Certification Examination effective from 6th April, 2017 Open
17Policy and Criteria for Accrediting Individuals with CFPCM Certification Open
18Guidelines for Renewal of CFPCM Certification Open
19Proposed amendments SEBI (IA) Regulations 2013 Open
20Revised Fees Structure - Registration Certification Exam fees effective 1st October 2016 Open
21Extension of Nil Reg Offer up to Aug 10, 2016 Open
22Nil Registration Fees offer for Charter Members Open
23Financial Plan Construction Open
24FPSB India: Profile of Board of Directors- 2015-17 Open
25Revised Fees of Registration, Certification and Examination-Currently Effective Open
26Extension of Registration for Students Qualifying Any Three Exams Open
27Ver.10_ Syllabus and Topic List of CFP Examination effective 1st February, 2013 Open
28CFP Marks usage Guide for CFP Certifcants Open
29Closure Fees for Education Partners Open
30New Subscription Structure for Financial Planning Journal, applicable from December 1, 2010 Open
31Initiation of "Self-Study" mode to complete "Education" criterion Open
32Guidelines for Supervised Work Experience in Financial Planning Open
33Procedure for enrollment on NSE Portal Open
34Suggested Topics for the FPJ Open
35Creating the Future of Financial Advisory Together Open
36Financial Advisory Business - How to Transform to Next Level Open
FPSB India's Standard Documents
S.No.FPSB India's Standard DocumentsView
1Disciplinary Policies Procedures Open
2Complaint Procedure Open
3Complaint Form Open
4FPSB India’s Rules of Conduct Open
5List of Activities and Programs for Continuous Education Points Open
6CFP Marks usage Guide for Education Partners Open
7CFP Marks usage Guide for CFP Certificants Open
8CFP Marks usage Guide for Media Open
9FPSB India's Financial Planner Competency Profile Open
10FPSB India's Financial Planning Practice Standards Open
11Supervision Experience Agreement Open
12Application for Supervisor under Supervised Work Experience Program of FPSB India Open
13FPSB India’s Financial Planner Code of Ethics and Professional Responsibility Open
14FPSB India’s Financial Planner Work Experience Standard Open
Process Charts
S.No.Process ChartsView
1Master Flow Chart Open
2Student Registration Open
3Student Renewal Open
4Exam 1-4 Enrollment Open
5AFP Certificates Open
6AFP Certificate Renewal Open
7Challenge Status Registration Open
8Challenge Status Renewal Open
9CFP Certification Open
10CFP Certification Renewal Open
11Online Account Activation Open
12Continuing Education Reporting Open
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