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Forms
 
S.No.FormsView
1Special Declaration form Open
2Continuing Education (CE) Reporting Form Open
 
Notifications
 
S.No.NotificationsView
1Identity and Discrimination Policy Open
2Stakeholder Challenge to Certification Policies Open
3Process of Making Public and Verifying Compliance of Policy Changes Open
4Process for Conducting Background Checks Open
5Board Nomination Papers Open
6Opportunity for CFP/AFP Professionals to register as Retirement Advisers Open
7Template of Financial Plan Open
8Guidelines on Submission of Financial Plan Open
9Policy and Criteria for Accrediting Individuals with CFPCM Certification Open
10Change of Assessment Year (AY2017-18) for CFPCM Certification Examination effective from 6th April, 2017 Open
11Guidelines for Renewal of CFPCM Certification Open
12Proposed amendments SEBI (IA) Regulations 2013 Open
13Revised Fees Structure - Registration Certification Exam fees effective 1st October 2016 Open
14Extension of Nil Reg Offer up to Aug 10, 2016 Open
15Nil Registration Fees offer for Charter Members Open
16Financial Plan Construction Open
17FPSB India: Profile of Board of Directors- 2015-17 Open
18Revised Fees of Registration, Certification and Examination-Currently Effective Open
19Extension of Registration for Students Qualifying Any Three Exams Open
20Notification - Exam 1-4 Open
21Syllabus and Topic List of CFP Examination effective 1st February, 2013 Open
22Closure Fees for Education Partners Open
23New Subscription Structure for Financial Planning Journal, applicable from December 1, 2010 Open
24Initiation of "Self-Study" mode to complete "Education" criterion Open
25Guidelines for Supervised Work Experience in Financial Planning Open
26Procedure for enrollment on NSE Portal Open
27Suggested Topics for the FPJ Open
28Creating the Future of Financial Advisory Together Open
29Financial 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 Financial Planner Model 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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