ISBF's School of Professional Studies is the leading provider of professional education in the financial services industry. ISBF has been authorised by the Financial Planning Standards Board (FPSB) India to deliver the Certified Financial PlanningCM Education program. The School of Professional Studies is the home of the CFPCM program.
Course material, including well designed workbooks containing extensive examples, have been designed by a team of experts to provide guidance to students set on expanding their careers in the financial arena. Regular revisions are carried out so that the study materials remain relevant. In particular, new questions are added to the workbooks at set intervals.
In addition to classroom lectures provided at a time suitable for working professionals, our team of qualified staff is available to provide email support within set response times. For those who are unable to participate in our classroom program, we also provide the option of Distance Learning.
The institute encourages student participation in special internal seminars organized by it. It also encourages students in the development of appropriate material by inviting them to submit articles for publication on its website
About CFPCM Certification
CFPCM certification is designed for professionals working in the Financial Planning sector. A Financial Planner or Personal Financial Planner is a practicing professional who helps people deal with various personal financial issues through proper planning, which includes, but is not limited to, areas such as cash flow management, retirement planning, investment planning, risk analysis and insurance.
CFPCM certification enables one to provide professional services related to financial planning; it corresponds to a global professional license related to personal integrated financial planning. A person residing in India regardless of his/her race, nationality, gender, religion, age, or health condition, and of whom FPSB India approves as having satisfied the international standards of CFPCM certification requisites, such as completion of educational requirements, passing of certification exams, and taking of an ethical oath designed by FPSB India, can obtain a CFPCM certification
Benefits Of CFPCM
- Enhanced career and employment opportunities with Financial Services companies. Your Services are sought by banks, distribution houses, AMC, insurance Companies, equity broking and Financial Planning firms.
- Personal satisfaction of achieving the Financial Planning profession's highest standard and met the global benchmark.
- Satisfied clients who appreciate the comprehensive approach to Financial Planning and extend long term relationship and referrals.
- Your expertise and credibility as a qualified professional is instantly communicated.
- More revenue streams by increasing your product and service offering to your clients.
- Enhanced Social Status by joining the league of professionals.
- Recognition in more than 23 countries across the world.
- Your credentials demonstrate trust among the financial consumers.
- You have met the global benchmark for competency, ethics & professional practice standards to provide comprehensive Financial Planning services.
- You join the global league of the best Financial Planning professionals.
FPSB India is a non-profit organization with the objective of contributing to the development of the financial industry, as well as to the stability and improvement of people's lives, by cultivating integrated financial planning professionals in the area of individual finance. It is also a regular member of FPSB International, actively pursuing international exchanges and cooperation with FPSB International members operating in 23 countries worldwide for the operation of the CFPCM certification program and the development of individual financial planning services. FPSB Ltd.'s commitment to excellence is represented by the marks of professional distinction – CFPCM, CERTIFIED FINANCIAL PLANNER.
FPSB Limited, US enters into licensing and affiliation agreements with nonprofit organizations (or their equivalent) around the world that allow the organizations to establish and operate the CFPCM certification program in a country or region. FPSB Ltd. works in conjunction with its affiliates (FPSB India is one of its 23 Affiliates around the world) to develop and promote rigorous international competency, ethics and professional practice standards for CFPCM professionals in member countries/regions to ensure that consumers looking for qualified personal Financial Planners understand and value CFPCM certification.
FPSB Affiliates who meet and maintain FPSB's affiliation criteria high standards are authorized to administer the CFPCM certification program on behalf of FPSB in a country or region. FPSB India is one of the Affiliate of FPSB Limited. FPSB India is the principal licensing body that awards CFPCM Certification in India through an agreement with FPSB Limited. CFPCM Certification is the highest level of Certification worldwide in the field of Financial Planning with over 100000 CFPCM Certificants and widely respected by consumers, professionals & industry.
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- CFPCM Certification Programme
- Weekend Classes
- Distance Learning
- 5 - 6 months
15A, Ring Road,
Lajpat Nagar IV,
Next to Moolchand
T: +91 11 40430000