About FPSB India
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Financial Planning Standards Board India is the principal licensing body that certifies the CFPCM Education program in India. It is a Public–Private Enterprise and a Professional Standards Setting body for Financial Planners in India. FPSB India proactively guides the development and promotion of standards for Financial Planning professionals to benefit and protect the public in the country. FPSB India closely works with all the stakeholders’ viz. the Government, the Regulators, the Industries/Associations, the Corporate, the Media and the General Public to achieve its objectives.
FPSB India is the licensing authority for the CFPCM marks in India, through an Affiliate Agreement with FPSB Limited. The other peer countries who have affiliation with FPSB Ltd. are Australia, Austria, Brazil, Canada, China, Chinese Taipei, France, Germany, Hong Kong, Indonesia, Ireland, Japan, Malaysia, New Zealand, Republic of Korea, Singapore, South Africa, Switzerland, Thailand, The Netherlands, United Kingdom and United States.
FPSB India is a Professional Membership & Certification organization, part of leading Global Confederation established by prominent financial service corporations (the Charter Members), which has been set up with an objective to professionalize the concept of Financial Planning in India. It promotes and maintains voluntary standards of professionalism including Education, Examination, Experience and Ethics requirements (4Es) and will continue to co-operate with the Government, Regulators and other agencies to appropriately, effectively and uniformly regulate personal Financial Planning practitioners. FPSB India is also committed to maintaining high standards of technical competence, fair dealing and integrity among its members.
FPSB Ltd.
Financial Planning Standards Board Ltd. (FPSB Ltd.) is a nonprofit association that manages, develops and operates certification, education and related programs for financial planning organizations so that they may benefit and protect the global community by establishing, upholding and promoting worldwide professional standards in personal financial planning. FPSB Ltd.’s commitment to excellence is represented by the marks of professional distinction – CFP, CERTIFIED FINANCIAL PLANNER and
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 CFP professionals in member countries/regions to ensure that consumers looking for qualified personal Financial Planners understand and value CFP certification.
The needs of consumers of personal Financial Planning guide FPSB Ltd.’s activities. FPSB Ltd. is committed to working through its member network to establish relationships with regulators, consumer advocates, educators, employers, trade associations and other standards-setting bodies so that personal Financial Planning can emerge as a distinct globally-recognized profession that will benefit the global community.
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