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  • CFP Certification

    In India, Certified Financial Planner (CFPCM) Certification programs are offered mainly by Financial Planning Standards Board India (FPSBI), a public-private enterprise and a body that guides the development and promotion of profess...

  • Career for CFP Certified

    The financial industry is growing in leaps and bounds. There are many career opportunities and job openings in this ever-growing industry. Financial Planner Career is a corporate career track, even for those who run their own finan...

  • Benefits of CFP Certification

    CFPCM certification is recognized in 23 countries across the globe. Besides, the certification immediately get the trust of clients in comparison to other Financial Planners.

Process Charts

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Given below are the process charts that explain stage-wise details of the process one needs to follow in each of the categories.

All relevant Forms for the above can be downloaded from the Forms section on the website.