CFP Certification – Renewals
How to View the CPD and take the CPD activities ?
To start with, please access your myFPSBLearning portal. On the landing page (Click on My Certifications) you shall be able to view all the CPD activities undertaken by you till date and the points credited. On the landing page you will find a button labeled ‘Learning Center’ which directs you to our Learning Center which will have 3 sections, Current, Completed and Submission. This area (Current Tab) is equipped with a variety of journals and webinars designed to help you accumulate CPD Points. Click on enrol -> Launch the activity and the proceed to complete the activity .By participating in and successfully completing quizzes, your CPD Points will be updated instantly on your homepage.
Should you have engaged in additional CPD activities, such as obtaining finance certifications, attending webinars/seminars, authoring articles, or featuring in media etc., we encourage you to share the relevant documentation with us via email. We shall award CPD points for these contributions manually from our side which will then reflect in your portal also.
Link for Login – https://india.fpsb.org/login/
How to Renew your CFP Certificate?
Link for Login – https://india.fpsb.org/login/
Log into your myFPSBLearning portal then in My Profile (right side top corner) click on My Certification, Your homepage will display a ‘Renew’ hyperlink (under certification level). Clicking this will guide you through the payment process for the renewal of your certification
Does the CFP® certification currently provide access to any exclusive areas of practice in India?
At present, the CFP® certification is not legally mandated or exclusively required for any specific financial advisory function under Indian regulations. However, it is highly regarded by leading financial institutions, wealth management firms, banks, and advisory businesses for roles involving comprehensive financial planning, wealth advisory, investment planning, retirement and estate planning. While not legally exclusive, many employers give preference to CFP® certificants due to the depth of knowledge, ethics, and client-centric approach it represents.
Value of CFP Certification Despite Non-Accreditation by NISM
Even if the CFP Certification offered by FPSB India is currently not accredited by NISM for SEBI’s Registered Investment Adviser (RIA) registration, it continues to hold significant value for financial professionals.
What’s in it for CFP Professionals?
While the CFP certification may not currently fulfill SEBI’s criteria for RIA registration due to NISM accreditation status, it remains a powerful credential that supports long-term career growth, client confidence, and professional credibility. Renewal ensures CFP professionals stay current and maintain their edge in a competitive financial services landscape.
Enhance Your Professional Growth with CPD Opportunities
These activities will also help you to complete 15 CPD points for your CFP Certification renewal.
Explore our CPD opportunities:
Would CFP certification alone would be sufficient enough for me to legally carry out private advisory practice (my own firm / individual capacity) ? Or Should i also be registered with SEBI as an RIA.
In India, to legally establish and run a private advisory practice, it is mandatory to register with the Securities and Exchange Board of India (SEBI) as an Investment Adviser (RIA). This registration is crucial as it ensures that all advisory practices comply with the regulatory framework established by SEBI, thereby protecting the interests of investors.
However, acquiring a Certified Financial Planner (CFP) certification is an excellent decision for anyone looking to deepen their understanding of financial planning. The Certified Financial Planner (CFP) certification is globally recognized and encompasses both global financial principles and specific content relevant to the Indian market. This certification will equip you with in-depth knowledge and skills in financial planning, analysis, and advising, enhancing your credibility and proficiency as a financial advisor.
Therefore, while SEBI registration is a legal requirement for practicing independently in India, pursuing a Certified Financial Planner (CFP) certification is highly recommended for gaining comprehensive knowledge and achieving global recognition in the field of financial advisory.
Note: ‘Regarding eligibility for RIA license it will be prudent to check the SEBI RIA guidelines available on SEBI’s website.’
How often do I need to renew my CFP® certification?
CFP® certification must be renewed every year.
What are the basic requirements for renewal?
To renew your CFP® certification, you must:
Complete 15 Continuing Professional development points
Pay the annual certification fee
How do I report my CPD credits?
CFP Professional report credits directly to CFP Board via emails
You can also self-report CPD credits through your LMS portal
How much is the CFP® annual renewal fee?
The standard annual certification fee is set by CFP Board and may change periodically – Currently it is INR 10500 (including 18% GST)
Can I renew if my certification has expired?
Yes, depending on how long it has been expired:
Short-term lapses may require late fees and missing CE
Long-term lapses may require reinstatement or re-certification, including additional requirements
Can I carry forward extra CPD points earned ?
Excess CPD credits cannot be carried forward to future renewal cycles.
Specialist Certification – New / Renewals
How do I apply for a Specialist Certification ?
What are the fees for Certification?
Candidate will receive all 3-specialist certification in cost of INR 10,500
What is the validity of the specialist certification?
How to Renew your Specialist Certificate?
Link for Login – https://india.fpsb.org/login/
Log into your myFPSBLearning portal then in My Profile (right side top corner) click on My Certification, Your homepage will display a ‘Renew’ hyperlink (below Annual Specialist Certificate). Clicking this will guide you through the payment process for the renewal of your certification
Examination
FPA Submission
How to get FPA Case Study assignment?
Assigned to all enrolled in IFP course and not cleared. Assignment dates are on the Exam Calendar
FPA Case Study requires fee?
No Seeing or receiving the Case Study on the Learning portal does not require a fee but access to the Learning Center is mandatory to receive the Case Study or submit the Plan
How to pay fee for FPA Submission?
First attempt Bundle ( valid for 6 months). Refer Exam Calendar. Repeat attempts can be taken individually
When can I submit FPA Submission plan?
Submissions will be accepted alternative months ideally 8th -10th. Refer Exam Calendar for schedule
When can I get the FPA Submission Results?
Will be processed in a months time and schedule can be referred on the Exam Calendar
FPA Mentorship how to enrol
Sessions are held after Case Study is assigned. This is a recommendation and not mandotory. It will be more of guidance and query resolutions only. Registration windows will be opened and email communications sent on registered email id. Your requests will be accepted on mail to [email protected]
Exam
How to enrol for the Exam?
From the Learning Center only. Date Schedules are availble on the Exam Calendar, it is ideally between 1-5th of every month. Enrollments cannot be cancelled or postponed.
Can I shift Exam Modes?
No Shifting between modes is not possible as these are external and independent applications
What are the requirements for Online Proctored Exam?
Should be from a isolated room. Hardware (Laptop) and Internet connnectivity will be responsibility of the candidates. Exam works fine on regular 30Mbps broadband connections. The Laptop / Desktop should be fully secure (updated). External webcams are preferred. Functional webcam and microphones are mandatory. Test links will be shared on Mail. Exam Online User Interface is available for experience on Learning Center/ Featured News.
How to select In-person Exam center?
Exam Center list is available on the NSE/DEX handbook on the Learning Center under Exam Preparation module. During exam enrolment select the location and add to cart and pay the fee. Initial exam registration for In-person will be waitlisted and then confirmed after reconsiling for passport size photo, date of birth and gender. Slots will be confirmed and alloted by DEX and 3-5 days before the exam schedule. Admit cards will be shared on a link through Email and on the Learning Center. The timing slot of the exam slot during registration for requested centers may vary and Hall ticket will be final.
Can we use calculators in exams?
Open Office is available on DEX center based exams, Excel Scratchpad is available on Online Proctored exams. No Pen or paper is allowed in the exams. You are also allowed to use physical calculatores. Financial Calculators are allowed but memory should be erased going into the exam.
Any Specific requirements for In-Person exams?
It is mandatory to have a proper contact details, Passport size photo uploaded, date of birth matching any government issued photo id, gender details on the My Profile page on MyFPSBLearning portal. This is required to process and communicate Hall tickets and test links for the exams.