Financial Planning Standards Board Ltd. (FPSB) is the owner of the CERTIFIED FINANCIAL PLANNER® certification program in India.

FPSB in India envisions a future in which the public understands the importance and benefits of the financial planning process and how it can make their lives better; a future in which consumers can readily identify financial planners who have committed to competency and ethical standards and who place clients’ interests first; a future in which practitioners aspire to the highest levels of professionalism; and a future in which regulators, governments and other FPSB stakeholders around the world recognize financial planning as a distinct, valued professional practice.

Our Vision

To establish financial planning as a profession in India and around the world, and the CFP marks as the global symbol of excellence in financial planning.

Our Mission

To benefit the financial planning community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB’s commitment to excellence is represented by the marks of professional distinction—CFP, CERTIFIED FINANCIAL PLANNER and

FPSB Affiliate Organizations

FPSB accomplishes its mission in partnership with its Affiliates which include the world’s preeminent financial planning certification, membership and professional bodies.

FPSB Affiliate partner with FPSB to deliver CFP certification in a territory. FPSB and its Affiliates (collectively, the FPSB Network) collaborate to develop, promote and enforce global CFP certification requirements and standards for financial planning. FPSB and its global network administer CFP certification and other programs in 27 territories At the end of 2021, there were 203,312 CFP professionals worldwide.

FPSB’s Staff

The team at FPSB in India supports the organization’s mission and vision and they work to uphold and promote CERTIFIED FINANCIAL PLANNER certification in India.

Chandrakant Sureka Pushkar Chugh

India CFP Professional Advisory Council

The role of the India CFP Professional Advisory Council (CPAC) is to foster financial planning professionalism in the public interest, provide input and thought leadership on FPSB’s mission and priorities, and grow the number of CFP professionals in India.

The members of CPAC are leaders in the financial planning profession, and reflect the geographic, gender and practice diversity within the Indian CFP professional community:

  • Arun Thukral, CFP®, Council Chair, (Mumbai)
  • B. Srinivasan, CFP®, (Bengaluru)
  • D.V. Suresh, CFP®, (Hyderabad)
  • Kavita Devi, CFP®, (Nashik)
  • Naresh Pachisia, CFP®, (Kolkata)
  • Renu Maheshwari, CFP®, (Chennai)
  • Col. Sanjeev Govila (Retd), CFP®, (Delhi)