Form – CFP Professional of the year 2024-25 (Working) | FPSB

CFP Professional of the year 2024-25 (Working)

Please provide the data as requested in the relevant fields. The data will be captured by FPSB India and reviewed for authentication and screening purposes.

Name of the Applicant(Required)

FPSB ID(Required)

Mobile(Required)

Email ID(Required)

Company/Firm name(Required)

Team size(Required)

AUM handled (Rs. Crore)(Required)

No. of Clients(Required)

Individual or Team Role(Required)

Client profile (Regular, HNI, Ultra HNI etc)(Required)

LinkedIn profile (please provide the link)(Required)

Write a brief note about yourself and your journey till date as a CFP professional. (Please provide your response in a maximum of 300 words in the space/box provided)(Required)

Owing to the fast changes in the field of personal finance and the profession, what is the importance of upskilling, how have you kept yourself updated over the last one year and the skill sets acquired by you in this period, if any? FPSB India might seek record/s from you to substantiate your statements. (Please provide your response in a maximum of 500 words in the space/box provided)(Required)

How do you incorporate Ethics and Integrity into your work/practice, and how do these traits help you build and maintain trust with your clients? (Please provide your response in a maximum of 500 words in the space/box provided)(Required)

Statement of Purpose (SOP): Please elaborate as to how you are following the Six Steps of the Financial Planning process in your work/practice and which amongst them in your opinion is the most crucial? (Please provide your response in a maximum of 1200 words in the space/box provided)(Required)