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Certified Financial PlannerCM (CFPCM)

Qualification_Provider :

Financial Planning Standards Board (FPSB)

FPSB is the preeminent international standards-setting body for competent and ethical financial planners.

Financial Planning Standards Board India (FPSB India) is a Public–Private Enterprise and a Professional Standards Setting body for Financial Planners in India.



Descriptions :

The CFPCM is the gold standard in financial planning, respected by financial organizations across the globe. Holders of the CFPCM designation are valued by global financial services organizations and command a premium in the job market. The CFPCM Certification wins trust and presents opportunities worldwide.



Exam :
  • Risk Analysis & Insurance Planning: 2 Hours Examination – 77 MCQs
  • Retirement Planning & Employee Benefits: 2 Hours Examination – 77 MCQs
  • Investment Planning: 2 Hours Examination – 77 MCQs
  • Tax Planning & Estate Planning: 2 Hours Examination – 77 MCQs
  • Advanced Financial Planning: 4 Hours Examination – 30 MCQs


Certification : FPSB

Job_role :   Charter Members of CFPCM Qualification in India :
  • State Bank of India
  • Life Insurance Corporation of India
  • UTI Mutual Fund
  • World Gold Council
  • HDFC Bank
  • Axis Bank
  • ICICI Bank and Several others


Benefits :
  • Upon completion, you are eligible to use the ACSI designation.
  • The ICWIM India qualification is the first step in CISI’s global global wealth management pathway for practitioners in India – you can build upon this qualification by progressing to the International Certificate in Advanced Wealth Management.


Video :

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