CFPCM Certification Program

The CERTIFIED FINANCIAL PLANNERCM credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice. CERTIFIED FINANCIAL PLANNER professionals meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam that assesses competency, and adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with the highest ethical and professional standards.

As of 1 April 2019, the CFPCM certification program in India is now directly administered by U.S.-based Financial Planning Standards Board Ltd. (FPSB Ltd.), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States. FPSB Ltd. partners with its global network of Affiliate organizations to administer CFPCM certification programs in 26 countries and territories around the world, representing a global CFP professional community of nearly 190,000 at the end of 2019 (with over 1,900 CFP professionals in India).

Students enrolling on or after 1 June 2020 may only choose to enroll in the new program. The updated program will consist of three specialist certifications and one capstone course for CFP certification.