Financial Planning Standards Board (FPSB) India

Financial Planning Standards Board (FPSB) India is a public private entity and regulatory body to set professional standards for Financial Planning professionals. FPSB India works in close association with stakeholders e.g. government, industry, associations, corporate, regulator and general public. FPSB India is professional membership certification agency and works in the interests if Financial Planning in India.

Financial Planning Standards Board (FPSB) India works on voluntary self regulatory methods, reflected in Code of Ethics & Rules of Professional Conduct, compulsory for all members. FPSB makes sure that Financial Planning Certifications in India meet competency and ethics standards based on education, examination, experience & ethics in short 4Es.

FPSB India is marks licensing body for CFP marks in India under and affiliate program with FPSB Limited. Other countries associated with FPSB are Austria, Brazil, Canada, China, Chinese Taipei, France, Germany, Hong Kong, Indonesia, Ireland, Japan, Malaysia, New Zealand, Republic of Korea, Singapore, South Africa, Switzerland, Thailand, The Netherlands, United Kingdom and United States.

As a professional body FPSB India endorse professional standards in financial planning and cooperates with government and private agencies to regulate personal Financial Planning practitioners. FPSB India demands from its members, honesty, impartiality, aptitude, sprite, privacy, professionalism and assiduousness in the performance. 
FPSB India is currently endorsed by 50 leading Financial Services Organizations from the industry.

FPSB India offers services to Financial Consumers, Financial Planners, and Financial Institutions. As a financial consumer one can learn his / her responsibilities for Financial Planning and can take advisory services of FPSB India members for better financial decisions. FPSB India offers memberships to Financial Institutions and works in close cooperation with them to maintain good financial practices.

For members FPSB India offers programs like CFP Certification and AFP Certification. FPSB India expects from its members to maintain healthy financial practices. Those who have a CFP / AFP Certification from FPSB India finds work opportunities with government and private financial agencies as Financial Planner.

To know more in details click below on the relevant links.

Considering the vast geography of India, FPSB India offers Financial Planning certification education through institutions across India. For exclusive details click here.

Contact Details

702, 7th Floor, Leela Business Park
Andheri-Kurla Road, Andheri (East)
Mumbai – 400 059, India.
Phone : +91 22 6171 2424
Fax : +91 22 6171 2444
Email [email protected]

Regional Office

916,Indra Prakash Building
21, Barakhamba Road
Connaught Place
New Delhi 110 001.
Tel.: +91 11 2375 3689.

Phone Numbers

CFPCM Certification Enrollment Enquiries – +91 22 61712432 / 61712424
Existing Student (Challenge Status Pathway) Queries – +91 22 61712437 / 61712438
Existing Student (Regular Pathway) Queries – +91 22 61712425 / 61712422
CFPCM Certificants Queries – +91 22 61712423
Financial Planning Journal Subscription Enquiries – +91 22 61712427
Complaints- +91 22 61712432/ 61712425

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