FPSB India gets top ranking for CFPCM Certification Program

Financial Planning Standards Board India (FPSB India), a Public – Private Enterprise and a Professional Standards-Setting body, received a top-tier ranking in a recent assessment of its CERTIFIED FINANCIAL PLANNERCM certification program from Financial Planning Standards Board (FPSB), owner of the CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo marks outside the United States. The Tier-I rating is testimony to FPSB India’s sustained efforts in improving systems and procedures to comply with global best practices for CFP certification programs, as well as to its leadership in promoting financial planning in India. Major activities evaluated in the Assessment include Governance, Ethics, Examination, Certification & Recertification, Resources, Education, Brand Management, Stakeholder Outreach and Trademark.

FPSB India, which joined as an Affiliate member of FPSB in 2002, has built the financial planning movement brick-by-brick in India. Widely considered the global symbol of excellence in financial planning, CFP certification is the program of choice for competent and ethical financial planners in 23 countries and territories around the world. More than 126,000 CFP professionals have met rigorous competency, ethics and practice standards and CFP certification requirements, qualifying them to develop financial planning strategies that assist clients in achieving their financial and life goals. Some of the institutions in India have pledged to endorse CFP certification as a desirable credential for their financial advisors.    

Ranjeet S. Mudholkar, Principal Advisor & Member, Board of Directors, FPSB India stated, “We are very thankful to all our stakeholders for helping us to build such a robust foundation for the CFP certification in India. Excellence in all we do has always been our primary focus, and it certainly feels great to be acknowledged for the same by the preeminent international standards-setting body.”

Noel Maye, CEO, FPSB, stated, “Our assessors are extremely impressed by FPSB India’s commitment to our rigourous global standards for CFP certification, and by FPSB India’s use of state-of-the-art computer technology to deliver the CFP certification exam simultaneously to candidates across India. We congratulate FPSB India for earning our top-tier rating for its CFP certification program.”      

CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFPCM Flame Design are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.(FPSB Ltd.).  Financial Planning Standards Board India is the marks licensing authority for the CFPCM marks in India, through agreement with FPSB Ltd.