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Approved CE Programs

Continuing Education (CE) plays a vital role in the CFP Certificant’s pursuit of on-going professional competence. Recognizing the importance of staying proficient in an ever-changing industry, Financial Planning Standards Board India (FPSB India) has made continuing education one of the requirements for continued use of CFP Certification Mark.

The continuing education requirement serves the public interest by assuring the public that CFP professionals are staying abreast of changes in their rapidly evolving field. And the CFP Certificant benefits when public confidence in CFP marks is secure.

Click here to download the complete list of Approved CE Activities / Points.

The following Professional Education Programs, Designations and Licenses are approved by FPSB India for earning the Continuous Education Points by CFP Certificants:

Sr. No. CE Category CE Program/ Activity CE Points
(CEPs)
Admissible
Validity of
Program/
Activity
Remarks Relevant Documents
Admissible

1

Authorship

Authorship of Book on Finance or any component of Financial Planning*

15

Ongoing

Book to be completed in the validity period

Soft/Hard copy or link of book

Authorship of articles in Print/ Electronic Media/Financial Planning Journal

5

Ongoing

Published date of the article to be in the validity period

Soft/Hard copy or link of article

Published interview in print media or interview/ panel discussion in electronic media

5

30-June-16

Published date/ telecast date to be in the validity period

Soft/Hard copy or link of interview

Published quotes in print media or viewpoint/bite in electronic media (per article or appearance)

2

30-June-16

Published date/ telecast date to be in the validity period

Soft/Hard copy or link of article

2

Qualification

Professional Courses and Certifications(Actuary, CA, CFA, CAIIB, JAIIB, ICWA, CS)

15

Ongoing

Date of completion to be in the validity period

Photocopy of passing certificate /degree

Higher Academic
Qualifications (Post Graduate or Doctorate in Finance, Economics, Econometrics, Mathematics/ Statistics, Law)

15

Ongoing

Date of completion to be in the validity period

Photocopy of passing certificate /degree

Licentiate/Associate/Fellowship of Life
Insurance from Insurance Institute of India

10

Ongoing

Date of completion to be in the validity period

Photocopy of passing certificate /degree

MBA (Finance- Part Time) /(except Finance- Full Time)

10

Ongoing

Date of completion to be in the validity period

Photocopy of passing certificate /degree

3

Certification/
Courses

Mandatory Certifications
(NISM-MF, IRDA) other
relevant courses of NCFM, BSE, IIBF,
NISM, etc.

2

30-June-16

Date of completion to be in the validity period

Photocopy of passing certificate

Aspiration relevant courses of at least 1-year duration run by professional education entities

10

Ongoing

Date of completion to be in the validity period

Photocopy of passing certificate /degree

LOMA Certification

10

Ongoing

Date of completion to be in the validity period

Photocopy of passing certificate /degree

4

Events/ Meetings

Events, Seminars, Round Table/Conference, Financial Planning Congress, etc. and Workshops organized and
/or pre-approved by FPSB India or FPCIL

5

Ongoing

Date of event to be in the validity period

Participation Certificate/
Attendance sheet and Event Agenda

Other events related to one of the Financial Planning components* or other relevant matters on Economy and Finance

2

30-June-16

Date of event to be in the validity period

Participation Certificate/
Attendance sheet and Event Agenda

Financial Planning Association’s (FPA) Annual Convention in US

10

Ongoing

Starting Date of convention to be in the validity period

Participation Certificate/
Attendance sheet and Event Agenda

Meetings of the Board of FPSB India and appointed Committees

3

Ongoing

Date of meeting to be in the validity period

Participation Certificate/
Attendance sheet and Event Agenda

Board Meetings of entities in the BFSI sector

3

Ongoing

Date of meeting to be in the validity period

Participation Certificate/
Attendance sheet and Event Agenda

5

Quiz

Quiz in the Financial Planning Journal or solving queries in the Newspapers/other journals

4

Ongoing

Month of Journal/ quiz to be in the validity period

Result Sheet

6

Teaching

Training and Teaching assignments other than performed/undertaken as part of profession (Workshops, Institutes, Classroom teaching, etc.) (Full day assignment)

5

30-June-16

Sessions to be in the validity period.

Acknowledgment letter from the College/Institute mentioning the date, topic & number of hours of lecture/ training/workshop

7

Speakership

Speakership in a Seminar, Convention, Conference, etc.

5

30-June-16

Date of event to be in the validity period

Acknowledgment letter from the College/ Institute mentioning the date, topic & number of hours of lecture/ training/ workshop

8

Pro bono work

Pro bono work which can be classified as voluntary contribution to the community helping the deprived people with transfer of knowledge culminating into construction of Financial Plan

5

Ongoing

The construction and submission of the Financial Plan has to be in the applicable period for the award of CEP’s

Copy of the Financial Plan in case of Pro bono work

9

Others

Participation in TV Shows/interviews

3

30-June-16

Date of Show to be in the validity period

Participation Certificate/
Attendance sheet & Event Agenda/ Event schedule

Answering questions/Queries in newspaper/magazines

3

30-June-16

Date to be in the validity period

Participation Certificate/
Attendance sheet & Event Agenda/ Event schedule

" * Components of Financial Planning: Financial Management, Asset Management, Risk Management or Insurance Planning, Tax Planning, Retirement Planning and Estate Planning

 
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