FPSB India

CFP — Certified Financial Planner

Reality check

Official fees: ₹99k–₹1.6L; FPSB India fees revised May 2026, incl. GST — fast-track pathway ≈₹84k + GST; regular pathway ≈₹1.2–1.3 lakh + GST (registration, three Specialist courses, Integrated Financial Planning, Financial Plan Assessment, exam and certification fee). Coaching extra
Months to complete: 12–18
Pass rate: Not published by FPSB India; ≈50–60% indicative
Training: Required, flexible; 1–3 years of relevant experience for certification (degree required)

Recommend when: Advisory, wealth management, your own planning practice

Hold back when: Institutional markets intent (CFA fits better)

Official fees in INR (registration, exams, membership — coaching excluded), realistic months including any mandatory training, and the awarding body's published pass rate. Verify with the awarding body before you register.

Who it is for: Anyone 18+ who wants to advise individuals on money; relationship managers moving into advisory.
Structure: Regular pathway: three specialist modules (Investment Planning; Retirement & Tax Planning; Risk & Estate Planning — 75 MCQs each) + the Integrated Financial Planning final (50 MCQs, 3 hours, plus a financial-plan assessment). Fast-track pathway (final exam only) for CA, CFA, CPA, CMA, ACCA, CS, CAIIB or MBA + 3 years' experience.
Eligibility: 18+ and Class 12 pass for the regular pathway.
Duration: 12–18 months (fast track 4–6 months).
Exam windows: Scheduled through FPSB India.
Experience requirement: 1 year supervised or 3 years unsupervised.
What comes next: CWM.

Facts last reviewed: 2026-10-23