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Get Special Declaration Form Fpsb

SPECIAL DECLARATION Form To be filled by CFPCM Certification applicant Name Position Organisation Applicant s Business Card Email ID Telephone Applicant s Signature The Special Declaration to be filled by authority/organization. Head of HRD in case of employed or by a Gazetted Officer in case of self employed. I confirm that Name of the CFP Applicant is Engaged in an executive position leading the organization/team rendering Financial Planning advise/education to clients in accordance with the FPSB India s six step Financial Planning process. Full time engaged in a position where he/ she actively uses Knowledge skill and ability to provide or directly supervise the provision of comprehensive financial planning advice to clients in accordance with FPSB India s six step Financial Planning process and has performed the above service for two or more years including six months in the last twelve months. Engaged in an associated field or work eg. accounting banking and provides a comprehensive financial planning service to clients representing at least 20 of the working week i*e* part time in accordance with FPSB India six step Financial Planning Engaged in Other Financial Services as notified on the website in downloads section under FPSB India s Standard Documents in FPSB India s Financial Planner Work Experience Standard Place Date HRD/Gazetted Officer Signature In case of Head of HRD kindly attached Gazetted Officer Seal Head HRD s Business Card F/32 SDF NEW280411. Full time engaged in a position where he/ she actively uses Knowledge skill and ability to provide or directly supervise the provision of comprehensive financial planning advice to clients in accordance with FPSB India s six step Financial Planning process and has performed the above service for two or more years including six months in the last twelve months. Engaged in an associated field or work eg. accounting banking and provides a comprehensive financial planning service to clients representing at least 20 of the working week i*e* part time in accordance with FPSB India six step Financial Planning Engaged in Other Financial Services as notified on the website in downloads section under FPSB India s Standard Documents in FPSB India s Financial Planner Work Experience Standard Place Date HRD/Gazetted Officer Signature In case of Head of HRD kindly attached Gazetted Officer Seal Head HRD s Business Card F/32 SDF NEW280411.

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