Get Cfp Certification Form - Fpsb India

Completing the CFP Certification Form is a crucial step towards obtaining your certification from FPSB India. This guide provides clear and concise instructions to help you successfully fill out the form online.

Follow the steps to complete your CFP Certification Form online.

1. Click ‘Get Form’ button to access the CFP Certification Form and open it in your preferred online editor.
2. Fill in your registration details, including your first name, middle name, last name, FPSB India number, and NCFM number. Ensure all information is accurate.
3. Update your contact details carefully. Provide your primary and secondary email addresses, mobile phone number, resident number, business number, and both correspondence and permanent addresses, including states, cities, and pin codes.
4. Complete the education details section by selecting the level of education achieved, institute name, graduation year, specialization, and percentage of completion. Attach a copy of your highest education certificate when submitting the form.
5. Indicate your current employment status by checking the appropriate option: Corporate Employee or Self-employed. Fill in your organization name, designation, sector/industry, and tick applicable product/services offered.
6. Enter your total work experience in years and months, ensuring you meet the minimum experience requirements for CFP certification.
7. Select any professional qualifications attained and any additional certifications relevant to your application.
8. Provide details of your qualifying work experience in chronological order, including nature of employment, organization names, designations, and duration of employment.
9. Draft a public profile of no more than 250 words for the FPSB India website, detailing your professional background, expertise, and services offered. Indicate your preferences about public display of contact information.
10. Review the personal declaration section. Acknowledge your eligibility, answer questions about disciplinary history, and agree to FPSB India’s code of ethics and payment terms.
11. Complete the payment details section by selecting your preferred payment method, either credit card or demand draft. Provide necessary payment information.
12. Finalize the application by submitting all required documents within 15 days, including the completed form and any supporting certificates.

Now that you have the guidance you need, take action to complete your documents online!