Get Cfp Certification Form - Fpsb India

Filling out the CFP Certification Form for FPSB India online is an important step in your journey to certification. This guide provides clear and concise instructions to help you navigate the form with ease.

Follow the steps to fill out the form accurately and efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in your registration details, including your first name, middle name, last name, FPSB India number, and NCFM number. Ensure the accuracy of these details as they are critical for your application.
3. Update your contact details. Provide two email addresses, a mobile phone number, and residential and business phone numbers. Make sure your correspondence and permanent addresses are correctly entered, including the state, city, and pin code.
4. Update your education details. Indicate your level of education, the name of the institute, degree obtained, year of completion, and the percentage score. Attach the highest level of education certificate when submitting the form.
5. Provide your current employment details. Indicate whether you are a corporate employee or self-employed. Fill in your organization's name, designation, sector/industry, and relevant experience. Ensure all details are chronologically entered to reflect your work history.
6. Fill in your professional qualifications. Check all relevant professional certifications you have attained, including chartered accounts, financial analysts, or any additional certifications.
7. Enter your qualifying work experience. Provide details of your current and previous employment chronologically, including nature of employment, organization name, designation, and months of experience.
8. Compose a public profile. Clearly articulate your professional background, expertise, and services provided in no more than 250 words. Indicate your preferences regarding public display of your contact details.
9. Complete the personal declaration section, confirming your eligibility and agreeing to FPSB India's guidelines and code of ethics.
10. Fill out the payment details. Choose a payment method, either credit card or demand draft, and provide the necessary information. Remember that payment is non-refundable.
11. Review the declaration requirements, which include submitting various documents like the filled form, bank draft (if applicable), education certificates, professional qualifications, work experience evidence, and the special declaration from your recommending authority.
12. Finally, save your changes, download the filled form, and print it for submission, ensuring all steps and required documents are completed.

Complete your CFP Certification Form online today and take a significant step towards your financial planning career!