Frequently Asked Questions
| What is the Education Criterion? |
| What are the minimum qualifications required to register for the CFPCM | |||||||||||
| What are the Eligibility Criteria for CFPCM? |
1. To enroll for CFPCM course and sit for the exams the minimum requirement is to have a Tenth Standard Degree (S.S.C., I.C.S.E, C.B.S.E any other equivalent degree)
2. To qualify as a CFPCM the minimum requirement is to clear all modules and:
| • Graduation Degree (Any field) + 3 years Work Experience or |
| • Higher Secondary Education Degree or equivalent + 6 years work experience in any financial field |
| What is AFP Certification? |
To professionalize the product based advisory and specialized advisory services, FPSB India has established AFP Certification which is targeted at existing professionals who want to upgrade their knowledge about Financial Planning without undergoing the entire CFPCM Certification Program. The various Certifications available under this option are:
• AFP Certification (Risk Analysis & Insurance Planning)
• AFP Certification (Retirement Planning & Employee Benefits)
• AFP Certification (Investment Planning)
• AFP Certification (Tax Planning & Estate Planning)
However, FPSB India and industry encourages the students to undertake the complete CFPCM Certification Program to practice Financial Planning in its true comprehensive spirit.
How soon can I complete CFPCM certification? What is the maximum period given to a candidate to complete the CFPCM Certification Program?
A candidate appearing for CFPCM Certification examination through regular mode will require at least 3 months to complete the certification. However, a candidate appearing through Challenge Status mode can complete it within a month.
An applicant is required to complete the CFPCM Certification Program within a maximum period of 7 years from the date he/she registers for the CFPCM Certification Education program.
| What do I gain for immediate recognition when I pass the exam? |
Success in passing the exam opens up several opportunities for immediate recognition by your peers, customers and the financial services industry as a whole. Successful candidates will be awarded a certificate.
They will be invited to apply for certification with the FPSB India. CFPCM Certificants who successfully apply for certification will be able to indicate their designation CFPCM on their professional identifications, including visiting cards and letter heads.
| What support I will get from VISAGAR Education? |
- VISAGAR provides you with one of the best study material, exhaustive Question Bank and three mock papers per module, for CFPCM Certification
- Program combined with the professional guidance from CFPCM and experts of respective fields
- There will be minimum 8 to 10 lectures per module – covering base theory and numericals with the examination point of view and practical applicability of topics
- There will be guest lectures for various topics by Industry Experts
| I have successfully cleared all the CFPCM certification exam but I only have 2 years of relevant work experience. Am I eligible for the CFPCM certification? |
Certification Process


