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Certified Financial PlannerCM



Certified Financial PlannerCM Certification introduced in 1972, has become the most widely recognized, prestigious and internationally accepted Financial Planning qualification by the global financial community. It is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. The CFPCM Certification wins trust and presents opportunities worldwide. In this era of super specialization, the Professional CFPCM Certification is the highest level of Certification worldwide in the field of Financial Planning with over 100000 CFPCM Certificants and widely respected by consumers, professionals & industry.

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A Certified Financial PlannerCM is one who takes a holistic view of financial life of an individual and provides him with strategic advice in regard to investment, insurance, tax, retirement and estate needs. Unlike product sellers who represent the interest of manufacturers of these products, a Certified Financial PlannerCM works for the consumer, and does not have any particular product in mind when approaching a client. Certified Financial PlannerCM is an international certification program being conducted in the country by Financial Planning Standards Board India

CFPCM certification has been rated as GOLD STANDARD by WALL STREET JOURNAL. World’s Best Finance Designation, recognized in more than 20 countries.

CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Board India is the marks licensing authority for the CFP marks in India, through agreement with FPSB.

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