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How Do I Check That My Financial Planner Is A Certified Professional Or Not?

Many times we need to invest our money somewhere so that we can earn a little more, so for this we take help of some financial planner who will guide us and deal with various financial issues through planning like of cash management, education planning, retirement planning, investment planning, risk management and insurance planning.

If you too wants to become a financial planner and looking to guide others then here you will know all aspects of it, to become a well organized and well establish financial planner you need to get CERTIFIED FINANCIAL PLANNERCM, it’s a kind of certificate which is provided to individuals who meet the standards of education, examination, and experience.

In India only FPSB India (Financial Planning Standards Board India) is the governing body who provide this certificate to individuals, it is provided for one year only, after that you have to prove yourself again and its based on continuous education and knowledge of you.

To get CFPCM you have to pass some exams, A candidate must complete academic coverage of the Financial Planning curriculum by undergoing the 5 Module CFPCM Certification Education Program through an Authorized Education Provider and pass corresponding Exam 1-4 facilitated by NSE.

Then you have to pass CFPCM exams (also known as Exam 5) which are designed to test your education and ability, this exam test you ability to apply Financial Planning knowledge in real life problem and how you will deal certain problems.

Passing exam is not all, you also need to have work experience to become a Financial Planner, Personal Financial Planning. Candidates under the Regular Pathway may complete the experience criteria pre or post appearing Exam 5 however candidates under Challenge Status pathway need to have attained relevant experience before appearing Exam 5.

If you are going to visit any Financial Planner soon or visited recently then you should check whether its been a certified one or not, you can check it very easily and its within just few minutes by just sitting in your home.

Just follow these steps :-

  • Visit FPSB website from HERE,
  • Just click on the link CFPCM link at the top,


  • Now you can search according to :-



Nature of Employment


Its always good to know about your financial advisor before taking his/ her advice for yourself.

Visit Site :- FPSB

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About the Author: Praveen Unnikrishnan

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