Events 2022

Financial Planning Standards Board India and NSE Academy at the Bell Ringing ceremony in NSE on the occasion of 6th World Financial Planning Day.

On the eve of World Financial Planning Day 2022, Ashish Chauhan, MD & CEO, NSE discusses with Arun Thukral, CFP, Chairperson CPAC India, the importance of Financial Planning in today's time.

FPSB Ltd. partners with IOSCO to promote financial education and consumer protection, as well as raise awareness about the value of financial planning, of having a financial plan, and of working with a financial planner who is committed to competency and ethical standards, like a CFP professional.

Arun Thukral, CFP, Chairperson, CPAC India, emphasizes why every advisor must be a CFP Professional.

Master Class on the Smart Way to Financial Planning by Nita Menezes, CFP

Senior CFP professionals share the value of fee-based practice through their rich experiences.

Members of WICCI elaborate on what financial planning means to them!!

Webinar by Amit Kachalia, CFP, Nashik. Topic - Developing Your Financial Acumen

Arti Arora, CFP in conversation with Sanjeev Kumar, CFP, Founder Progno Advisor on evolution of FP and need for financial literacy

Rahul Agarwal, CFP conducts a seminar with the employees of Square Insurance, Jaipur.

Renu Maheshwari, CFP, in association with the regional societies in the state of Tamil Nadu, Kerala and Pondicherry organised a grand finale to the ‘World Financial Planning Week’ in the town of Erode on October 9, 2022. Titled “Securing Your Family, Financially” over 350 participants across different age groups and a big representation from housewives participated in the discussions on various aspects of personal finance.

Fintellect Intelligent Financial Services & IMF LLP celebrated '6th Annual World Financial Planning Day 2022' in Mirzapur District on 11th October 2022.


India's two prominent CFP Professionals shared their experience, as a Financial Planning Professional.


Financial Planning Standards Board Ltd. 707 17th Street, Suite 2925,
Denver, CO 80202 , US

About us

The CERTIFIED FINANCIAL PLANNERCM credential is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice. CERTIFIED FINANCIAL PLANNER professionals meet initial and ongoing education, experience and professional development requirements, pass a rigorous exam that assesses competency, and adhere to a code of ethics, pledging to provide financial planning in the interests of clients and with the highest ethical and professional standards. As of 1 April 2019, the CFPCM certification program in India is directly administered by U.S.-based Financial Planning Standards Board Ltd. (FPSB Ltd.), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States. FPSB Ltd. partners with its global network of Affiliate organizations to administer CFPCM certification programs in 27 countries and territories around the world, representing a global CFP professional community of 203,000+ at the end of 2021 (with 2,338 CFP professionals in India).

Follow us