About CFPCM Program
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.
The CFPCM certification is granted to those individuals who have technical competence to create a comprehensive and detailed financial plan for an individual.
Our supports & services
- Easy to understand Study Notes as per FPSB Syllabus for each module developed by CFPs & CAs.
- Practice Books for each module developed by CFPs & CAs.
- Email support for doubt clearance.
- Regular updates on Financial Services sector.
Who should enroll?
Individuals seeking a career in and/or self employment opportunities in the Financial Advisory or Wealth Management sectors in the following capacities:
- Financial Advisors/Consultant
- AMFI Agents
- Wealth Managers
- Investment Advisors
- Insurance Advisors
- 12th pass-outs with relevant experience
- Portfolio Managers
- Graduate/Post graduates of any stream
Roots Institute of Financial Markets 