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Candidates who wish to apply for this course, first need to CFP mark is rated as the "Gold
enroll themselves with FPSB India. Financial Planning standard" by "Wall street
Standards Board India is a Public–Private Enterprise and a journal"
Professional Standards Setting body for Financial Planners in
India. FPSB India proactively guides the development and Most prestigious recognized
promotion of standards for Financial Planning professionals and respected by the financial
to benefit and protect the public in the country. community across the globe.
The first four modules can be written in any order. The exam Regulatory bodies like SEBI,
duration for the 1st four modules is 2 hrs each, with multiple IRDA, PFRDA etc are gradually
choice questions & requires 60% to clear the exam with no educating and encouraging
negative marking. Only after clearing the first four the individuals to consult CFPs for
candidate can appear for the fifth module. The duration for their financial needs.
the 5th module is 4 hours & requires 50% to clear the module.
According to a recent report,
there will be a need for 50,000
Knowise All in One CFPs in India in the next few
years. Currently India has
Knowise All in One is a training module specially designed for around 900 + CFPs.
the candidates appearing CFP through regular pathway. The
training is divided in 5 modules & each module is handled by
an expert with hands on experience in that subject. The entire
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program would have 100+ hours of classroom session. Apart from this there will mock
tests & revision sessions prior to the exam. The candidates would also be provided with
FPSB recognized course material.
By registering to Challenge Status Program the candidate gets the exemption for the
first 4 modules & has to appear only for the 5th(Last) module (subject to Qualification
& Experience criteria).
Knowise Fast Track caters to the candidates appearing for Challenge Status Program of FPSB India.
The offering of this training program is as follows.