FPSB Investment Planning Specialist - Siddhii Professionalss

FPSB® Investment Planning Specialist

Candidates who successfully complete the education program, pass the certification examination, and meet FPSB Ltd.’s ethics requirements are eligible for the FPSB Investment Planning Specialist certification in India. Completing this course and passing the exam is also a mandatory step toward earning the CFP® (Certified Financial Planner) certification in India .

Personal Financial Management

Client Financial Situation
Time Value of Money
Cash Flow Demands and Conflicts
Budget and Emergency Fund
Debt and Financing Alternatives
Financial Management Strategies

Regulatory Environment, Law/Compliance

Investment Planning/Asset Management

Asset Classes and Securities
Pooled Investment Products
Principles of Investment Risk
Investment Performance Management
Asset Allocation
Wealth Management
Behavioral Finance

FPSB® Investment Planning Specialist Certification Opportunity

Complete the education course.
Pass the 2 hour exam.
Complete FPSB Ltd.’s ethics course, and agree to uphold and abide by the FPSB Ltd. Code of Ethics and Professional Responsibility, which sets forth requirements for ethical behavior and professional judgment.

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