ICFL launches CERTIFIED FINANCIAL PLANNERCM Certification Regular Pathway training through Virtual Classroom. For more details SMS 'EDU CFP' to 5676766          XLRI Jamshedpur and ICFL announce the launch of "MDP on Data Analysis and Financial Modeling using Excel"          New to Stock Markets! Learn "Fundamentals of Investing" at the convenience of your home/office. For more details call us at 08451057943.

    Certification Partners

    Financial Planning Standards Board India (FPSB India)


    Financial Planning Standards Board India is a Public - Private Enterprise and a Professional Standards Setting body that proactively guides the development and promotion of standards for Financial Planning professionals to benefit and protect the public in the country. FPSB India closely works with all the stakeholders' viz. the Government, the Regulators, the Industries/Associations, the Corporate, the Media and the General Public to achieve its objectives. It is a Professional Membership & Certification organization-part of leading Global Confederation established by prominent financial service corporations with an objective to professionalize the concept of Financial Planning in India.

    FPSB India is based on voluntary Self Regulatory Mechanism, which is reflected by virtue of its Code of Ethics & Rules of Professional Conduct, which is mandated for all its members. The creation of Financial Planning Standards Board India represents commitment to the emergence of Financial Planning as a respected profession in India and globally, and will strengthen our ability to educate the public about the Financial Planning process and about the professionalism of Financial Planners who have committed to competent and ethical behavior in India. Consistent with development in other countries FPSB India will attempt to ensure that Financial Planning Certificants in India meet Competency and Ethics standards which are based on a platform of Education, Examination, Experience and Ethics requirements (the 4Es). Financial Planning Standards Board India is marks licensing authority for the CFP marks in India, through an Affiliate Agreement with FPSB Ltd. The other peer countries are Australia, Austria, Brazil, Canada, China, Chinese Taipei, Colombia, France, Germany, Hong Kong, Indonesia, Ireland, Japan, Malaysia, New Zealand, Republic of Korea, Singapore, South Africa, Switzerland, Thailand, The Netherlands, United Kingdom and United States.

    As a professional voluntary Self-Regulatory Organization, FPSB India promotes and maintains voluntary standards of professionalism including Education, Examination, work Experience and Ethics requirements and will continue to co-operate the Government, Regulators and other agencies to appropriately, effectively and uniformly regulate personal Financial Planning practitioners. Our stewardship of financial and human resources will be characterized by fiduciary responsibility. Our members, volunteers and our staff will uphold the same attributes and principles. FPSB India expects of its own Certificants integrity, objectivity, competency, fairness, confidentiality, professionalism and diligence in the performance of our mission.

    There is a crying need to establish professional Financial Planning standards, inculcate financial literacy, and create suitable redressal mechanism for the investors in India, so that not only they can make responsible use of credit & money but can make informed financial decision that affect their family and future. Leading personal financial services establishments all over the world have been concerned about these issues as well: as this not only impacts the businesses of the corporations but also the credibility of the institutions - as it is largely a function of the professionalism demonstrated by its associates vis-a-vis their investors. Globally many leading personal financial services firms are coming together and attempting to professionalize the business of Financial Planning, and setting standards in the discipline. Currently in over 24 countries over 200 leading financial firms have joined hands towards this objective. In India - Financial Planning Standards Board India has been set up to achieve the same. FPSB India is currently promoted by 48 leading Financial Services Organizations from the industry.

    For more about FPSB India click here

    The American Academy of Financial Management (AAFM India)


    The American Academy of Financial ManagementTM is the international professional organization for Wealth Managers, Private Bankers, Portfolio Managers, Investment Advisors, Asset Managers, Project Manager and Trust and Estate Practitioners Worldwide.

    AAFM® has set up its Indian Chapter American Academy of Financial Management India Private Limited., (AAFM India) (AAFMI) as a Standard Setting Body in India with the objective to promote Financial Advisory & Wealth Management in the country. AAFM India is responsible for establishing Curriculum Design, Certification of membership and licensing standards in India. AAFM India offers various Financial Courses, International Financial Certifications, Designations and other Educational Programs offered by AAFM® including the prestigious and highest designation globally recognized in the Field of Wealth Management and Private Banking "Chartered Wealth Manager®" (CWM®).

    AAFM India promotes Financial Advisory and Wealth Management Advisory Standards in the country by actively engaging with all the stake holders including the Government, Regulators, Educational Institutes, Training Providers, Financial Services Companies, Banks, etc.

    AAFM India's mission is to serve its membership and stakeholders as a world leader in educating and reinforcing the Local and international knowledge of executives and potential leadership of financial based institutions.

    AAFM India in association with AAFM® offers its Global Expertise to build and promote the International Best Practices in the field of Finance and Financial Advisory. AAFM® has presence in over 151 Countries globally and sets Global Standards and Processes for Financial and Wealth Advisory.

    The AAFM main role is to award international certifications in finance, offer global finance courses like the Chartered Wealth Manager Certification (CWM®) and other designations, which are delivered as per global standards in partnership with associate organizations worldwide. AAFM India programs combine state-of-the-art knowledge and skills in wealth management, private banking, family office management, financial and equity analysis with practical experience and insights into the functioning of the financial sector. All AAFM India certifications and education events have an intense and pragmatic curriculum. Participants are exposed to the latest developments within the financial services sector.

    For more about FPSB India click here

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