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Prashant V Shah
Ahmedabad.
Ph: 92274 08080
Email: pvs.cfp@gmail.com
Study Texts with Pre-recorded sessions:
Investment Planning Specialist
Retirement and Tax Planning Specialist
Insurance and Estate Planning
CWM Level -2
CFP:
Online Batch: August 2021
Thursday: 7 pm to 9 pm Saturday: 7 pm to 9 pm
Sunday: 11 am to 1 pm
Fees: Rs.60,000
Weekday Batch: July 2021
Monday to Thursday: 4 pm to 6 pm
Fees: Rs.75,000
Duration: 8 months to 12 months
CWM:
Online Batch:
Saturday 5 pm to 7 pm
Sunday 9 am to 11 am
Fees: 50,000
Weekday Batch:
Monday to Thursday: 2 pm to 4 pm
Fees: 50,000
How to register with FPSB India?
Here is the latest registration process: source www.india.fpsb.org
priyanka said
Dear Prasanth Sir,
From when has it become Mandatory to submit the questionnaire as i didnt submit any yet…
Regards,
Priyanka
Prashant Shah said
Dear Priyanka,
Congratulations!!
You are not required to submit any questionnairs as it is applicable only to the new students.
You can start using CFP in your business card once you have 3 years of experience and membership fees would be applicable at that time only.
Regards,
Prashant v shah.
peenaz said
On which date cfp registration expires?
Prashant Shah said
Dear Peenaz,
You can login to your account to see the status if already registered. Otherwise it expires in one year from the date of activation.
Regards,
Prashant.
chitra said
but on which site should we login? couse i couldn’t find login lnk on fpsb site and nse site doesn’t show the date of registration…
Prashant Shah said
Dear Chitra,
Login option appears on top right of the FPSB’s web site. It is named as OCMS login.
Regards,
Prashant V Shah.
vikas said
if i pass all 4 modules along with final exam without having the 3 yrs experience then will they give me a provisional certificate stating that i hav passd all exams ??
Prashant Shah said
Dear Vikas
Regret to say that FPSB does not provide provisional certificate. However you may write in your resume that you have cleared all the modules of the course.
Feel free to ask further.
Regards,
Prashant V Shah.
Manoj Kumar said
Dear Prashant,
I have registered for CFP in January by self study mode. I attended RAIP exam but not cleared. Now I want to join EP.
Please suggest good EP in Delhi & Gurgaon.
Regards,
Manoj kumar
Prashant Shah said
Dear Manoj,
No idea about delhi but well known institute in delhi is international college.
Prashant.
SHUVENDU BISWAS said
is there any EP in kolkata?
Prashant Shah said
Its Mandar in Kolkata.
rachna said
dear prashant
Would like to get your suggestion as to what areas i must cover for RBEP module. I would be reappearing for the new version of exam next month. i am under self study mode and using books given by fpsb and this blog. please suggest alternative material for the same exam as this is the only one remaining out of four modules.
will appreciate a response from you
thanks tachna
Prashant Shah said
Dear Rachna,
Best idea is, pick up the curriculum(available on FPSB) and prepare the topics. Solve the sample papers (available on this site). Check the concepts and clear the doubts. That’s it.
Regards,
Prashant.
rumni said
Hello,
I am planning to appear for CFP exam shortly and plan to study by myself. Is it possible? Do I need to purchase any books ( like IMS proSchool books)? How much time is needed for preparation? Does FPSB provides books on registration?
Any help will be appreciated.
Thanks
Swati
Girish said
I am planning to Study for CFP certifications from where i can get study materials For it ?
SHUVENDU BISWAS said
I don’t get it.What is the “Three financial planing questionnaire”!
janki said
hi i had registered myself in 2014, i haven’t appeared for any test so how do i re register myself, could you please help me on that.
Prashant Shah said
Hi,
If your registration is still active, log into NCFM to book your seat and if it is expired, renew the same with FPSB.
Regards,
Prashant.
Kashish Nirav Mehta said
Can we start giving the course exams once we pass our 12th? Is it ok being an undergraduate?
fayaz said
hello sir,
can you please tell me the procedure for enrolling for CFP -module 1 exam through NSE website. I am confused to register for the exam. Please help me out sir.
Piyush Bansal said
Hi Prashant
I have registered myself in 2014 and I could not able to give any exam due to personal reasons. Now my registration has been expired, how to re-register and do I need to have some extra CE points to qualify as CFP holder, once I clear all the exams.
Prashant Shah said
Hi Piyush,
You can go to fpsbindia website. Login to OCMS, renewal options is available there.
Yes you need to earn CE points to remain the member.
Regards.
Mayur chaurasiya said
Hello prashant sir ,
I”m from jalgaon , maharashtra . sir I curently passed the 12th board exam & sir I had taken admission in FY Bcom in jalgaon .sir I want to be study CFP course with Bcom . There will be no prblm to do CFP course.
If yes ,so sir in which web site should i do registration & what is the last date of registration for freshers .And where did the clss of CFP in maharashta .
Thank u sir for your time ..
your faithful…
Mayur chaurasiya said
sir plzzz reply it …….. plz give me a right path of this entrance course……
Prashant Shah said
Hi, Mayur,
CFP is a great course and simply go ahead with it. I have so many FY students who are studying CFP with me.
Since it is an open end exam, there is nothing like last date of registration and you can register at any time.
I run my classes in Ahmedabad hence have no idea about the institutes in Maharashtra.
However for any further information feel free to contact.
Regards,
Prashant.
Mayur chaurasiya said
Hii,sir,
But sir need to now that upto which year the validity of registration is constant .Means if by chance i haven”t pass in exam then i should need to re registration after 1 year or after each exam. sir my sister is giving CA exam in CA case the registration have a velidity for 3year or i think so same thing upto 5 year . So it will be same condition for CFP course .
Prashant Shah said
Dear Mayur,
Validity of registration with FPSB is valid for a year. Upon expiry of the same you can renew the same by paying renewal fees. Such renewal will be valid for one year.
Regards.
Rachna Monga Koppikar said
Dear Prashant Sir
Wishing you a very Happy Teachers Day…
Thank you is probably an understatement for the efforts you put in to help all cfp aspirants who dont have to go for any coaching if they follow your blog.
Gratitude !!!!
As i say thank you, may i also suggest few things :-
1. Can there be any student or follower of the blog who can give working solutions to the problems that are shared by you or others. Its indeed time consuming for one person, but if those who passed using this blog, can help in the same, it would be great.
regards
rachna
Prashant Shah said
Thanks Rachna,
Nice to hear from you after a long time.
I too ask readers to post correct solutions for the questions which are there on the site. And at the same time I too assume responsibility to solve some of the questions.
Regards.
Shivaprasad said
Sir I registered CFP 2017 January from now I completed only 3 modules .
Can CFP board extended my duration or not.
Otherwise can I renewal my registration validity
Or not please answer me sir
Sai said
Dear Prashanth,
Can I know if register for CFP will I Get Materials from FPSB or should I get it from somewhere(I’m willing for Self Study).
Waiting for your Suggestion
Thanks & Regards,
Koushik
D.B.DIXIT said
Dear Sir,
What is present status of FPSBI’s affiliation with US FPSB ?
Regards,
D.B.Dixit
Anoop Mittal said
Dear Sir,
I have some Question before starting the CFP certificate program. Please help me out.
1. I read that article regarding FPSB is taking charge in india from 1 may 2020. what kind of things will be change after this is. If i register for program in april then exam fee will remain same or not and what happen with other things like exam patterns, curriculum etc.
2. Is self study sufficient and how much time is required for clearing all 5 module.
3. what if i have NISM level 1 and 2 certification in investment advisor and have 3 year experience in financial field by own work, is they consider me in challenge status or not.
Waiting for your valuable Guidance
Thanks & Regards,
Anoop Mittal
nehasaju24 said
Sir, I’m a mechanical graduate. Will I be able to clear the cfp exam through the self study mode only with the fbsp material? I have no other knowledge in the finance field.