FPSB® Investment Planning Specialist
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
Investment Planning/Asset Management
- Asset Classes and Securities
- Pooled Investment Products
- Principles of Investment Risk
- Investment Performance Management
- Asset Allocation
- Wealth Management
- Behavioral Finance
Regulatory Environment, Law/Compliance
- Client Best Interest
- Economic Environment
- Social and Political Environments
- Compliance and Implications
- Anti-Money Laundering
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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FAQ's
Find quick answers to the most common questions about our courses and platform.
What is the FPSB Investment Planning Specialist certification?
The FPSB Investment Planning Specialist certification focuses on important areas of personal finance and investment planning. It helps learners understand client financial situations, investments, asset allocation, risk and wealth management.
What topics are covered in the programme?
The programme covers personal financial management, investment planning, asset management, wealth management, investment risk and the regulatory environment. It also introduces concepts such as behavioural finance and compliance.
Who can benefit from this certification?
This credential can help people who want to learn more about financial planning and how investments are managed. It can work for learners who want practical experience especially when working with clients and getting a clear view of the financial objectives of the clients.
How is the FPSB Investment Planning Specialist exam conducted?
Candidates who complete the education programme can appear for the certification examination. The exam is two hours long and forms part of the requirements for earning the certification.
Is this certification related to CFP certification?
Yes. Completing the education programme and passing the examination is a mandatory step towards earning the CFP certification in India. Candidates must also complete the required ethics course and meet FPSB’s professional requirements.
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