Eligibility
A candidate must be HSC/12 th pass at the time of enrolment
Exam Process:

Exam Pattern
Investment Planning Specialist Certification
Retirement and Tax Planning Specialist Certification
Risk Management and Estate Planning Specialist Certification
|
2 hours, 75 multiple choice questions, computer-based test for each track exam |
Certified Financial Planner CM Certification
|
4 hours, computer-based test with case studies
|
Certifications:
- After clearing any Track exam and Ethics module , you can also apply for certificates by paying a sperate fee
o Investment Planning Specialist Certification
o Retirement and Tax Planning Specialist Certification
o Risk Management and Estate Planning Specialist Certification
- After completing the all CFPCM Track Exam and experience requirements
o Certified Financial Planner CM Certification