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| Exam 1 |
Risk Analysis & Insurance Planning + Introduction to Financial Planning |
71 NSE Centres |
Daily (Mon-Sat) |
2 Hrs |
English |
1500 |
NSE Website |
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| Exam 2 |
Retirement Planning & Employees Benefits + Introduction to Financial Planning |
71 NSE Centres |
Daily (Mon-Sat) |
2 Hrs |
English |
1500 |
NSE Website |
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| Exam 3 |
Investment Planning + Introduction to Financial Planning |
71 NSE Centres |
Daily (Mon-Sat) |
2 Hrs |
English |
1500 |
NSE Website |
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| Exam 4 |
Tax Planning & Estate Planning + Introduction to Financial Planning |
71 NSE Centres |
Daily (Mon-Sat) |
2 Hrs |
English |
1500 |
NSE Website |
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| Exam 5 |
Advanced Financial Planning |
6 NSE Centres |
Monthly (3rd or 4th Sat) |
4 Hrs |
English & Hindi |
5000 |
FPSB India Website |
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The Questions are based on respective Modules of the CFP Certification Curriculum |
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The candidates will answer a multiple choice objective type examination,administered on-line by NSE. |
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All questions are designed to have a question body with 4 alternative options. |
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There is no negative marking. |
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The following is the Question Paper Pattern |
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| 1 Mark |
40 |
40 Marks |
| 2 Mark |
20 |
40 Marks |
| 4 Mark |
15 |
60 Marks |
| Total |
75 |
140 Marks |
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FPSB India shall send four probable case studies, 7 days in advance, to each student on their email id registered with FPSB India. |
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The Question paper shall consist of a Test Booklet having any two similar Case studies depicting real life scenarios of individual Financial Planning Situations. |
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Each question will carry pre-specified marks for each correct answer. |
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Students will be evaluated based on the following learning objectives: |
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Determining the client’s financial status by analyzing and evaluating the client's information. |
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Ability to comprehend and analyze client specific situations and select the best solution among the given options. This entails a thorough and sound understanding of the well-defined comprehensive CFP Certification Curriculum, covering all the Modules (Module I to Module VI). |
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The following is the Question Paper Pattern |
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| 3,4,5 Marks |
25-30 Questions from 2 Case Studies |
100 Marks(50 Marks each) |
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A student who scores 60% or more will pass the examination and anyone who scores below 60% (exclusive) will fail the examination. |
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There is no negative marking in the Examination. |
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Successful students in the CFP examination are not given their scores or ranks as practiced in most International Professional Certification Examinations. However, given the aspiration needs of the students, grades will be provided to the successful students. The unsuccessful students shall get their marks in percentage terms along with the result. |
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The following Grading System will be used to provide grades. |
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| A |
Equal and above 80% |
| B |
Equal and above 70% and less than 80% |
| C |
Equal and above 60% and less than 70% |
| Fail |
Less than 60% |
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Students are permitted to use their own calculators – regular / scientific / financial. No exchange of accessories will be permitted during the examination. Students shall also have access to Excel/Calculator in the computers provided by NSE. Kindly note;
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Students are not allowed to carry Laptop, Palmtop, Log Tables, Annuity tables etc. |
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Students are not allowed to use Calculator in their Mobile Phones. |
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Mobile phones have to be necessarily kept in the “switched off” mode during the examination. |
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Results will be declared by the system itself once the student clicks the ‘Submit’ button after the Examination is completed or if the Examination duration is elapsed the system will treat the answer sheet as submitted and result will be displayed on the screen. Students shall get a printout of their result at the test center after the Examination. |
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Login to NSE’s Website by using your NSE-NCFM Username & Password |
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Availability: Check for seat availability |
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Payment: The payment needs to done directly to NSE on the online platform |
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Enrollment: Schedule your Examination Online i.e. name of the Exam, date, time, venue. |
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Students will be eligible to schedule any of the FPSB India’s 4 Examinations online |
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Online Admit Card – Only after the Enrolling for the Exam. Student are expected to take the print of the same and produce it along with a Photo ID at the Examination Centre |
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Repeat the Enrollment process to schedule one or more of the Exam 1-4. |
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Login into FPSB India Website using your Login ID and Password |
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Click on Exam 5 Enrollment and fill the form |
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The Exam Fees needs to be paid using Online Payment Gateway or by DD |
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If the payment mode is DD, then take a print out of the Filled Form and send it to FPSB India office. |
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FPSB India will schedule the exams with NSE i.e. Exam, date, time, venue. |
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Admit Card: Candidates will receive only emails alerts and SMS alerts from NSE confirming their exam. Student is expected to take the print of the same and produce it along with a Photo ID at the Examination Centre before taking the Exam. |
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The Exam 5 Calendar for the 2008-09 is as follows |
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| 1 |
April 20, 2008 |
March 20, 2008 |
| 2 |
June 21, 2008 |
April 21, 2008 |
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July 26, 2008 |
June 26, 2008 |
| 4 |
August 23, 2008 |
July 23, 2008 |
| 5 |
September 20, 2008 |
August 20, 2008 |
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October 18, 2008 |
September 18, 2008 |
| 7 |
November 8, 2008 |
October 8, 2008 |
| 8 |
November 29, 2008 |
October 29, 2008 |
| 9 |
December 20, 2008 |
November 20, 2008 |
| 10 |
January 24, 2009 |
December 24, 2008 |
| 11 |
February 21, 2009 |
January 21, 2009 |
| 12 |
March 21, 2009 |
February 21, 2009 |
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