What FPSB India does

FPSB India is the national licensing authority for the CFP® (CERTIFIED FINANCIAL PLANNER) marks in India, operating as the Indian affiliate of Financial Planning Standards Board International (FPSB Ltd.), which owns the CFP® trademarks outside the United States. The organization grants and administers the globally recognized CFP® certification, managing a base of 3,215 certified professionals in India as of 2025 (representing 9.9% year-on-year growth), and serves as the gateway for new candidates entering the credentialing pipeline through Regular and Fast Track pathways.

The core product surface includes the MyFPSBLearning online learning management system for certification education and exam preparation, a Continuing Professional Development (CPD) program for ongoing credential maintenance, a public CFP® Professionals Directory for credential verification and consumer lookup, and specialized courses such as Psychology in Practice. Supporting resources include eBooks, whitepapers, a Job Board, an annual awards program, and flagship industry events including the Global Financial Planning Conclave and World Financial Planning Day.

FPSB India operates a certification-led business model with revenue generated from CFP® registration and exam fees, recurring CPD course fees, licensing and royalty arrangements with authorized education providers delivering the curriculum, corporate partnership programs for workforce upskilling, and events. The customer base spans aspiring students entering financial planning, working professionals across wealth management, investment advisory, retirement, and estate planning, financial firms recruiting CFP® talent, and consumers seeking qualified planners. The organization is headquartered in Mumbai with 46 employees and pursues a sales-led go-to-market leveraging the global CFP® brand, which is recognized across 29 territories worldwide with 236,300+ certificants globally.

Name

FPSB India

Legal name

FPSB India

Website

https://fpsb.in

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

FPSB India is the Indian licensing authority for the CFP® (CERTIFIED FINANCIAL PLANNER) certification, operating as the India affiliate of FPSB International to certify and credential financial planning professionals across India.

Ownership category

akta.pro rank

Product category

Professional Certification and Financial Planning Standards

akta.pro primary industry

Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ)

akta.pro secondary industries

Finance, Accounting & Risk (CFA/CPA/FRM) Certifications (EDAAANAD), Continuing Education (CE/CPD) & Provider Accreditation Bodies (EDADACAF), Management Accounting & FP&A (EDABAJAC)

Keywords

• Financial planning certification
• Professional certification programs
• Continuing professional development
• Financial planning standards
• Wealth management credentials

Headquarters

HQ city

India

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. CFP® Certification Fees: Revenue generated from CFP® certification registration, examination fees, and certification renewal charges for individuals seeking the Certified Financial Planner credential.
2. Continuing Professional Development (CPD): Revenue from CPD courses and programs that certified CFP® professionals must complete for certification renewal.
3. Education Provider Partnerships: Authorization and partnership fees from education providers delivering CFP® certification curriculum and preparation programs.
4. Events and Conferences: Revenue from Global Financial Planning Conclave and other events hosted by FPSB India.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels8 records

Core offering

FPSB India is the marks licensing authority for the CFP® (Certified Financial Planner) credential in India and the national affiliate of Financial Planning Standards Board International. It administers the globally recognized CFP® certification program — including registration, examination, and certification renewal — and operates the MyFPSBLearning online learning platform and Continuing Professional Development (CPD) program to support candidates and certificants across India.

Product overview

FPSB India is the licensing authority for the CFP® marks in India, offering the CERTIFIED FINANCIAL PLANNER® certification as its core product—a globally recognized professional credential for financial planners. The company provides a platform-plus-services model comprising the MyFPSBLearning online learning management system for exam preparation, CPD (Continuing Professional Development) for ongoing professional education, and a CFP® Professionals Directory for client matching. Additional offerings include specialized courses (Psychology in Practice), educational resources (eBooks and whitepapers), a Job Board for career placement, annual awards programs, and flagship events like the Global Financial Planning Conclave and World Financial Planning Day.

Differentiator

Problem solved

Functional benefit

Products and services

• CFP® Certification The CERTIFIED FINANCIAL PLANNER® professional credential — the globally recognized mark of professionalism for financial planning. Sets the benchmark for expertise, ethics, and professionalism for individuals pursuing careers in financial planning. 3,215 CFP® professionals in India and 236,300+ globally.
• MyFPSBLearning Online learning management platform providing access to CFP® certification education materials, coursework, and exam preparation resources for candidates.
• Continuing Professional Development (CPD) Recurring professional education program that CFP® certificants must complete to maintain and renew their certification, covering updates and advanced topics in financial planning.
• Psychology in Practice Course Specialized course exploring the psychological aspects of financial planning practice, addressing behavioural finance and client-advisor dynamics for CFP candidates and certificants.
• CFP® Professionals Directory Searchable public directory of CFP® certified professionals in India, enabling individuals and businesses to verify credentials and find qualified financial planners.
• Job Board Job search platform connecting CFP® professionals and candidates with employment opportunities in the financial services industry.
• Global Financial Planning Conclave Annual conference bringing together financial planning professionals for networking, learning, and industry insights. A flagship industry event for the financial planning community in India.

Quantifiable outcome

• 236,300+ CFP® professionals worldwide helping millions achieve financial goals
• +3 more outcomes

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Five partnerships are on record, tiered core.

• Authorized Education ProviderscoreStrategic or Co-development PartnerPartnerships with leading education providers to deliver world-class financial planning education in support of CFP certification. These providers help deliver the curriculum and preparation programs for candidates seeking CFP® credentials.
• Corporate PartnerscoreGTM or Marketing PartnerCorporate partnerships for upskilling opportunities, career advancement, professional growth, and job enhancements. Companies partner with FPSB India to develop their workforce's financial planning capabilities.
• Institute/ University PartnerscoreStrategic or Co-development PartnerAssociation with top universities and institutions to integrate financial planning into academic curriculum and nurture future finance leaders. FPSB India works with academic institutions to build the next generation of financial planning professionals.
• Financial Planning FirmscoreChannel Partner/ Reseller/ DistributorPartnership with financial planning firms that employ or support CFP® professionals. These firms benefit from recruiting and developing CFP® certified professionals to better serve clients.
• Policy and Regulatory EcosystemcoreStrategic or Co-development PartnerFPSB India is closely engaged with policymakers and regulators to shape a robust financial planning landscape aligned with global standards and ethical practices in India.

Scale indicators4 records

Recent moves3 records

Expansion highlights6 records

Broad incumbents

• CFA Institute: Global non-profit that issues the CFA charter, the most prominent competing finance certification in India; comparable in scale, non-profit structure, exam-based credentialing, and continuing education model.
• GARP (Global Association of Risk Professionals): Non-profit that grants the FRM (Financial Risk Manager) certification, a competing risk/finance credential with similar membership, exam, and continuing professional development revenue mechanics.
• The Institute of Chartered Accountants of India (ICAI): Statutory body for Chartered Accountants in India with a much larger certificant base; competes for the same pool of finance professionals considering CFP® as an additional or alternative credential.
• Financial Planning Standards Board International (FPSB Ltd.): The global parent of FPSB India and the ultimate owner of the CFP® trademark internationally; FPSB India is essentially a country-level franchisee, making FPSB Ltd. the umbrella organization whose strategy and economics govern the network.

Direct peers

• NISM (National Institute of Securities Markets): Indian regulator-backed certification body for securities market professionals; the most direct domestic competitor issuing mandatory certifications for various financial services roles in India.
• CFP Board (US): The US-based organization that grants the CFP® certification in the United States; operates the same marks and standards framework as FPSB India, making it the closest direct comparable as a national CFP licensing/certification body.
• FPSB UK (Institute of Financial Planning): Another country-level FPSB affiliate that grants CFP® certification in the UK; operates the same business model and revenue streams as FPSB India, making it a directly comparable international franchise.

Emerging players

• NSE Academy: The education and certification arm of the National Stock Exchange of India; offers competing financial markets certifications and is a potential partner or competitor to FPSB India's education provider network.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/FPSBindia
• YouTubeyoutube.com/channel/UCD4voR4GslWPTOCZ0Dx3DHw
• Facebookfacebook.com/FPSB.india
• LinkedInlinkedin.com/company/fpsb-india
• Instagraminstagram.com/fpsb_india

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about FPSB India