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FPSB® Investment Planning Specialist

FPSB® Investment Planning Specialist

The FPSB® Investment Planning Specialist course equips professionals with the knowledge and skills to design effective investment strategies aligned with clients’ risk profiles, financial capacity, and investment constraints. The course provides comprehensive coverage of investment planning concepts, including types of securities, investment theory and practice, portfolio construction and management, investment strategies and tactics, and securities laws and regulatory compliance.

The FPSB Investment Planning Specialist program is ideal for university-level students, investment professionals seeking advanced education , and financial services practitioners in areas such as insurance, taxation, and personal financial planning who want to enhance their investment and wealth management expertise.

Candidates who successfully complete the education program, pass the certification examination, and meet FPSB Ltd.’s ethics requirements are eligible for the FPSB Investment Planning Specialist certification in India. Completing this course and passing the exam is also a mandatory step toward earning the CFP® (Certified Financial Planner) certification in India .

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
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Investment Planning/Asset Management

  • Asset Classes and Securities
  • Pooled Investment Products
  • Principles of Investment Risk
  • Investment Performance Management
  • Asset Allocation
  • Wealth Management
  • Behavioral Finance
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Regulatory Environment, Law/Compliance

  • Client Best Interest
  • Economic Environment
  • Social and Political Environments
  • Compliance and Implications
  • Anti-Money Laundering
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Education Modes for FPSB® Certification

FPSB Ltd. offers three approved education modes to help candidates fulfill the education requirement and become eligible for the FPSB® certification exam.

1. Instructor-Led Education Mode The Instructor-Led Education Mode requires candidates to enroll with an FPSB Ltd. Authorized Education Provider. This structured learning format provides expert guidance, classroom interaction, and practical insights into financial planning and investment concepts.

The coursework is generally completed within 8 to 12 weeks, depending on the total course hours and the frequency of instructor-led sessions conducted each week.

2. Self-Paced Education Mode The Self-Paced Education Mode is designed for learners who prefer flexible study schedules. FPSB Ltd. provides access to a comprehensive online learning platform that includes textbook content, PowerPoint presentations, quizzes, and practice exams, all aligned with the official learning objectives.

To successfully complete this education mode, students must pass chapter-wise quizzes and clear post-module tests for all three modules, which confirms their readiness to sit for the certification examination.

3. Recognized Prior Learning (RPL) Mode The Recognized Prior Learning (RPL) Mode allows experienced professionals to seek an exemption from the instructor-led or self-paced education modes. Applicants must submit proof of holding approved qualifications or professional certifications to FPSB Ltd. for evaluation.

Once approved, candidates may bypass the education requirement and establish exam eligibility by successfully passing the prequalification exam available through the FPSB Ltd. online platform.

Exam Information

The 2-hour, 75 multiple-choice question, computer-based test is based on a specification developed from the FPSB® Investment Planning Specialist Competency profile (see the FPSB® Investment Planning Specialist Exam Blueprint for more information). From date of enrollment with FPSB Ltd., students have three years to complete the education course and pass the exam. The student must be verified to have completed the education requirement (through one of the three modes above) to be eligible to take the exam.

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.
  • Pay an annual certification fee (US$120)