Approved Continuous Education (CE) Points

S.No. CE Category CE Description Supporting Documents CE Points Remarks

The 2008-09 Case Study

Answer Sheet along with
1 Annual Case Study Case Study 2008-09 15 will be released in February
Working Sheets
2009
Considered if the Articles
2 Authorship Financial Planning Journal Check in the FPJ Issue 5 submitted are selected for
publishing

Photocopy of Press Case Studies published in

3 Authorship DNA Case Study 5
Clipping DNA Money

Topics should be from the

Photocopy of Press
4 Authorship Other Print Media 5 CFP Curriculum & on a pro-
Clipping
bono basis

Photocopy of Press
5 Authorship Quotes in News items 1
Clipping

6 Authorship Book Authorship A Copy of Book 15

Print out of the

7 Authorship Electronic/Internate Media 5
article/link details

AMFI Certification from Association Photocopy of Passing

8 Certification 3
of Mutual Funds in India Certificate

IRDA Certification from Insurance

Photocopy of Passing
9 Certification Regulatory and Development 3
Certificate
Authority of India

NSE's Certification in Financial Photocopy of Passing

10 Certification 3
Markets (Any Certificate) Certificate

Photocopy of Passing
11 Certification Real Estate Development by NICMAR 3
Certificate

BSE Training Institute (Any Photocopy of Passing

12 Certification 3
Certification) Certificate

Photocopy of Passing
13 Certification NISM Certification 3
Certificate

Participation
Certificate/Attendence Request for Participation
14 FPSBI Events Annual Convention 5
sheet & Event Agenda/ Certificate from FPSB India
Event schedule
Participation
Certificate/Attendence
15 FPSBI Events Congress/Symposiums 5
sheet & Event Agenda/
Event schedule
Participation
Certificate/Attendence
16 FPSBI Events CFP Meeting 3
sheet & Event Agenda/
Event schedule
 Approved Continuous Education (CE) Points
S.No. CE Category CE Description Supporting Documents CE Points Remarks

Participation
Certificate/Attendence
17 FPSBI Events Roundtables 5
sheet & Event Agenda/
Event schedule
Participation
Study Tour to FPA Annual Certificate/Attendence
18 FPSBI Events 5
Convention sheet & Event Agenda/
Event schedule
Participation
Certificate/Attendence
19 FPSBI Events HR Summit 5
sheet & Event Agenda/
Event schedule
Participation
Certificate/Attendence
20 FPSBI Events FPA's Annual Convention (US) 10
sheet & Event Agenda/
Event schedule
Participation
Certificate/Attendence
21 FPSBI Events Launch meet of APFP 2
sheet & Event Agenda/
Event schedule
Participation
Certificate/Attendence
22 FPSBI Events Full Day Workshop / Seminar 5
sheet & Event Agenda/
Event schedule
Participation
Certificate/Attendence
23 FPSBI Events Seminar 5
sheet & Event Agenda/
Event schedule
Certificants has to take the
FPSB India - Financial Planning Quiz on www.fpsbindia.org.
24 Journal Quiz 4
Journal 12 issues in a year. Per quiz
4 Points
Chartered Financial Analyst® from Photocopy of Passing
25 Qualifications 15
CFA Institute, USA Certificate

Photocopy of Passing
26 Qualifications Chartered Accountant from ICAI 15
Certificate

Photocopy of Passing
27 Qualifications PhD in Finance or Equivalent 15
Certificate

Photocopy of Passing
28 Qualifications Certified Associateship from CAIIB 12
Certificate

Photocopy of Passing
29 Qualifications Certified Associateship from JAIIB 5
Certificate

Photocopy of Passing
30 Qualifications Company Secretary from ICSI 12
Certificate

Cost and Works Accountant from Photocopy of Passing

31 Qualifications 12
ICWAI Certificate

Master in Business Administration Photocopy of Passing

32 Qualifications 12
(Finance) or Equivalent - Full Time Certificate

Master in Business Administration Photocopy of Passing

33 Qualifications 12
(Any) or Equivalent - Full Time Certificate

Master in Business Administration or Photocopy of Passing

34 Qualifications 9
Equivalent - Part Time Certificate
Licentiate/Associate/ Fellowship of
Photocopy of Passing
35 Qualifications Life Insurance from Insurance 10
Certificate
Institute of India
 Approved Continuous Education (CE) Points
S.No. CE Category CE Description Supporting Documents CE Points Remarks

Actuary from Institute of Actuaries Photocopy of Passing

36 Qualifications 15
of India Certificate

Photocopy of Passing
37 Qualifications Certifications by LOMA 10
Certificate

Masters of Financial Analysis (CFA Photocopy of Passing

38 Qualifications 10
Charter) by ICFAI University Certificate

Photocopy of Passing
39 Qualifications Master of Law (LLM) 15
Certificate

Should be on a pro-bono
Letter from the
40 Teaching / Speaker Public Speaking 5 basis and topics should be
Organizing body
from CFP Curriculum

Letter from the

41 Teaching / Speaker Classroom Teaching 2 Per hour basis
Organizing body

Letter from the

42 Teaching / Speaker Workshops 2 Per hour basis
Organizing body

Letter from the

43 Teaching / Speaker Guest Lecture 2 Per hour basis
Organizing body

BSE Training Institute (Any

44 Training Program Participation Certificate 2
Programme)

Indian Institute of Capital Markets

45 Training Program Participation Certificate 3
(Any Executive Education Program)

Candidate may apply

1 Day Workshops/Seminars on
46 Training Program Participation Certificate 2 multiple times based on no.
Financial Planning and related areas
of workshop days

Participation FPSB India Committee Request for Participation

47 Others Attendence sheet 1
Meetings Certificate from FPSB India

Participation FPSB India BOD

48 Others Attendence sheet 3
Meetings

49 Others Million Dollar Round Table 2009 Participation Certificate 10

Answering Questions in Hindusthan Photocopy of Press 2 Points awarded for every

50 Others 2
Times Clipping 2 questions answered

51 Others Risk India 2009 Attendence sheet 5

Participation
Participation in Events related to
52 Others Certificate/Attendence 3
Financial Services Industry
sheet
Video CD with the
53 Others Participation in TV shows/ interviews 3
Clipping
Notes
1 Credits earned under category of FPSBI Events/ Speakership/ Qualifications/ Certifications/ Training Program/ Others &
2 Credit in excess of the required 15 credits may not be applied to subsequent reporting periods.
3 Credits earned for any one program may not be split between two reporting periods. Extensions of time to file CE reporting forms