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It outlines the format and testing method for the computer-based CFPCM examination, including exam duration, testing environment, and eligibility path from component exams (Exam 1–4) to the advanced final exam (Exam 5). The syllabus is organized into modules covering financial planning, risk analysis & insurance, retirement planning & benefits, investment planning, tax and estate planning, and advanced financial planning with learning objectives and detailed topic lists.",{"@graph":69,"@context":123},[70,84,106],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":20,"@type":76,"position":81},"https://docshare.wps.com/document/exam/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/cfp-certification-program-syllabus-topic-list-updated/390745/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/cfp-certification-program-syllabus-topic-list-updated/390745.png","ImageObject",300,407,{"name":92,"@type":93},"Mary Man","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-11-04","2026-09-25",true,{"@type":102,"interactionType":103,"userInteractionCount":105},"InteractionCounter",{"@type":104},"ViewAction",18,{"@type":107,"mainEntity":108},"FAQPage",[109,115,119],{"name":110,"@type":111,"acceptedAnswer":112},"What is the testing method and environment for the CFPCM examination?","Question",{"text":113,"@type":114},"The exam uses objective multiple choice questions delivered through computer-based testing (CBT) in a controlled and secured environment at designated test centres.","Answer",{"name":116,"@type":111,"acceptedAnswer":117},"How do Exams 1–4 relate to eligibility for Exam 5?",{"text":118,"@type":114},"A candidate can attempt Exams 1–4 in any order. Only after being successful in all component exams (Exam 1–4) is the candidate eligible to take an attempt at the final Exam 5.",{"name":120,"@type":111,"acceptedAnswer":121},"Which modules are included in the CFP CM certification program syllabus?",{"text":122,"@type":114},"The syllabus includes Module I (Introduction to Financial Planning), Module II (Risk Analysis & Insurance Planning), Module III (Retirement Planning & Employee Benefits), Module IV (Investment Planning), Module V (Tax Planning & Estate Planning), and Module VI for advanced financial planning (AFP) in Exam 5.","https://schema.org",{"og:url":83,"og:type":125,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":127,"canonical":83},"index,follow",{"doc_id":129,"site_id":62},390745,1790555195,{"code":4,"msg":5,"data":132},{"doc_id":129,"user_id":133,"nickname":92,"user_avatar":134,"doc_module":4,"category_id":19,"category_name":20,"doc_title":65,"doc_description":67,"doc_content":135,"file_id":136,"file_url":137,"file_type":138,"file_size":139,"view_count":105,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":11,"language":140,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":67,"update_tm":144,"read_time":145,"preview_page_count":44,"preview_urls":146},7421720224475,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","| Phone: +91 91 5271 9562\u003Cbr>Email: [IndiaCFPStudent@fpsbindia.org](IndiaCFPStudent@fpsbindia.org)\u003Cbr>Website: [india.fpsb.org](india.fpsb.org)\u003Cbr>Syllabus & Topic List CFP CM Certification Program\u003Cbr>Financial Planning’s Highest Global Standard\u003Cbr>\u003Cbr>|  | |\n| --- | --- | --- |\n| CFPCM, CERTIFIED FINANCIAL PLANNERCM and by Financial Planning Standards Board Ltd. (FPSB) . |  are certification marks owned outside the U. S. |  |\n\nAbout Financial Planning Standards Board Ltd. (FPSB Ltd. )  \nFPSB Ltd. manages, develops and operates certification, education and related programs for financial planning organizations to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB demonstrates its commitment to excellence with the marks of professional distinction – CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo Mark – which it owns outside the United States. The FPSB global network consists of organizations in the following 27 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, the Netherlands, New Zealand, People’s Republic of China, Peru, Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States. At the end of 2018, there were 181,360 CFP professionals worldwide. For more, visit [fpsb.org](fpsb.org).  \nEffective 1 April 2019, FPSB Ltd. has taken over administration of India’s CFP certification program. From that date forward, all matters and inquiries pertaining to India's CFP certification program should be directed to FPSB Ltd.  \nTable of Contents  \nFormat of CFPCM Examination................................ ................................ .. 4  \nStructure of CFPCM Examination               5  \nPattern of Exam 1 – 4                 6  \nModule I: Introduction to Financial Planning  \nCourse Description, Learning Objectives & Detailed Topic List ... 8  \nModule II: Risk Analysis & Insurance Planning (RAIP)  \nCourse Description, Learning Objectives & Detailed Topic List . . . 15  \nModule III: Retirement Planning & Employee Benefits (RPEB)  \nCourse Description, Learning Objectives & Detailed Topic List . . . 22  \nModule IV: Investment Planning (IP)  \nCourse Description, Learning Objectives & Detailed Topic List . . . 28  \nModule V: Tax Planning & Estate Planning (TPEP)  \nCourse Description, Learning Objectives & Detailed Topic List ... 35  \nPattern of Exam 5 (Advanced Financial Planning) ............ 43  \nModule VI (Exam 5): Advanced Financial Planning (AFP) Testing Competency, Learning Objectives & Detailed Topic List ........ 45  \nFormat of CFPCM Examination  \nTesting Method: The format of CFPCM examination conducted by FPSB [Ltd. is](Ltd. is)[ ](Ltd. is)[objective Multiple Choice Questions](objective Multiple Choice Questions) (MCQ) in a Computer-based Testing (CBT) . It has the virtues of online examination in that candidates can self-schedule date and timeslot, test centre of their choice as well as the order in which to appear in individual exams. It is a server based examination generating a unique set of question items ina specified arrangement and difficulty grade for each candidate in his/her one or more attempts. The examination takes place in controlled and secured environment of Exam Administrator at their specified test centres throughout India. The link for test centres is:  \n[http://nseindia.com/education/content/testing_center.htm](http://nseindia.com/education/content/testing_center.htm)  \nExam Duration:  \nExam 1 – 4: Two (2) hours each for Exam 1, Exam 2, Exam 3 and Exam 4  \nExam 5: Four (4) hours  \nStructure of CFPCM Examination  \nExam 1 – 4 tests the competency of a candidate in individual components of Financial Planning. They can be attempted in any order by the candidate. Only after a candidate is successful in all the component exams, Exam 1 – 4, he/she is eligible to take an attempt a","cbCaimwFOe4CmKkL","https://ap.wps.com/l/cbCaimwFOe4CmKkL","pdf",724957,"English","# Format of CFPCM Examination\n## Testing Method\n## Exam Duration\n# Structure of CFPCM Examination\n## Exams 1–4 and Eligibility for Exam 5\n# Module I: Introduction to Financial Planning\n# Module II: Risk Analysis & Insurance Planning (RAIP)\n# Module III: Retirement Planning & Employee Benefits (RPEB)\n# Module IV: Investment Planning (IP)\n# Module V: Tax Planning & Estate Planning (TPEP)\n# Pattern of Exam 5 (Advanced Financial Planning)\n# Module VI (Exam 5): Advanced Financial Planning (AFP)","[{\"question\":\"What is the testing method and environment for the CFPCM examination?\",\"answer\":\"The exam uses objective multiple choice questions delivered through computer-based testing (CBT) in a controlled and secured environment at designated test centres.\"},{\"question\":\"How do Exams 1–4 relate to eligibility for Exam 5?\",\"answer\":\"A candidate can attempt Exams 1–4 in any order. 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