Regular Mode

Category Valid Fields/Stream
XII Certified (HSC cleared) Valid from individuals hailing from any fields/stream

Challenge Status Mode

Experience criteria for candidates applying through Challenge Status Program (CSP) are illustrated as follows:

Category Nature of Corporate Experience Sector Years of Experience Requirement of having completed the Experience criterion for CSP
Corporate Financial Services One of the six Financial Planning Modules in the CFP syllabus 3 Years Prior Experience before applying for CSP
Other Financial Services 5 Years Prior Experience before applying for CSP
Non-Financial Services Other Financial Services 5 Years Prior Experience before applying for CSP
Self Employed - Financial Planning Services, or one or more Financial Planning Modules in the CFP syllabus 3 Years Prior Experience before applying for CSP
- Other Financial Services 5 Years Prior Experience before applying for CSP


Other Financial Services

  1. Accounting including Fund Accounting in collective investment schemes and Audit.
  2. Financial Consulting, or Intermediation in Financial/Investment Products.
  3. Stock broking and trading services.
  4. Journalism in Personal Finance.
  5. Corporate Finance.

 

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