One needs a relevant experience of 3 years to further qualify for the fast track process which is as follows:
Relevant Experience:
At least three years of prior work experience at the time of submission of documents will be considered in case of employees of a:

1. Bank/NBFC (Any bank, non-banking Finance Company)
2. Mutual fund asset management
3. Insurance company
4. Securities company
5. Portfolio manager
6. Brokerage
7. Registered Investment Adviser (in the capacity of persons associated with investment advice’)
8. Treasury department of a company registered with the RoC
9. Academic institution or FPSB’s Authorized Education Provider

Such experience shall be in one of the following broad job activities:
1. Funds management
2. Investment advice
3.Accounting/fund accounting/auditing
4. Corporate finance
5. Customer relationship/investor service
6. Lecturing in Academic Institutions on Economics/Commerce/Finance or teaching/training on FPSB’s CFP certification curriculum based on the Financial Planning Education Framework

Please note, CA articleship workex (if started after passing both groups of CA intermediate) is counted towards work experience, but no other Internship/Part time/ Freelance workex is counted.

Documents: The experience shall be considered under due attestation from the HR of the institution, corporate, RIA, or the authorized person of the academic institution/FPSB’s Authorized Education Provider. If the experience of three years is with more than one company, the same will be supported by appointment letters/relieving letters to account for the total relevant experience.

For more details, you can visit our website: https://proschoolonline.com/cfp-course/what-is-cfp and call us at: +91 7710044425