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Visit www.investorfirst.in/advisor and select from a list of test centres and exam dates available. The exam can be given through test centres of NSE and MCX |
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Fill in your details, register online and get confirmation |
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Download the study material |
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Get a list of companies that offer training for this certification (attending training is optional) |
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Appear for the test and get the result immediately after finishing the exam. (Submit a copy of PAN CARD at the centre) |
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If you pass the exam, the Certificate will be delivered at the adress provided while registering |
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Once Certified you can use "Certified Personal Financial Advisor" (CPFA) as a qualification alongside your other qualifications |
Gain holistic knowledge of financial planning
Earn more fee-based income from value-added service
Certification from a neutral and reputed body
Supported by Leading Companies and Institutions
Investor Education will create demand for certified advisors
Financial Advisor's
Workbook for
Holistic Planning
Copyright (c) 2011 National Institute of Securities Markets. All Rights Reserved.
You can registor for CPFA Examination on the website of our
Test Administrators:
If you have any queries or are facing any difficulties in registering with the Test Administrators website, please fill this form and we will get back to you: