FPSB Investment Planning Specialist study guide
FPSB Investment Planning Specialist · Work through your exam, one topic at a time.
The FPSB Investment Planning Specialist credential sits within the certification family offered by Financial Planning Standards Board India (FPSB India), an organisation that describes itself as dedicated to setting and maintaining professional standards in financial planning and to developing qualified professionals who promote ethical financial advice. The source material confirms that FPSB India offers globally recognised certification programmes intended to equip financial professionals with the knowledge and skills needed to serve clients effectively, and that its best-known designation is the CFP® Certification, which assures that professionals meet global competency standards. The source also states that FPSB India publishes codes of conduct and ethical guidelines aligned with international best practices, and that certified professionals must commit to ongoing learning and ethical standards. This page is an independent study resource for candidates preparing for the Investment Planning Specialist assessment. The FPSB Investment Planning Specialist study guide has 4 sections and about 1,583 words.
01Financial Planning Fundamentals
This domain tests the planning process that sits underneath every investment recommendation: how a planner establishes scope, collects client data, sets measurable goals, and converts them into funded, monitored actions. Expect questions on time value of money, personal financial statements, cash-flow management, and the investment policy statement (IPS) as the bridge from goals to portfolio.
402 words, about 2 min02Investment Planning and Asset Allocation
This domain tests portfolio construction: translating the IPS into a strategic asset allocation, quantifying risk and return, and measuring results against policy. Questions often combine Modern Portfolio Theory, correlation, the efficient frontier, CAPM, and rebalancing rules.
387 words, about 2 min03Risk Management and Insurance Planning
This domain tests how a planner identifies, measures, and treats personal and business risks. Insurance is one treatment-transfer-not the goal.
390 words, about 2 min04Ethics and Professional Standards
This domain tests the conduct expected of a financial planning professional: client-first duty, integrity, objectivity, fairness, professionalism, confidentiality, competence, and diligence. Questions are situational.
404 words, about 2 min