Members

Membership Eligibility

Following persons are eligible to become members of COFP

  • Professional with valid certification issued by Financial Planning Standards Board (FPSB Ltd)

  • Person who has cleared at least one module of CFP certification or the one who has not renewed CFP Certification with FPSB Ltd

  • Registered Investment Advisor (RIA) registered with SEBI

  • Those who have cleared professional qualifications eligible for RIA as approved by SEBI which includes but not limited to CFA, CWM, Investment Advisor Level 1 & 2.

  • Any other professional qualifications in Professional Finance recommended by the Executive Committee and with the approval of General Body of COFP.

Membership Categories

There are 3 categories of membership:

1. Professional Member: those having valid CFP certification issued by Financial Planning Standards Board.

2. Associate Member: Member who fulfill any of the following criteria is eligible to become Associate Member:

a. Those who have or

b. Has cleared final module of CFP but not qualified for CFP certification or

c. Those who have not renewed the certification with FPSB or

d. Registered Investment Advisor (RIA) or

e. A member having professional certification in personal finance, like CFA, CWM, NISM-Investment Advisor Level 1 & 2 and related certification, as approved by Executive Committee.

3. Affiliate Member: Members who are not eligible to become a Professional and Associate member.

Have more questions? Contacts Us!

Membership Fee & Voting Rights:

Every member shall pay a one-time non-refundable registration fee of Rs. 100/- at the time of joining the Council.

Annual Fee: Member shall pay an annual subscription fee as decided by the Executive Committee from time to time. The present Annual Subscription Fee is :

  • Professional Member: Rs. 3,500/- plus applicable Taxes

  • Associate Member: Rs. 2,500/- plus applicable Taxes

  • Affiliate Member: Rs. 2,500/- plus applicable Taxes

Only Professional and Associate members shall have voting rights.

Member Benefits

There are many benefits of COFP membership; here are few important ones to highlight

  • Opportunity to connect, network and discuss with other finest professionals in the industry

  • Free attendance to attend monthly knowledge sessions which give opportunity to earn 2 CE / CPD points for every such session

  • Free / exclusive access to premium content and publication of COFP

  • Free access to COFP's well curated library, packed with most sought after books in the field of Finance & Economics

  • Discounts for COFP's premium and paid events like conferences, workshops, trainings etc

  • Volunteering Opportunities to help self development while helping the community

  • Free Group Personal Accident Insurance Cover of Rs. 25 Lakhs

  • Mentor / Mentee Opportunities

What Our Existing Members Feel...

Being a COFP member has been the most advantageous for me both professionally and personally. With the added boon of accumulating of points for renewal of CFP certification, one can also update, enhance their financial knowledge plus practice and get to hear and interact with the industry icons.

  • Savita Shrimal

The learning of finest technical aspects through monthly sessions and the overall learning from annual events and daily learnings through whatsapp updates and infocentric messages and clarity and clarifications provided by seniors and experts on ambiguous aspects and doubts have accelerated my learning and I could positively impact many lives through these learnings.

  • Chilukuri Vijayakumar