Ref: FPSBI / KM&MD 06- 01/ 2012 June 29, 2012

Revised Fees of Registration, Certification and Examination due to Levy of Service Tax effective 1st July, 2012
In view of the Service Tax system based on negative list notified under the Finance Act, 2012, the services of enrollment of candidates under FPSB Indias CFPCM Certification Program, the Certification fee, Recertification fee (renewal), AFP certificate fee and the examination fees (charged by NSE) have been assessed under Service Tax with effect from 1st July, 2012. It is notified hereby that all credits, through on-line OCMS, Cheque or Demand Draft to be realized with effect from 1st July, 2012 will be inclusive of Service Tax component of 12.36%. The revised fees structure applicable on individual activities from 1st July, 2012 is as per the following table: Sl. No. I 1 Details of the Activity Registration/Enrollment under CFPCM Certification Program Regular Pathway Education Partner Self Study Reliance MF Special Offer* FPSB India (Direct) * Education Partner IIBF (AWMC) Reliance MF Special Offer* Charter Members All Pathways and Modes All Pathways and Modes Initial Certification Renewal of Certification Initial Certification Renewal of Certification Exam 1, Exam 2, Exam 3, Exam 4 # Advanced Financial Planning (Exam 5) Exam 1, Exam 2, Exam 3, Exam 4 and Exam 5 11,236.00 11,236.00 7,865.20 19,101.20 16,854.00 5,618.00 2,247.20 2,247.20 8,427.00 5,618.00 5,618.00 5,618.00^ 1,123.60 1,123.60 2.247.20 5,618.00 1,685.40 Mode Fees (Rs.)

Challenge Status Pathway

II

Renewal of Registration under CFPCM Certification Renewal under special offer effective up to 10th August, 2012 CFPCM Certification AFP Certificate CFPCM Examination (Paid directly to NSEIL) Revaluation (under Review & Appeals Policy)

III IV

V VI

* The Study Material charge of Rs. 3,000 inclusive under this head earlier is now separated. The Study Material would be supplied separately for a charge of Rs. 3,000.00 to be paid through a Demand Draft. ^ Rs. 1,250.00 as late fee would be applicable on the renewal fees of Rs. 5,618.00 for every three months delay in renewal on a graded scale.

CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP Flame Logo are certification marks owned outside the US by Financial Planning Standards Board Ltd.(FPSB) Financial Planning Standards Board India is the marks licensing authority for the CFP CM marks in India, through agreement with FPSB.

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It would be required that the Service Tax component be separately remitted on the realization of payment instrument with effect from 1 st July, 2012 even where the service under the activity is deemed to have been availed prior to the said date (e.g. Certification/ Recertification date, date of on-line registration through OCMS, etc.). Knowledge Management & Membership Development Financial Planning Standards Board India

# Exam 1: Risk Analysis & Insurance Planning Exam 2: Retirement Planning & Employee Benefits Exam 3: Investment Planning Exam 4: Tax Planning & Estate Planning Exam 5: Advanced Financial Planning

CFPCM, CERTIFIED FINANCIAL PLANNERCM and CFP Flame Logo are certification marks owned outside the US by Financial Planning Standards Board Ltd.(FPSB) Financial Planning Standards Board India is the marks licensing authority for the CFP CM marks in India, through agreement with FPSB.

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