ProMember Rules and Guidelines

We value you and your commitment to the personal finance profession. Take your time to review the membership eligibility and benefits before applying. We discourage cancellation / transfer / refund of membership fees.

1.  Individual Membership: Each membership is linked to an individual’s name with one registered mobile number and one email address. You are the sole and individual ProMember and would be eligible for the membership benefits. This helps us to keep the usage of benefits in check.

2.  Mode of Payment: We encourage payments through online transfers. It saves time, paperwork and operational hassles.  If you have a discount code make sure to use it before you proceed towards payments. There will be no refund or adjustments later.

3.  Copyright of Content:  Network FP owns the copyright of all Files & Resources in the NFP ToolBox & NFP Channel. You may download and use the files/tools for your practice only till your NFP ProMembership is active.

4. Queries & Concerns: For any queries you can reach us via email at contact@networkfp.com. Although we revert at the earliest, you may expect a revert within 2 working days.

5. Membership Rules: There are certain rules and regulations which members are expected to follow in forums like NFP Exchange, Physical & Online Events, weekly sessions and while using the tools and resources. Network FP reserves the right to cancel/suspend the membership of those not following the rules.

6.  Eligibility Criteria: Professionals interested becoming a NFP ProMember are required to meet the following eligibility criteria;

(i) Minimum Education – Graduation Education in Any Stream

(ii) Industry Education – Cleared anyone industry examination (NISM VA/VB/XA/XB / AMFI / SEBI / IRDA / PFRDA / RBI/ Any NSE or BSE Exam etc)

(iii) Professional Education – Completed ANY ONE of the qualification like QPFP / CFP / CWM / CFA / CA / MBA or PG in Industry Related Areas.

7.  Renewal Requirement:  Network FP ProMembership is valid for a year from the month of the payment made. To enjoy uninterrupted membership benefits, members are required to maintain certain continuous education points to complete the renewal formalities before the renewal date.

8. For CFPs and QPFPs: We report your Continuous Professional Development (CPD) and Annual Continuous Education (ACE) Points to Financial Planning Standards Board (FPSB) and Network FP’s QPFP Program department month on month. We assure you that the minimum points required to maintain your certification can be completed with the NFP ProMembership yearly Program and events.

9.  Terms & Conditions:  Network FP reserves rights to review the rules, terms and conditions on a regular basis. The latest terms shall be applicable to all active members and those in violation will be discontinued from their Membership.