Become a CFPS‌ Certificant

a.  I am a CFPA‌™; how to become a CFPS‌™?

You just need to upgrade and it is easy. You can upgrade to CFPS‌™ - Certified Financial Process Specialist – six months after attaining your CFPA‌™ Certification. A majority of CFPA‌™ certificants choose to upgrade to CFPS‌™ rather than recertify, because the CFPA‌™ credential is actually valid and relevant most in the first year of an agent’s career and the CFPS‌™ suits professionals more second year onwards of their career. Upgrading to CFPS‌™ is easy. There will be frequent reminder emails from BCI and from other BCI partners and you simply have to click the links mentioned in these communications, or log into your BCI account and register for your upgrade to CFPS‌™. Please click on the links below to know more.

When can you Upgrade to CFPS‌™ from CFPA‌™

The best time to apply for an upgrade to CFPS‌™ is exactly six months after attaining your CFPA‌™ credential. In fact, most CFPA‌™ certificants choose to upgrade to CFPS‌™ instead of recertifying for CFPA‌™ when their CFPA‌™ is two months away from expiry. However, do pay attention to various upgrade offers and schemes frequently emailed to you by BCI. You may actually save a lot on upgrade voucher costs.

If you have already recertified for CFPA‌™ once, then an upgrade to CFPS‌™ is the only option, because BCI does not allow a second recertification for CFPA‌™. In that case, if your upgrade application is NOT received by BCI till two weeks before the expiry of your CFPA‌™ certification, your upgrade request will be only processed as a fresh CFPS‌™ application and you will have to pay the applicable full CFPS‌™ fee.

How to Upgrade from CFPA‌™

Upgrading from CFPA‌™ is a simple 3-step process:

  1. Register for CFPS‌™ through the Upgrade Link
    You can enroll for your upgrade directly with BCI on one of the BCI portals or take the assistance of any of the authorized BCI training providers nearest to you. Once you register and pay the required fee, you will receive the CFPS‌™ upgrade Voucher and all other relevant information about your training and assessments etc., through email including the details of your upgrade application. You will qualify for the CFPS‌™ upgrade after completing the upgrade formalities as mentioned in Step 2 below. Indeed, do remember to enroll early if you want to enjoy the fee benefit!
    arrow_block1 Click here to apply for an Upgrade to CFPS‌™!
  2. Complete Upgrade Requirements
    Once you have applied for an upgrade to CFPS‌™, you are required to complete the following BCI-prescribed formalities after logging into your account:

    • Submission of your latest Curriculum Vitae in the format available on the CFPS‌™ application section of the BCI portal.
    • Get the Online Backoffice Services Experience Career Report documenting key aspects of your learnings and achievements since attaining the CFPA‌™ certification as instructed.
    • Take the CFPS‌™ Upgrade examination. This examination contains only TWO sections as against the four sections of the standard CFPS‌™ Certification examination, which non-CFPA‌™ applicants are required to take. You can schedule your examination by choosing online a particular date and time combination from the BCI Examination Schedule available in the examination section.
  3. Get the Certification Decision
    You are there now. If you qualify all prescribed BCI norms on Knowledge and Competence Prerequisites and all required submissions are complete, you become eligible for the award of the CFPS‌™ credential and you can expect your CFPS‌™ Credential Pack to reach you within 30-35 days from the date of award.



b.  I have no other BCI Certification; how can I become a CFPS‌™

Attaining the CFPS‌™ qualification as a new applicant is a simple five-step process:

  1. Become a Primary Member
    To become a primary user member simply apply for the desired certification on the BCI website and you will receive an application process email with link for registration portal.
  2. Register for CFPS‌™
    Complete the registration and payment process as instructed in the registration process email/communication sent to you in the step 1.
    arrow_block1 Click here to apply for CFPS‌™ now!
  3. Train & Prepare for the CFPS‌™ Certification Assessments
    Training is NOT a mandatory requirement for CFPS‌™. In certain countries, BCI offers the option of self-study, and in many others, you may be referred to train with a BCI Authorized Training Provider. You shall be duly informed about your options in the BCI email sent to you carrying your registration confirmation information.
  4. Take the CFPS‌™ Certification Assessments
    You can take the CFPS‌™ Certification Examination on the scheduled date and time – everything online! You can take the CFPS‌™ examination minimum after 15 days of registration and should complete your examination maximum within 1 year from the date of registration. In addition to the online examination, you may have to make some assignment or documentary submissions as well.
    arrow_block1 Click here to review the Assessment Process for CFPS‌™!
  5. Certification Decision
    If you qualify all prescribed BCI norms on Knowledge and Competence Prerequisites and have completed your submissions, you become eligible for being considered for the award of the CFPS‌™ credential. You can expect your CFPS‌™ Credential Pack to reach you within 30-45 days from the date of declaration of the award decision.
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