For Regular Pathway, a candidate must be HSC/12th pass at the time of enrollment. The candidate must have experience of 3 Years for Graduates & 5 Years for Non-Graduates either Pre or Post CFPCM Examination.
For Challenge Status, a candidate must be a CA / Intermediate level, CFA (US), ICWA, CAIIB, CS, LLB, PhD, M.Phil, PG, Licentiate/Associate/ Fellowship of Life Insurance, Actuary, FFSI & FLMI from LOMA, Civil Service Examinations by UPSC. Also, the candidates should have experience of 3 Years in Financial Services industry & 5 Years in Non-Financial Services Industry pre-CFPCM Examination to apply for challenge status examination.