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For registering as a Retirement Adviser with PFRDA, applicant should be minimum, a graduate in any discipline and should possess a valid certification on retirement planning or retirement advisory services issued by National Institute of Securities Market (NISM). NISM certification shall not be mandatory in the following cases:

  • an Investment Adviser registered with Securities and Exchange Board of India under its regulations.
  • any Certified Financial Planner (CFP) or Associate Financial Planner (AFP)- Retirement Planning Certification/s, awarded by Financial Planning Standards Board India (FPSB India).

 

For detailed information, refer to the below documents:

PFRDA (Retirement Advisers) Regulations, 2016

Circular on Advisory Fee

FAQs for:

  1.   Individuals and  
  2. Other than Individuals

For Online Retirement Adviser Registration, click here.

 

 

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