IIM Ahmedabad Unveils Exclusive Executive Program in Financial Planning & Investment Advisory, Featuring CFP® Certification by FPSB India!

In a groundbreaking step for financial education in India, the Indian Institute of Management, Ahmedabad (IIMA) has teamed up with FPSB India. FPSB India is the local branch of the Financial Planning Standards Board, which oversees the internationally recognized CERTIFIED FINANCIAL PLANNER® certification. Together, they are launching the Executive Program in Financial Planning and Investment Advisory Services.

This program is the first of its kind in India, highlighting the pressing need for structured financial planning education in the country. It aligns with the broader national vision of building a developed India, or Viksit Bharat.

Targeted at mid to senior-level finance professionals, this one-year program focuses on important topics like investment management, retirement planning, tax strategies, estate management, and portfolio risk management. Participants will also gain insights into current regulatory frameworks and ethical practices in finance.

The curriculum emphasizes behavioral finance, leadership, negotiation, and communication skills, equipping financial advisors with tools necessary for navigating today’s complex financial landscape.

Krishan Mishra, CEO of FPSB India, called this partnership a significant moment for financial planning education in India. He noted the growing recognition of financial advisory services and the importance of equipping professionals with advanced knowledge for today’s markets. Prof. Joshy Jacob from IIMA echoed this sentiment, stating that financial planning is crucial for economic development.

The program will use a blend of online and in-person learning. Participants will have 84 weekend online classes paired with 10 days of immersive in-person learning at IIMA, involving real-world case studies and discussions with leading experts. Graduates of the program will earn alumni status from IIMA, enhancing their professional credentials.

Admissions for this program will open in March 2025, shaping the future of financial advisory services in India. It aims to set higher standards of professionalism and expertise in the industry.

The Impact of Financial Education

According to a recent study by the National Financial Educators Council, about 60% of adults in India feel financially unprepared for emergencies. This highlights the acute need for financial literacy programs. Experts believe that enhancing financial education can help bridge this gap, leading to better financial decisions among individuals and businesses.

About FPSB India
FPSB India champions professional standards in financial planning across the nation and oversees the globally recognized CFP® certification. It boasts over 2,700 certified professionals within India and connects to a global network of over 223,000 CFP experts worldwide.

About IIMA
Established in 1961 in collaboration with the government and industry, IIMA has built a remarkable reputation in management education. It recently earned first place in the Government of India’s National Institutional Ranking Framework (NIRF) and is recognized internationally, ranking 43rd in the Financial Times Executive Education Rankings for 2024.

Both IIMA and FPSB India are committed to enhancing the financial landscape in India, paving the way for a brighter, more informed future in financial advisory services.

For more information about FPSB India, visit FPSB India’s website.

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