@ First-ever collaboration between IIM Ahmedabad launches Executive Program in Financial Planning & Investment Advisory Services, with CFP® Certification by FPSB IndiaFirst-ever collaboration between IIM Ahmedabad and a professional association like FPSB India, underscoring the growing importance of financial education.

@ One-year advanced program designed for finance professionals to deepen expertise in investment advisory and financial planning.

@ Blended learning approach with interactive online sessions and immersive on-campus experiences.

@ Admissions open from March–August 2025, with the inaugural batch commencing in September 2025.

Ashvin Limbachiya, Ahmedabad,
March 17, 2025:

In a pioneering move to accelerate financial education in India, Indian Institute of Management, Ahmedabad (IIMA) has partnered with the FPSB India, the Indian subsidiary of Financial Planning Standards Board Ltd. (FPSB) and owner of CERTIFIED FINANCIAL PLANNER® certification, to launch the Executive Program in Financial Planning and Investment Advisory Services. This first-of-its-kind collaboration reflects the growing significance of structured financial planning education in India, aligning with the vision of Viksit Bharat.

Designed for mid-to-senior-level finance professionals, the one-year program aims to equip participants with advanced knowledge of investment management, retirement & tax planning, estate & portfolio risk management, insurance, and alternative investments, along with insights into regulatory frameworks and ethical standards. The curriculum places a strong emphasis on behavioural finance, leadership, negotiation, and communication skills, essential for today’s financial advisors.

Speaking on the announcement, Krishan Mishra, CEO, FPSB India, stated, “This collaboration with IIM Ahmedabad marks a defining moment in the evolution of financial planning education in India. With financial advisory services gaining increased recognition and regulatory significance, this program will empower professionals with the advanced expertise needed to navigate the complexities of today’s financial markets.”

Prof. Joshy Jacob, a faculty member at IIM Ahmedabad, added: “Financial planning is a crucial pillar of economic development. With this program, IIMA and FPSB India are bringing together academic excellence and industry expertise to create a transformational learning experience for finance professionals.”

The program follows a blended learning model, combining 84 weekend online sessions with 10 days of immersive on-campus learning at IIMA. Participants will engage in real-world case studies, industry interactions, and dynamic classroom discussions with renowned faculty and experts. Upon successful completion, they will gain ‘alumni’ status as per IIMA norms, further strengthening their professional credentials.

With admissions opening in March 2025, this initiative is expected to shape the future of financial advisory services in India, setting new standards of professionalism and expertise in the industry.
About FPSB India:

FPSB India is the leading financial planning body in India and is dedicated to establishing, upholding, and promoting professional standards in financial planning throughout India.
FPSB India offers the globally recognized CFP® certification, which represents excellence in financial planning through rigorous competency and ethical standards. It is home to over 2,731 CFP professionals in India and part of a global network of organizations representing more than 223,770 CFP professionals worldwide.
FPSB India is the Indian subsidiary of Financial Planning Standards Board Ltd. (FPSB Ltd.), the global standards-setting body for the financial planning profession and owner of the international CERTIFIED FINANCIAL PLANNER certification program.
FPSB Ltd. owns the CFP, CERTIFIED FINANCIAL PLANNER and the outside the United States. FPSB Ltd. licenses these marks to FPSB Institute India Pvt. Ltd to administer CFP certification in India. For more information, visit india.fpsb.org.
About IIMA:
The Indian Institute of Management Ahmedabad (IIMA) is a premier global management Institute that is at the forefront of promoting excellence in the field of management education. In more than six decades of its existence, the Institute has been acknowledged for its exemplary contributions to scholarship, practice, and policy through its distinctive teaching, high-quality research, nurturing future leaders, supporting industry, government, social enterprise, and creating a progressive impact on society.
IIMA was founded as an innovative initiative by the Government, industry, and international academia in 1961. Since then, it has been consolidating its global footprint and today it has a network with over 80 top international institutions and a presence in Dubai. Its eminent faculty members and more than 44,000 alumni, who are at the helm of influential positions in all walks of life also contribute to its global recognition. Over the years, IIMA’s academically superior, market-driven, and socially impactful programmes, have earned a high reputation and acclaim globally. It became the first Indian institution to receive international accreditation from EQUIS. The Institute is also placed first in the Government of India’s National Institutional Ranking Framework (NIRF), India Rankings 2024. The Institute has been ranked 43rd globally in the Financial Times (FT) Executive Education Rankings 2024. The renowned flagship two-year Post Graduate Programme in Management (PGP) is ranked 39th in the FT Masters in Management Ranking 2024 and the one-year Post Graduate Programme in Management for Executives (PGPX) has been ranked 31st in the FT Global MBA rankings 2025.
IIMA offers consultancy services and more than 200 curated executive education programmes in customised, blended, and open enrolment formats for a diverse audience comprising business leaders, policymakers, industry professionals, academicians, government officials, armed forces personnel, agri-business, and other niche sector specialists and entrepreneurs.
To know more about the Institute, please visit: https://www.iima.ac.in/.

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