The FPSB India, the Indian subsidiary of the Financial Planning Standards Board Ltd and the PHD Chamber of Commerce and Industry (PHDCCI) have entered a Memorandum of Understanding (MoU) to foster financial education and promote financial planning awareness across India. The partnership aims to leverage the strengths of both organizations to enhance professional financial planning education among institutions, enterprises, and individuals.
Key initiatives under this collaboration include:
- Joint Financial Awareness Programs: Conducting online and offline events to spread awareness about financial education and financial planning.
- Promotion of CERTIFIED FINANCIAL PLANNER® Certification: Creating outreach programs to highlight the CFP® certification as a benchmark qualification in financial planning.
This collaboration signifies a shared commitment to empowering individuals with essential financial knowledge and strengthening India’s financial ecosystem. It aims to pave way for a financially secure generation that can confidently contribute to India’s economic growth. By uniting FPSB India’s global expertise in financial planning with PHDCCI’s far-reaching influence in the industry and policy ecosystem, the collaboration aims to embed financial capability at the grassroots level for greater impact.
This strategic alignment is crucial to building a future-ready, financially aware, and economically resilient young Bharat. In line with this collaboration, FPSB India and PHDCCI jointly hosted the conference “The Path to Viksit Bharat: Unlocking the Power of Financial Education” at PHD House, in New Delhi. Prof. (Dr.) Anil Sahasrabudhe, Chairman of NBA, NAAC, and NETF, delivered the keynote address and underscored the role of financial education in achieving equitable access and sustainable development.
Emphasizing the importance of this collaboration, Shalini S. Sharma, Assistant Secretary General, PHD CCI, said: ” Together, we aim to foster financial education, encourage ethical advisory practices, and empower individuals and businesses to make informed financial decisions. This collaboration aligns with our shared vision of building a financially secure and aware India, ultimately contributing to the nation’s inclusive economic growth”
Dante De Gori, CFP® & CEO, FPSB Ltd., on his visit to India, said,“. This partnership reflects our shared mission to empower individuals with the knowledge and skills to build secure financial futures. As India moves toward becoming a Viksit Bharat, equipping its citizens with sound financial education will be a cornerstone of inclusive and sustainable growth.”
