The 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.
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.
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.
