Form - Education Provider of the Year 2024-25 - FPSB | FPSB

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Education Provider of the Year 2024-25

(Please remember to submit your details by September 15, 2025, after which the link shall close and you will not be able to submit your information).

Name of the AEP(Required)

Contact details of the key person (mobile/email)(Required)

AEP since (Year of signing the Agreement for the first time)(Required)

Teaching Mode (Offline / Online / Hybrid)(Required)

Offline presence (Name cities, if any, in which you have offline presence other than registered office)

No. of CFP professionals as faculty (provide the count breakup for full time and visiting faculty)(Required)

Certifications / Courses taught other than CFP Certification (CFA/FRM/ CIWM/NISM/CPA/ACCA etc)(Required)

Student profile (please mention whether the majority are college freshers / working professionals)(Required)

Write a brief note about your firm and its journey as an Authorised Education Provider (AEP) of FPSB India. (Please provide your response in a maximum of 300 words in the space/box provided)(Required)

Briefly describe your *pedagogy and provide inputs as to how you plan to create financial planning professionals of the future who will be updated with the latest requirements in terms of technology, regulations and other soft skills along with the technical knowledge of financial planning. *(Pedagogy is often described as the act of teaching – Wikipedia) (Please provide your response in a maximum of 1000 words in the space/box provided)(Required)

Statement of Purpose (SOP): How do you plan to contribute to FPSB India’s mission to increase the number of CFP professionals in India? (You may mention your future plans including your marketing strategy, target segment, any new initiatives or/and future plans vis-à-vis financial planning education). (Please provide your response in a maximum of 1500 words in the space/box provided)(Required)