Education Institutes
and Universities
Authorized Partner Network of Institutes and Universities to provide world-class financial education to students
FPSB India is committed to strengthening the financial planning education ecosystem by partnering with esteemed academic institutions across India. Through these collaborations, we aim to empower students and working professionals to earn their CFP® certification alongside their academic programs, offering a convenient and effective pathway to success. Together, we are helping to build a financially secure and empowered India.
Transforming Careers, Elevating Financial Expertise.
FPSB India, in collaboration with top institutes and universities across India, offers specially curated programs to build future-ready and qualified financial planning professionals. These programs provide participants with in-depth knowledge of financial planning principles, strategies, and tools, covering investment planning, tax planning, retirement planning, risk management, and estate planning. Graduates emerge equipped to deliver ethical, client-centred consulting and uphold global standards of excellence in financial planning.
FPSB India’s Strong Network of Institutes and Universities
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The Indian Institute of Management, Ahmedabad (IIM Ahmedabad or IIM-A), is a business school, located in Ahmedabad, Gujarat, India. It is one of the Indian Institutes of Management and was accorded the status of an Institute of National Importance by the Ministry of Human Resources, Government of India in 2017. It is widely regarded as the leading business school in India, and one of the most prestigious business schools in the world.
Established in 1961, the institute offers master’s degree programs in management and agri-business management, a fellowship program and a number of executive training programs.
The details of the programs are separately mentioned on our website as follows: https://india.fpsb.org/iima-course/
The National Institute of Securities Markets (NISM) is a public trust established in 2006 by the Securities and Exchange Board of India (SEBI), the regulator of the securities markets in India. The institute carries out a wide range of capacity building activities at various levels aimed at enhancing the quality standards in securities markets.
PFA PGPFP weekend program Brochure
The details of the programs are separately mentioned on our website as follows:
Flexi Hybrid : https://www.nism.ac.in/post-graduate-program-in-financial-planning-pgpfp/
Residential : https://www.nism.ac.in/post-graduate-program-in-financial-planning-pgpfp-residential/
The K J Somaiya Institute of Management (KJSIM) in Mumbai stands as a distinguished business school, proudly affiliated with the esteemed Somaiya Vidyavihar University. Its inception dates to 1981, and over the years, it has risen to the ranks of the top 10 private business schools in India. KJSIM believes in enabling transformation journeys of individuals to value-based & purpose-driven leaders for building a better world. Nestled in a beautifully landscaped campus in the heart of the commercial capital of India, KJSIM acts as a perfect crucible for transformation of students.
Tab Title 4
The M.Sc. Finance program of Sydenham Institute of Management Studies, Research and Entrepreneurship Education (SIMSREE) is designed to equip students with the expertise and strategic acumen required to navigate the complex world of finance. This rigorous program combines theoretical foundations with practical applications, preparing graduates to excel in the dynamic fields of financial planning and portfolio management.
A unique aspect of this program is its alignment with the globally recognized CERTIFIED FINANCIAL PLANNER® Certification awarded by FPSB India. This ensures that graduates are not only well-prepared for professional challenges but are also positioned to achieve a prestigious certification that is highly regarded in the financial services industry worldwide.
https://simsree.org/academics/masters-of-science-in-finance/
S. P. Jain Institute of Management and Research (SPJIMR), established in 1981 in Mumbai, is a leading postgraduate management institute, recognised by Financial Times Global Rankings as India’s #1 business school, by Business Today as one of the country’s top five business schools, and by the Positive Impact Rating (PIR), a Swiss Association, as a ‘pioneering’ school with the highest ‘Level 5’ rating for its societal impact and sustainability achievements. A constituent of Bharatiya Vidya Bhavan, India’s visionary educational trust established in 1938, SPJIMR offers a broad portfolio of management programmes to individual participants and organisations. Accredited by the Association to Advance Collegiate Schools of Business (AACSB), Association of MBAs (AMBA) (UK), and EFMD Quality Improvement System (EQUIS), SPJIMR is part of an elite group of institutions globally to achieve the prestigious ‘Triple Crown’ of accreditations, placing it among the top 1% of global business schools. It is a category-I management institute in India under AICTE.
Indian Institute of Technology Bhubaneswar came into existence in July 22, 2008, inheriting the brand name IIT. This fact itself charges the Institute not only to be worthy of its inheritance but also to be distinctive and distinguished on its own by scripting a path towards novelties. Presented below are the statements for Vision, Mission, Goals & Strategies (to achieve the Goals) and the Core Values of IIT Bhubaneswar.
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The All India Management Association (AIMA) is the Voice of India’s Leaders and Managers, and the apex body of the management profession in India. AIMA is a not-for-profit, non-lobbying organisation, and works closely with Industry, Government, Academia, and students to further the cause of the management profession in India. Established in 1957, AIMA has been serving the management community for close to 70 years, contributing immensely to the enhancement of management capability in the country.
The Indian Institute of Management Bangalore (IIMB) is a leading graduate school of management in Asia. Under the IIM Act of 2017, IIMB is an Institute of National Importance. IIMB has 104 full-time faculty members, about 1,200 students across various degree-granting programmes and nearly 5,000 annual Executive Education participants.
The Institute was established in the year 1984. Since then IIML has touched million lives directly or indirectly through its faculty, alumni and support staff. IIML moulds its students into value driven leaders, managers and global players. The institute undertakes a diverse range of academic activities aimed at creation, dissemination and application of management knowledge and practice.
Tab Title 4
The Indian Institute of Foreign Trade (IIFT) was established in 1963 as an autonomous body under the Ministry of Commerce & Industry to contribute in the skill building for the external trade sector of India. It has come a long way to successfully develop into a unique institution involved in imparting knowledge through research and training in international business and trade. The Institute was granted “Deemed to be University” status in 2002.
Army Institute Of Management & Technology (AIMT) is a premium MBA Institute in Greater Noida (NCR) near Delhi. Established by the Army Welfare Education Society (AWES) in 2004 in the hi-tech city of Greater Noida, established to conduct MBA,MBA(Analytics) and BBA program in a fully residential campus. The first batch of students joined the institute in Aug 2004.
GLS University has been established with the objective of providing an ideal and creative learning environment and continuing the tradition of excellence in education of the sponsoring body of the University, viz., Gujarat Law Society (GLS) established in the year 1927, is one of the largest and oldest educational institutions in the State of Gujarat. GLS was promoted by luminaries SardarVallabhbhai Patel, Shri Ganesh Mavlankar, the first Speaker of the country and Shri I.M. Nanavati with the vision of Excellence in Education.
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Established in 1969 as Christ College, it undertook path-breaking initiatives in Indian higher education with the introduction of innovative and modern curricula, insistence on academic discipline, imparting of Holistic Education and adoption of global higher education practices with the support of creative and dedicated staff. The University Grants Commission (UGC) of India conferred Autonomy to Christ College in 2004 and identified it as an Institution with Potential for Excellence in 2006. In 2008, under Section 3 of the UGC Act, 1956, the Ministry of Human Resource Development of the Government of India declared the institution a Deemed to be University, in the name and style of Christ University.
NMIMS started operations at Bengaluru (Koramangala) in 2008. Now it has a full-fledged main campus located on Bannerghatta Road. The B-School at NMIMS Bangalore is 2nd among the Best Private Business Schools in the city by Fortune India and India Today in November 2023 and 15th among the top 100 Private B Schools by Business Today in July 2023.
In its endeavour to establish a truly international level Centre of Excellence in Management, the Apeejay Education established the Apeejay School of Management (ASM) in 1993. ASM strives to develop competent and relevant manpower for the twenty first century needs of trade, business, and industry. The school supports various programmes for enhancing the potential of individual students, enriching human values, upholding the Indian value system, all acting in union as a vehicle for growth at the national and international level, thereby making it a “student driven“ institute of higher learning.
Tab Title 3
IMI Bhubaneswar, established in 2011, is a young institute which achieved the coveted position of 61th rank in the National Institutional Ranking Framework (NIRF) 2024 conducted by the Ministry of HRD, Govt. of India. IMI Bhubaneswar currently offers Post Graduate Diploma in Management (PGDM), and FPM (equivalent to PhD) programmes which are approved by AICTE.
https://imibh.edu.in/certification_programme
Brochure link
https://imibh.edu.in/images/Sustainable_Financial_Planning-FPSB.pdf
Indian Institute of Banking & Finance (IIBF), is a professional body of Banks, Financial Institutions, and their employees in India.With its membership of over 600 banks and financial institutions as institutional members and about 10,00,000 of their employees as individual members, IIBF is the largest Institute of its kind in the world.
FPSB India’s Strong Network of Institutes and Universities
The Indian Institute of Management, Ahmedabad (IIM Ahmedabad or IIM-A), is a business school, located in Ahmedabad, Gujarat, India. It is one of the Indian Institutes of Management and was accorded the status of an Institute of National Importance by the Ministry of Human Resources, Government of India in 2017. It is widely regarded as the leading business school in India, and one of the most prestigious business schools in the world.
Established in 1961, the institute offers master’s degree programs in management and agri-business management, a fellowship program and a number of executive training programs.
The details of the programs are separately mentioned on our website as follows: https://india.fpsb.org/iima-course/
The National Institute of Securities Markets (NISM) is a public trust established in 2006 by the Securities and Exchange Board of India (SEBI), the regulator of the securities markets in India. The institute carries out a wide range of capacity building activities at various levels aimed at enhancing the quality standards in securities markets.
PFA PGPFP weekend program Brochure
The details of the programs are separately mentioned on our website as follows:
Flexi Hybrid : https://www.nism.ac.in/post-graduate-program-in-financial-planning-pgpfp/
Residential : https://www.nism.ac.in/post-graduate-program-in-financial-planning-pgpfp-residential/
The K J Somaiya Institute of Management (KJSIM) in Mumbai stands as a distinguished business school, proudly affiliated with the esteemed Somaiya Vidyavihar University. Its inception dates to 1981, and over the years, it has risen to the ranks of the top 10 private business schools in India. KJSIM believes in enabling transformation journeys of individuals to value-based & purpose-driven leaders for building a better world. Nestled in a beautifully landscaped campus in the heart of the commercial capital of India, KJSIM acts as a perfect crucible for transformation of students.
The M.Sc. Finance program of Sydenham Institute of Management Studies, Research and Entrepreneurship Education (SIMSREE) is designed to equip students with the expertise and strategic acumen required to navigate the complex world of finance. This rigorous program combines theoretical foundations with practical applications, preparing graduates to excel in the dynamic fields of financial planning and portfolio management.
A unique aspect of this program is its alignment with the globally recognized CERTIFIED FINANCIAL PLANNER® Certification awarded by FPSB India. This ensures that graduates are not only well-prepared for professional challenges but are also positioned to achieve a prestigious certification that is highly regarded in the financial services industry worldwide.
https://simsree.org/academics/masters-of-science-in-finance/
S. P. Jain Institute of Management and Research (SPJIMR), established in 1981 in Mumbai, is a leading postgraduate management institute, recognised by Financial Times Global Rankings as India’s #1 business school, by Business Today as one of the country’s top five business schools, and by the Positive Impact Rating (PIR), a Swiss Association, as a ‘pioneering’ school with the highest ‘Level 5’ rating for its societal impact and sustainability achievements. A constituent of Bharatiya Vidya Bhavan, India’s visionary educational trust established in 1938, SPJIMR offers a broad portfolio of management programmes to individual participants and organisations. Accredited by the Association to Advance Collegiate Schools of Business (AACSB), Association of MBAs (AMBA) (UK), and EFMD Quality Improvement System (EQUIS), SPJIMR is part of an elite group of institutions globally to achieve the prestigious ‘Triple Crown’ of accreditations, placing it among the top 1% of global business schools. It is a category-I management institute in India under AICTE.
Indian Institute of Technology Bhubaneswar came into existence in July 22, 2008, inheriting the brand name IIT. This fact itself charges the Institute not only to be worthy of its inheritance but also to be distinctive and distinguished on its own by scripting a path towards novelties. Presented below are the statements for Vision, Mission, Goals & Strategies (to achieve the Goals) and the Core Values of IIT Bhubaneswar.
The All India Management Association (AIMA) is the Voice of India’s Leaders and Managers, and the apex body of the management profession in India. AIMA is a not-for-profit, non-lobbying organisation, and works closely with Industry, Government, Academia, and students to further the cause of the management profession in India. Established in 1957, AIMA has been serving the management community for close to 70 years, contributing immensely to the enhancement of management capability in the country.
The Indian Institute of Management Bangalore (IIMB) is a leading graduate school of management in Asia. Under the IIM Act of 2017, IIMB is an Institute of National Importance. IIMB has 104 full-time faculty members, about 1,200 students across various degree-granting programmes and nearly 5,000 annual Executive Education participants.
The Institute was established in the year 1984. Since then IIML has touched million lives directly or indirectly through its faculty, alumni and support staff. IIML moulds its students into value driven leaders, managers and global players. The institute undertakes a diverse range of academic activities aimed at creation, dissemination and application of management knowledge and practice.
The Indian Institute of Foreign Trade (IIFT) was established in 1963 as an autonomous body under the Ministry of Commerce & Industry to contribute in the skill building for the external trade sector of India. It has come a long way to successfully develop into a unique institution involved in imparting knowledge through research and training in international business and trade. The Institute was granted “Deemed to be University” status in 2002.
Army Institute Of Management & Technology (AIMT) is a premium MBA Institute in Greater Noida (NCR) near Delhi. Established by the Army Welfare Education Society (AWES) in 2004 in the hi-tech city of Greater Noida, established to conduct MBA,MBA(Analytics) and BBA program in a fully residential campus. The first batch of students joined the institute in Aug 2004.
GLS University has been established with the objective of providing an ideal and creative learning environment and continuing the tradition of excellence in education of the sponsoring body of the University, viz., Gujarat Law Society (GLS) established in the year 1927, is one of the largest and oldest educational institutions in the State of Gujarat. GLS was promoted by luminaries SardarVallabhbhai Patel, Shri Ganesh Mavlankar, the first Speaker of the country and Shri I.M. Nanavati with the vision of Excellence in Education.
Established in 1969 as Christ College, it undertook path-breaking initiatives in Indian higher education with the introduction of innovative and modern curricula, insistence on academic discipline, imparting of Holistic Education and adoption of global higher education practices with the support of creative and dedicated staff. The University Grants Commission (UGC) of India conferred Autonomy to Christ College in 2004 and identified it as an Institution with Potential for Excellence in 2006. In 2008, under Section 3 of the UGC Act, 1956, the Ministry of Human Resource Development of the Government of India declared the institution a Deemed to be University, in the name and style of Christ University.
NMIMS started operations at Bengaluru (Koramangala) in 2008. Now it has a full-fledged main campus located on Bannerghatta Road. The B-School at NMIMS Bangalore is 2nd among the Best Private Business Schools in the city by Fortune India and India Today in November 2023 and 15th among the top 100 Private B Schools by Business Today in July 2023.
In its endeavour to establish a truly international level Centre of Excellence in Management, the Apeejay Education established the Apeejay School of Management (ASM) in 1993. ASM strives to develop competent and relevant manpower for the twenty first century needs of trade, business, and industry. The school supports various programmes for enhancing the potential of individual students, enriching human values, upholding the Indian value system, all acting in union as a vehicle for growth at the national and international level, thereby making it a “student driven“ institute of higher learning.
IMI Bhubaneswar, established in 2011, is a young institute which achieved the coveted position of 61th rank in the National Institutional Ranking Framework (NIRF) 2024 conducted by the Ministry of HRD, Govt. of India. IMI Bhubaneswar currently offers Post Graduate Diploma in Management (PGDM), and FPM (equivalent to PhD) programmes which are approved by AICTE.
https://imibh.edu.in/certification_programme
Brochure link
https://imibh.edu.in/images/Sustainable_Financial_Planning-FPSB.pdf
Indian Institute of Banking & Finance (IIBF), is a professional body of Banks, Financial Institutions, and their employees in India.With its membership of over 600 banks and financial institutions as institutional members and about 10,00,000 of their employees as individual members, IIBF is the largest Institute of its kind in the world.
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