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 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.
Certificate Programme on Personal Finance and Wealth Advisory – PFWA
Established on 14 November 1961, IIM Calcutta is India’s first Indian Institute of Management and one of Asia’s premier business schools. Renowned for its academic excellence, rigorous pedagogy, and strong focus on finance, leadership, and research, the institute has consistently produced distinguished business leaders, entrepreneurs, and policymakers across the globe. Its strong industry connect, global collaborations, and triple accreditation make it a benchmark for management education in India and beyond.
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Established in 2009, IIM Ranchi is one of India’s leading management institutions, recognized for its innovative academic programs and emphasis on leadership development. The institute promotes interdisciplinary learning, research excellence, and industry engagement to prepare future-ready professionals. With a growing reputation in management, analytics, and executive education, IIM Ranchi continues to contribute significantly to the evolving business landscape.
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 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/
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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/
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 2021 under the Maharashtra Act No. XV of 2021, ATLAS SkillTech University is India’s first new-age SkillTech University focused on the convergence of design, technology, entrepreneurship, and management. The university offers a multidisciplinary and industry-integrated learning environment that combines academic excellence with experiential learning. Its future-focused curriculum and global partnerships help students develop the skills required to thrive in a rapidly changing economy.
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Established in 2010, Symbiosis School of Banking and Finance (SSBF) is a constituent of Symbiosis International (Deemed University) specializing in banking, financial services, insurance, and financial analytics education. The institution combines academic rigor with practical industry exposure to develop professionals equipped for the evolving financial services sector. Through specialized programs and strong industry engagement, SSBF prepares students for impactful careers across the BFSI ecosystem
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.
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.
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Established in 1981, the Indian Institute of Investment (III) is dedicated to advancing professional education in investments, financial markets, wealth management, and advisory services. The institute has played a significant role in enhancing professional competence within the investment community through specialized training and industry-oriented programs. Its commitment to continuous learning and professional excellence has helped build a strong network of skilled finance professionals.
Established in 2004, SP Jain Global is an internationally renowned business school known for its unique multi-city learning model and global outlook. With campuses and learning centres across major international business hubs, the institution provides students with extensive global exposure and cross-cultural learning opportunities. Its emphasis on innovation, entrepreneurship, and industry relevance has positioned it among the leading global business schools.
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.
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Established in 2010, Symbiosis School of Banking and Finance (SSBF) is a constituent of Symbiosis International (Deemed University) specializing in banking, financial services, insurance, and financial analytics education. The institution combines academic rigor with practical industry exposure to develop professionals equipped for the evolving financial services sector. Through specialized programs and strong industry engagement, SSBF prepares students for impactful careers across the BFSI ecosystem.
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.
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
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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.
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 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.
Certificate Programme on Personal Finance and Wealth Advisory – PFWA
Established on 14 November 1961, IIM Calcutta is India’s first Indian Institute of Management and one of Asia’s premier business schools. Renowned for its academic excellence, rigorous pedagogy, and strong focus on finance, leadership, and research, the institute has consistently produced distinguished business leaders, entrepreneurs, and policymakers across the globe. Its strong industry connect, global collaborations, and triple accreditation make it a benchmark for management education in India and beyond.
Established in 2009, IIM Ranchi is one of India’s leading management institutions, recognized for its innovative academic programs and emphasis on leadership development. The institute promotes interdisciplinary learning, research excellence, and industry engagement to prepare future-ready professionals. With a growing reputation in management, analytics, and executive education, IIM Ranchi continues to contribute significantly to the evolving business landscape.
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 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 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/
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 2021 under the Maharashtra Act No. XV of 2021, ATLAS SkillTech University is India’s first new-age SkillTech University focused on the convergence of design, technology, entrepreneurship, and management. The university offers a multidisciplinary and industry-integrated learning environment that combines academic excellence with experiential learning. Its future-focused curriculum and global partnerships help students develop the skills required to thrive in a rapidly changing economy.
Established in 2010, Symbiosis School of Banking and Finance (SSBF) is a constituent of Symbiosis International (Deemed University) specializing in banking, financial services, insurance, and financial analytics education. The institution combines academic rigor with practical industry exposure to develop professionals equipped for the evolving financial services sector. Through specialized programs and strong industry engagement, SSBF prepares students for impactful careers across the BFSI ecosystem.
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.
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.
Established in 1981, the Indian Institute of Investment (III) is dedicated to advancing professional education in investments, financial markets, wealth management, and advisory services. The institute has played a significant role in enhancing professional competence within the investment community through specialized training and industry-oriented programs. Its commitment to continuous learning and professional excellence has helped build a strong network of skilled finance professionals.
Established in 2004, SP Jain Global is an internationally renowned business school known for its unique multi-city learning model and global outlook. With campuses and learning centres across major international business hubs, the institution provides students with extensive global exposure and cross-cultural learning opportunities. Its emphasis on innovation, entrepreneurship, and industry relevance has positioned it among the leading global business schools.
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.
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.
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.
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
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.
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