Shaping Tomorrow: Building Practice Growth and Entrepreneurial Pathways for CFP® professionals
November 6th, 2025 | Novotel Convention Centre, Hyderabad
FPSB India is proud to unveil a landmark event tailored exclusively for the growing community of CFP® professionals across India. Mark your calendars for November 6th, 2025, as we bring together the brightest minds in financial planning for an immersive and future-focused experience at the Novotel Convention Centre, Hyderabad.
This is not just another event – it’s a transformative experience that blends workshops, real-world case studies, and dynamic role-play simulations. Designed to help both established and next-gen CFP® professionals sharpen their skills and master their craft, this meticulously curated day will challenge, inspire, and elevate your approach to financial planning.
This year’s event will also feature two special celebrations :
New CFP® Certificant Ceremony – Honoring the achievements of individuals who earned their CFP® Certification between 1st Oct 2024 – 30th Sep 2025.
FPSB India Awards 2025 – The much-awaited Awards are back! Winners will be felicitated and invited to receive their accolades directly from the Jury members during this event.
Event Highlights:
Self-Branding for
CFP® Professionals
Build a personal brand that resonates. Discover how to position yourself as a trusted expert in a competitive landscape.
Integrating Health & Financial Well-being
Explore holistic financial planning strategies that connect physical wellness with financial peace of mind.
Embracing Technology in Advisory Practices
From AI to automation-learn how to leverage modern tools to enhance efficiency and client experience.
Entrepreneurial Best Practices
Practical insights into launching, managing, and scaling your own advisory firm.
Business Fundamentals & Growth Mantras
Understand what drives sustainable practice growth and unlock the key mantras behind successful financial planning businesses.
Regulatory and Compliance Frameworks
Stay ahead of the curve with updates and actionable insights on evolving compliance standards.
Common Do’s and Don’ts in Practice
Learn from the best—and the mistakes. This interactive session draws from real experiences to help you avoid pitfalls and uphold professional excellence.
Seats are limited. Stay tuned for speaker announcements.
Let’s build the future of financial planning – together.
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