FPSB India

FPSB India Representing the CFP certification program in India, FPSB INSTITUTE INDIA PRIVATE LIMITED

04/23/2025

Exciting Makeover Literally!! The NEW LOOK of the homepage is Live! 🚀

Designed with a fresh look, smoother navigation, and enhanced features to help you access everything from CFP® certification insights to career opportunities and financial planning resources with ease.

Explore how we’re empowering professionals and shaping the future of financial education in India.

Visit us now at https://india.fpsb.org/

04/09/2025

Har Sapne Ko Sach Karne Ka Plan Hai Zaroori | Financial Planning is for Everyone

Har sapne ko sach karne ka plan hai zaroori, isiliye Financial Planning hai zaroori! 🌟

No matter who you are—a student, a working professional, a homemaker, a retired professional, a parent planning for your child’s education, or a young couple planning for the future—financial planning is for everyone. Your dreams deserve a solid plan, and a CFP® professional can help turn them into reality.
In India, 3,215 CFP® professionals are guiding individuals towards a stronger financial future, contributing to a financially empowered nation, Viksit Bharat. Globally, over 230,648 CFP® professionals are helping people achieve their financial goals.

FPSB India is the licensing body for the CERTIFIED FINANCIAL PLANNER® certification in India, the gold standard in financial education and financial planning excellence. Get expert guidance and take control of your financial future today!
📢 Join the movement towards a financially stronger India. Seek advice from a CFP® professional and make your dreams a reality!

đź”— Learn more: www.fpsb.in

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FPSB India Summit 2.0 made its mark in Mumbai.A powerful convergence of finance, innovation, and education, the summit b...
04/09/2025

FPSB India Summit 2.0 made its mark in Mumbai.

A powerful convergence of finance, innovation, and education, the summit brought together global and Indian leaders to reimagine the future of financial planning in the New Bharat.

Hosted at K J Somaiya Institute of Management, the day began with an inspiring address by Dr. Raman Ramachandran, Director, K J Somaiya Institute of Management, followed by keynotes from FPSB Global CEO Dante De Gori, CFP® and FPSB India CEO Krishan Mishra.
Dr. Asha Kaul, Professor, IIM Ahmedabad, shared powerful insights on the role of leadership communication in today’s evolving financial landscape.

The summit featured three high-impact panel discussions:

Panel 1 – Navigating Market Volatility & Importance of Asset Allocation
* Apurva Sahijwani – MD & CEO, Avendus Wealth Management Pvt. Ltd.
* Ajit Menon – CEO, PGIM India Mutual Fund
* Prashant Jain – Founder & CIO, White Oak Capital Asset Management
* Kalpesh Dave – Deputy CEO, Bajaj Capital Ltd.

Panel 2 – Future-Proofing CFP® Professionals: Careers, Opportunities & Evolving Trends
* Amisha Sethi – Sr. Vice President, Policy & Communication, FPSB India
* Joydeep Roy – Partner & Global Leader, Health Insurance Practice, PwC
* Nita Mendez, CFP® – Founder & Chief Mentor, Financially Smart and MoneyPrastha
* Maj. Hemendra K Singh (Retd), CFP® – VP & National Head, Defence Affinity Business, HDFC Life

Panel 3 – The Evolving Landscape of Financial Planning Education
* Arun Thukral, CFP® – Professor of Practice, Finance, KJSIM
* Biswas Ketan Das – CEO, Indian Institute of Banking and Finance (IIBF)
* Dr. Srinivas Iyengar – Ex-Director & Professor, Jamnalal Bajaj Institute of Management Studies
* Dr. Narayani Ramachandran – Director & Professor of Finance, NMIMS Bangalore
* Prakhar Tripathi – Partner, Human Capital Consulting, Deloitte India

Held under the theme “Empowering the New Bharat: Financial Education as the Key to Entrepreneurship & Employability,” the summit offered:

* Practical strategies to integrate financial education
* Insights into AI, fintech, and financial literacy
* Networking opportunities and CPD points for CFP® professionals

Thank you to all speakers, panelists, and attendees who made the day insightful, inspiring, and future-focused.



Financial Planning Standards Board Ltd.

FPSB India wishes you a happy new financial planning year! As we begin the financial year 2025-2026, we hope this year h...
04/01/2025

FPSB India wishes you a happy new financial planning year! As we begin the financial year 2025-2026, we hope this year helps turn all your financial goals into reality. May it be a year filled with smart decisions, growth, and success in all your financial endeavours.

Attention Students!! We know Money Matters to you!! We are excited to invite you to a special Fireside Chat as a part of...
03/13/2025

Attention Students!! We know Money Matters to you!!

We are excited to invite you to a special Fireside Chat as a part of 13th Edition of the Global Money Week 2025 (March 17–23), the world’s largest money awareness campaign for youth to learn about money management skills through fun events and activities in over 100 countries worldwide.

Join us for an engaging discussion on "Money Matters: A Practical Guide to Budgeting, Saving, and Growing for Students" with Krishan Mishra, CEO, FPSB India as the key speaker and Amisha Sethi, Sr. Vice President, Policy & Communications, FPSB India. Together, they will explore the significance of financial planning education for students.

Webinar Details:
đź“… Date: 17th March 2025 (Monday)
⏰ Time: 5:00 – 6:00 PM IST
đź“ŤStreaming on YouTube ( Stay Tuned for more details) https://lnkd.in/gfNctYdW

Key Takeaways from the Session
This interactive session will provide practical strategies to help students:
âś… Budget wisely and manage expenses effectively
âś… Develop smart saving habits for financial security
âś… Build a strong foundation for long-term financial success

The countdown has begun!FPSB INDIA SUMMIT 2.0 is bringing together the brightest minds, industry leaders, and top academ...
03/11/2025

The countdown has begun!

FPSB INDIA SUMMIT 2.0 is bringing together the brightest minds, industry leaders, and top academicians to shape the future of financial planning.

👉 Exclusive access to insider insights
👉 Powerful networking with CFP® professionals
👉 Game-changing discussions on future-proofing financial careers

đź“… 07th April 2025 | 9 AM - 3 PM
đź“Ť K J Somaiya Institute of Management, Mumbai
Don’t just hear about the future—be part of it!

Register NOW! https://lnkd.in/gBAkwDZp

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Planning for unexpected events is a critical aspect of financial stability. Establishing an emergency fund ensures you’r...
01/02/2025

Planning for unexpected events is a critical aspect of financial stability. Establishing an emergency fund ensures you’re prepared for unforeseen circumstances without disrupting your long-term financial goals.

An effective emergency fund should be easily accessible and secure. It’s not about high returns but about having a financial buffer to cover essentials during challenging times.

By setting aside three to six months’ worth of expenses in liquid assets, you can face uncertainties with confidence.

Prioritize building a safety net this year to strengthen your financial foundation and safeguard your peace of mind.

Life is Full of Surprises – Are You Financially Prepared?We all know life doesn’t always go according to plan. Unexpecte...
01/02/2025

Life is Full of Surprises – Are You Financially Prepared?

We all know life doesn’t always go according to plan. Unexpected curveballs - a sudden medical expense, a car repair, or even an unexpected job transition can throw us off balance. That’s why setting aside funds for emergencies is so crucial. But let’s be honest, it’s not always as easy as it sounds.

Building an emergency fund is one of the smartest financial moves you can make, yet many of us face real challenges along the way.

So we want to hear from you!

What’s been the biggest challenge you’ve faced when trying to save for your emergency fund?

Drop your experiences in the comments below and let’s start a conversation.

You’re not alone in this journey, many people are navigating the same challenges, and by sharing our stories, we can inspire and support one another.

Remember, every little step toward building your emergency fund is a step toward financial peace of mind.

You’ve got this, and we’re here to help!

01/01/2025

Throughout 2024, FPSB India focused on advancing its vision by joining forces with influential organizations and experts to elevate the financial planning profession.

By establishing valuable alliances, engaging with leading academic and corporate entities, organizing influential events, and encouraging thoughtful discussions, we’ve made substantial progress in promoting financial awareness and education.

These efforts highlight our dedication to supporting professionals and paving the way for a more secure financial future.

We look forward to continuing this progress in 2025!

01/01/2025

New Year is a time of fresh opportunities - a chance to realign your financial goals and take actionable steps toward lasting success.

Mr. Krishan Mishra, CEO of FPSB India, reminds us that the foundation of financial stability lies in the basics: structured budgeting and creating financial safeguards.

These essential practices not only help you navigate uncertainties but also set the stage for sustainable growth and long-term resilience.

As you step into 2025, focus on the essentials:
- build clarity,
- set purposeful goals,
- and approach your financial journey with confidence.

Each step you take today is an investment in a more secure and prosperous tomorrow.

At FPSB India, we’re here to guide you every step of the way. Let’s make this year one of clarity, resilience, and success.

Wishing you a happy, prosperous, and financially secure New Year!

Managing your expenses in 2025 doesn’t have to be overwhelming. With the right strategy, you can achieve your financial ...
12/31/2024

Managing your expenses in 2025 doesn’t have to be overwhelming. With the right strategy, you can achieve your financial goals without feeling stressed.

Start by setting clear goals, tracking your spending, and building a strong emergency fund. Prioritize debt repayment, cut back on non-essentials, and automate savings to stay on top of your financial game.

Whether you’re aiming to save more, pay off debt, or invest for the future, the key is consistency and planning. Let a CFP® professional help you craft a plan that works for you.

Make 2025 your most financially successful year yet!

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