Form - Top Performing AEP of the year 2023-24 - FPSB | FPSB

Top Performing AEP of the year 2023-24

Please provide the data as requested in the relevant fields. The data will be captured by FPSB India and reviewed for authentication and screening purposes.

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.(Required)

(Please provide your response in a maximum of 300 words in the space/box provided)

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).(Required)

(Please provide your response in a maximum of 1500 words in the space/box provided)

AA(Required)

Declaration: We/I declare that the data and information provided by us/me is correct and true to the best of our/my understanding as on date. We/I are/am providing this information for the purpose of submitting the nomination for the FPSB India Awards. All decisions made by FPSB India in this regard shall be binding and acceptable to us/me.

Form – Top Performing AEP of the year 2023-24

Top Performing AEP of the year 2023-24