Introducing Executive Program in Financial Planning & Investment Advisory Services by IIM Ahmedabad with CFP® certification from FPSB India
First-ever collaboration between IIM Ahmedabad and a professional association like FPSB India, underscoring the growing importance of financial education.
Executive Programme in Financial Planning & Investment Advisory
The Executive Programme in Financial Planning and Investment Advisory Services is offered by Indian Institute of Management, Ahmedabad in collaboration with FPSB India, is an advanced programme designed to equip professionals with the knowledge and skills necessary to excel in the field of financial planning and investment advisory services. The programme is aimed at individuals who already possess a foundational understanding of finance or related fields and are seeking to deepen their expertise, as well as those who aim to obtain necessary certifications and regulatory approvals for practising financial advisory services.
The topics covered in this programme are diverse and include pricing models of financial assets, risk and return characteristics of financial markets and alternative asset classes, asset allocation, investment management, retirement planning, tax planning, estate planning, insurance, and alternative investments. Participants will gain knowledge about a variety of financial products, regulatory frameworks, best practices in the sector, and ethical standards necessary for providing customers with sound financial advice.
A key emphasis is placed on the impact of fintech and the role of psychology in financial advisory services, helping professionals effectively engage with retail clients and family offices. Additionally, a dedicated module shall focus on marketing, negotiation and communication skills, ensuring participants develop the strategic and interpersonal competencies needed to succeed in the field.
Mode of Delivery
The programme will be delivered in a blended format, combining online and on-campus learning experiences. It will include 9 days of campus immersion, divided into three modules, along with weekend online sessions spread over approximately 8 months.
Campus Modules:
First Campus Module: Sept 11-13, 2025 | Second Campus Module: Dec 22-24, 2025 | Final Campus Module: April 13-15, 2026
Online Sessions:
The online sessions will be held in between, every Saturday and Sunday from 10 am to 1 pm.
Programme Fee:
IIM Ahmedabad: INR 7,50,000 + GST (Early Bird Offer Available) | CFP® Certification: INR 1,00,000 + GST
Program Highlights
Investment Management & Portfolio Strategy
Insurance & Alternative Investments
Estate & Risk Management
Ethical & Regulatory Frameworks
Retirement & Tax Planning
Who Should Attend
Individuals aspiring to build a career in Financial Planning and Advisory services, particularly those enrolled in CFP® certification of FPSB India.
Professionals from diverse financial institutions, including Banks, NBFCs, Asset Management Companies (AMCs), Insurance companies (both Life and Non-Life), Boutique investment management firms, family offices, and Registered Investment Advisors (RIAs).
Working professionals with over 5 years of experience in the financial services Industry.
How to Apply
Apply online using the link below on IIMA website. Selected candidates can complete the registration for CFP® certification and payments for the certification. Admission is complete only after successfully completing enrolment for CFP® Certification
The programme is also open to CFP® professionals. Their certification status will be verified by FPSB India, after which they can apply for the IIMA programme.
Take the Next Step !
Selected Candidates Register here for CFP® Certification and Payment Processing