KJSIM & FPSB India to empower future leaders in financial planning with CFP® Certification

Mumbai, Oct 09: In a move to address the growing demand for qualified financial planning professionals in India, FPSB India, the leading financial planning body in the country, and K J Somaiya Institute of Management (KJSIM), Mumbai announced the launch of the Executive PGDM in Financial Planning, an 18-month dual qualification program that includes the prestigious CFP® Certification, globally recognized for financial planning professionals. The program is tailored for graduates with at least three years of experience in financial services, making it ideal for those looking to elevate their careers.

This collaborative program provides aspirants with a globally recognized certification from FPSB India and a PGDM from K J Somaiya Institute of Management, enhancing their credentials in financial planning and equipping them to meet the rising demand for skilled financial planning professionals in the global job markets. The program is open to graduates (10+2+3) from any discipline from a recognized university with at least three years of work experience in financial services.

The launch event witnessed the presence of an advisory board comprised of eminent industry stalwarts, including Nilesh Shah, MD & CEO, Kotak AMC; Navneet Munot, MD & CEO, HDFC AMC; A. Balasubramanian, MD & CEO, Aditya Birla Sun Life AMC; Krishan Mishra, CEO, FPSB India; and former MD & CEO of Axis Securities, Arun Thukral, Program Director & Professor of Practice, KJSIM.

During the launch, Dr Raman Ramachandran, Director of K J Somaiya Institute of Management, added, "The Indian economy is projected to reach a GDP of $7 trillion by 2030, with the number of millionaires set to double by 2026. This surge in wealth creation is driving a growing demand for skilled financial planners. Understanding this need, KJSIM is excited to launch an Executive PGDM in Financial Planning in partnership with FPSB India. This programme is led by an industry veteran and will offer in-depth financial planning insights, combining global and Indian expertise with hands-on learning. Designed to address industry needs, the program equips professionals with essential skills to thrive in India's dynamic financial sector and contribute to the country's economic growth."

Krishan Mishra, CEO of FPSB India, expressed his enthusiasm for the program, stating, "As the financial planning profession evolves, it is imperative to equip professionals with the tools, knowledge, and credentials to thrive. This Executive PGDM, coupled with the globally recognized CFP® Certification, will prepare financial planning aspirants to navigate diverse and complex financial landscapes while building trust with their clients in India and beyond."

Prof Arun Thukral, Program Director, said. “I am committed to leading a team of distinguished faculty members and industry professionals in spearheading our new programme with FPSB India. With the globally recognised gold standard CFP certification mark, the course structure emphasises hands-on projects and interactive learning. We look forward to supporting our students in advancing their careers and making a positive impact on their clients' lives, enriching their transformative journey.”

With its practical approach and industry-driven curriculum, the program promises to shape the next generation of financial planning professionals, India,