IIM Bangalore Launches Certificate Programme on ‘Personal Finance & Wealth Advisory’ with FPSB India

Executive Education programme integrating global financial planning standards; Registrations are now open for the academic session March 2026

IIM Bangalore has launched Certificate Programme on Personal Finance & Wealth Advisory (PFWA) with FPSB India. Developed by Centre for Capital Markets and Risk Management (CCMRM) in collaboration with FPSB India.

As per a release issued by FPSB, PFWA programme blends academic rigour with real-world relevance. This programme is designed to equip professionals with the knowledge, tools, and entrepreneurial mindset required to excel in the rapidly evolving field of financial planning.

Dr. Aishwarya Krishna (Research Consultant, CCMRM) emphasised programme’s strong academic foundation and its alignment with emerging industry needs and that it integrates microeconomics, business acumen, Bloomberg datasets, and contemporary financial advisory frameworks relevant to today’s dynamic financial landscape. 

Participants who successfully complete the program will be granted IIMB EEP Alumni Status. On successful completion of the Certificate programme in Personal Finance and Wealth advisory, participants potentially be eligible for Fast Track Pathway of the CFP® Certification administered by FPSB India.

This collaboration is part of FPSB India’s broader strategy to partner with leading academic institutions to strengthen the financial planning ecosystem for the larger public good. The published 2023 FPSB Value of Financial Planning Research indicates that CFP® certification helps professionals expand their client base and enhance potential earnings, with many observing substantial growth within the first year of certification.