IIM-A, FPSB India announces Executive Programme in Financial Planning & Investment Advisory Services

The Executive Programme in Financial Planning and Investment Advisory Services by IIM Ahmedabad is designed for mid-to-senior-level finance professionals and aims to provide advanced expertise in navigating the complexities of modern financial markets.

The Indian Institute of Management Ahmedabad (IIMA) has announced a strategic partnership with the Financial Planning Standards Board India (FPSB India) to launch a one-year Executive Programme in Financial Planning and Investment Advisory Services. The programme is designed for mid-to-senior-level finance professionals and aims to provide advanced expertise in navigating the complexities of modern financial markets.

Programme Overview: Enhancing Expertise for Financial Professionals

The Executive Programme in Financial Planning and Investment Advisory Services at IIM Ahmedabad offers a comprehensive curriculum tailored to professionals seeking to elevate their skills in financial planning. The course covers critical areas of investment management, tax and retirement planning, portfolio risk management, estate planning, insurance, and alternative investments.

Furthermore, the programme will also delve into behavioral finance, leadership, negotiation, and communication skills, preparing participants to handle the dynamic challenges in the world of finance and investment advisory.

Joshy Jacob from IIM Ahmedabad emphasized the significance of financial planning, stating, “Financial planning is a crucial pillar of economic development. With this program, IIMA and FPSB India are bringing together academic excellence and industry expertise to create a transformational learning experience for finance professionals.”

Collaboration Marks a Milestone in Financial Education in India

This collaboration with FPSB India aligns with the Viksit Bharat vision, furthering the growth and development of the financial advisory sector in the country. Krishan Mishra, CEO of FPSB India, highlighted the increasing recognition of financial advisory services, stating, “This collaboration with IIM Ahmedabad marks a defining moment in the evolution of financial planning education in India. With financial advisory services gaining increased recognition and regulatory significance, this program will empower professionals with the advanced expertise needed to navigate the complexities of today’s financial markets.”

IIM Ahmedabad Admission 2025: How to Apply

Admissions for the inaugural batch of the Executive Programme in Financial Planning and Investment Advisory Services will be open from March to August 2025. Classes are set to begin in September 2025.

The programme follows a blended learning model, incorporating 84 weekend online sessions and 10 days of immersive on-campus learning at IIM Ahmedabad. Participants will engage in practical case studies, industry interactions, and interactive classroom discussions led by faculty and industry experts.

Graduates of the programme will be awarded alumni status from IIM Ahmedabad, adding significant value to their professional profile.

Transformative Learning Experience

The collaboration between IIM Ahmedabad and FPSB India reflects the growing need for specialized skills in financial planning and investment advisory services in India. With its blended learning approach and industry-focused curriculum, the programme aims to provide professionals with the tools and insights necessary to thrive in the ever-evolving financial landscape.

Prospective candidates interested in advancing their careers in financial planning are encouraged to apply for this unique opportunity to learn from the best in the industry. For more information on the admission process, curriculum, and programme details, visit the official IIM Ahmedabad website.

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