IIM Ahmedabad Launches Executive Programme In Financial Planning And Investment Advisory Services – News18

Last Updated:March 19, 2025, 15:28 IST

One-year advanced programme is designed for finance professionals to deepen expertise in investment advisory and financial planning.

The Indian Institute of Management, Ahmedabad (IIMA) has partnered with the FPSB India, the Indian subsidiary of Financial Planning Standards Board Ltd. (FPSB) and owner of CERTIFIED FINANCIAL PLANNER certification, to launch the Executive Programme in Financial Planning and Investment Advisory Services. This first-of-its-kind collaboration reflects the growing significance of structured financial planning education in India, aligning with the vision of Viksit Bharat.

Designed for mid-to-senior-level finance professionals, the one-year programme aims to equip participants with advanced knowledge of investment management, retirement & tax planning, estate & portfolio risk management, insurance, and alternative investments, along with insights into regulatory frameworks and ethical standards. The curriculum places a strong emphasis on behavioural finance, leadership, negotiation, and communication skills, essential for today’s financial advisors.

Speaking on the announcement, Krishan Mishra, CEO, FPSB India, stated, “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 programme will empower professionals with the advanced expertise needed to navigate the complexities of today’s financial markets.”

Prof. Joshy Jacob, a faculty member at IIM Ahmedabad, added: “Financial planning is a crucial pillar of economic development. With this programme, IIMA and FPSB India are bringing together academic excellence and industry expertise to create a transformational learning experience for finance professionals.”

The programme follows a blended learning model, combining 84 weekend online sessions with 10 days of immersive on-campus learning at IIMA. Participants will engage in real-world case studies, industry interactions, and dynamic classroom discussions with renowned faculty and experts. Upon successful completion, they will gain ‘alumni’ status as per IIMA norms, further strengthening their professional credentials.

With admissions opening in March 2025, this initiative is expected to shape the future of financial advisory services in India, setting new standards of professionalism and expertise in the industry.