IIM Lucknow, FPSB India Launch Financial Planning Programme

The Indian Institute of Management Lucknow has signed a Memorandum of Understanding (MoU) with FPSB India to address the rising demand for skilled professionals in the financial planning industry, marking a significant step towards improving India's financial planning education and certification processes.

The partnership plans to launch a Financial Planning certification programme for both students and professionals in the academic year 2024-25.

Key outcomes of the MoU include:

Introduction of Certification Programme in Financial Planning: Launch of a comprehensive certification programme tailoured for aspiring students and professionals, blending academic rigour with practical skills.

Enhanced Financial Planning Education: Joint effort to elevate the standards of financial planning education in India, ensuring students receive industry-relevant knowledge and training.

Professional Certification Integration: Amalgamation of IIM Lucknow's academic excellence with FPSB India's certification process, offering a pathway to obtaining the globally recognized CFP® certification.

Skilled Workforce Development: Addressing the industry gap by preparing a new generation of financial planners equipped with the skills to offer holistic financial services.

Global Career Opportunities: Empowering individuals to pursue rewarding careers not just in India, but globally, while upholding the highest standards of professionalism and integrity.

IIM Lucknow and FPSB India are launching a programme combining academic training with professional certification to prepare a new generation of financial planners with essential skills to address the sector's evolving needs, aiming to drive growth and enhance the industry's prosperity.