IIM Ahmedabad and FPSB India Launch Executive Programme in Financial Planning and Investment Advisory

IIM Ahmedabad Programme Highlights:

• To improve the learning outcomes, the curriculum is designed to be practical and incorporates case studies and real-world examples. An interactive pedagogy will be followed in the programme.

• This is a blended learning open enrolment programme with the flexibility of remote off-site sessions delivered direct-to-home online for the convenience of the participants, along with periodic on-campus modules.

• Furthermore, to enhance the educational experience and create beneficial professional contacts, participants also have the chance to periodically interact with industry experts.

• Alumni status of IIMA, which provides the platform for association with educational and industry networks associated with IIMA.

• As the programme is co-hosted with FPSB India, the participants will get an opportunity to get fast-track access to the CFP® certification.

IIM Ahmedabad Mode of Delivery

The programme will be delivered in a blended format, combining online and on-campus learning experiences. It will include 9 days of campus immersion, divided into three modules, along with weekend online sessions spread over approximately 8 months.

Campus Modules:

• First Campus Module: Sept 11-13, 2025

• Second Campus Module: March 9-11, 2026

• Final Campus Module: September 21-23, 2026

Online Sessions: The online sessions will be held in between every Saturday from 10 am to 1 pm.

Upon completion, participants will receive a Certificate of Participation and Alumni Status from IIM Ahmedabad, granting them access to exclusive alumni resources, industry events, and networking opportunities. Check other IIM Ahmedabad courses, their eligibility criteria and fees.

Curriculum Overview

The topics covered in this programme are diverse and include pricing models of financial assets, risk and return characteristics of financial markets and alternative asset classes, asset allocation, investment management, retirement planning, tax planning, estate planning, insurance, and alternative investments. Participants will gain knowledge about a variety of financial products, regulatory frameworks, best practices in the sector, and ethical standards necessary for providing customers with sound financial advice.

There will be a significant focus on the influence of fintech and the psychology behind financial advisory processes and how this helps professionals to engage effectively with retail clients and family offices. There will also be a module on marketing, negotiation and communication skills to ensure participants learn the strategic and interpersonal skills necessary to be successful.

IIM Ahmedabad Eligibility Criteria

• Graduation with a minimum of 3 years of experience, or

• CFP Professional with a minimum of 3 years of experience

This programme is ideal for:

• Individuals aspiring to build a career in Financial Planning and Advisory services, particularly those enrolled in CFP® certification of FPSB India.

• Professionals from diverse financial institutions, including Banks, NBFCs, Asset Management Companies (AMCs), Insurance companies (both Life and Non-Life), Boutique investment management firms, family offices, and Registered Investment Advisors (RIAs).

Students can check the IIM Ahmedabad cutoff details to get into the management programmes offered by the college.

How to Apply for IIM Ahmedabad Admissions?

Follow the steps below to apply for IIM Ahmedabad admissions to the one-year Executive Programme in Financial Planning and Investment Advisory Services.

• Participants without CFP® certification must first register at FPSB India website and then proceed to apply for the IIMA programme by clicking the above "APPLY ONLINE" button. IIMA faculty will shortlist candidates from the list of nominations received. Shortlisted candidates must enrol for CFP certification (Click Here) and pay both the IIMA fee and FPSB fee for final participation in the IIMA programme.

• The programme is also open to CFP® professionals. Such participants can nominate themselves for the IIMA programme by clicking the above "APPLY ONLINE" button. They should also add "CFP Certified" as one of the degrees in the IIMA nomination form. For the selected participants from this pool, their CFP certification will be verified by FPSB India. These candidates only need to pay IIMA fees.

IIM Ahmedabad Webinar

To help prospective applicants better understand the programme, a live webinar with faculty co-chairs — Prof. Joshy Jacob, Prof. Ellapulli Vasudevan, and Mr. Balagopal Gopalakrishnan — was conducted on:

? Saturday, August 9, 2025
? 6:30 PM – 7:30 PM

IIM Ahmedabad and FPSB India are presenting the Executive Programme in Financial Planning and Investment Advisory, a programme aimed at developing key competencies, along with credentials for finance professionals who want to grow their knowledge and capabilities. The programme consists of the combined professional developments of practice-based learning, ethical advisory practice, and professional global certification to meet the increasing demand for professional and competent financial advisors in India and abroad.

Whether you are a CFP® aspirant or a seasoned financial professional, this programme offers the tools, network, and credibility to lead in the evolving financial landscape.