IIM Ahmedabad and FPSB India Launch Executive Programme in Financial Planning and Investment Advisory
The Indian Institute of Management Ahmedabad (IIMA), in collaboration with the Financial Planning Standards Board India (FPSB India), has launched a one-year Executive Programme in Financial Planning and Investment Advisory Services. This advanced programme aims to address the growing need for expert financial advisors in a rapidly evolving investment landscape.
This Story also Contains
- IIM Ahmedabad Programme Highlights:
- IIM Ahmedabad Mode of Delivery
- Curriculum Overview
- IIM Ahmedabad Eligibility Criteria
- How to Apply for IIM Ahmedabad Admissions?
- IIM Ahmedabad Webinar
Targeted at mid-to-senior-level finance professionals, this programme bridges academic rigour with real-world applicability, combining the educational excellence of IIM Ahmedabad with FPSB India's certification and regulatory expertise. The initiative aligns with the Viksit Bharat vision of empowering professionals to make informed and ethical financial decisions in a complex market.
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.
Frequently Asked Questions (FAQs)
Applicants without CFP® certification must first register at FPSB India website and then 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 then enrol for CFP certification and pay both the IIMA fee and FPSB fee for final participation in the IIMA programme.
For admissions to the Executive Programme in Financial Planning and Investment Advisory programme, students must have a graduation with a minimum of 3 years of experience, or CFP Professional with a minimum of 3 years of experience.
The Executive Programme in Financial Planning and Investment Advisory offered by IIM Ahmedabad and FPSB India will be delivered in a blended format, combining online and on-campus learning experiences. It is divided into three modules that will include 9 days of campus immersion, along with weekend online sessions spread over approximately 8 months.
IIM Ahmedabad has launched a one-year Executive Programme in Financial Planning and Investment Advisory Services in collaboration with the Financial Planning Standards Board India (FPSB India). This programme focuses on growing need for expert financial advisors in a rapidly evolving investment landscape.
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Questions related to IIM Ahmedabad (IIMA)
On Question asked by student community
Yes, if you appear for the CBSE improvement exam as a private candidate and score higher marks, then the latest marksheet will be considered as your valid Class 12th result. For IIM A, B, C and other top IIMs, they look at the final updated marksheet that you present at the time of admission.
So, if you improve your percentage from 70% to 90%, then definitely the improved score will be counted in your profile evaluation. Just make sure you give the exam through the official CBSE improvement route and keep the valid documents.
Hey Ramesh! Looking at your profile—10th: 92%, 12th: 93%, Master’s CGPA: 8.3, no work experience, SC category—you have a solid academic record. For top IIMs like Ahmedabad, Bangalore, and Calcutta, SC category candidates usually need a CAT percentile of around 92–94 to have a realistic chance at admission. Other IIMs like Lucknow, Indore, Kozhikode may require slightly higher percentiles, around 94–96. For FMS Delhi, SC candidates typically need 95+ percentile.
Remember, these percentiles are approximate and can vary slightly each year depending on the competition and number of seats. Sectional cut-offs also matter, so make sure to perform well in all sections of CAT. Since you have no work experience, your academic record will carry more weight, which is in your favor. My suggestion is to aim for 95+ percentile to keep your options open across IIMs and FMS. Also, consider applying to other top MBA colleges alongside, to maximize your chances. With focused preparation, your profile is competitive for SC category seats.
Hi Lokendra
As you are from SC category and also a PWD candidate, your chances of getting a call from IIM A,B,C will be very good at 60 - 65 percentile. The official minimum percentile required for your category (cutoff) is 50 percentile but the safe percentile for getting a call from IIM ABC is 65 percentile. The safe percentile to guarantee your admission would be 80 percentile.
To know more about CAT: CAT by CAREERS360
Hope this answer helps! Thank You!!!
Hello,
Depending on the IIM, SC or PWD candidates minimal percentile for an IIM call typically falls between 50 and 70. Generally speaking, a percentile score of 80 or more is seen as a safe bet for admission assurance. However, various IIMs and even different years for the same IIM may have varying cut offs and admission chances.
Hello Aspirant,
- Minimum Percentile for IIM A/B: While there isn't a specific percentile to guarantee you admission to IIM Ahmedabad or IIM Bangalore, a 99+ percentile CAT score is typically deemed competitive at these schools in particular for GEM candidates. The percentile is only one consideration alongside your academic history, experience and other accomplishments, so the required percentile is variable.
- Is it worth trying without work experience - It is possible for you to get into IIMs with no work experience; however, preferably in particular for IIM A/B, candidates typically have gained work experience along with 2+ other years in the workplace when they apply for an MBA. These colleges want candidates to demonstrate real-world experiences where they were impactful, have taken on leadership roles etc. In other words, if your goal is Management Consulting, the experience in your current job offer will provide you with solid practical experience and credibility to apply later.
- Should wait or go ahead with job offer - If Management Consulting is your goal, the real value of the job offer is through the work experience. Over the long term, securing work experience through the job offer is valuable and beneficial to your profile. IIMs really appreciate a mix of academic performance, experience in the workforce and individuals who demonstrate past leadership potential to make the jump into an MBA. Besides, if you take the job, it also gives you time to stretch your mind to determine if management consulting is really what you want to do with your life before you apply for an MBA.