Under this significant partnership, candidates
who have successfully acquired the CAIIB
qualification from IIBF will be exempted from passing the first three
modules of CFP Certification and become eligible to enrol in FPSB India’s
Integrated Financial Planning module through the Challenge Pathway. To
qualify for this pathway, candidates must also have a valid three-year
experience in banking and financial services. FPSB India offers the globally recognized CFP®
certification, which represents excellence in financial planning through
rigorous competency and ethical standards. It is home to over 2,500 CFP
professionals in India and part of a global network of organizations
representing more than 213,000 CFP professionals worldwide.
Mr Krishan Mishra, CEO, FPSB India, expressed his enthusiasm about the
collaboration, saying, "This MoU is a pivotal moment in the financial
services sector of India. It brings together two esteemed institutions, FPSB
India and IIBF, with the common goal of promoting professionalism and excellence
in financial planning. The exemption for CAIIB candidates is a testament to our
commitment to recognizing and facilitating the career growth of skilled
individuals."
In addition to the exemption provision, FPSB
India will extend special discount on the total course fees, examination fees,
and other applicable fees to eligible CAIIB candidates who apply for the
Certified Financial Planner (CFP) certification under the Challenge pathway.
Mr Biswa Ketan Das, CEO, IIBF, shared his perspective on the partnership,
saying, "IIBF is proud to collaborate with FPSB India to offer a
seamless pathway for CAIIB qualified professionals to embark on a rewarding
journey in financial planning. This strategic partnership reflects our
commitment to fostering excellence in banking and finance education."
Furthermore, FPSB India and IIBF are set to
enhance their collaboration by organizing joint seminars, webinars, and
conferences on various subjects related to Financial Planning and other
relevant topics. The FPSB India-IIBF MoU is poised to bring significant
benefits to the financial services industry and aspiring financial
professionals in India. It aligns with the mission of both organizations to
promote education, professionalism, and ethical standards in the financial
planning domain.
