The National Institute of Securities Markets (NISM) and FPSB India have collaborated to launch a joint program aimed at integrating the CERTIFIED FINANCIAL PLANNER® (CFP) certification with academic programs at NISM. This initiative aligns with NISM’s commitment to enhance educational offerings and equip students with essential skills and knowledge for successful careers in the finance industry.

Program Objectives

The Post Graduate Program in Financial Planning (PGPFP) is designed to provide participants with a comprehensive understanding of financial planning principles, strategies, and tools. The course aims to develop expertise in areas such as investment planning, tax planning, retirement planning, risk management, and estate planning. By the end of the program, participants will be well-equipped to offer sound financial advice, help clients achieve their financial goals, and maintain ethical and client-centered practices in line with global financial planning standards.

For Whom?

• Aspiring financial planners looking to build a career in financial advisory services.
• Finance professionals seeking to enhance their skills and knowledge in personal financial planning.
• Individuals working in banking, insurance, and wealth management who want to deepen their understanding of financial planning.
• Students pursuing careers in finance, investment management, or related fields who wish to specialize in personal financial advisory services.

Learning Outcomes

1. Understand the structure, functions, and regulatory aspects of financial markets.
2. Develop the ability to design personalized investment plans based on asset allocation, risk tolerance, and financial goals.
3. Apply risk management techniques and estate planning strategies, including insurance solutions and wealth transfer mechanisms.
4. Create comprehensive retirement and tax planning strategies that ensure tax-efficient and sustainable retirement income.
5. Analyse and evaluate mutual funds and fixed-income securities, enhancing skills in portfolio selection and investment analysis.

Why PGPFP by NISM and FPSB India?

The National Institute of Securities Markets has carved a niche for itself in both education and research. Since 2009, it has conducted a number of niche programs of durations ranging from one month to two years, with more than 1000 alumni rendering their services in professionalizing the markets. NISM has also fulfilled its research mandates through research projects for the Ministry of Finance and SEBI. It has also been conducting training programs for officers from IRS, IAS, ICLS, CAG, SEBI, RBI, etc. The Institute’s training programs have also benefitted regulatory staff members from SAARC nations and the CLMV (Cambodia, Laos, Myanmar and Vietnam) nations. Customized corporate training programs also feature regularly as part of its ongoing activities.

With this rich experience in education and research over a decade, the program has been carefully crafted to impart the complete set of knowledge and skills in vital and emerging application areas, benchmarked with the best in India and overseas.

During the industry interaction sessions held at NISM, the participants get an opportunity to interact with esteemed officers of SEBI, stock exchanges, market intermediaries and industry experts from various domains of the financial markets.

NISM’s Library has a collection of around 10,000 books, apart from various periodicals. It has one of the richest collections in the country in Economics, Finance, Securities Markets and Compliance. Subscription to electronic journals through EBSCO is also available, for accessing scientific journals.

FPSB India, on the other hand, is the leading professional body dedicated to setting global standards for financial planning education in India. As the owner of the internationally recognized CERTIFIED FINANCIAL PLANNER® (CFP) certification, FPSB India plays a pivotal role in shaping the future of financial planning professionals in the country. By collaborating with NISM, FPSB India aims to provide a comprehensive pathway for aspiring financial professionals to build a successful career in the realm of financial services.

The CFP certification, regarded as the gold standard in financial planning globally, prepares candidates to meet the rising demand for skilled financial planners who can deliver holistic financial advice to clients in a complex and evolving market. By blending NISM’s academic expertise with FPSB India’s industry-aligned certification, this collaboration ensures that participants of the PGPFP program receive both a solid educational foundation and the practical skills necessary to excel in the financial services industry. This program, therefore, opens up a wide range of career opportunities, positioning graduates to excel in various roles such as financial advisors, wealth managers, and investment specialists.

Together, NISM and FPSB India create a unique offering that addresses the burgeoning demand for skilled professionals in India’s financial services industry while maintaining global standards in financial planning education.