FPSB India and Insurance Institute of India Collaborate to Advance Financial Planning Education

The two organizations will collaborate to co-create and launch joint certification courses on topics of mutual interest.

The Insurance Institute of India (III) and Financial Planning Standards Board India (FPSB India) have entered a strategic collaboration to enhance professional development in the insurance and financial planning sectors.

This partnership, formalized through a Memorandum of Understanding (MoU), aims to provide significant career advancement opportunities for Fellows of III via a Fast Track Pathway to Certified Financial Planner (CFP®) certification.

This strategic partnership will see FPSB India and the Insurance Institute of India working together on several key initiatives. One of the major highlights is the Fast Track Pathway for the III Fellows aspiring for CFP certifications. Recognizing the expertise of Fellow members of III, this collaboration will provide them with exclusive entry to the Certified Financial Planner (CFP) through the Fast Track Pathway, enabling them to leverage their existing knowledge and skills for advanced certification.

Speaking at the MoU signing, Krishan Mishra, CEO of FPSB India, said, "Our partnership with the Insurance Institute of India marks a significant milestone in our efforts to elevate the standards of financial planning and insurance education in India. Together, we will create pathways for professionals to achieve new heights in their careers and better serve the needs of their clients."

N. Satpathy, Secretary General of the Insurance Institute of India, expressed his enthusiasm for the partnership, stating, "We are delighted to join hands with FPSB India. We are confident that the collaboration will bring significant benefits to our Fellow members and the industry at large. By combining our strengths, we can provide unparalleled opportunities for professional growth and development in the financial planning ecosystem of the country."

FPSB India and III pledged to organize joint events, Management Development Programs (MDPs), and Executive Development Programs (EDPs). These initiatives aim to provide high-quality training and development opportunities for professionals in both sectors.

The two organizations will collaborate to co-create and launch joint certification courses on topics of mutual interest. These courses will address the evolving needs of the industry and equip professionals with the latest skills and knowledge. FPSB India and III will also work together on research projects, surveys, and questionnaires to generate valuable insights and contribute to the advancement of the insurance and financial planning community.

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