| Programme Dates | Last Date to Apply | Programme Fees |
Venue |
|---|---|---|---|
| Start Date : 27 Mar 2026 End Date : 13-Feb-2027 |
23 Feb 2026 |
4,90,000/- |
IIMB Campus and live online |
Participants should have a Bachelor’s degree in engineering/science/commerce/ arts, with 3 years of work experience preferably in the field of financial services.
A part time programme certificate of completion will be awarded by IIMB to participants upon successful completion of the programme and meeting the programme requirements.
Participants who successfully complete the program will be granted IIMB EEP Alumni Status. For more details on EEP Alumni and the benefits, click here
Ms. Ranjini K S
Landline No.: +91-80-26993264
Mobile No. +91-8951974080
Email: ranjini.ks@iimb.ac.in
Certificate Programme on Personal Finance and Wealth Advisory is a certificate Programme that has been structured to equip a professional to start a business in Financial Planning.
The Executive Programme in Personal Finance and Wealth Advisory is offered in collaboration with Financial Planning Standards Board Ltd. the global standards-setting body for the financial planning profession and owner of the CERTIFIED FINANCIAL PLANNER® certification programme.
India is at a critical juncture in its financial landscape. Rising household incomes, expanding middle-class aspirations and rapid digitalization have created unprecedented demand for personal financial planning and wealth management services. Yet, financial literacy remains uneven, and millions of households still lack structured retirement planning, adequate insurance or efficient tax strategies.
At the same time, regulatory changes (SEBI’s push for fiduciary standards, IRDA’s evolving frameworks, and the growth of NPS and pension reforms) have placed financial planning at the core of responsible wealth creation. With over 50 crore demat accounts and the mutual fund industry crossing ₹60 lakh crore AUM in 2025, the scale of opportunity for a wide variety of roles from independent financial planners to professional wealth managers has never been greater.
However, success in this space demands more than technical knowledge. Professionals must blend finance expertise with business skills required to build a client base, a team, a brand, or a mindset for adapting to technological advancements. This course is designed to fill that gap, preparing a new generation of financial planners who can not only serve clients but also build sustainable businesses in a highly competitive and evolving market.
Programme Overview
This programme is designed to equip participants with the knowledge, tools, and entrepreneurial mindset required to excel in the rapidly evolving field of financial planning. Blending theory with practical applications, it covers the foundations of finance, advanced planning techniques and business strategy to prepare participants for careers as independent financial advisors, wealth managers or founders of financial planning ventures.
By the end of the programme, participants will have acquired technical financial expertise and honed business acumen, enabling them to deliver high-quality financial planning solutions and build successful ventures in the wealth management and personal financial advisory industry.
Programme content and framework
Module 1: Introduction to Financial Planning
Participants begin with the fundamentals of financial planning, gaining an overview of financial markets, Behavioural finance, and microeconomics to build a strong analytical foundation.
Module 2: Wealth Management
Learners develop expertise in fixed income securities, equities, portfolio theory, derivatives, and alternative investments, alongside risk management techniques to optimize wealth creation and preservation.
Module 3: Retirement Planning and Employee Benefits
This module explores retirement solutions, provident and pension schemes, and regulatory frameworks, helping participants design sustainable retirement strategies for clients.
Module 4: Insurance and Tax Planning
Covering insurance products, tax efficiency, and estate planning, this module equips participants to protect client assets while ensuring compliance and long-term security.
Module 5: Business Acumen
The final module focuses on developing business and entrepreneurial skills essential for building and scaling a financial planning or wealth advisory practice. It covers how to start and grow a client-centric firm, build and lead effective teams, apply strategic thinking, and uphold ethical standards in decision-making. The module also emphasizes marketing strategies and the use of digital technologies in personal finance, equipping participants to innovate and remain competitive in a rapidly evolving digital landscape.
FPSB India- FPSB India is a subsidiary of Financial Planning Standards Board Ltd., the global standards-setting body for the financial planning profession and owner of the CERTIFIED FINANCIAL PLANNER® certification programme. With 230,648 CFP professionals worldwide and 3,215 CFP professionals in India, this number is expected to grow in double digits over the next few years given the robust demand for skilled financial planners.
CFP Certification: The CERTIFIED FINANCIAL PLANNER® certification is a globally recognized mark of excellence, exclusively offered in India by FPSB India. Candidates gain expertise in Investment Planning, Retirement & Tax Planning, Risk & Estate Planning, and more. The certification is recognized in 28 countries, ensuring its global relevance and industry-wide acceptance.
To register for the CFP Certification, please follow the link below
Nitin Vishen
Professor Finance & accounting
IIMB Young Faculty Research Chair
Nitin Vishen teaches Wealth Management and Personal Financial Planning at IIM Bangalore. His research examines how households make financial decisions and how banks respond to regulatory oversight and periods of financial stress. He is particularly interested in how financial advice, disclosure standards, and product design influence long-term household outcomes.
His research has been published in leading finance, accounting, and economics journals and presented at major academic and policy conferences. In the classroom, he integrates research-based evidence with practical application, emphasizing clarity, intuition, and real-world decision frameworks to help participants translate financial concepts into advisory practice. He holds a joint PhD in Finance (Indian School of Business & Deakin University), an MSc in Finance (University of Amsterdam), and a B.Tech (IIT Delhi).
M Jayadev
Professor Finance & Accounting
Dean, Administration
Chairperson, Centre for Capital Markets and Risk Management
Jayadev M is Professor of Finance and Accounting at IIMB and Chairperson of CCMRM. His teaching and research interests are Banking, Corporate Finance, Corporate Valuation, and Risk Management. He has published papers in professional and research journals in the areas of banking and risk management and presented papers in national and international seminars.
Aishwarya Krishna is an Adjunct Faculty and Research Consultant at Centre for Capital Markets and Risk Management at IIM Bangalore. Aishwarya has a doctorate degree from IIM Bangalore in the Finance and Control area. She has been the project manager for the NSE funded Online Platform for Investor Education (PIE). She worked as a research scholar at SUTD, Singapore in the area of Portfolio Optimization. She worked at Infosys Technologies Ltd in Finacle Banking Solutions.
Dr. Aishwarya along with Jayadev M have been working on the MCA funded project on Bankruptcy Prediction, project on management of retirement benefits for Army veterans. Aishwarya also led the team towards securing the National Foundation of Corporate Governance (NFCG C/o CII) funded research project on Indian Mutual Fund voting practices.
Message from the CEO, FPSB India
Dear Future Leaders,
“The Executive Programme in Personal Finance and Wealth Advisory, offered by IIM Bangalore, is a significant step toward preparing candidates to pursue the CFP® certification by directly appearing for the final level exam and case study, empowering them to become future leaders in the dynamic field of Personal Finance.”
This program uniquely blends with the globally recognized CFP® Certification offered by Financial Planning Standards Board Ltd., USA. The CFP® Certification—the gold standard in personal finance—equips you with the expertise, ethics, and credibility to become trusted advisors who will empower a financially mature, informed, and sustainable New Bharat. At FPSB India, we believe education goes beyond imparting knowledge. Our mission is to nurture character, knowledge, and leadership in every student. You will be part of a diverse community of mentors, scholars, and professionals who will inspire and challenge you to reach your full potential.
On behalf of FPSB India, I extend my best wishes for your academic and professional journey ahead. We look forward to welcoming you soon to the global family of CERTIFIED FINANCIAL PLANNER™ professionals.
Warm regards,
Chandrakant Sureka
CEO, FPSB India
Programme comprises on 140 sessions. Programme will be delivered in blended mode (combination of live online and in-person sessions).
50 sessions will be imparted in-person – Participants are required to come to campus to attend the sessions.
90 session will be imparted live-online – Participants are required to attend the sessions remotely.
Timings for in-person sessions will be 9:00AM to 5:00PM
Timings for live-online sessions will be 9:00AM to 1:15PM
Any reading material and supporting textbooks will be mailed to the participant before the class. The Institute’s Learning Management System (LMS) shall be hosting cases and any additional material. The advantage of the hybrid programme is that it will be taught by faculty in Finance who have taught full-term courses in our MBA programme in both digital and in-person modes. They have mastered the techniques to make the participant experience similar to what they will receive in a face-to-face setting in the online mode. The digital mode is well-suited for learning to solve problems in Excel and other software. For instance, it is easier for participants to share their screens with the instructor for further discussion and troubleshooting, as compared to performing the same tasks in the setting of a campus classroom. Recordings of the classes shall be made available to the participants on a limited-use basis. This hybrid mode helps to bring together an excellent cohort of experts who are located across the globe.
You are required to upload your Resume and Graduation Certificate in the online application portal.
For any queries related to the programme, please contact Ms. Ranjini K S on Phone no. +91-80-28993462; +91-8951974080 or Email ID at ranjini.ks@iimb.ac.in
A part time programme certificate of completion will be awarded by IIMB to participants upon successful completion of the programme and meeting the programme requirements.
Sample Certificate:
Note: Certificate image is for reference to potential participants only and may change at the discretion of Executive Education Programmes Office
Programme fee is 4,90,000/- + applicable GST, payable in instalments. Details are as follows:
| PFWA1 Confirmation fee | 100000 | On confirmation |
| PFWA1 First instalment fee | 140000 | On admission |
| PFWA1 Second instalment fee | 125000 | 30-Apr-26 |
| PFWA1 Third instalment fee | 125000 | 31-Jul-26 |
Kindly note the prevailing GST will be applicable in addition to the programme fee.
Top-notch faculty, contemporary content, a great learning environment, and application orientation make the IIMB Exec Ed programmes world-class.