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The Print
29-07-2025
- Business
- The Print
FPSB India, Bharat Chamber of Commerce ink pact to boost financial planning education
Kolkata, Jul 29 (PTI) FPSB India and the Bharat Chamber of Commerce (BCC) signed an agreement on Tuesday to promote financial planning awareness and professional education across institutions in the country. The agreement, signed in Kolkata by FPSB India CEO Krishan Mishra and BCC Secretary General Keka Sharma, aims to expand access to the globally recognised certified financial planning (CFP) certification and encourage career opportunities in financial planning, a statement said.


Time of India
29-07-2025
- Business
- Time of India
FPSB India, Bharat Chamber of Commerce ink pact to boost financial planning education
FPSB India and the Bharat Chamber of Commerce (BCC) signed an agreement on Tuesday to promote financial planning awareness and professional education across institutions in the country. The agreement, signed in Kolkata by FPSB India CEO Krishan Mishra and BCC Secretary General Keka Sharma, aims to expand access to the globally recognised certified financial planning (CFP) certification and encourage career opportunities in financial planning, a statement said. Explore courses from Top Institutes in Please select course: Select a Course Category Artificial Intelligence Operations Management CXO Management healthcare Design Thinking Cybersecurity Data Science others Technology Data Analytics Others PGDM Degree MCA Product Management Healthcare Finance MBA Digital Marketing Data Science Public Policy Leadership Project Management Skills you'll gain: Duration: 7 Months S P Jain Institute of Management and Research CERT-SPJIMR Exec Cert Prog in AI for Biz India Starts on undefined Get Details "This partnership with BCC marks an important step toward bringing financial education to the grassroots, especially in regional markets," Mishra said, adding that it would empower students, professionals, and business owners and build a financially resilient India. BCC president Naresh Pachisia said, "This MoU will enable more people, especially students and small business owners, to understand the importance of working with certified professionals and adopting sound financial practices." The Memorandum of Understanding (MoU) includes joint awareness initiatives, outreach in schools and colleges, and promoting the CFP certification . Live Events FPSB India is part of a global network representing over 2,30,000 CFP professionals.


Mint
23-06-2025
- Business
- Mint
SBI to deepen employees financial understanding; to have bi-weekly yoga sessions for all
Mumbai, Jun 23 (PTI) Country's largest lender SBI on Monday announced that it will train all its 2.36 lakh employees to help deepen their financial understandings. Additionally, as part of the overall wellbeing, the bank will also have virtual yoga sessions twice a week throughout the year, an official statement said. The state-run bank has tied up with FPSB India to integrate 'Certified Financial Planner' certification into its employee learning and development framework, according to another statement. A memorandum of understanding has been signed between the two entities, and the initiative aims to "upskill 2.36 lakh employees and deepen quality of financial understanding" and also enhance customer support skills while dealing with segments like non-resident Indians, high net-worth and ultra high net-worth individuals, it said. "This strategic initiative aims to enhance the depth, quality, and consistency of financial planning provided across SBI's extensive branch and digital network," the bank said. The training will cover investment planning, retirement readiness, insurance advisory, and estate planning, it said. This partnership reflects SBI's commitment to elevating planning excellence by embedding globally recognised standards into its learning ecosystem, its country head for wealth management Sandeep Sharma said, adding the tie-up will help make the workforce future-ready. FPSB India's chief executive Krishan Mishra called it a landmark moment for India's financial ecosystem. The yoga initiative is part of the bank's attempts to build a mindful, holistic work environment, the statement said. As part of the International Yoga Day on Sunday, 400 SBI employees and senior leadership participated in yoga sessions, it said. "Today's yoga session was a powerful affirmation of our belief in the transformative potential of yoga for individual health," the bank's chairman C S Setty said. The virtual yoga sessions for the 2.37 lakh employees should be seen as a testament to the bank's commitment to their holistic health, he said, adding that a thriving workforce is the bedrock of progress and its contribution to a sustainable future.


Business Standard
30-05-2025
- Business
- Business Standard
FPSB India and NPS Trust Sign MoU to Boost Financial Education and Retirement Planning Awareness Across India
PNN Mumbai (Maharashtra) [India], May 30: FPSB India, the Indian subsidiary of Financial Planning Standards Board Ltd., and the NPS Trust (National Pension System Trust) have signed a Memorandum of Understanding (MoU) to jointly enable educational outreach, knowledge exchange, and research collaboration to amplify awareness around retirement planning and long-term financial well-being in India. "At FPSB India, we believe that financial education is not just a life skill - it is a life changer. This MoU with NPS Trust is a powerful opportunity to integrate retirement planning as a central theme of personal finance education and reach diverse segments of society with credible, action-oriented guidance," said Krishan Mishra, CEO, FPSB India. The initiative aligns with the larger vision of strengthening long-term financial security and empowering individuals to make informed financial decisions throughout their life stages. Key initiatives under this MoU include: -Joint Awareness Campaigns on NPS, NPS Vatsalya, APY, and other PFRDA-regulated schemes via seminars, digital outreach, and workshops. -Targeted Outreach to institutions, enterprises, government bodies, and the general public to promote retirement planning awareness. -Information Exchange & Research Collaboration to develop high-quality, relevant financial education content. The MoU reinforces the commitment of both organizations to the Government of India's vision of financial inclusion and Viksit Bharat by providing the tools, resources, and knowledge to plan and secure one's financial future. This strategic partnership aims to enhance the public's understanding of retirement planning and personal finance, especially among institutions, enterprises, government bodies, and the general public. About FPSB India: FPSB India is the leading financial planning body in India and is dedicated to establishing, upholding, and promoting professional standards in financial planning throughout India. 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 3,215 CFP professionals in India and part of a global network of organizations representing more than 230,648 CFP professionals worldwide. FPSB India is the Indian subsidiary of Financial Planning Standards Board Ltd. (FPSB Ltd.), the global standards-setting body for the financial planning profession and owner of the international CERTIFIED FINANCIAL PLANNER certification program. FPSB Ltd. owns the CFP, CERTIFIED FINANCIAL PLANNER and the CFP® outside the United States. FPSB Ltd. licenses these marks to FPSB Institute India Pvt. Ltd to administer CFP certification in India. For more information, visit


Business Standard
29-05-2025
- Business
- Business Standard
FPSB India and NPS Trust Sign MoU to Boost Financial Literacy and Retirement Planning
PNN New Delhi [India], May 29: In a landmark step towards empowering Indians with crucial financial education andretirement planning awareness, FPSB India, the Indian subsidiary of Financial Planning Standards Board Ltd., and the NPS Trust (National Pension System Trust) have signed a Memorandum of Understanding (MoU) to collaborate on nationwide financial education and retirement planning outreach programs. The collaboration will include joint campaigns, co-branded learning resources, webinars, and capacity-building efforts aimed to educate individuals, employers, and financial intermediaries on how to better plan one's retirement. The initiative aligns with the larger vision of strengthening long-term financial security and empowering individuals to make informed financial decisions throughout their life stages. This collaboration aims to emphasize the importance of planning one's second innings to ensure a fulfilling post-retirement lifestyle - one that is rich in exploration, purpose, and new experiences. Speaking about the MoU signing Krishan Mishra, CEO, FPSB India said, "At FPSB India, we believe that financial education is not just a life skill--it is a life changer. This MoU with NPS Trust is a powerful opportunity to integrate retirement planning as a central theme of personal finance education and reach diverse segments of society with credible, action-oriented guidance." This strategic partnership aims to enhance the public's understanding of retirement planning and personal finance, especially among institutions, enterprises, government bodies, and the general public. The MoU marks a crucial milestone in India's journey toward building a financially resilient and retirement-ready population. The MoU reinforces the commitment of both organizations to the Government of India's vision of financial inclusion and ViksitBharat by providing the tools, resources, and knowledge to plan and secure one's financial future. Key initiatives under this collaboration include: * Joint Awareness Campaigns on NPS, NPS Vatsalya, APY, and other PFRDA-regulated schemes via seminars, digital outreach, and workshops. * Targeted Outreach to institutions, enterprises, government bodies, and the general public to promote retirement planningawareness. * Information Exchange & Research Collaboration to develop high-quality, relevant financial education content. As the collaboration unfolds, both FPSB India and NPS Trust are committed to delivering impactful programs that not only raise awareness but also build confidence and actionable knowledge among citizens about financial planning, retirement solutions, and long-term wealth creation. (ADVERTORIAL DISCLAIMER: The above press release has been provided by PNN. ANI will not be responsible in any way for the content of the same)