FPSB India

The #financialplanning landscape is shifting. Technical skills? Essential. But what if the real game-changer is understanding the human side of planning? Client behavior, trust, and connection are more critical than ever. Are you prepared to adapt to this new era of financial advisory? A fresh approach is on its way. One that redefines how professionals connect, engage, and succeed. Stay tuned for what’s next. It’s going to change everything. Krishan Mishra Saniya Chawan Himani Sharma Dr. Alok Kumar, CFP Rajesh Singh Rutika Bade Trupti Patil Anshul Srivastava CFP® Sajju Joy Prashant Dhuri Teena Rawal Chandrakant Sureka Priya Dhawan Hemambika Hariharan Anurag Nigam

Celebrating a Remarkable Journey in Financial Planning! Today marks a momentous occasion as we proudly celebrate: 2 years since FPSB India became a wholly-owned subsidiary of FPSB Ltd., actively shaping the financial planning landscape in India. 20 years of CERTIFIED FINANCIAL PLANNER® professionals in India, 51 years of the financial planning profession worldwide, and Over the last two decades, we’ve been at the forefront of: ✅ Certifying CFP® professionals who uphold the highest standards of integrity and expertise. ✅ Advocating for global best practices in financial planning. ✅ Empowering individuals to take control of their financial futures. ✅ Promoting financial planning education and fostering a culture of trust and transparency. This milestone is a testament to the unwavering commitment of our community—dedicated CFP® professionals, passionate supporters, valuable partners, and the countless individuals who’ve trusted us to guide them on their financial planning journeys. Thank You for Being Part of Our Legacy!  Together, we’ve transformed lives through financial planning, and this is just the beginning. Here’s to many more years of empowering financial well-being! Krishan Mishra Saniya Chawan Himani Sharma Dr. Alok Kumar, CFP Rajesh Singh Rutika Bade Trupti Patil Anshul Srivastava CFP® Sajju Joy Prashant Dhuri Teena Rawal Chandrakant Sureka Priya Dhawan Hemambika Hariharan Anurag Nigam #CelebratingExcellence #CFPProfessionals #FPSBIndia #FinancialPlanning

We are thrilled to announce the launch of the 𝐏𝐨𝐬𝐭 𝐆𝐫𝐚𝐝𝐮𝐚𝐭𝐞 𝐏𝐫𝐨𝐠𝐫𝐚𝐦 𝐢𝐧 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 (𝐏𝐆𝐏𝐅𝐏) in collaboration with the National Institute of Securities Markets (NISM)! This landmark initiative brings together FPSB India's global standards in financial planning and NISM’s expertise in securities markets to create a transformative educational experience for aspiring financial professionals. Why Choose PGPFP? ✅ Flexible Hybrid Learning for your convenience. ✅ Combines CERTIFIED FINANCIAL PLANNER® certification with academic rigor. ✅ Master investment, tax, retirement, risk, and estate planning strategies. ✅ Learn from global best practices to deliver client-focused financial solutions.  Join the movement shaping the future of financial planning and embark on a journey of growth and excellence.  Admissions are NOW OPEN! 👉 Take the first step towards becoming a world-class financial planner. Apply Now: Click Here to Learn More & Enroll Link: https://lnkd.in/dQbEn8T7 Let's build the future of financial planning together! Krishan Mishra Dr. Rachana Baid Swarup Mohanty Dharmakirti Joshi Lakshmi Iyer Sashi Krishnan SUNIL KADAM Dr. Mohd Meraj Inamdar Amit Trivedi Teena Rawal

FPSB India is thrilled to share that Krishan Mishra was part of an insightful panel discussion at IIM Ahmedabad on the topic "The Psychology of Risk-Taking: A Review of Behavioral Aspects in Financial Decision-Making." Moderated by Prof. Joshy Jacob, the session featured a distinguished panel, including Krishan Mishra, along with Dr. Dipesh Shah, Executive Director - Development, IFSCA Official, GIFT City, Mr. Joydeep Roy, India Financial Services Leader, PwC, and Mr. Rajesh Krishnamoorthy , Independent Director. Together, they delved into key behavioral factors influencing financial decision-making, focusing on how emotions, biases, and risk tolerance shape investor choices. Krishan Mishra shared valuable insights on the importance of understanding investor psychology and how financial advisors can better guide clients through risk-related decisions. The discussion emphasized the critical need for balanced, informed decision-making in the ever-evolving financial landscape. A heartfelt thank you to Indian Institute of Management Ahmedabad for hosting this engaging discussion, and to all the esteemed panelists for their thought leadership. #FPSBIndia #FinancialPlanning #RiskTaking #InvestorPsychology #BehavioralFinance #IIMA

At FPSB India, we don’t just award certifications; we create change. During our recent workshop in collaboration with Indian Institute of Management Ahmedabad, someone in the audience spoke highly of the impact of the CFP® certification—and it reminded us why we work so hard to make it accessible. In today’s ever-changing economy, CFP professionals aren’t just financial experts—they’re financial doctors. The CFP certification equips advisors with the tools to navigate complex financial landscapes and help clients build a secure future. It’s about more than numbers; it’s about empowering people to make informed, confident financial decisions. Why does CFP certification matter? - It’s a global benchmark of excellence in financial planning. - It ensures ethical, client-first advice. - In an unpredictable world, it’s the key to trust and confidence in financial planning. We're proud to support a community of financial professionals who make a real difference—and will continue to champion the power of CFP certification to shape a brighter financial future for all. Krishan Mishra Saniya Chawan Himani Sharma Dr. Alok Kumar, CFP Rajesh Singh Rutika Bade Trupti Patil Anshul Srivastava CFP® Sajju Joy Prashant Dhuri Teena Rawal Chandrakant Sureka Priya Dhawan Hemambika Hariharan Anurag Nigam #CFPCertification #FinancialPlanning #FPSBIndia #LifeChangingAdvice #TrustedAdvisors

Have you been away from the world of financial planning for a while? Now’s your moment to make a powerful comeback. Introducing an exclusive one-time renewal opportunity for former CFP® professionals who have been inactive for over 5 years. Whether you’re looking to refresh your career or reconnect with a network of like-minded professionals, this is the perfect time to take the next step. The financial planning landscape is changing, and your expertise is needed now more than ever. Don't miss out on this rare chance to renew your certification and embrace a future filled with new possibilities. Why Renew Now? 👉 Limited-Time Renewal: A unique opportunity to get back on track after 5+ years away. 👉 Reconnect with the Community: Join a thriving network of CFP professionals who are shaping the future of financial planning. 👉 Open New Doors: With a renewed certification, you'll unlock access to exciting career opportunities and growth. The time is now—make your comeback! Krishan Mishra Saniya Chawan Himani Sharma Dr. Alok Kumar, CFP Rajesh Singh Rutika Bade Trupti Patil Anshul Srivastava CFP® Sajju Joy Prashant Dhuri Teena Rawal Chandrakant Sureka Priya Dhawan Hemambika Hariharan Anurag Nigam #CFPHomecoming #CareerComeback #RenewYourCFP #NewOpportunities #FinancialPlanning

To Our Team and Audience — You Made This Possible A big shout-out to the team and every single attendee who joined us for the Asset Pricing and Factor Investing Workshop. Hosting this event with IIM Ahmedabad was an honor, and it was all of you—our dedicated team members, supportive audience, and passionate participants—who made it truly special. Your curiosity, questions, and engagement showed us that the path toward financial literacy and empowerment is stronger than ever. Together, we’re building a community that’s financially informed, empowered, and ready to make impactful decisions. Our journey to make financial freedom accessible to everyone continues, and it’s inspiring to have all of you alongside us. Thank you for your contributions, energy, and unwavering support. Indian Institute of Management Ahmedabad Krishan Mishra Saniya Chawan Himani Sharma Dr. Alok Kumar, CFP Rajesh Singh Rutika Bade Trupti Patil Anshul Srivastava CFP® Sajju Joy Prashant Dhuri Teena Rawal Chandrakant Sureka Priya Dhawan Hemambika Hariharan Anurag Nigam #FinancialFreedom #Teamwork #Gratitude #FinancialEmpowerment

A Heartfelt Thank You to Our Panelists and Speakers We want to express our deepest gratitude to the incredible panelists and speakers who made the Asset Pricing and Factor Investing Workshop, in collaboration with Indian Institute of Management Ahmedabad, an unforgettable experience. The knowledge and insights shared by each of you were nothing short of transformative. Every panelist brought unique perspectives, diving deep into the nuances of financial planning, behavioral finance, and sustainable wealth creation. As Prof. Bharat Bhasker, Director of IIM Ahmedabad, aptly shared: "Our approach is like that of a river—it benefits everyone around it. In return, the river stays alive because it helps others thrive." This analogy perfectly captured the spirit of the workshop—one of mutual growth, empowerment, and impact. As Krishan Mishra, CEO of FPSB India, beautifully said: "If you want to empathize with someone, you need to put yourself in the shoes of others—my only request to everyone would be, before you put yourself in the shoes of others, remove your own shoes. You cannot put other people's shoes on if you are not removing your own shoes." This powerful reminder resonated deeply as we explored actionable strategies for creating sustainable wealth and fostering empathy in decision-making. The learning outcomes have been so impactful—we’re sure the audience felt like they were sprinkled with gold dust throughout the workshop. From actionable strategies to profound wisdom, the value you delivered was immense, and the feedback speaks volumes about the difference you’ve made. Thank you for your dedication, expertise, and passion for advancing financial literacy and empowering individuals to become informed decision-makers. Here’s to more opportunities to learn, grow, and make a lasting impact together! 🙌 Joshy Jacob | Kirtan A Shah, CFP®| Kalpesh Ashar | Gurpreet Sidana | Rajesh Krishnamoorthy | Shilpa Bhaskar Gole, FFC®, CFP®| Lt Col Rochak Bakshi,CFP®️ | Amit Gupta | Teena Rawal | Swarup Mohanty | Pradeep Ramakrishnan | Ellapulli Vasudevan | Rajan Raju | Anish Sugathan #FinancialPlanning #FactorInvesting #FinancialLiteracy #ThankYou

Celebrating 20 Years of Excellence in Financial Planning! Today marks an extraordinary milestone for FPSB as we celebrate 20 years of empowering financial planners and transforming the financial planning landscape.🙌 Over the past two decades, we have built a strong community of professionals, passionate about guiding individuals, families, and businesses toward financial security and growth. As we reflect on the journey, we want to extend our heartfelt THANK YOU to all our CFP® professionals who have made this journey possible. As we step into the next chapter of our journey, we are excited about the opportunities, challenges, and growth that lie ahead. The future of financial planning is bright, and with your continued support, we are confident that we will achieve even greater success in the decades to come. Here's to the next 20 years of growth, collaboration, and excellence! Together, let’s continue to empower individuals and communities for a secure and financially confident future worldwide. Financial Planning Standards Board Ltd. Dante De Gori, CFP®, Noel Maye, Ryanne Harrah Amy Carlson Wisniewski Elle Manton Krishan Mishra Krishan Mishra Saniya Chawan Himani Sharma Dr. Alok Kumar, CFP Rajesh Singh Rutika Bade Trupti Patil Anshul Srivastava CFP® Sajju Joy Prashant Dhuri Teena Rawal Chandrakant Sureka Priya Dhawan Hemambika Hariharan Anurag Nigam #CFPProfessionals #20YearsOfExcellence #FinancialPlanning #CelebratingSuccess #FinancialFuture #CFP #WeAreFPSB

A heartfelt thank you to everyone who made the workshop a success! In collaboration with Indian Institute of Management Ahmedabad, we recently hosted the ‘Asset Pricing and Factor Investing’ Workshop, and we couldn’t be more thrilled with the outcome. We kicked off with an insightful inaugural session featuring: - Prof. Bharat Bhasker, Director, IIM Ahmedabad - Prof. Joshy Jacob, Professor of Finance & Accounting, IIM Ahmedabad - Mr. Krishan Mishra, CEO, FPSB India The session set a powerful tone for the day, with thought leaders discussing the importance of advanced investment strategies and the critical role financial professionals play in helping clients navigate the complexities of asset pricing and factor investing. Their expert insights provided valuable perspectives on how these concepts are shaping the future of financial planning. A huge thank you to Prof. Bharat Bhasker, Prof. Joshy Jacob, and Mr. Krishan Mishra for their contributions and for sharing their wealth of knowledge with our participants. Looking forward to many more such opportunities as we work together to build a financially literate and empowered community. Indian Institute of Management Ahmedabad Krishan Mishra Saniya Chawan Himani Sharma Dr. Alok Kumar, CFP Rajesh Singh Rutika Bade Anurag Rana Trupti Patil Anshul Srivastava CFP® Sajju Joy Prashant Dhuri Teena Rawal Chandrakant Sureka Priya Dhawan Hemambika Hariharan Anurag Nigam