SP Jain Global marked World Financial Planning Day with an industry interaction for students of the Master of Applied Finance and Wealth Management (MFWM) program. Led by Dr Arindam Banerjee, Program Director (MFWM), the session brought together senior leaders from the Financial Planning Standards Board (FPSB) India, offering students insights into the evolving landscape of professional financial planning.
Understanding India’s evolving financial landscape
The interaction was led by Chandrakant Sureka, Chief Executive Officer of FPSB India, who offered insights into India’s rapidly evolving financial ecosystem. He discussed how regulatory changes, rising financial awareness, and global best practices are redefining the roles of financial planners and wealth managers, highlighting the growing need for professionals who balance technical expertise with strong ethical responsibility.
Senior leaders from FPSB India at SP Jain Global, marking World Financial Planning Day
Certification and professional pathways
Teena Rawal, Head of Business Development at FPSB India, highlighted the global significance of the Certified Financial Planner® (CFP) certification, outlining its rigorous competency and ethical standards that make it a benchmark of excellence in financial planning worldwide.
Complementing this, Anshul Srivastava, CFP®, Head of Standards and Examinations, along with Prashant, guided students through the CFP curriculum, examination structure, and certification journey, offering clarity on aligning academic preparation with international professional standards and career pathways.
With over 2 lakhs of CFP professionals across the globe, financial planning has emerged as a dynamic and expanding profession. Through its Master of Applied Finance and Wealth Management (MFWM) program, SP Jain Global continues to prepare ethically grounded, globally aligned finance professionals to excel in an evolving financial landscape.