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    Executive Programme in Financial Planning and Investment Advisory Services
    Indian Institute of Management Ahmedabad

    Executive Programme in Financial Planning and Investment Advisory Services

    Indian Institute of Management Ahmedabad, Ahmedabad
    HomeFinanceIndian Institute of Management AhmedabadExecutive Programme in Financial Planning and Investment Advisory Services
    3 daysDuration
    in-personFormat
    EnglishLanguage
    FinanceTopic

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    About This Program

    The Executive Programme in Financial Planning and Investment Advisory Services, jointly offered with Financial Planning Standards Board India (FPSB), is an advanced programme designed to equip professionals with the knowledge and skills necessary to excel in the field of financial planning and investment advisory services. The programme is aimed at individuals who already possess a foundational understanding of finance or related fields and are seeking to deepen their expertise, as well as those who aim to obtain necessary certifications and regulatory approvals for practising financial advisory services. The topics covered in this programme are diverse and include pricing models of financial assets, risk and return characteristics of financial markets and alternative asset classes, asset allocation, investment management, retirement planning, tax planning, estate planning, insurance, and alternative investments. Participants will gain knowledge about a variety of financial products, regulatory frameworks, best practices in the sector, and ethical standards necessary for providing customers with sound financial advice. A key emphasis is placed on the impact of fintech and the role of psychology in financial advisory services, helping professionals effectively engage with retail clients and family offices. Additionally, a dedicated module shall focus on marketing, negotiation and communication skills, ensuring participants develop the strategic and interpersonal competencies needed to succeed in the field. The programme will be delivered in a blended format, combining online and on-campus learning experiences. It will include 9 days of campus immersion, divided into three modules, along with weekend online sessions spread over approximately 8 months.

    Why Indian Institute of Management Ahmedabad?

    IIM Ahmedabad occupies a position in South Asian management education that has no close rival β€” it is the institution that shaped the first generation of India's corporate leaders and continues to set the intellectual agenda for business in one of the world's fastest-growing economies. For senior professionals seeking rigorous, research-grounded executive education with a distinctly Indian strategic context, there is simply nowhere else like it.

    Your Profile

    • Individuals aspiring to build a career in Financial Planning and Advisory services, particularly those enrolled in CFP certification of FPSB India.
    • Professionals from diverse financial institutions, including Banks, NBFCs, Asset Management Companies (AMCs), Insurance companies (both Life and Non-Life), Boutique investment management firms, family offices, and Registered Investment Advisors (RIAs).
    • Graduation with a minimum 3 years of experience, or CFP Professional with minimum 3 years of experience.

    Benefits

    • Structure investment portfolios across equities, fixed income, derivatives, and alternative assets using allocation principles and risk management tools.
    • Advise HNIs and UHNWIs on retirement planning, estate planning, and tax planning strategies.
    • Apply behavioural finance and fintech knowledge - including robo-advisory - when engaging retail clients and family offices.
    • Fast-track access to CFP certification through FPSB India co-hosting of the programme.

    What You'll Learn

    • Risk-return characteristics and asset pricing in financial markets: Stock markets, Fixed income, Currency, Derivatives and structured products.
    • Asset allocation principles; Smart beta and factor Investing; Risk management of investment portfolios.
    • Behavioural finance and implications for asset allocation; Retirement Planning; Estate Planning and intergenerational wealth management.
    • Alternative investments: Commodities markets and bullion, Real estate, Art and collectibles.
    • Property and Liability Insurance; Tax planning for HNIs and UHNWIs.
    • Fintech and robo-advisory; Understanding clients and pitching to clients; Negotiation skills and deal-closing.

    Frequently Asked Questions

    How to Apply

    1. 1

      Check your eligibility

      Review the entry requirements listed on this page. Most executive programs require 8–15 years of professional experience.

    2. 2

      Compare programs

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    3. 3

      Contact the school

      Send a message directly to Indian Institute of Management Ahmedabad via Gradia to request a brochure or speak with an admissions advisor.

    4. 4

      Prepare your application

      Gather your CV, reference letters, and any required test scores. Many EMBA programs waive standardised tests for senior candidates.

    5. 5

      Submit your application

      Apply directly through Indian Institute of Management Ahmedabad's official application portal.

      Apply now β†’