Welcome to
FINANCIAL PLANNING ACADEMY

Transforming Lives by Up-skilling Students & Professionals in the Field of Accounting & Finance

Our Story

Financial Planning Academy (FPA) is one of India’s leading training companies in the Accounting & Finance space. Over the last 15 years, we have trained over 5,00,000+ students and working professionals in various courses globally, helping them fulfill their career aspirations.

FPA is amongst the oldest training partner & market leader for FPSB USA to train for the CFP certification program. FPA is also an ACCA Gold Approved Learning Partner, a Silver Approved Learning Partner for CMA (US) & a sort after name for CFA & CPA (US) trainings.

FPA is a proud achiever of the 40 under 40 award, India young entrepreneurs award & the mother Teresa excellence award for our contribution to the field of education.

FPA is a part of the Sykes & Ray group, a 3-decade-old BFSI conglomerate with businesses in Stock Broking, NBFC, Wealth Management, present across 140+ cities in the country with a 1,000+ employee + distribution strength.

FPA’s sister concern, SREdupro & Ambition Learning Solutions (ALS) are the biggest names in the B2B BFSI education space, training employees & the distribution network at the top Banks, Mutual Funds, Insurance companies & Stock Broking Houses in India. SREdupro & ALS are amongst the only handful institutes in the entire country who are empaneled with the prestigious NISM & SEBI for various industry led training initiatives.

The idea at FPA is to be able to use the practical insights from our parent & sister companies to plug the knowledge and skill gap, along with being able to help place students at their dream companies like the Big 4’s and top global banks.

Our Mission

To be a leading edtech organisation, that provides global & professional certification for a qualified future.

Our Vision

We aspire to create an outstanding community for every accounting & finance learner that enables aspirants to be global leaders.

Our Core Team

Kirtan Shah (Co-Founder & CEO)

Mr. Shah is a serial entrepreneur running businesses in the area of Financial Planning & Education with a decade of enriching experience in Sales, Training & Consulting.

As a formal Executive Director with a BSE Listed NBFC, he brings good exposure to Banking, Treasury Management & Wealth Management. He has been awarded with Young Entrepreneur Award in Dubai and Mother Teresa Excellence Award in Bangalore.

In his quest to learn and passion to share knowledge & experience; he has co-authored 2 books on Capital Markets & Financial Services, is on the Board of Studies of multiple colleges in India & a personal finance guest on CNBC TV 18, CNBC Aawaaz, CNBC Bajar, Zee Business, ET NOW, ET NOW Swadesh, BQ Prime etc.

Vishal Gada (Co-Founder & CMO)

Proactive is how you can define him. With over a decade in Education Marketing, from Navneet to ICICI, he has lived the evolution of the education industry.

Vishal in his last corporate assignment was instrumental in setting up an education division for a listed Non Banking Finance Company and grew it 4 folds before starting on his own.

Being from the first batch of B.M.S. at the Mumbai University and than completing his M.B.A. from a prestigious school, he is a popular face at various colleges to share his experience with the budding talent.

Jaishank Gupta (Co-Founder & CFO)

An M.B.A from S.P. Jain, C.F.A. and a CFP, Jaishank is the perfect numbers guy and a thorough techie at heart.

Coming from PWC in the past, taxation and business consulting is something that runs in his blood.

Having set up a Financial Planning firm managing 500+ cr. of wealth for 1000+ clients, he has also been very instrumental in knowledge transfer between education and practice leading to mutual benefit for both the organisations.

Our Group Companies

Ambition Learning Solutions (ALS)

ALS is amongst the most respectable names in the BFSI training space. ALS trains the employees & the distribution network of the Top Banks, Mutual Fund Companies, Insurance Companies & Large Stocks Brokers. ALS clients include LIC, SBI Bank, SBI Mutual Fund, SBI Life Insurance, ICICI Mutual Fund, Axis Bank, Axis Mutual Fund, Aditya Birla Insurance, HDFC Mutual Funds, Bank of Baroda, Motilal Oswal, Yes Bank, Tata Mutual Funds etc. to name a few.

ALS is amongst the handful institutes selected by SEBI in the SEBI Smart initiative to spread Financial Literacy.

SREdupro is amongst the only 5-6 institutes across the country to have been empaneled with the National Institute of Securities Market (NISM) for the Continuing Professional Education Program (CPE).