About FPA

Financial Planning Academy is one of the India’s leading training companies in the BFSI Sector. We have over the last decade trained over 500K students and professionals in various courses, helping them fulfil their career aspirations all this while. Our Vision is to provide students worldwide with the right skills which can help them pursue the right careers and propel their careers to the next level.
Financial Planning Academy is India’s leading training provider for the CFPCM program having trained over 7000 students and professionals in the last 10 years as of Feb 21. We are one of the few Authorised Education Partners with FPSB USA to provide the CFP training all over India. Also we are ACCA’s Gold Approved Learning Partner, having trained over students globally in the last 2 plus years. We are also one of the top trainers for CMA USA program, which has been an instant hit with Commerce Students as well as working professionals.

Our key strengths are focus on conceptual clarity that helps students crack exams in their first attempt (avg. 90% plus pass rates at first attempt for all our courses). Also we provide top of the line course content, either developed by us or from an approved content provider. Additionally we provide unlimited doubt solving and unending support towards registration and liaising with the international bodies where we are able to get HUGE discounts for our students for registration, exemptions etc. Not to forget our students get the access to the recorded lectures, mocks, and additional material on industries leading Learning Management Systems.

Financial Planning Academy is part of the SR Edupro Group, which in turn is part of much larger and bigger group Sykes and Ray Equities which is a 30 year old company with over 200 employees. We also have our B2B arm called Ambition Learning Solutions, which has been working with most of the top Banks, Mutual Funds & Insurance companies for their training needs. We provide Corporate Training and Investment Awareness training to almost every single district in India, training 1000’s every year. We use our industry knowledge and connect to plug the knowledge and skill gap as well as help place the students at their dream companies like Big 4’s and Leading banks

Speak to our Career Counsellor


Our Group Companies

Ambition Learning Solutions (ALS)

Ambition Learning Solutions (ALS) is a renowned Institute of excellence for both education and training in multifarious courses and plays a cardinal role in providing world-class professionals who are trained to give unbiased and competent advice to their clients. ALS specializes in tailor made Corporate Training Programs, Investor Awareness Programs (IAP) and is empanelled with National Institute of Securities Market (NISM) for Continuous Professional Education (CPE) training.


Pass4Sure is a leading professional online practice test bank for various NISM, NSE NCFM, BSE, IRDA and Banking PO exams. The team behind Pass4Sure has decades of experience in the financial services space and have succeeded in preparing practice question banks which will not only help to pass the exams easily but also get a good grip on the subject.

Sykes & Ray Equities (SRE)

Founded in 1980, Sykes & Ray Equities (SRE) today is a leading Financial Services Firm with business in Stock Broking, Non Banking Finance Company (NBFC), Portfolio Management Services (PMS), Financial Planning Services & Education. We are present across 140+ locations in India and serving our clients with a strong 250+ team strength and growing.


Sykes & Ray Financial Planners (SREFP)

Happiness is not in earning more money or having more wealth. Happiness is in achieving your life’s dreams, fulfilling the promises you have made and having peace of mind. That’s the driving principle for us. Sykes & Ray Financial Planners, the pioneers of Professional Financial Planning Services in India with a team of CERTIFIED FINANCIAL PLANNER Professionals, guides you to think ahead and reach ahead in life by offering holistic Financial Planning Services by qualified professionals.

Why FPA?


FPA is the Education Division of SRE – Sykes & Ray Equities, which was Founded in 1980, and today is a leading Financial Services Firm with business in Stock Broking, Non Banking Finance Company (NBFC), Portfolio Management Services (PMS), Financial Planning Services & Education with presence across 140+ locations in India and a strong 250+ team strength and growing.

FPA is the #1 Authorized Education Provider of the CFP  Program in India, having trained over 5000+ students & working professionals. FPA’s Diploma in Banking & Finance is certified by IIBF, India’s biggest banking training institute approved by RBI. FPA is the only Mumbai University Public – Private - Partner conducting online skill building Certificate, Diploma and Advanced Diploma programs.


Every Faculty Member of FPA is a CFP  Professional with additional professional certifications to their credit.

  • Our eminent faculty members are either practicing Financial Planners or working in a reputed financial services firm.
  • Industrial Visits, which enables student to bridge the gap between theoretical and practical aspects of Finance.
  • Guest Lectures by Industry Experts/Professionals not only make our students strong in their concepts & implementation but also update with the current trends & market scenario.

FPA Has Fulltime Faculty Members & Facilitates:


FPA’s Training Material is AUTHORIZED & APPROVED by FPSBI as the best:

  • 150+ hours of classroom training provided
  • 4 hours of Financial Plan Construction Training
  • Complete set of 11 AUTHORIZED books
  • 50+ hours of Online Videos for learning & revision
  • 1500+ Practice Mock Test questions
  • Chapter Wise PPT


FPA provides:

  • Guaranteed Internship Programs
  • We provide Placement support to all our students. Some of the leading financial service organizations like SBI, Religare, Kotak, ICICI, HSBC, HDFC, Karvy, Anand Rathi, etc. and practicing financial planners like  Ladder 7, Financial Hospital, Ffreedom Financial Planners, etc. are all hiring CFP from FPA for various job profiles with salaries ranging from 2-10 lakhs/year.
  • Soft Skills Training
  • Resume Making
  • Interview Etiquettes.


FPA also provides an online portal called i-Learn which includes:

  • Topic wise notes & online summary for all modules
  • Real time mock exams for all modules, with their solutions
  • Over 2000+ practice questions with their solutions
  • 100+ Articles related to financial planning


FPA Training centres at:

  • Charni road
  • Borivali
  • Thane
  • Ghatkopar

We also have branches at Pune, Bhubaneswar, Cochin and Amritsar.

Management Team
  1. Kirtan Shah
    Co-Founder & Chief Executive Officer
    Kirtan Shah

    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.

    Kirtan is a B.Sc. Math graduate with P.G. in Financial Engineering and Risk Management (F.E.R.M.), a Certified Financial Planner (CFP ), Charter International Wealth Manager (C.I.W.M.) and a Chartered M.C.S.I. from C.I.S.I.

    In his quest to learn and passion to share knowledge & experience; he has authored numerous books on Capital Markets & Financial Services and is also on the Board of Studies of Mithibai College, Mumbai.

  2. Vishal Gada
    Co-Founder & Chief Marketing Officer
    Vishal Gada

    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.

  3. Jaishank Gupta
    Co-Founder & Chief Financial Officer
    Jaishank Gupta

    An MBA from SP Jain, CFP, and CFA Level 3 Cleared. Jaishank is the perfect number 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 100+ 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.




Co-Founder & C.E.O.- Sykes & Ray Edupro Private Limited.

11 Years Of Experience In Financial Services.



M.Com, CFP

Sr. Manager Training - Sykes & Ray Edupro Private Limited.

7 Years of Experience In Financial Services.



M.Com, RFC, CFP , MBA (S.P. Jain)

Co-Founder & C.F.O. - Sykes & Ray Edupro Private Limited.

8 Years Of Experience In Audit, Consulting & Financial Services



MA (Eco), PGDBM, LLB, Licentiate (Life-III), CFPCM

Director - SmartFin Wealth Management Private Limited.

17 Years Of Experience In Financial Services

pratik rambhia


M.com (Banking and Finance), CFPCM

10 Years in Financial Services