CFP Certification Program | CFP Training | CFP Classes in Mumbai, India: Financial Planning Academy

WELCOME TO FINANCIAL PLANNING ACADEMY

Financial Planning Academy (FPA) has been established to disseminate Financial Education to the aspiring individuals who are keen to make a career in Finance.

FPA is student-focused, result-driven and committed to helping individuals achieve their educational and career goals.

Whether you are a college student trying to master basic skills in finance or you are a working professional trying to upgrade your knowledge, FPA helps you achieve your career goals and dreams.

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Placements – Current Openings

SigniTeq

Credit/ Finance Analyst@SigniTeq

Current openings: 2

Getting You Rich

Para Planner@Getting You Rich

Current openings: 4

BIG WALLETS & HAPPY TRAVELS

Financial and Travel Services Manager@BIG WALLETS & HAPPY TRAVELS

Current openings: 2

Credit Agricole Corporate & Investment Bank

Interns@Credit Agricole Corporate & Investment Bank

Current openings: 4

IIFL Securities ltd

Insurance Advisor@IIFL Securities ltd

Current openings: 5

SRE Financial Planners

FP Interns@SRE Financial Planners

Current openings: 5

72 Financial

Research cum Investment Manager@72 Financial

Current openings: 2

Plan Ahead Wealth Advisors

Para Planner@Plan Ahead Wealth Advisors

Current openings: 2

Plan Ahead Wealth Advisors

Wealth Managers@Plan Ahead Wealth Advisors

Current openings: 2

Alumni 762

Ravi Bansal

"Availed e-learning programme from FPA for Advance Financial Planning module.Videos & reading material gave me lot of depth and conceptual clarity. With one month's preparation could scor.....

MOXAT KOTHARI

’After having cleared my 12th back in 2016 and deciding to pursue a career in Finance, I had no clue where to start from and how to go about it. It was back in 2017 where I started my journey wi.....

Shiphrah Bellary

It was great to have such coaching for to clear up all the exams of his course. I’m glad I made the right choice of choosing FPA. Their help and support has always been there no matter what. I h.....

Shah Kunjan

To , Kirtan Sir and Team FPA, Myself Kunjan Shah, I cleared my CFP Certification one month ago. I'm really thankful to Kirtan Sir and team FPA for helping me out in the course of time of my CFP ce.....

Juelee Dalvi

I am very thankful of Financial Planning Academy for offering a blend of learning , amusement and integration of enduring principles. FPA provides a wide arena of the field and thus I got to learn som.....

rohan Gandhi

I don’t want to miss the opportunity to thank Financial Planning Academy for setting up such a good education platform in the world of Finance. I am very thankful to all the staff of FPA especia.....

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Notice Board

New CFP batches
CHALLENGE STATUS BATCH STARTING
Mint – Authored article titled ‘Exploring mutual fund fees which are linked to performance’ by Suresh Sadagopan , CFPCM
Mint –Article titled ‘Is there merit in taking a re-look at expense ratios charged by MFs?’ quotes Suresh Sadagopan , CFPCM
Mint – Authored article titled ‘Financial planning is both an art and science’ by Monika Halan , CFPCM
DNA – Authored article titled ‘Financial planning is both an art and science’ by Deepali Sen , CFPCM
Business Standard – Article titled ‘REITs: Good option for those seeking regular income’ quotes Vishal Dhawan , CFPCM
Mint –Article titled ‘How to manage money when you become your own boss’ quotes Suresh Sadagopan, CFPCM
Mint –Authored article titled ‘Overall exposure to gold should not be more than 5-7% of portfolio’ by Surya Bhatia, CFPCM
The Economic Times –Article titled ‘DSP Small Cap to Accept SIPs and STPs, Again’ quotes Nisreen Mamaji, CFPCM
Hindustan Times –Article titled ‘Why liquid fund is a must in your portfolio’ quotes Nisreen Mamaji, CFPCM
DNA –Authored article titled ‘No tax on NRI’s salary paid in India’ by Arvind Roa, CFPCM
DNA –Authored article titled ‘Money Sense’ by Amar Pandit, CFPCM
The Economic Times –Authored article titled ‘Asset allocation is Key to managing your wealth’ by Uma Shashikant, CFPCM
Financial Chronicle –Authored article titled ‘Make financial freedom YOUR TOP GOAL’ by Amar Pandit, CFPCM
The Times of India –Article titled ‘When should you opt for single premium plans?’ quotes Amar Pandit, CFPCM & Suresh Sadagopan, , CFPCM
The Times of India –Authored article titled ‘10 financial rules young earners must abide by’ by Uma Shashikant, CFPCM
Business Standard –Authored article titled ‘Financial literacy’ by Jayant Pai, CFPCM
Business Standard –Article titled ‘Prepay or transfer home loan to counter rising interest rates’ quotes Arnav Pandya, CFPCM & Vishal Dhawan, CFPCM
DNA – Authored article titled ‘Pay LTCG tax if new flat buy goes in vain’ by Arvind Roa, CFPCM
The Economic Times –Article titled ‘What are Millennials doing with their Money?’ quotes Jayant Pai, CFPCM
The Economic Times – Authored article titled ‘Don't live with regret, learn from your wrong decisions’ by Uma Shashikant, CFPCM
Hindustan Times –Article titled ‘Say no to money mistakes’ quotes Vishal Dhawan, CFP CM & Amar Pandit, CFP CM
Hindustan Times –Article titled ‘5 WAYS TO CHECK IF YOUR INSURANCE COVER IS OKAY’ quotes Vishal Dhawan, CFP CM
Afternoon D&C –Authored article titled ‘5 things to consider before investing in FDs’ by Amar Pandit, CFP CM
The Times of India –Authored article titled ‘Money essons start at home’ by Uma Shashikant, CFP CM
Mint –Article titled ‘How to be money wise after retirement’ quotes Suresh Sadagopan, CFP CM & Vishal Dhawan, CFP CM
Mint –Article titled ‘How to get regular income from savings and assets after retiring’ quotes Yogita Dand, CFP CM
Business Standard–Article titled ‘BS TUTORIAL’ quotes Yogita Dand, CFP CM
Financial Express–Article titled ‘THE POST TRUTH’ quotes Amar Pandit, CFP CM & Anil Rego, CFP CM
DNA– Authored article titled ‘Calculate how much retirement corpus will earn after taxes’ by Harsh Roongta, CFPCM
Hindustan Times– Authored article titled ‘Why quick loan is not a solution’ by Nisreen Mamaji, CFPCM
DNA– Article titled ‘Should you buy AMC shares or MFs?’ quotes Amar Pandit, CFPCM
Mint– Article titled ‘With16 debt categories, time to re-evaluate your schemes’ quotes Suresh Sadagopan, CFPCM
The Times of India– Authored article titled ‘Why the wealthy are seen as soulless’ by Uma Shashikanth, CFPCM
The Economic Times – Article titled ‘Balanced advantage funds suit conservative investors best' quotes Suresh Sadagopan, CFPCM
The Economic Times – Authored article titled ‘Money skills are best learnt from parents, not at school’ by Uma Shashikanth, CFPCM
Hindustan Times– Article titled ‘Planning for emergencies’ quotes Lovaii Navlakhi, CFPCM
Financial Chronicle– Authored article titled ‘Save tax through the year, avoid a taxing year-end’ by Amar Pandit, CFPCM
Business Standard– Article titled ‘How to spot a Ponzi scheme’ quotes Arnav Pandya, CFPCM
DNA– Article titled ‘Why did analysts stop coverage on your stock’ quotes Anil Rego, CFP CM
Business Standard–Article titled ‘Not dividend, opt for systematic withdrawal’ quotes Arvind Rao, CFP CM
DNA – Article titled ‘No tax exemption on PMS fees' quotes Arvind Rao, CFP CM
Mint – Article titled ‘Taking a holiday from investing can be harmful’ quotes Melvin Joseph, CFP CM
Mint – Authored article titled ‘WE CHANGE WHEN THE RULES CHANGE’ by Monika Halan, CFP CM
Mint– Article titled ‘Warning signals that tell you if debt is taking over your life’ quotes Vishal Dhawan, CFPCM
Business Standard – Article titled ‘Simple, low-ticket insurance covers are here' quotes Vishal Dhawan, CFPCM
The Economic Times – Article titled ‘RISING INTEREST RATES WHAT INVESTORS SHOULD DO NOW’ quotes Suresh Sadagopan, CFPCM
The Economic Times – Article titled ‘Don't worry about low NPS returns’ by Harsh Roongta, CFPCM and Gaurav Mashruwala, CFPCM
Afternoon D&C – Authored article titled ‘Children's Insurance is a Misnomer’ by Amar Pandit, CFPCM
The Economic Times – Authored article titled ‘When risk perception is low, investors can be easily fooled’ quotes Uma Shashikant, CFPCM
The Economic Times – Article titled ‘5 ways to keep your money dreams real’ quotes Pankaj Mathpal, CFPCM
The Times of India – Authored article titled ‘Banish fears about fme, strategy’ by Uma Shashikant , CFPCM
Mint – Authored article titled ‘Buying a house is better than renting out ‘ by Kalpesh Ashar, CFPCM
Business Standard – Q&A titled ‘Financial literacy’ answered by Jayant Pai, CFPCM
Business Standard – Article titled ‘Do due diligence before investing in company fixed deposits' quotes Arnav Pandya, CFPCM
DNA – Authored article titled ‘How to choose a financial planner' by Deepali Sen, CFPCM
Mint – Authored article titled WHY INDIAN WOMEN DON'T WANT TO WORK’ by Monika Halan, CFPCM
Business Standard – Article titled ‘Invest in international funds to counter rupee depreciation' quotes Suresh Sadagopan, CFPCM
Business Standard – Article titled ‘Lock into rising bond yields with FMPs’ quotes Vishal Dhawan, CFP CM
DNA – Authored article titled ‘There is no direct alternative in life insurance’ by Harsh Roongta, CFP CM
Hindustan Times – Authored article titled ‘Are small savings schemes for you’ by Vivina vishwanathan, CFP CM
Mint – Article titled ‘Should you use own funds or take a loan?’ quotes Suresh Sadagopan, CFP CM
Mint – Article titled ‘Banks or NBFCs: Where should you take your education loan from?’ quotes Amit Kukreja, CFP CM
The Economic Times – Authored article titled ‘IS YOUR PORTFOLIO DIVERSIFIED?’ quotes Melvin Joseph, CFP CM
The Times of India – Article titled ‘what EPF Changes Means for you’ quotes sanket Dhanorkar, CFP CM
The Times of India – Authored article titled ‘Steady income is a good milestone in your 30s’ by Uma Shashikant, CFP CM
The Economic Times – Authored article titled ‘Banish those fears about the right time and rivht strategy’ by Uma Shashikant, CFP CM
Business Standard – Q&A titled ‘Financial Literacy’ answered by Jayant Pai, CFP CM
Business Standard – Authored article titled ‘Freelancers need a more flexible investment strategy’ by Vishal Dhawan, CFP CM
Mint – Article titled ‘A LITTLE BIT OF IDBI BANK IN MY LIC POLICY' by Monika Halan, CFPCM
Mint – Article titled ‘It's never too late to start a financial plan’ quotes Suresh Sadagopan, CFPCM
DNA – Authored article titled ‘Can a deceased be served I-T notice?’ by Arvind Rao, CFPCM
DNA - Article titled ‘Give your portfolio a healthy boost’ quotes Anil Rego, CFPCM
DNA – Authored article titled ‘Funding options for unplanned medical emergencies’ by Amar Pandit, CFPCM
Hindustan Times – Article titled ‘Do you need life insurance?’ quotes Suresh Sadagopan, CFPCM
Hindustan Times – Authored article titled ‘How to cut down on your expenses’ by Nisreen Mamamji, CFPCM
The Economic Times – Authored article titled ‘For the 30 somethings, steady income is a good milestone’ by Uma Shashikanth, CFPCM
Hindustan Times – Authored article titled ‘Cheaper loans for NRIs abroad?’ by Vishal Dhawan, CFPCM
The Economic Times – Article titled ‘Your EPF is evolving. Can you still bank on it?’ quotes Suresh Sadagopan, CFPCM
Business Standard – Q&A titled ‘Financial Literacy’ answered by Jayant Pai, CFPCM
Business Standard – Authored article titled ‘Short-term performance shouldn’t worry you’ by Arnav Pandya CFPCM
Hindustan Times – Article titled ‘Millennials need a health cover’ quotes Lovaii Navlakhi, CFPCM
DNA – Article titled ‘How to gain from annuity schemes’ quotes Suresh Sadagopan, CFP CM
DNA – Authored article titled ‘In revised ITRs, you can claim benefit’ by Arvind Rao, CFP CM
Mint – Article titled ‘Should insurers pay non-serving agents?’ quotes Suresh Sadagopan, CFP CM
Hindustan Times – Authored article titled ‘With times, money goals too change’ by Lovaii Navlakhi, CFPCM
DNA – Authored article titled ‘The expert’ by Harsh Roongta, CFP CM
The Economic Times – Article titled ‘Start investing on priority’ quotes Pankaaj Maalde, CFP CM
The Economic Times – Authored article titled ‘Why index ETFs should be the core portfolio of investors’ by Uma Shashikanth, CFP CM
The Economic Times – Article titled ‘Why We Find it so Hard to Sell Our Stocks and Funds’ by Uma Shashikanth, CFP CM
Business Standard – Q&A titled ‘Financial literacy’ answered by Jayant Pai, CFP CM
Mint – Authored article titled ‘The answer to the world's biggest health issue, back pain, lies in yoga’ by Monika Halan, CFPCM
Mint – Article titled ‘To become financially fit, an early start can work wonders for you’ quotes Deepali Sen, CFPCM , Yogita Dand, CFPCM , Tarun Birani, CFPCM
Mint – Article titled ‘How is being wealthy different from being financially fit?’ quotes Nisreen Mamaji, CFPCM
The Economic Times – Article titled ‘With 8% Plus Returns, FMPs a Hit with Corporates, HNIs’ by Vishal Dhawan, CFPCM
Business Standard – Authored article titled ‘Will EPFO hold you hostage?’ by Harsh Roongta, CFPCM
Mint – Authored article titled ‘Periodically increase health cover sum assured’ by Surya Bhatia, CFPCM
Mint – Article titled ‘Don't fret over your mutual fund scheme's past returns’ quotes D Muthukrishnan, CFPCM
Mint – Authored article titled ‘WILL BAKHSHI DO A PRULIFE AT THE BANK?’ by Monika Halan, CFPCM
Hindustan Times – Article titled ‘Fitness comes at a cost’ quotes Nisreen Mamaji, CFPCM
DNA – Authored article titled ‘Intention key for cap gains benefit’ by Arvind Rao, CFPCM
DNA – Authored article titled ‘Ask the expert’ by Harsh Roongta, CFPCM
DNA – Authored article titled ‘Transfer your risk using insurance’ by Deepali Sen, CFPCM
The Economic Times – Article titled ‘Should you buy closed ended funds going cheap?’ quotes Suresh Sadagopan, CFPCM
The Economic Times – Authored article titled ‘Why we find it so hard to sell our stocks and funds’ by Uma Shashikanth, CFPCM
The Times of India– Article titled ‘How much do you need for retirement?’ quotes Gaurav Mashruwala, CFPCM and Suresh Sadagopan, CFPCM
Mint – Article titled ‘WHEN FATHERS BECOME HEROES’ quotes Suresh Sadagopan, CFPCM
Business Standard – Q&A titled ‘Financial literacy’ answered by Jayant Pai, CFPCM
Indian Express – Article titled ‘Money parked in small savings schemes sees sharp decline, shows latest RBI data’ quotes Surya Bhatia, CFPCM
Mint – Article titled “Parents' wallets still funding young millennial lifestyles” quotes Taresh Bhatia, CFP CM and Nisreen Mamaji, CFP CM
Mint – Article titled ‘4 rules of thurnb on how much you should save, borrow and invest’ quotes Vishal Dhawan, CFPCM
DNA – Authored article titled ‘ITR allows swap of let-out property’ by Arvind Rao, CFPCM
Business Standard – Article titled ‘Ways to leave a bigger legacy for your heirs’ quotes Malhar Majumdar, CFPCM, Arnav Pandya, CFPCM and Suresh Sadagopan, CFPCM
Business Standard– Authored article titled ‘Greed’ travels faster than ‘Need’ by Harsh Roongta, CFPCM
Career Guidance session on Finance
Hindustan Times – Article titled ‘Moms, let’s plan finances’ quotes Melvin Joseph, CFPCM and Deepali Sen, CFP CM
Mint – Authored article titled ‘IPOs are better than stocks’ by Kalpesh Ashar, CFP CM
Mint – Article titled ‘Instead of saving randomly, we now invest in a structured manner’ quotes Melvin Joseph, CFPCM
Mint– Q&A titled ‘Interest earned on PF accounts after you leave your job or retire is taxable’ answered by Surya Bhatia, CFP CM
Mint – Authored article titled ‘THE MODI MOULD FOR INDIAN REGULATORS’ by Monika Halan, CFP CM
The Hindu Business Line – Authored Article titled ‘Your Financial Plan’ by Suresh Parthsarathy, CFPCM
The Economic Times – Article titled ‘7 CHEAPEST ULIPs’ quotes Pankaj Mathpal, CFP CM
The Economic Times – Article titled ‘Mutual funds still the best option for debt investors’ quotes Melvin Joseph, CFP CM
The Economic Times – Article titled ‘Primary goals within reach’ quotes Pankaj Maalde, CFP CM
The Economic Times – Authored Article titled ‘Change in life goals calls for changes in financial plan’ by Uma Shashikanth, CFP CM
The Economic Times - Article titled ‘Q&A’ answered by Jayant. R. Pai, CFP CM
Business Standard – Q&A titled ‘Financial literacy’ answered by Jayant Pai, CFP CM
The Indian Express – Article titled ‘'MF investors should wait & see until process is over’ quotes Surya Bhatia, CFP CM
DNA – Q&A titled ‘‘Look beyond FDs, invest in equity-linked products’’ answered by Harsh Roongta, CFPCM
Mint – Authored article titled ‘THE NEW IRDAI CHIEF AND THE TAX-GDP NUMBER’ by Monika Halan, CFPCM
Mint – Authored article titled ‘NEW ADVISORY MODELS LIKELY TO EMERGE’ by Suresh Sadagopan, CFP CM
The Economic Times – Article titled ‘Equity Funds Get a Makeover; See What's New in These 5 Plans’ quotes Vishal Dhawan, CFP CM and S Shankar, CFP CM
The Times of India –Article titled ‘Govt betters pension plan for elderly’ quotes Surya Bhatia, CFP CM
Mint –Article titled ‘Our finances became more structured after we got a plan’ quotes Steven Fernandes, CFP CM
Mint – Authored article titled ‘DO YOU OWN A CAR OR HIRE AN UBER TO WORK?’ by Monika Halan, CFP CM
Business Standard – Article titled ‘Diversify across NCDs to lower risk’ quotes Suresh Sadagopan, CFP CM
DNA – Authored article titled ‘Here’s how you can switch or exit MF schemes’ quotes Suresh Sadagopan, CFP CM
The Economic Times – Fund review titled ‘ICICI Pru Focused Bluechip Equity Fund’ by Vishal Dhawan, CFP CM
Mint – Authored Article titled ‘When investing in real estate as an asset class, be aware of risks, returns’ by Surya Bhatia, CFPCM
Mint – Authored Article titled ‘WHO IS OLD? AND WHY DOES IT MATTER SO MUCH’ by Monika Halan, CFPCM
Mint – Article titled ‘How to strike a balance between saving, spending’ quotes Surya Bhatia, CFPCM
Hindustan Times – Article titled ‘Start your tax planning right now’ quotes Vishal Dhawan, CFPCM
The Economic Times – Authored article titled ‘stop Being Gullible What a Product Will Do For Your’ by Uma Shahikanth, CFPCM
The Economic Times – Article titled ‘Invest more to reach goals’ quotes Pankaj Maalde, CFPCM
The Economic Times – Authored Article titled ‘Challenges are many but women can overcome them’ by Uma Shahikanth, CFPCM
The Economic Times – Article titled ‘Q&A’ answered by Jayant. R Pai, CFPCM
Mint – Article titled ‘Ola cab users can now insure their rides for as low as Re1’ quotes Prakash Praharaj, CFPCM
Business Standard – Article titled ‘Go with accrual funds in volatile times’ quotes Arvind A Rao, CFPCM
The Times of India – Authored Article titled ‘Don't become the product sellers make money from become the product sellers can make money from’ by Uma Shashikanth, CFPCM
Hindustan Times – Authored Article titled ‘Trick yourself to save and invest’ by Nisreen Mamaji, CFPCM
Hindustan Times – Article titled ‘Why you need to follow your money’ quotes Suresh Sadagopan, CFPCM
Business Standard – Authored Article titled ‘Be an aggressive investor to beat inflation’ by Arnav Pandya, CFPCM
Business Standard – Q&A titled ‘BS TUTORIAL’ answered by Jayant Pai, CFPCM
The Economic Times – Article titled ‘These MF Schemes may Help You Tide Over Volatility in Year Ahead’ by S Shankar, CFP CM and Vishal Dhawan, CFP CM
Mint – Authored Article titled ‘THE ULTIMATE MONEY QUESTION WE NEED TO ASK’ by Monika Halan, CFP CM
Mint – Q&A titled ‘When switching from Ulips to mutual funds, ensure you have adequate life cover’ answered by Surya Bhatia, CFP CM
Business Standard – Article titled ‘Borrow with margin of safety’ quotes Amar Pandit, CFPCM
Mint – Article titled ‘3 things to ask before investing in an insurance plan’ quotes Nisreen Mamaji, CFP CM
The Economic Times – Authored Article titled ‘5 ways to manage your home loan EMI better by Anil Rego', CFPCM
The Financial Chronicle – Authored Article titled ‘WHY INVESTING IN GOLD IS NOT A GOOD OPTION’ by Amar Pandit, CFPCM
The Economic Times – Authored Article titled ‘Don't become the product sellers make money from’ by Uma Shashikanth, CFPCM
The Economic Times – Article titled ‘Q&A’ answered by Jayant. R. Pai, CFPCM
The Hindu Business Line – Authored Article titled ‘How real estate fared vs mutual funds’ by Amar Pandit, CFPCM
The Hindu Business Line – Authored Article titled ‘Your Financial Plan’ by Suresh Parthasarathy, CFPCM
Mint – Authored Article titled ‘Our investments are boring, but then that's how it's supposed to be’ quotes Melvin Joseph, CFPCM
The Times of India – Authored Article titled ‘Needless borrowing can drown you in debt’ by Uma Shashikanth, CFPCM
Business Standard – Q&A titled ‘Financial literacy’ answered by Jayant Pai, CFPCM
Business Standard – Authored Article titled ‘Time to revamp your mutual fund portfolio’ by Vishal Dhawan, CFPCM
Business Standard – Authored article titled ‘Tax terrorism is alive, and kicking’ quotes Harsh Roongta, CFPCM
Mint – Article titled ‘Chance for seniors to rethink health covers’ quotes Suresh Sadagopan, CFPCM
Business Standard – Artcile titled ‘Use whole-life Ulips for planning your legacy’ quotes Arvind Rao, CFPCM and Malhar Majumdar, CFPCM
Mint - Article titled ‘Smart spending leads to smart saving: Five ways to keep a check on yourself’ quotes Vishal Dhawan, CFPCM
Mint – Authored Article titled ‘WHICH MONEY MISTAKE GRADE ARE YOU AT?’ by Monika Halan, CFPCM
Mint – Article titled ‘MONEY MISTAKES TO OVERCOME IN THE NEW FINANCIAL YEAR’ quotes Deepali Sen, CFPCMandKalpesh Ashar, CFPCM
The Economic Times – Article titled ‘Equity investors ready to buy’ planned by Pankaaj Maalde, CFPCM
The Times of India – Authored Article titled ‘Finance is not too hard to understand,keep at it’ by Uma Shashikanth, CFPCM
The Economic Times – Authored Article titled ‘Needless borrowing can drown you in debt’ by Uma Shashikanth, CFPCM
Business Standard – Q&A titled ‘Financial literacy’ answered by Jayant Pai, CFPCM
The Times of India – Article titled ‘PREVIOUS TITLE: TENANT NEW TITLE: HOW OWNER’ quotes Balakrishnan Venkataramani, CFPCM
DNA – Q&A titled ‘Prioritise if the investment goals are too many’ answered by Harsh Roongta, CFPCM
Business Standard – Artcile titled ‘Negative returns on SIPs shouldn’t worry investors’ quotes Arnav Pandya, CFPCM andDeepesh Raghaw, CFPCM
The Economic Times – Authored Article titled ‘Finance is not too hear to understand, just keep at it’ by Uma Shashikanth, CFPCM
The Financial Express – Authored Article titled ‘How NRIs can invest in shares, bonds and IPOs in India’ by Ramalingam. K, CFPCM
The Economic Times – Article titled ‘Buying house to hit other goals’ quotes Pankaaj Maalde, CFPCM
The Times of India – Authored Article titled ‘Before the end draws too near,write that living will’ by Uma Shashikanth, CFPCM
The Economic Times - Article titled ‘Q&A’ answered by Jayant. R. Pai, CFPCM
Business Standard – Article titled ‘Ways to meet unexpected expenses’ quotes Suresh Sadagopan, CFPCM and Uma Lovaii Navlakhi, CFPCM
The Times of India – Article titled ‘How to fund your wanderlust’ quotes Suresh Sadagopan , CFPCM
The Economic Times – Authored article titled ‘Finance is not too hard to understand, just keep at it’ by Uma Shahsikanth, CFPCM
Business Standard – Q&A titled ‘Financial literacy’ answered by Jayant Pai, CFPCM
The Economic Times – Authored Article titled ‘It is Time for an overhaul of Indian Banks’ by Uma Shashikanth, CFPCM
Business Standard – Article titled ‘Ride out the volatility’ quotes Arvind Rao, CFPCM
Business Standard – Authored Article titled ‘Choose banks over HFCs’ by Harsh Roongta, CFPCM
The Hindu – Article titled ‘Banks urged to be more inclusive’ quotes Ranjeet Mudholkar, CFPCM
Telangana Today – Article titled ‘Corporate rating can reduce frauds’ quotes Ranjeet Mudholkar, CFPCM
Mint – Article titled ‘Key money lessons for Rahul Dravid to learn’ quotes Surya Bhatia, CFPCM and Vishal Dhawan, CFPCM
Mint – Authored Article titled ‘You are eligible for PF interest even if your account has been inoperative’ by Surya Bhatia, CFPCM
Mint – Authored article titled ‘WHEN MUTUAL FUND CEOS GET OVER-SMART’ by Monika Halan, CFPCM
Hindustan Times – Article titled ‘Important investment lessons for Rahul Dravid’ quotes Surya Bhatia, CFPCM and Vishal Dhawan, CFPCM
Mint – Financial plan titled ‘Finding her direction with the help of a detailed financial map’ planned by Amit Kukreja, CFPCM
The Economic Times – Article titled ‘How to fund your wanderlust’ quotes Suresh Sadagopan, CFPCM
The Economic Times – Authored article titled ‘Before the end draws too near write that 'living will’ by Uma Shashikanth, CFPCM
The Economic Times – Article titled ‘Be careful when you pick an ELSS fund to save tax’ quotes Shilpa Wagh, CFPCM and Nikhil Kothari, CFPCM
The Times of India – Article titled ‘Do these financial tasks now’ quotes Shilpa Suresh Sadagopan, CFPCM and Melvin Joseph, CFPCM
Mint – Article titled ‘In the new financial year, review your fund portfolio’ quotes Prakash Prraharaj, CFPCM
Mint – Article titled ‘A low-cost Ulip that can only be bought online’ quotes Shweta Jain, CFPCM
Mint – Authored article titled ‘If PF withdrawal amount is less than Rs50,000, TDS is not applicable’ by Surya Bhatia, CFPCM
Mint – Authored article titled ‘PNB, NIMO, AND A FLOATING RATE LOAN THATPROMISES TO REALLY FLOAT’ byMonika Halan, CFPCM
Business Standard – Article titled ‘Use FMPs to tide over interest rate volatility’ quotes Arnav Pandya, CFPCM
Mint – Article ‘Can floating home loans become fair?’ quotes Vishal Dhawan, CFPCM
Business Standard – Article titled ‘Young and indebted’ quotes Anil Rego, CFPCM and Pankaaj Maalde, CFPCM
Mint – Article titled ‘Short-term funds in long-term portfolios’ quotes Deepali Sen, CFPCM
The Economic Times – Article titled ‘FINANCIAL TASKS TO DO NOW’ quoted Suresh Sadagopan, CFPCM and Melvin Joseph, CFPCM
The Economic Times – Authored article titled ‘Time for an overhaul in the Indian banking sector’ by Uma Shashikanth, CFPCM
Financial Chronicle – Article titled ‘BANK TO RAISE DEPOSIT AND LENDING RATES’ quotes Amar Pandit, CFPCM
Financial Chronicle – Authored article titled ‘How to take advantage of increasing interest rates’ by Anil Rego, CFPCM
Financial Chronicle – Article titled ‘BANKS TO RAISE DEPOSIT AND LENDING RATES’ quotes Pankaaj Maalde, CFPCM
Afternoon D&C – Authored article titled ‘Effective Money Management Habits for Women’ by Amar Pandit, CFPCM
Business Standard – Authored article titled ‘Do not let tax saving dictate the choice of financial instrument’ by Arnav Pandya, CFPCM

Financial Planning Academy
Nurturing Careers

WELCOME TO FINANCIAL PLANNING ACADEMY

Placements – Current Openings

Alumni 762

The Union Budget 2019 and the Financial Market

Career opportunities for fresh graduates in Private Sector Banks

5 Impressive Skills You Should Have for a High Paying Finance Job

Career Opportunities after Completing ACCA Course

Career Prospects for Certified Financial Planners

Notice Board