Programmes
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.
Mode of Delivery
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.
Campus Modules:
First Campus Module: Sept 29 - Oct 1, 2025
Second Campus Module: March 9 - 11, 2026
Final Campus Module: September 21 - 23, 2026
Online Sessions:
The online sessions will be held in between, every Saturday from 10 am to 1 pm.
Certification and IIMA Alumni Status:
At the end of the Programme, eligible participants will be awarded a Certificate of Participation and Alumni Status from IIM Ahmedabad.
For more information or any questions, contact Mr. Rahul Gupta: rahul-exed@iima.ac.in | +91 87588 00397
Objectives
Programme Highlights
Programme Contents
1. Risk-return characteristics and asset pricing in financial markets
2. Asset allocation principles
3. Smart beta and factor Investing
4. Risk management of investment portfolios
5. Behavioural finance and implications for asset allocation
6. Retirement Planning
7. Estate Planning and intergenerational wealth management
8. Alternative investments
9. Property and Liability Insurance
10. Tax planning for HNIs and UHNWIs
11. Fintech and robo-advisory
12. Understanding clients and pitching to clients
13. Negotiation skills and deal-closing
Pedagogy
The pedagogy will be highly interactive, combining conceptual knowledge with real-world application.
Eligibility Criteria
This programme is ideal for:
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.
Mode of Delivery
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.
Campus Modules:
First Campus Module: Sept 29 - Oct 1, 2025
Second Campus Module: March 9 - 11, 2026
Final Campus Module: September 21 - 23, 2026
Online Sessions:
The online sessions will be held in between, every Saturday from 10 am to 1 pm.
Certification and IIMA Alumni Status:
At the end of the Programme, eligible participants will be awarded a Certificate of Participation and Alumni Status from IIM Ahmedabad.
For more information or any questions, contact Mr. Rahul Gupta: rahul-exed@iima.ac.in | +91 87588 00397
Objectives
Programme Highlights
Programme Contents
1. Risk-return characteristics and asset pricing in financial markets
2. Asset allocation principles
3. Smart beta and factor Investing
4. Risk management of investment portfolios
5. Behavioural finance and implications for asset allocation
6. Retirement Planning
7. Estate Planning and intergenerational wealth management
8. Alternative investments
9. Property and Liability Insurance
10. Tax planning for HNIs and UHNWIs
11. Fintech and robo-advisory
12. Understanding clients and pitching to clients
13. Negotiation skills and deal-closing
Pedagogy
The pedagogy will be highly interactive, combining conceptual knowledge with real-world application.
Eligibility Criteria
This programme is ideal for:
Dates
29 Sep 2025
to
23 Sep 2026
Duration
30 Days
Programme
Fees
INR 7,50,000
Plus 18% GST
Application Deadline
15 Sep 2025
Registration closed
