CFP, accounting, finance professionals and MBA graduates are eligible for the online course.
Vagisha Kaushik | January 3, 2025 | 01:35 PM IST
NEW DELHI: The Financial Planning Standards Board (FPSB) India has introduced a ‘Psychology in Practice’ course in online mode. The Certified Financial Planner (CFP) professionals, accounting professionals, finance professionals, and MBA students are eligible for the programme.
In the course, learners will explore the role of psychology and behavioural finance in financial planning. It will help students achieve a deeper understanding of client decision-making and effective ways of communication to improve client outcomes. With the help of the course, the professionals will be able to guide their clients effectively.
Commenting on the launch of the new course, Krishan Mishra, CEO of FPSB India, said, “The financial planning profession in India is evolving, and clients today expect more personalized and empathetic advice. The Psychology in Practice course will empower financial planners to deepen client relationships by understanding the psychological factors driving their financial decisions. This is a crucial step in building trust and helping clients achieve their financial goals.”
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FPSB India is the apex financial planning body in India and is dedicated to establishing, upholding, and promoting professional standards in financial planning throughout India. It offers the globally recognized CFP certification, which represents excellence in financial planning through rigorous competency and ethical standards. The body houses 2,731 CFP professionals in India and is part of a global network of organizations representing more than 2,23,770 CFP professionals worldwide.
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