Financial Planning Academy (FPA), Pune-

Financial Planning Academy (FPA), Pune

C - 149, Akshay Complex,, B S Dhole Patil Path, Pune, Maharashtra, India- 411001


FPA is Authorized by FPSBI to provide the CFPCM Certification Program FPA provides Gauranteed...

Courses Offered

Certified Financial Planner (CFP) , Certified Financial Planner ,

About College

  • FPA is Authorized by FPSBI to provide the CFPCM Certification Program
  • FPA provides Gauranteed Internships & Complete Placement Assistance
  • Faculty Members of FPA are CFPCM Professionals, working with reputed organizations
  • FPAs Training Material & Online Portal is constantly updated & approved by FPSBI.

Placement Services

The placement team at Financial Planning Academy, Mumbai has built strong linkages with various eminent companies over the past 6 years.  It is due these strong collaborations with leading HR Consultancy firms, that its students have got placed across various fields!!

GUARANTEED INTERNSHIP PROGRAMS & COMPLETE PLACEMENT ASSISTANCEis provided to all our students along with: Soft Skills Training
Resume Making
Interview Etiquettes

Top Recruiting Companies

Some of the Top Recruting Companies are:

  • Anand Rathi
  • Apna Paisa
  • Aditya Birla Money Mart Ltd
  • Alliance Bernstein
  • ASK Wealth Advisors Pvt Ltd
  • Bajaj Capital Ltd
  • Barclays Bank
  • Birla Sun Life Insurance Company
  • BNP Paribas
  • Citi bank
  • Citrus Advisors
  • Credit Expert
  • Daiwa Asset Management (I) Pvt Ltd
  • Destimoney
  • Deutsche Bank
  • Dhanlaxmi Bank
  • Dynamic Equities Pvt Ltd
  • Edelweiss Group
  • FIL Fund Management Pvt Ltd
  • FPI Padmakshi Financial Planning & Wealth Management
  • Franklin Templeton Asset Management India
  • HDFC Asset Management Ltd
  • HSBC
  • ICICI Bank Ltd
  • ICICI Prudential Asset Management Company
  • ICICI Prudential Life Insurance
  • ICICI Securities
  • Karvy Stock Broking Ltd
  • Kotak Mahindra Bank
  • L&T Mutual Fund
  • L&T General Insurance Company Ltd
  • LIC of India
  • Motilal Oswal Securities Ltd
  • Reliance Capital Asset Management Ltd
  • Reliance Securities Ltd
  • Reliance Life Insurance Company Ltd
  • Religare Enterprises Ltd
  • SBI Fund Management Pvt Ltd
  • SBI Life Insurance Company Ltd
  • State Bank of India
  • Standard Chartered Bank
  • Tata AIG Life Insurance Company Ltd
  • TATA Asset Management Ltd
  • UTI AMC Ltd
  • World Gold Council

Infrastructure / Teaching Facilities

Financial Planning Academy, Mumbai provides its students with best of the lot infrastructure and teaching facilities:

  • State of the art building
  • Impressive teaching methodologies
  • Multimedia classrooms
  • Air conditioned facility 
  • Spacious training rooms 
  • Projector facility, FPA
  • High end computer labs
  • Well stocked informative library

Top Faculty

  Every Faculty Member of FPA is a CFPCM Professional.

  • Our eminent faculty members are either practicing CFPCM Professionals or working in reputed companies in the field of financial planning.
  • FPA students can bridge the gap between theoretical and practical aspects of Finance with ease.
  • Our students are not only strong in their concepts & implementation but also updated with the current trends & market scenario.
FPA also has FULL-TIME CFPCM Certified Faculty Members
  • Thus enabling students to have unlimited doubt/query solving sessions at their convenience.
  • Complete monitoring and support at all times
Listed below are some of this institute's key names:
  • Mr. Yogesh Gupta, CFPCM
  • Mr. Kalpesh Panchal, CFPCM
  • Mr. Ninad Mondkar, CFPCM
  • Mr. Jaishank Gupta, CFPCM

Institute Description

FPA is the Education Division of SRE Sykes & Ray Equities, which is a 20 year old established broking company with 450 sub brokers all across the country. Established in 2006, Financial Planning Academy, Mumbai or FPA was founded with an aim to provide quality finance specific education. A paragon for excellence, Financial Planning Academy is the No. #1 Authorized Education Provider of the CFPCM Program having successfully trained over 2000 students & and an equal number of working professionals over the past 6 years across India.

  • FPA imparts 120 hours of training for the CFP Course
  • FPA offers three modes of training fo rthe CFP Course:
    • Classroom Training
    • Distance Learning
    • Challenge Status
Running under the aegis of Mr. Yogesh Gupta & Mr. Anup Gupta, veterans in the field of finance, FPA has managed to spread its centres across Mumbai at:
  • Churchgate
  • Dadar
  • Borivali
  • Thane &
  • Dombivali
Those willing to beckon the field of personal finance or aspiring to start their own Financial Planning practice try getting through this coveted institute. Financial Planning Academy, Mumbai is registered by Financial Planning Standards Board India (FPSBI) and is amongst the nation leading authorized education providers. It also attracts Financial Advisors and Financial Consultants, who come here to gain professional level training and education.



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