{"id":43794,"date":"2025-11-22T11:50:51","date_gmt":"2025-11-22T06:20:51","guid":{"rendered":"https:\/\/dailynewsindia.co.in\/index.php\/2025\/11\/22\/idfc-first-bank-collaborates-with-fpsb-india-as-an-approved-corporate-partner-to-advance-financial-planning-excellence-in-the-country\/"},"modified":"2025-11-22T11:50:51","modified_gmt":"2025-11-22T06:20:51","slug":"idfc-first-bank-collaborates-with-fpsb-india-as-an-approved-corporate-partner-to-advance-financial-planning-excellence-in-the-country","status":"publish","type":"post","link":"https:\/\/dailynewsindia.co.in\/index.php\/2025\/11\/22\/idfc-first-bank-collaborates-with-fpsb-india-as-an-approved-corporate-partner-to-advance-financial-planning-excellence-in-the-country\/","title":{"rendered":"IDFC FIRST Bank Collaborates with FPSB India as an \u2018Approved Corporate Partner\u2019 to Advance Financial Planning Excellence in the Country"},"content":{"rendered":"<div>\n<p><strong><span data-sheets-root=\"1\">Mumbai (Maharashtra) [India], November 21: <\/span>IDFC FIRST Bank<\/strong>\u00a0signed an MoU with\u00a0<strong>FPSB India<\/strong>, the Indian subsidiary of Financial Planning Standards Board Ltd., as an Approved Corporate Partner (ACP), marking a significant step toward strengthening professional standards in financial planning and advancing upskilling opportunities for its management and private banking team within the banking sector.<\/p>\n<ul>\n<li><em><b>MoU aims to deepen financial planning expertise, empower professionals, and drive ethical growth within the private banking space. <\/b><\/em><\/li>\n<li><em><b>FPSB India to upskill IDFC FIRST Bank\u2019s Wealth Management Regional Managers through specialized training and certification programs<\/b><\/em><\/li>\n<\/ul>\n<p>The Memorandum of Understanding (MoU) was signed under FPSB India\u2019s ACP initiative, which brings together leading financial institutions to promote financial planning excellence and professional certification across India.<\/p>\n<p><strong>The collaboration aims to:<\/strong><\/p>\n<ul type=\"disc\">\n<li>Upskill IDFC FIRST Bank\u2019s Wealth Management Regional Managers through specialised training and certification programs.<\/li>\n<li>Support hiring initiatives and create enhanced career pathways for CERTIFIED FINANCIAL PLANNER\u00ae professionals.<\/li>\n<li>Conduct joint programs and strategic engagements to foster financial planning excellence and strengthen the financial planning ecosystem.<\/li>\n<\/ul>\n<p>Representing\u00a0<strong>IDFC FIRST Bank<\/strong>, the MoU was signed by\u00a0<strong>Mr. Rahul Singh, Country Head \u2013 Private Banking.<\/strong><\/p>\n<p><span style=\"box-sizing: border-box; margin: 0px; padding: 0px;\">From\u00a0<strong>FPSB India<\/strong>, the signing was led by\u00a0<strong>Mr Chandrakant Sureka, Interim CEO<\/strong>, accompanied by Ms Teena Rawal, Head \u2013 Business Development; Mr Rajesh Singh, Regional Manager, North &amp; East India and Mr Sharath N, Management Trainee.<\/span><\/p>\n<p><strong>Mr. Dante De Gori, CEO, FPSB International (FPSB Ltd.)\u00a0<\/strong>said,<em>\u00a0\u201cThis partnership underscores the growing recognition of financial planning as a critical profession worldwide. Through corporate collaborations like IDFC FIRST Bank in India, we are collectively building a future where financial professionals are better equipped to serve individuals and families with integrity, competence, and care.\u201d<\/em><\/p>\n<p>The discussions during the meeting also explored future initiatives, including\u00a0<strong>enhancing campus placements for FPSB India\u2019s integrated programs<\/strong>, which will further support industry-ready talent development.<\/p>\n<p>Speaking on the occasion,\u00a0<strong>Mr. Chandrakant Sureka, Interim CEO, FPSB India<\/strong>, said\u00a0<em>\u201cWe are delighted to welcome IDFC FIRST Bank as an Approved Corporate Partner. This collaboration reflects our shared vision of empowering financial professionals with globally recognised knowledge and skills.\u201d<\/em><\/p>\n<p>With this partnership, FPSB India continues to expand its network of corporate collaborators committed to advancing financial education, ethical standards, and professional excellence in India\u2019s financial services industry.<\/p>\n<h3><strong>About FPSB India<\/strong><\/h3>\n<p>FPSB India is the leading financial planning body in India and is dedicated to establishing, upholding, and promoting professional standards in financial planning across the country.<\/p>\n<p>FPSB India offers the globally recognised CFP\u00ae certification, which represents excellence in financial planning through rigorous competency and ethical standards. It is home to over 3,215 CFP\u00ae professionals in India and part of a global network of organizations representing more than 230,648 CFP\u00ae professionals worldwide.<\/p>\n<p>FPSB India is the Indian subsidiary of Financial Planning Standards Board Ltd. (FPSB Ltd.), the global standards-setting body for the financial planning profession and owner of the international CERTIFIED FINANCIAL PLANNER\u00ae certification program.<\/p>\n<p>FPSB Ltd. owns the CFP\u00ae, CERTIFIED FINANCIAL PLANNER\u00ae and CFP\u00ae outside the United States. FPSB Ltd. licenses these marks to FPSB Institute India Pvt. Ltd to administer the CFP\u00ae certification in India. For more information, visit\u00a0<a href=\"https:\/\/india.fpsb.org\/\" target=\"_blank\" rel=\"noopener\">india.fpsb.org<\/a>.<\/p>\n<p><em> If you have any objection to this press release content, kindly contact pr.error.rectification@gmail.com to notify us. We will respond and rectify the situation in the next 24 hours.<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Mumbai (Maharashtra) [India], November 21: IDFC FIRST Bank\u00a0signed an MoU with\u00a0FPSB India, the Indian subsidiary of Financial Planning Standards Board Ltd., as an Approved Corporate Partner (ACP), marking a significant step toward strengthening professional standards in financial planning and advancing upskilling opportunities for its management and private banking team within the banking sector. MoU aims&#8230;<\/p>\n<p class=\"more-link-wrap\"><a href=\"https:\/\/dailynewsindia.co.in\/index.php\/2025\/11\/22\/idfc-first-bank-collaborates-with-fpsb-india-as-an-approved-corporate-partner-to-advance-financial-planning-excellence-in-the-country\/\" class=\"more-link\">Read More<span class=\"screen-reader-text\"> &ldquo;IDFC FIRST Bank Collaborates with FPSB India as an \u2018Approved Corporate Partner\u2019 to Advance Financial Planning Excellence in the Country&rdquo;<\/span> &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":43795,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[54],"class_list":["post-43794","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business","tag-business"],"_links":{"self":[{"href":"https:\/\/dailynewsindia.co.in\/index.php\/wp-json\/wp\/v2\/posts\/43794","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dailynewsindia.co.in\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dailynewsindia.co.in\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dailynewsindia.co.in\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/dailynewsindia.co.in\/index.php\/wp-json\/wp\/v2\/comments?post=43794"}],"version-history":[{"count":0,"href":"https:\/\/dailynewsindia.co.in\/index.php\/wp-json\/wp\/v2\/posts\/43794\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/dailynewsindia.co.in\/index.php\/wp-json\/wp\/v2\/media\/43795"}],"wp:attachment":[{"href":"https:\/\/dailynewsindia.co.in\/index.php\/wp-json\/wp\/v2\/media?parent=43794"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dailynewsindia.co.in\/index.php\/wp-json\/wp\/v2\/categories?post=43794"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dailynewsindia.co.in\/index.php\/wp-json\/wp\/v2\/tags?post=43794"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}