The FPSB® Investment Planning Specialist course equips professionals with the knowledge and skills to design effective investment strategies aligned with clients’ risk profiles, financial capacity, and investment constraints. The course provides comprehensive coverage of investment planning concepts, including types of securities, investment theory and practice, portfolio construction and management, investment strategies and tactics, and securities laws and regulatory compliance.
The FPSB Investment Planning Specialist program is ideal for university-level students, investment professionals seeking advanced education , and financial services practitioners in areas such as insurance, taxation, and personal financial planning who want to enhance their investment and wealth management expertise.
Candidates who successfully complete the education program, pass the certification examination, and meet FPSB Ltd.’s ethics requirements are eligible for the FPSB Investment Planning Specialist certification in India. Completing this course and passing the exam is also a mandatory step toward earning the CFP® (Certified Financial Planner) certification in India .