New Delhi/Mumbai, 19 November 2024: Religare Broking Ltd., one of the leading securities firms in India, has signed a Memorandum of Understanding (MoU) with FPSB India, joining as an Authorised Corporate Partner (ACP) to strengthen its commitment of offering client-centric financial services.
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 (CFP®) certification program. Being an ACP is a mark of excellence, awarded only to Corporates that maintain the highest standards in financial services delivery. This partnership between Religare Broking and FPSB India underscores a shared commitment to delivering a high-quality of financial services and promoting financial literacy across India.
As an ACP, the Religare Broking team will gain streamlined access to CFP certification, alongside benefits such as professional development programs, skill enhancement and FPSB India’s recruitment support and collaborative events—equipping them to deliver elevated support to clients at every financial milestone.
Mr. Gurpreet Sidana, CEO of Religare Broking, said: “In today’s financial landscape, delivering value goes beyond offering products—it’s about trust, long term relationships and guiding clients through their financial journeys. This MoU with FPSB India is a pivotal step in strengthening our people’s expertise. We understand that a comprehensive understanding of a client’s financial lifecycle requires deep knowledge of financial products. By facilitating CFP certification across our teams, we are committed to providing our clients with trusted partner at every step. They can make informed decisions, achieve their goals with clarity and feel secure about their future.”Mr. Krishan Mishra, CEO of FPSB India, added: “FPSB India is dedicated to empowering individuals and the financial sector aspirants with the skills needed to deliver exemplary financial planning advice and keep pace with our evolving financial ecosystem. We are pleased to partner with Religare Broking in advancing this commitment, equipping their team with essential expertise to meet today’s dynamic client needs and elevate the standards of financial planning in the country.”
The MoU was signed in the presence of CA Vinod Gupta, Founder, VG Learning Destination India Pvt Ltd. that will play a key role as the education provider and delivery partner for this joint initiative by FPSB India and Religare Broking to advance financial education and professional development.
The CFP certification is the gold standard in financial planning, ensuring that clients receive expert, ethical and comprehensive financial advice. With a global network of 223,700 CFP professionals, including 2,700 in India, this certification provides a diverse set of competencies designed to meet clients’ unique financial needs—from strategic problem-solving and effective communication to the highest ethical standards.
The collaboration marks a transformative step toward building a more informed and financially confident clientele; reinforcing both organizations’ vision of elevating the standards of financial planning and client servicing in India.
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