Financial Planning Academy, Maharashtra

About Financial Planning Academy (FPA)

Financial Planning Academy is an Authorized Education Provider of the Financial Planning Standards Board, India (FPSBI) for the CERTIFIED FINANCIAL PLANNERCM (CFPCM) professional education program in India.

FPA has been established to initiate an entirely new platform for disseminating Financial Planning Education to the aspiring individuals who are keen to make a career in Financial Advisory Services, the most prestigious qualification for professionals in financial services globally.

The directors and the team of FPA have been in the business for providing Financial Advisory Services since 1980. As a commitment to share the knowledge on investments with the aspirants, they have promoted Financial Planning Academy.

Our commitment

Our commitment towards achieving this objective of imparting the “right education to the right people” would definitely benefit the entire nation in the long run. The main objective of FPA is to provide easy access to the theory and practice of the financial planning discipline conforming to international standards through state-of-the-art teaching aids and world-class study material. Practical classes conducted by highly qualified and experienced faculties complemented by real life-based case studies achieve this objective. By this we impart world-class knowledge and experience to students, working executives and professionals interested in making a career in financial services in India.

Our vision

Our vision is to nurture the students by showing them the path, to breakthrough the barriers in the financial industry. FPA would equip the students with all the requisite theoretical and practical inputs, which would help them in taking informed decisions for their customers, create wealth for them and protect their families. The academys philosophy is to keep pace with the dynamic changes in the financial industry. After successfully completing the course, the students of FPA can offer financial counseling and related services pertaining to investments, insurance, retirement, tax and/or estate planning. A CFPCM from FPA will be a qualified professional ready to provide and implement financial recommendations.

The faculty of FPA consists of noted and experienced practitioners in the financial planning industry. Financial Planning Academy is one of the leading authorized Education Providers for the CFPCM certification program having centers across Mumbai and also having centers outside Mumbai. To know out list of centers click here.

Our Group of Companies

    • Sykes & Ray Equities (SRE)

If you think SRE is like every other large equity firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between SRE Business Partners and you. We believe that building long-term relationships with our clients is imperative to serving their needs. Having a major presence across India, were located within the communities you work and live because that’s the best way to get to know you and help you reach your financial goals and objectives.

    • Sykes & Ray Financial Planners (SREFP)

Happiness is not in earning more money or having more wealth. Happiness is in achieving your life’s dreams, fulfilling the promises you have made and having peace of mind. That’s the driving principle for us. Sykes & Ray Financial Planners, the pioneers of Professional Financial Planning Services in India with a team of CERTIFIED FINANCIAL PLANNERCM Professionals, guides you to think ahead and reach ahead in life by offering holistic Financial Planning Services by qualified professionals.

Category : Other Certificate Management Courses
Degree : Certificate
Level : Certification

CERTIFIED FINANCIAL PLANNERCM Certification (CFPCM) is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. Mode – Classroom training & Distance learning Duration – 150 hrs

Why FPA?

    • 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.
    • FPA is the # 1 Authorized Education Provider of the CFPCM Program in India, having trained over 2000 students & and an equal number of working professionals over the past 6 years across India.
    Every Faculty Member of FPA is a CFPCM Professional.

    • Our eminent faculty members are either practicing Financial Planners or working in reputed financial organizations
    • Industrial Visits which enable students to bridge the gap between theoretical and practical aspects of Finance.
    • Guest Lectures by Industry Experts/Professionals not only make our students strong in their concepts & implementation but also updated with the current trends & market scenario.

    FPA has FULLTIME Faculty Members:

    • Unlimited Doubt Solving Sessions
    • Full Time Faculty Support
    FPA’s Training Material is AUTHORIZED & APPROVED by FPSBI as the best:

    • 150+ hours of training provided
    • Complete set of AUTHORIZED books
    • Updated case study books
    • Reference books
    • FC 200V Financial Calculator
    FPA has incorporated MS EXCEL Training within the course itself, as Ms Excel is the most important tool for professionals in the any industry. With a motive to ensure overall development, comprehensive training and to bridge the gap between the theoretical and practical aspects of work life, FPA aims to empower each one of its students in the world of MS Excel with its dynamic MS Excel Certification Course – EXCELent.
    FPA provides:

    • Guaranteed Internship Programs
    • 100% Placement Assistance to all our students. Some of the leading financial service organizations like SBI, Religare, Kotak, ICICI, HSBC, HDFC, Karvy, Anand Rathi etc and practicing financial planners like Ladder 7, Financial Hospital, Ffreedom Financial Planners, etc are all hiring CFP’s from FPA for various job profiles with salaries ranging from 2-10 lakhs/year.
    • Soft skills training,
    • Resume making
    • Interview etiquettes.

    FPA also provides an online portal called i-Learn which includes:

    • Topic wise notes & online summary for all modules
    • Real time mock exams for all modules, with their solutions
    • Over 5000+ practice questions with their solutions
    • Complete online support & query solving
    FPA at:

    • Churchgate
    • Dadar
    • Bandra
    • Borivali
    • Thane
    • Vashi

We also have branches at Pune, Bhubhneshwar, Bhopal, Udaipur, Cochin.

Name : Financial Planning Academy
Location : 1st floor Doulatram Mansion, Kitridge Road, Above Corporation Bank
Near Colaba fire brigade, Colaba
City : Mumbai
State : Maharashtra
Country : India
Contact No : 022-22797308, 08082566090
Contact Email :
Website :


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