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 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 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.
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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 thats the best way to get to know you and help you reach your financial goals and objectives.
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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.
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Why FPA?
Rather than writing “Why we feel we are the best”; it’s better to address this question by displaying what our students got to say about us:
"The FPA Academy has a very good way of teaching, its interactive and fun. Everything taught is understood well by all and its amazing to learn more about the Finance world in detail. You guys do a great job. Cheers!"
"FPA has an excellent knowledge base that ensures your complete education"
Management Team:
Mr. Yogesh Gupta, CFPCM:Mr. Yogesh Gupta is the Founder & Chairman of SRE Group, including FPA. He brings with himself over 2 decades of rich experience in the field of Financial Services. Mr. Gupta has been passionate about conceptualizing and offering Financial Planning services to the Indian masses. It is under his leadership & mentorship that, FPA is now recognized as one of the leading education providers in Mumbai. He is a CERTIFIED FINANCIAL PLANNERCM (CFPCM) certificant, duly registered with FPSB India.
Mr. Anup Gupta, RFC:Mr. Anup Gupta is the Founder & Managing Director of SRE Group, including FPA. He brings with himself over 2 decades of rich experience in the field of Financial Services. Business Development being his forte, he has been instrumental in the expansion of FPA to establish a strong foothold in the market. His able guidance, mentorship & vision have helped shape FPA to be one of the leading education providers in Mumbai. He is a Registered Financial Consultant (RFC), duly registered with IARFC, USA.
Mr. Ninad Mondkar, CFPCM:Ninad Mondkar, popularly known among students as "NM Sir" and among peers as "NM" is the 'Chief Learning Officer (CLO)' of Financial Planning Academy (FPA). He brings with himself years of experience with a proven track record in training, administration, counseling & business development. He is known to be a "task master" whose forte is to get things rolling! Among various other aspects, he primarily takes care of the operational efficiency of FPA.He is equally adored & respected as a faculty by his students. He is known for making complex concepts simple & easy to understand by explaining them through real life examples that the students can grasp. His sessions are known to be interactive, fun filled & result oriented.Apart from his knowledge, "NM" is equally qualified, earning professional qualifications like, "CERTIFIED FINANCIAL PLANNERCM (CFPCM)" ; "Registered Financial Consultant (RFC)" & "Certified Personal Financial Advisor (CPFA)" from FPSB India, IARFC USA & NISM respectively.In his individual capacity he is the "Public Relations Officer (PRO)" & a member of the Managing Committee of the "Society of Financial Planners (SOFP)" . He is also a “Local Chapter Chair" of the International Association of Registered Financial Consultants, India
Mr. Kalpesh Panchal, CFPCM:Mr. Kalpesh Panchal is a CERTIFIED FINANCIAL PLANNERCM by profession. He has rich experience in the field of personal finance services with special expertise in developing comprehensive Financial Plans. At FPA he is responsible for Knowledge Management and Training and is also a senior faculty with the academy. He is also engaged in spreading financial literacy through various seminars and public presentation. He has also authored several articles for magazines and financial portals.
Mr. Jaishank Gupta, CFPCM:Mr. Jaishank Gupta is a CERTIFIED FINANCIAL PLANNERCM Certificant by qualification and has earned a distinction of being one of the youngest CERTIFIED FINANCIAL PLANNERCM in the country. As a strategic advisor of Sykes & Ray Financial Planners, he is responsible for advising the Directors & Business Head on strategic matters pertaining to the running of the business and guide on financials, marketing strategies, online promotions, resource management, technology development and standardization.Mr. Gupta is also designated as the Head of Financial Planning Academy (FPA), a sister concern of Sykes & Ray Financial Planners where he in-charge of day-to-day running the institution and expanding FPA’s scope of services and geographical outreach. He has also been instrumental in knowledge transfer between education and practice leading to mutual benefits for both the organizations.