About FPA

Financial Planning Academy is an Authorized Education Provider of the Financial Planning Standards Board, India (FPSBI) for the CERTIFIED FINANCIAL PLANNERCM (CFPCM) certification, Diploma in Banking and Finance+ by IIBF, National Institute of Securities Market (NISM) courses, National Skill Development Corporation (NSDC) programs and Online Skill Development Training Partner for Mumbai University & American Academy of Financial Management (AAFM), India.

Established in 1980, our parent company Sykes and Ray Equities (I) Limited is a Stock Broking house, an NBFC, Portfolio Management Services (PMS) and into Financial Planning with presence in 140+ locations across India with a strong 250+ member team and growing. With this background, FPA envisions nurturing financial education through keeping pace with the dynamic financial industry.

Our commitment towards achieving this objective of imparting the 'right education to the right people' is achieved by providing easy access to the theory and practice of the financial planning discipline conforming to the international standards through state-of-the-art teaching aids and world-class study material by highly qualified and experienced faculties. We impart world-class knowledge and experience to students, working executives and professionals interested in making a career in financial services in India.

Financial Planning Academy is the largest authorized Education Providers for the CFPCM certification program having centers across India. To know our list of centres Click Here

CONTACT US

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Our Group Companies

Ambition Learning Solutions (ALS)

Ambition Learning Solutions (ALS) is a renowned Institute of excellence for both education and training in multifarious courses and plays a cardinal role in providing world-class professionals who are trained to give unbiased and competent advice to their clients. ALS specializes in tailor made Corporate Training Programs, Investor Awareness Programs (IAP) and is empanelled with National Institute of Securities Market (NISM) for Continuous Professional Education (CPE) training.

Pass4Sure

Pass4Sure is a leading professional online practice test bank for various NISM, NSE NCFM, BSE, IRDA and Banking PO exams. The team behind Pass4Sure has decades of experience in the financial services space and have succeeded in preparing practice question banks which will not only help to pass the exams easily but also get a good grip on the subject.

Sykes & Ray Equities (SRE)

Founded in 1980, Sykes & Ray Equities (SRE) today is a leading Financial Services Firm with business in Stock Broking, Non Banking Finance Company (NBFC), Portfolio Management Services (PMS), Financial Planning Services & Education. We are present across 140+ locations in India and serving our clients with a strong 250+ team strength and growing.

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.

Why FPA?

STRONG BACKING BY PARENT COMPANY

FPA is the Education Division of SRE – Sykes & Ray Equities, which was Founded in 1980, and today is a leading Financial Services Firm with business in Stock Broking, Non Banking Finance Company (NBFC), Portfolio Management Services (PMS), Financial Planning Services & Education with presence across 140+ locations in India and a strong 250+ team strength and growing.

FPA is the #1 Authorized Education Provider of the CFPCM Program in India, having trained over 5000+ students & working professionals. FPA’s Diploma in Banking & Finance+ is certified by IIBF, India’s biggest banking training institute approved by RBI. FPA is the only Mumbai University Public – Private - Partner conducting online skill building Certificate, Diploma and Advanced Diploma programs.

FACULTY & TRAINING

Every Faculty Member of FPA is a CFPCM Professional with additional professional certifications to their credit.

  • Our eminent faculty members are either practicing Financial Planners or working in a reputed financial services firm.
  • Industrial Visits, which enables student 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 update with the current trends & market scenario.

FPA Has Fulltime Faculty Members & Facilitates:

TRAINING MATERIAL

FPA’s Training Material is AUTHORIZED & APPROVED by FPSBI as the best:

  • 150+ hours of classroom training provided
  • 4 hours of Financial Plan Construction Training
  • Complete set of 11 AUTHORIZED books
  • 50+ hours of Online Videos for learning & revision
  • 1500+ Practice Mock Test questions
  • Chapter Wise PPT

PLACEMENTS

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 CFPCM from FPA for various job profiles with salaries ranging from 2-10 lakhs/year.
  • Soft Skills Training
  • Resume Making
  • Interview Etiquettes.

ONLINE TRAINING & SUPPORT

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 2000+ practice questions with their solutions
  • 100+ Articles related to financial planning

LOCATION

FPA Training centres at:

  • Charni road
  • Borivali
  • Thane
  • Ghatkopar

We also have branches at Pune, Bhubaneswar, Cochin and Amritsar.

Management Team
  1. Kirtan Shah
    Co-Founder & Chief Executive Officer

    Mr. Shah is a serial entrepreneur running businesses in the area of Financial Planning & Education with a decade of enriching experience in Sales, Training & Consulting.

    As a formal Executive Director with a BSE Listed NBFC, he brings good exposure to Banking, Treasury Management & Wealth Management. He has been awarded with Young Entrepreneur Award in Dubai and Mother Teresa Excellence Award in Bangalore.

    Kirtan is a B.Sc. Math graduate with P.G. in Financial Engineering and Risk Management (F.E.R.M.), a Certified Financial Planner (CFPCM), Charter International Wealth Manager (C.I.W.M.) and a Chartered M.C.S.I. from C.I.S.I.

    In his quest to learn and passion to share knowledge & experience; he has authored numerous books on Capital Markets & Financial Services and is also on the Board of Studies of Mithibai College, Mumbai.

  2. Vishal Gada
    Co-Founder & Chief Marketing Officer

    Proactive is how you can define him. With over a decade in Education Marketing, from Navneet to ICICI, he has lived the evolution of the education industry.

    Vishal in his last corporate assignment was instrumental in setting up an education division for a listed Non Banking Finance Company and grew it 4 folds before starting on his own.

    Being from the first batch of B.M.S. at the Mumbai University and than completing his M.B.A. from a prestigious school, he is a popular face at various colleges to share his experience with the budding talent.

  3. Jaishank Gupta
    Co-Founder & Chief Financial Officer

    An M.B.A. from S.P. Jain, C.F.A. from USA and a CFPCM, Jaishank is the perfect numbers guy and a thorough techie at heart.

    Coming from PWC in the past, taxation and business consulting is something that runs in his blood.

    Having set up a Financial Planning firm managing 100+ cr. of wealth for 1000+ clients, he has also been very instrumental in knowledge transfer between education and practice leading to mutual benefit for both the organisations.

  4. Hardik Mehta
    Chief Revenue Officer

    With a gift for managing relationships, Hardik helped establish the Times Group's overseas remittance business out of California before moving into media sales. His last assignment involved him serving as the National Sales Head at NewsCorp Inc.

    Hardik Mehta was educated in India and England, earning a Master's degree in Management and an MBA in Marketing. He has a proven track record of developing new business in the banking and financial services industries through his 13 years of experience in Sales and Marketing.

    Still a Mumbai native, he made waves as the Head of Sales for Southern and Western regions at Moneycontrol, India's No.1 financial portal. He has helped establish the overseas remittance business for Times Group in California followed by managing media sales for Hindustan Times and Rediff.com

  5. Mustafa Mandviwala
    Chief Operating Officer

    An energy packed and ambitiously dedicated individual with solutions to problems, Mustafa manages our Operations.

    Having pursued his CFPCM and Chartered Accountancy, he is experienced in auditing listed NBFCs, Banks and Stock Brokers. Also having worked with an International Knowledge Process Outsourcing Unit of a larger global bank, he brings with him an understanding of functioning of international markets.

    His skill sets involve compliance management, analytical competence, which enables the smooth operations of the organization and absorbing challenges.

Faculty

KIRTAN SHAH

B.Sc. (Math), CFPCM , FERM, CIWM, MCSI

Co-Founder & C.E.O.- Sykes & Ray Edupro Private Limited.

11 Years Of Experience In Financial Services.

SNEHA PUNMIYA

M.Com, CFPCM

Sr. Manager Training - Sykes & Ray Edupro Private Limited.

7 Years of Experience In Financial Services.

SANDEEP SAHASTRABUDDHE

M.Com, Accounting Technician, CFPCM , CPFA

Proprietor - Moneywise Financial Planners.

13 Years Of Experience In Financial Service.

MUSTAFA MANDVIWALA

B.Com, CA, CFPCM

COO - Sykes & Ray Edupro Private Limited.

5 Years Of Experience In Audit, Taxation & International Operations

MONA SHAH PATEL

CFPCM , RFC, CPFA

Pune Head - Sykes & Ray Edupro Private Limited.

15 Years Of Experience In Accounting & Financial Services

JAISHANK GUPTA

M.Com, C.F.A., RFC, CFPCM , MBA (S.P. Jain)

Co-Founder & C.F.O. - Sykes & Ray Edupro Private Limited.

8 Years Of Experience In Audit, Consulting & Financial Services

RUPAKUMAR PRADHAN

MA (Eco), PGDBM, LLB, Licentiate (Life-III), CFPCM

Director - SmartFin Wealth Management Private Limited.

17 Years Of Experience In Financial Services

PRATIK RAMBHIA

M.com (Banking and Finance), CFPCM

10 Years in Financial Services

KISHOR MUSHRIF

MMS (Jamnalal Bajaj Institute of Management Studies), BA [HONS]

40 Years of Experience in Banking Operations & as a Banking Professor

 

SWANAND KOPARDEKAR

PGDBA [Marketing], BA [Political Science]

15 Years of Experience in Learning and Development, Branch Banking & Client Servicing