Motilal Oswal Financial Services Ltd becomes the Authorized Corporate Partner of FPSB India

2024-09-06 07:13:32 Business

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Mumbai, India, July 25th, 2024— Motilal Oswal Financial Services Ltd and FPSB India have initiated a significant partnership to enhance the financial planning services and investment advisory services in the country. The partnership will focus on upskilling and equipping the employees of Motilal Oswal Financial Services Ltd. with the latest knowledge and skills in financial planning and creating a pathway for continuous professional development.

Motilal Oswal believes in “Knowledge First” and “Learning” is prime focus at the organization. This collaboration emphasizes Motilal Oswal’s commitment to upskilling its workforce through comprehensive training programs and professional development initiatives and providing promising employment opportunities for CFP® professionals.

Employment Opportunities for CFP Professionals

This collaboration will also create numerous employment opportunities for certified financial planners professionals in the country. Motilal Oswal recognizes the importance of having skilled and CERTIFIED FINANCIAL PLANNERS on board to meet the evolving needs of their clients.

Niren Srivastava, Group CHRO, Motilal Oswal Financial Services Ltd said, “We are thrilled to join FPSB India as an Authorised Corporate Partner. This collaboration reflects our dedication to excellence and our belief in the power of CERTIFIED FINANCIAL PLANNERS. By integrating CFP professionals into our team, upskilling our existing team, and working on implementing advanced training programs, we are confident in our ability to provide top-notch financial planning services to our clients across the country.”

Krishan Mishra, CEO, FPSB India adds, “FPSB India stands committed to empower individuals and financial sector with skills required to offer the best financial planning advice to the people. Taking this commitment forward we are happy to work alongside Motilal Oswal Financial Services Ltd to train and upskill their employees with the nuances of financial planning profession.”

FPSB India, the licensing authority for the CFP certification in India, is setting a new benchmark in the financial planning services, emphasizing the importance of continuous learning and professional certification. Financial planning stands as a cornerstone in managing expenses, budgets, and achieving financial goals for organizations. With insights into both present and future financial states, it plays a pivotal role in shaping the success of businesses and individuals alike.

About Motilal Oswal Financial Services Limited

MOFSL is a financial services company. Its offerings include capital markets businesses (Retail broking, Institutional broking & Investment banking), Asset & Wealth Management (Asset Management, Private Equity & Wealth Management), Housing Finance & Equity based treasury investments. MOFSL employs ~11,300 employees serving to 70 Lakh clients via distribution reach in 550+ cities. MOFSL has Assets Under Advice of Rs. 3.8 Lakh Crores.

About FPSB India:

FPSB India is the leading financial planning body in India and is dedicated to establishing, upholding, and promoting professional standards in financial planning throughout India.
FPSB India offers the globally recognized CFP® certification, which represents excellence in financial planning through rigorous competency and ethical standards. It is home to over 2,731 CFP professionals in India and part of a global network of organizations representing more than 223,770 CFP professionals worldwide.

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 certification program.

FPSB Ltd. owns the CFP, CERTIFIED FINANCIAL PLANNER and the outside the United States. FPSB Ltd. licenses these marks to FPSB Institute India Pvt. Ltd to administer CFP certification in India.