SBI and FPSB India Tie Up for CFP Training of Staff
Why in the news
SBI is embedding the Certified Financial Planner qualification into its internal training to professionalise advice.
Key facts
- Partner: FPSB India; certification: CFP.
- Coverage: all 2.36 lakh SBI staff.
- Target clients: NRI, HNI and UHNI.
- Topics: investments, retirement, insurance, estate planning.
About FPSB India
- Belongs to an international network with more than 230,000 CFP professionals; sets standards for ethical, competent planning.
About SBI
- Established 1 July 1955; headquarters Mumbai; Chairman Challa Sreenivasulu Setty.
Exam angle
- Certification: CFP; supports financial literacy.