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SBI and FPSB India Tie Up for CFP Training of Staff

27 June 20251 min read
BANKING & FINANCESBI and FPSB IndiaTie Up for CFPTraining of Staff27 June 2025safalsetu.com

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.

Test yourself

1. Which certification will SBI integrate into employee training through its tie-up with FPSB India?

The notes name the CFP certification.

2. Who is the SBI Chairman named in the notes?

Challa Sreenivasulu Setty is named as Chairman.

3. How many SBI employees will be covered by the CFP training programme?

All 2.36 lakh employees are covered.

This topic is part of Daily Current Affairs 27 June 2025 (15 topics).

All topics of the dayDay quizJune 2025

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