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India’s Largest PSB, SBI collaborates with FPSB India to integrate CFP certificate for employees

This collaboration seeks to standardize financial planning delivery throughout the SBI’s extensive network by integrating globally recognized certification standards for employee’s development.

India’s Largest PSB, SBI collaborates with FPSB India to integrate CFP certificate for employees

India’s Largest Lender State Bank of India (SBI) has entered into a strategic partnership with FPSB India to add Certified Financial Planner (CFP) certificate to its employee learning framework for its entire workforce of 2.36 lakh employees. The agreement was signed in Mumbai in the presence of senior officials Sandeep Sharma, Country Head of Wealth Management at SBI, and Krishan Mishra, CEO of FPSB India.

The initiative focuses on enhancing financial planning services for NRI, HNI and UHNI customer segments across investment planning, retirement readiness, insurance advisory, and estate planning.

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SBI is the largest public sector undertaking lender which holds a significant market positions with 27.3% share in home loans and 20.2% in auto loans.

A total of 22,937 branches and 63,791 ATMs nationwide are operational PAN-India with serving the customers through its digital platform YONO, which has 8.77 crore registered users.

This collaboration seeks to standardize financial planning delivery throughout the SBI’s extensive network by integrating globally recognized certification standards for employee’s development.

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FPSB India is currently supporting over 3,215 CFP professionals in India and is part of a global network representing more than 230,648 CFP professionals worldwide.

This partnership is in line with the initiative of nation’s broader financial literacy programme and the banking organization is set to deliver recognized and impulsive services to its diversified customers through professionally certified staff.

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