Global Vision, Indian Momentum: FPSB India & PHDCCI Host Landmark International Conference on Financial Planning 2025

FPSB India, the Indian subsidiary of Financial Planning Standards Board Ltd., in collaboration with the PHD Chamber of Commerce and Industry (PHDCCI), successfully hosted the International Conference on Financial Planning 2025 on 22nd July at PHD House, New Delhi. Themed "Empowering Financial

Futures: Innovation, Inclusion, and Impact," the conference brought together an expert gathering of policymakers, global thought leaders, academicians, industry professionals, and over 300 CERTIFIED FINANCIAL PLANNER® professionals. 

Dr. Bhim Singh, Hon’ble Member of Parliament (Rajya Sabha), graced the occasion as the Guest of Honour and said, “Organization like FPSB India, along with institutions such as PHD Chamber of Commerce serve as catalyst in building the professional and ethical foundations needed in the financial planning and ecosystem. It is only through public, private partnership, industry standards and knowledge exchange that we can realize India’s vision of becoming a global leader in financial planning and economic inclusivity.” 

Positioning India at the centre of global discourse on the future of financial advisory, education, and consumer empowerment, the day-long conference marked a pivotal moment for India’s financial planning ecosystem. 

Speaking at the event, Krishan Mishra, CEO, FPSB India said, “India’s financial planning landscape is undergoing a profound transformation. Through collaborative platforms like this conference, we are not only raising the bar for professional excellence but also strengthening our collective vision to make financial wellbeing accessible to every Indian. The insights shared today will shape the future of financial planning, not just in India but across the globe.”

Emphasizing the importance of the conference for progression of international dialogue on financial planning Dante De Gori, CFP®, Global CEO, FPSB Ltd., said, “The convergence of global leaders and policymakers at the conference is a testament to the growing relevance of India in global financial planning leadership. It’s welcoming to see how policymakers such as SEBI are supporting a more interconnected and inclusive global financial planning community, with shared goals of integrity, competence, and consumer-centric advice. We at FPSB continue to support a collaborative environment that supports consumer in a long run.” 

The conference was graced by Shri Ananth Narayan G., Whole Time Member, SEBI, who highly impactful speech mentioned, “Financial planners are the critical bridge between India's investors and its dynamic capital markets that have fuelled record capital formation in recent years. Financial planning community is uniquely placed to help investors by undertaking formal financial planning, mapping out future expenses, earnings and savings, and making them understand their risk appetite. Let us build a market ecosystem where trust is deepened, participation is broadened, and capital formation becomes truly transformative.” 

Key sessions and panels throughout the day spotlighted themes such as:
•    The Retirement Playbook with Suparna Tandon, CEO, NPS Trust
•    From Goals to Growth: How Strategy Shapes Financial Planning with Dr Rahul Singh Professor and Director – Research and International Affairs, IILM University
•    Other distinguished speakers from across the globe included: Dante De Gori, CFP®, Global CEO, FPSB Ltd.; Kirsty Scully, CFP® Chairperson, FPSB Council; David Sharpe, CFP®, Chair, Financial Advice Association Australia (FAAA); Hiroaki Kuroiwa CFP® (JAPAN) Manager of International Operations Section, General Education Dept.; & Nick Hakes CEO, Financial Advice, New Zealand
•    The launch of e-book by FPSB India 'All About Financial Planning Education' authored by Amisha Sethi and unveiled by Ananth Narayan G., Whole Time Member, SEBI and Dante De Gori, CFP®, Global CEO, FPSB Ltd.

As a first-of-its-kind international platform, the FPSB India International Conference 2025 stood as a testament to the nation's growing influence in shaping the future of global financial advice and inclusion. With knowledge-sharing at its core, the event reaffirmed India’s role as both a thought leader and an implementation ground for visionary financial planning strategies.