Archive · 23 Jun 2025
SBI Partners with FPSB for Employee Financial Planning Certification
SBI is teaming up with FPSB India to help its 2.36 lakh employees become Certified Financial Planners.
This means SBI employees will get special training to help customers, especially those with lots of money or living abroad, with their finances.
The goal is to give better financial advice and services across all SBI branches.
This initiative aligns with larger efforts to teach more people about money and investments.
SBI partnered with FPSB India to integrate Certified Financial Planner (CFP) certification.
The initiative targets SBI's entire workforce of 2.36 lakh employees.
The partnership focuses on enhancing financial planning services for NRIs, HNIs, and UHNIs.
The collaboration aims to standardize financial planning across SBI's network.
SBI's shares were trading at ₹790, down 0.77% on the NSE on June 23, 2025.
- Who
- State Bank of India (SBI) and FPSB India.
- What
- SBI is partnering with FPSB India to certify 2.36 lakh employees as Certified Financial Planners.
- When
- Announced on June 23, 2025
- Where
- Mumbai, India
- Why
- To enhance financial planning services.
- Partnership
- SBI and FPSB India
- Employees
- 2.36 lakh
- Certification
- Certified Financial Planner (CFP)
- Customer Segments
- NRI, HNI and UHNI
- Share Price
- ₹790
