Financial Planning Standards Board Names Rajesh Krishnamoorthy to Lead FPSB Operations and Grow CFP Certification in India
MUMBAI – 11 JANUARY 2021 – Financial Planning Standards Board Ltd. (FPSB), the standards-setting body for the global financial planning profession and owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, has named financial services veteran and fintech pioneer Rajesh Krishnamoorthy as Country Head of its India Liaison Office effective 1 February. In the role, Krishnamoorthy will oversee FPSB operations and strategy; grow FPSB certification programs; and build support to establish and grow the financial planning profession in India, with CFP certification as its symbol of excellence.
Krishnamoorthy brings to FPSB 20 years of experience in Indian financial markets, including the last decade with wealth management fintech platform iFAST Financial India Pvt. Ltd., as the founding employee, Managing Director, and most recently Vice Chairman of the Board of iFast India Holdings, Singapore. His experience spans treasury management, securitization, institutional sales, private wealth management, and personal finance-related technology platforms.
Previously, Krishnamoorthy held roles with ICICI Bank and Fidelity Fund Management Pvt. Ltd. He is also a member of the National Institute of Securities Markets’ Investment Adviser and Retirement Adviser examination committees, and has served on the Securities and Exchange Board of India’s working group and committee to develop and update India’s investment adviser regulations.
“Rajesh is an experienced and entrepreneurial leader who is well-equipped to raise awareness of both the value of financial planning and the professional financial planning community in India. His passion for innovation and broadening access in financial services, and his commitment to putting clients first, will energize FPSB in our efforts to promote our standards and grow the CFP professional community,” said Noel Maye, CEO of FPSB. “I am delighted that Rajesh has joined the FPSB leadership team and we look forward to partnering with him to take FPSB and our programs in India to the next level.”
“I’m excited to take on this important leadership role with FPSB, and am committed to working with the CFP professional community to strengthen the curriculum, standards and practices in the financial planning profession for the benefit of all consumers in India,” said Krishnamoorthy. “There is enormous potential to grow the number of competent and ethical financial planning professionals, and I look forward to working with practitioners, educators, firms and regulators, to harness the opportunities in India.”
Krishnamoorthy holds a Masters in Business Administration (Finance) from Mahatma Gandhi University, Kerala. He is a Licensed International Financial Analyst charter holder from the International Research Association, and holds the American Academy of Financial Management’s Chartered Wealth Manager qualification. He was recognized in 2018 as one of the Top 50 Financial Services Marketing Professionals in India and honored by the World Banking, Financial Services and Insurance Congress as a banking, financial services and insurance (BFSI) leader in 2018 and 2019.
FPSB manages, develops and operates certification, education and related programs to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB demonstrates its commitment to excellence with the marks of professional distinction – CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo Mark – which it owns outside the United States. FPSB and the FPSB global network administer CFP and other certification programs in the following 27 territories: Australia, Austria, Brazil, Canada, Chinese Taipei, Colombia, France, Germany, Hong Kong, India, Indonesia, Ireland, Israel, Japan, Malaysia, the Netherlands, New Zealand, People’s Republic of China, Peru, Republic of Korea, Singapore, South Africa, Switzerland, Thailand, Turkey, the United Kingdom and the United States. At the end of 2019, there were 188,104 CFP professionals worldwide. For more, visit fpsb.org or india.fpsb.org.
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