Head Of Standards And Examinations
Current
Jan 2023 - Present
AeroLeads people directory · profile
Anshul Srivastava Cfp® Email & Phone Number
Head of Standards and Examinations
at
FPSB India
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Head of Standards and Examinations
Location
Mumbai, Maharashtra, India
Company size
Who is Anshul Srivastava Cfp®? Overview
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Quick answer
Anshul Srivastava Cfp® is listed as Head of Standards and Examinations at FPSB India, a with 12 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Anshul Srivastava Cfp®.
Anshul Srivastava Cfp® previously worked as Chief Mentor at Finance Wizards and Co- Founder at Finance Wizards. Anshul Srivastava Cfp® holds Mba, Management from Institute Of Management Technology,Ghaziabad.
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Email format at FPSB India
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FPSB India
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Profile bio
About Anshul Srivastava Cfp®
Anshul has more than 21 years of rich experience in the field of Financial education and training having worked with leading brands in the financial services industry being involved in conceptualizing , designing and delivering of programs of higher learning in the area of Finance.At Finance Wizards he has developed original training programs like FWFPC and FWDMP- proprietary workshops on Financial Plan Construction and Debt Markets attended by more than 1000 financial advisors and planners across the country.Anshul has worked in Knowledge Management at FPSB India , the organization engaged in distribution of prestigious CFP certification mark in India. He has also been Assistant Editor for Financial Planning Journal, and contributor of articles to various Publication.Anshul is also a blogger with Financial Planet, the official blog of Financial Planning Standards Board , US and regularly contributes articles and columns there.Anshul is also an active contributor to various academic Journals , his papers and articles have been published in Financial Planning and Actuarial Journal. He had been invited by Institute of Actuaries India to Present a paper on Pension Funds in India in GLOBAL CONFERENCE OF ACTUARIES (GCA)-2014. Anshul is an accomplished trainer in the field of finance and takes standardized and customized training programs in the field of Financial Analysis and Research along with Financial Planning and Wealth Management.He has traveled across the length and breadth of India taking workshops on diverse topics and interacting with all classes of Financial Services Professionals and Intermediaries. Some of the well appreciated training Programs include1. Comprehensive Financial Plan Construction Workshop- FWFPC2. Financial Model Preparation Workshop – FWFMCAnshul has been Member of Board of Studies with Karnataka State Open University for Masters Program in Management
Listed skills include Strategic Financial Planning, Team Management, Financial Modeling, Training, and 24 others.
Current workplace
Anshul Srivastava Cfp®'s current company
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11 roles · 22 years
Anshul Srivastava Cfp® work experience
A career timeline built from the work history available for this profile.
Chief Mentor
Finance Wizards
Nov 2013 - Sep 2023
Co- Founder
Finance Wizards
Finance Wizard is an organisation into capacity building in the domain of Finance by providing training and consultancy solutions to individuals and institutions.
Oct 2013 - Sep 2023
Knowledge Management
Working in the area of programme development and examination development. Taking workshops on the relevant topics for the Financial Planning practice.
Dec 2011 - Oct 2013
Asst. Editor - Financial Planning Journal
Process Owner for the publishing of Financial Planning Journal- flagship publication of Financial Planning Standards Board, INdia
Dec 2011 - Oct 2013
Head- Financial Services
I Nurture Education Solutions Pvt. Ltd
Have an extensive experience in capability building both in the area of personal finance and corporate finance. Currently leading the financial services vertical of the company providing graduate and post graduate courses in Financial services in association with reputed universities and colleges.
Jan 2011 - Dec 2011
Trainer
Institute Of Risk And Financial Management
Responsible for Content and delivery of programmes on company valuation and financial modelling.
Jan 2010 - Jan 2011
Regional Head- Ims Proschool
2007 - Jan 2010
Manager- North
Ims Learning Resources Pvt. Ltd.
2005 - 2008
~3 yrs
Manager- North, Ims Proschool
Ims Learing Resources Pvt. Ltd.
1.Managing the operations for IMS proschool, a new initiative of the company in the field of the education in the areas of the growing economy.2.Looking after all the aspects of the business from launching/ Setting up the division in delhi to taking care of all the aspects of the operations.3.Responsible for the achivements of the targets in terms of no of enrollments.
Apr 2004 - Apr 2007
Assistant Manager-Sales
Videocon International Ltd.
Handling the Channel Sales for washing machines and refrigerators in the area of south Maharashtra and Pune.
May 2002 - Apr 2004
3 education records
Anshul Srivastava Cfp® education
Mba, Management
Institute Of Management Technology,Ghaziabad
B.Sc, Science(Pcm)
Xii, Pcm
Birla Public School, Pilani
FAQ
Frequently asked questions about Anshul Srivastava Cfp®
Quick answers generated from the profile data available on this page.
What company does Anshul Srivastava Cfp® work for?
Anshul Srivastava Cfp® works for FPSB India.
What is Anshul Srivastava Cfp®'s role at FPSB India?
Anshul Srivastava Cfp® is listed as Head of Standards and Examinations at FPSB India.
Where is Anshul Srivastava Cfp® based?
Anshul Srivastava Cfp® is based in Mumbai, Maharashtra, India while working with FPSB India.
What companies has Anshul Srivastava Cfp® worked for?
Anshul Srivastava Cfp® has worked for Fpsb India, Finance Wizards, Financial Planning Standards Board India, I Nurture Education Solutions Pvt. Ltd, and Institute Of Risk And Financial Management.
How can I contact Anshul Srivastava Cfp®?
You can use AeroLeads to view verified contact signals for Anshul Srivastava Cfp® at FPSB India, including work email, phone, and LinkedIn data when available.
What schools did Anshul Srivastava Cfp® attend?
Anshul Srivastava Cfp® holds Mba, Management from Institute Of Management Technology,Ghaziabad.
What skills is Anshul Srivastava Cfp® known for?
Anshul Srivastava Cfp® is listed with skills including Strategic Financial Planning, Team Management, Financial Modeling, Training, Financial Planning, Management, Leadership, and Portfolio Management.
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