Mumbai, Sep 28: Scripbox, one of India’s wealth management companies has partnered with Network FP to certify a majority of its client-facing Relationship Managers and Engagement Managers under the Qualified Personal Finance Professional  program.

The six-month training and examination program builds practical capabilities across financial planning, goal and retirement planning, cash-flow management, investments and client engagement. The program also trains professionals in the responsible use of AI and technology, combining technology with human judgment and empathy, an approach Network FP describes as “Powered by AI, Driven by HI.”

“At Scripbox, we believe great client outcomes start with capable people. As financial lives become more complex, our Relationship and Engagement Managers need to understand the client beyond individual investment products, including their goals, cash flows, risk profile and long-term financial needs. Having a majority of our client-facing team QPFP® certified is an important milestone, and we will continue investing in professional qualifications and continuous learning,” said Atul Shinghal, Founder and CEO, Scripbox.

“Having a majority of Scripbox’s client-facing team complete QPFP® in the first cohort is a strong institutional commitment to professional development. We hope this sets a standard for the industry as financial professionals increasingly combine human judgment with technology and AI,” said Sadique Neelgund, Founder & CEO, Network FP.