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Who We Are
Empowering Financial Futures Through Education and Innovation
Our culture thrives on creativity, integrity, and a commitment to excellence.
Founded in 2018 by Rahul Banerjee, PGP Academy stands as a beacon of excellence in financial education. With its roots firmly anchored in innovation and a commitment to bridging the financial literacy gap, PGP Academy has redefined the landscape of financial learning in India.
At PGP Academy, we specialize in delivering industry-relevant, globally recognized programs that equip professionals and students with the skills and certifications needed to excel in the dynamic world of finance.a premier institute specializing in financial planning and wealth management. Since our inception, we have been dedicated to providing cutting-edge education and training in the International Banking and Financial Services (IBFSI) sector. Our mission is to empower both experienced professionals and aspiring individuals with the skills and knowledge needed to excel in today’s rapidly evolving financial landscape.
Our Vision
Our vision is to be a leading global finance school, renowned for excellence in financial education, innovation, and industry relevance. We aim to foster a community of financially literate and responsible individuals, capable of driving economic growth, innovation, and sustainability. Through our programs and initiatives, we strive to bridge the gap between academic knowledge and practical expertise, preparing our students and professionals for success in an ever-changing financial landscape.
Our Mission
Empowering individuals to navigate the complex world of finance, our mission is to provide accessible, high-quality education and training in finance, equipping college and university students, as well as working professionals, with the knowledge, skills, and expertise to succeed in their financial careers and make informed financial decisions.
Our Values
We embody our commitment to excellence, integrity, innovation, and commitment. We strive for the highest standards in education and training, building trust through transparency and ethical practices. We embrace change to provide cutting-edge insights and solutions, dedicated to the success and growth of our students and partners.
Our Mission
Empowering individuals to navigate the complex world of finance, our mission is to provide accessible, high-quality education and training in finance, equipping college and university students, as well as working professionals, with the knowledge, skills, and expertise to succeed in their financial careers and make informed financial decisions.
15K+
Professionals trained in the financial and banking sector, PGP Academy stands as a leader in specialized education.
10+
Years of consistently delivering industry experience high quality career oriented programs.
99%
Client satisfaction rate, among our students. Join a community that trusts us to shape the future of finance and wealth management.
Our Founder
Rahul Banerjee, the visionary founder and Managing Director of PGP Academy, is a distinguished leader in India’s financial education sector. An alumnus of the Indian Institute of Management Calcutta, he holds esteemed credentials including Certified Financial Planner (CFP) and Certified International Wealth Manager (CIWM). With nearly two decades of experience in International Banking, Financial Services, and Insurance (IBFSI), as well as wealth management, Rahul has been instrumental in advancing financial literacy and professional development across the nation. Rahul has been actively working in the education space since 2013. His start-ups worked with marquee names, including the Chartered Insurance Institute, Financial Planning Standards Board India, National Stock Exchange Academy in various capacities. He offloaded his stakes in these start-ups and moved to Mumbai to create PGP Academy as a global leader in financial education.
Since establishing PGP Academy in 2018, Rahul has been dedicated to bridging the financial literacy gap in India. Under his leadership, the academy has been working in collaboration with Moody’s Analytics Global Education, the CFA Institute, the Canadian Securities to name a few.
Rahul’s commitment to excellence has earned him significant accolades, including being named among the “40 Under 40 India 2024” leaders. His role as a jury member for the CNBC-TV18 Financial Advisor Awards and The Life Goal Advisor Awards highlights his influence in setting industry standards and recognizing excellence in financial advisory practices.
Beyond his entrepreneurial ventures, Rahul actively contributes to advancing financial inclusion and literacy through various outreach programs and initiatives. His involvement with the NISM XVII examination committee underscores his dedication to enhancing professional standards and regulatory compliance within the financial services sector.
Rahul Banerjee’s unwavering commitment to financial education continues to inspire and shape the future of finance professionals in India and beyond.
Rahul Banerjee’s unwavering commitment to financial education continues to inspire and shape the future of finance professionals in India and beyond.
Global Collaboration with Moody’s Analytics for Cutting-Edge Financial Education
In line with our commitment to delivering world-class education, PGP Academy has established an esteemed collaboration with Moody’s Analytics. This partnership brings unparalleled resources, expertise, and certification programs that enrich our curriculum and add immense value to our students.
About the Collaboration
Moody’s Analytics is a globally respected financial intelligence provider, renowned for its analytical insights, data solutions, and innovative risk management tools. By collaborating with Moody’s, we integrate the latest industry standards and analytical tools directly into our programs, ensuring our students gain relevant, practical knowledge in key areas such as credit analysis, risk assessment, and financial forecasting.
Benefits for PGP Academy Students
Access to Advanced Tools
Through Moody’s, our students gain hands-on experience with industry-standard analytics, bridging the gap between theory and practice.
Certification Programs
Students can earn certifications from Moody’s Analytics, enhancing their credentials and marketability in the BFSI sector.
Exclusive Industry Insights
Moody’s experts regularly contribute insights and case studies, enabling students to learn from real-world financial scenarios.
Meet the Mentors Guiding PGP Academy’s Strategic and Educational Vision
Our mentors are an elite group of industry veterans, financial experts, and academic thought leaders who bring decades of experience and knowledge to PGP Academy. They play a crucial role in shaping our programs, providing insights that keep our curriculum relevant, and mentoring our students to reach new heights in their careers.
Mr. Sandip Ghose is the Principal Mentor to PGP Academy and is guiding the Institute as we strive on our mission of building a financially aware and strong India. Mr. Ghose was the Director of the National Institute of Securities Markets (NISM). Prior to taking over as Director of NISM, Mr. Ghose was Head of Human Resources in the Reserve Bank of India (RBI). A central banker by profession, Mr. Ghose was Chief of Staff and Advisor to three successive RBI Governors – Dr. C. Rangarajan, Dr. Bimal Jalan, and Dr. Y.V. Reddy.
His knowledge of job markets and workplace effectiveness, coupled with his experience both within the country and abroad, provide a comprehensive perspective to institutions in formulating policies on training, performance, and talent management. Mr. Ghose is a Member on the Boards of Companies, Universities & Business Schools, both National & International.
Meet the Principal Advisors Guiding PGP Academy’s Strategic and Educational Vision
Our advisors are an elite group of industry veterans, financial experts, and academic thought leaders who bring decades of experience and knowledge to PGP Academy. They play a crucial role in shaping our programs, providing insights that keep our curriculum relevant, and mentoring our students to reach new heights in their careers.
Phillip is the principal of Lakeshore Performance Limited – a company focused on helping firms and financial advisors address their key issues and challenges.
With over 35 years in the financial services industry, Phillip has worked with firms and advisors in North America including both in Canada and in the U.S. helping them unlock their potential. Much of Phillip’s career was spent with TD and Sun Life as well as consulting to the industry and advisors in the world of practice management. Phillip has worked with advisors and firms, focused on developing both their insurance and wealth businesses as well as those who are in the private bank and/or considering a jump to a family office structure.
Phillip is also a member of the GAMA Global Canada Board which is focused on leadership development on behalf of Advocis – The Financial Advisors Association of Canada.
Phillip has his CPA and MBA – both which assist in applying a very pragmatic and business lens focused on creating efficiencies and profitability.
Greg Zdzienicki is a seasoned investment professional with over two decades of experience in the financial services industry. He currently serves as Vice-President and Client Portfolio Manager, Equities, at CIBC Asset Management, where he collaborates with internal and external partners to develop effective investment solutions for clients, prospects, and consultants.
Prior to joining CIBC, Greg held significant roles including Client Portfolio Manager at Guardian Capital LP and Hansberger Global Investors, as well as Senior Research Analyst at HSBC Investments (Canada) Ltd. His career began at the Bank of Montreal, and he later contributed to Manulife Financial as a Manager responsible for investment management research and selection.
Greg earned his Bachelor of Arts degree from York University and holds the Chartered Investment Manager (CIM®) designation. He is also a Fellow of the Canadian Securities Institute (FCSI®), reflecting his commitment to professional excellence.
Beyond his corporate responsibilities, Greg serves on the Board of Directors for St. Francis Memorial Hospital, demonstrating his dedication to community service.
Leslie Baker is a distinguished financial professional with extensive expertise in strategic communications and wealth management. He holds the positions of Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), and Chartered Investment Manager (CIM®), underscoring his comprehensive knowledge in the financial sector.
In his role as Senior Manager of Strategic Communications at RBC Wealth Management, Leslie plays a pivotal role in enhancing client relationships and communication strategies. His insights into the evolution of communication and the importance of soft skills in client interactions have been featured in industry discussions, highlighting his thought leadership in the field.
Leslie’s commitment to professional development and client service excellence makes him a valuable mentor for aspiring financial professionals. His contributions to the industry continue to inspire and guide those seeking to excel in wealth management and strategic communications.
Experienced Leadership Committed to PGP Academy’s Mission of Educational Excellence
PGP Academy’s management team consists of dedicated professionals who lead with vision, integrity, and a passion for innovation in education. Each member brings a unique set of skills and expertise, driving PGP Academy’s growth and ensuring that our values and mission are reflected in every aspect of our institution. Key Members of Our Management Team:
Empowering Financial Professionals of Tomorrow.
Delivering industry-leading training and certification for Banking and Financial Services professionals, tailored to today’s evolving landscape.
Our approach
At PGP Academy, we believe in a student-centered approach that emphasizes practical, hands-on learning. Our curriculum is crafted to address real-world challenges and prepare our students for dynamic careers in the BFSI sector. Here’s how we do it:
01
Building a Solid Foundation for Your Career
Our curriculum is carefully designed in collaboration with industry experts to ensure that every Program is aligned with the current demands and trends of the financial sector. From foundational knowledge to advanced skills, we equip our students with relevant expertise that can be directly applied to their careers.
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Learning Through Collaboration and Interaction
At PGP Academy, we believe that learning is most impactful when it's interactive. Our Programs incorporate group projects, case studies, and live discussions that foster teamwork, critical thinking, and problem-solving. This collaborative environment ensures students not only gain knowledge but also learn how to apply it in real-world scenarios.
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Empowering Lifelong Learning
The financial industry is constantly evolving, and we ensure our students are always a step ahead. With access to skill-enhancement workshops, certifications, and updated learning modules, PGP Academy supports a culture of lifelong growth. This focus on continuous improvement helps our students stay relevant and competitive in the marketplace.
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Creating Pathways to Career Success
PGP Academy goes beyond theoretical knowledge by offering career-focused training and development. Our strong industry partnerships give students access to networking opportunities, internships, and job placements, helping them confidently transition from learning to leading in their chosen fields.
Here are some of the partners we have had the privilege to work with.
Programs That Prepare You for Success in Banking and Financial Services.
Here’s How We Empower Financial Leaders—Discover Our Programs.