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Admission Procedure

STEPS TO BECOME A CFPCM CERTIFICANT FROM ICoFP
At ICoFP we emphasize on providing world-class education that will inspire and challenge all students and prepare them for the future. Our Curriculum has been developed in association with Financial Planning Association (FPA) Australia and National Insurance Academy (NIA) as well as academicians from leading institutes such as IIM, FMS etc.
For a candidate to be a CFPCM certificant, he/she needs to complete the education program in maximum of seven years. To become certified, he/she is required to meet the following initial certification requirements:

Step 1 – ELECT: A candidate must choose the level of series from the following:
• CFP Certification Knowledge Series – Classroom Mode (Weekday/Weekend options available)

• CFP Certification Knowledge Series – E-Learning Mode/Virtual Classes

• AFP Certification Tutorials

Step 2 – Enroll with ICoFP for exam preparation

Step 3 – Register with FPSB

Step 4 – Enroll for exam with NSE

Step 5 – Crack the exams, surge ahead & become a CFPCM certificant

Course Duration
• Classroom Teaching at ICoFP is 100-120 hours of teaching
• Weekend batch (Sat/Sun) & Weekday batch available

Fee Structure of CFPCM Certification Course

Series Fee
Classroom Training Rs.37,500/-
Virtual Classes Rs.35,000/-
e-Learning Rs.25,000/- (Lumpsum)

* Special rates for people working with Charter Member Companies.

Eligibility & Admission Process
• For Regular Pathway, a candidate must be HSC/12th pass at the time of enrollment. The candidate must have experience of 3 Years for Graduates & 5 Years for Non-Graduates either Pre or Post CFPCM Examination.
• For Challenge Status, a candidate must be a CA / Intermediate level, CFA (US), ICWA, CAIIB, CS, LLB, PhD, M.Phil, PG, Licentiate/Associate/ Fellowship of Life Insurance, Actuary, FFSI & FLMI from LOMA, Civil Service Examinations by UPSC. Also, the candidates should have experience of 3 Years in Financial Services industry & 5 Years in Non-Financial Services Industry pre-CFPCM Examination to apply for challenge status examination.

Documents Required for FPSB Registration:

• Duly filled Student Registration Form
• Passport size photo
• Education Passing Certificate (Self Attested)
• Demand Draft (if opted for in the Payment Option above)
• Marriage Certificate or Pan Card /Passport Copy in case of change of name after marriage

 

To know about the fee structure and for course related queries, you can contact our program specialists and career experts:

Disclaimer: CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd (FPSB).

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