• Established in 2002 by Bajaj Capital Limited, a renowned Indian financial services group over 50 years
  • ICoFP is the Pioneer and Market Leader in CFPCM Education with the actual Highest Passing Rate
  • The original CFPCM curriculum in India has been written by ICoFP
  • CFPCM Certified Faculty with high training standards
  • Convenient weekend classes + E-learning Classes
  • Strong alumni network over 10,000 students
  • Our courses are adjudged amongst the Top 3 best finance courses in India - India Today Aspire
  • Best Financial Planning Institute in India
  • CFPCM Certification rated as the “Gold Standard” in Financial Planning by the Wall Street Journal in the year 2006
  • Most recognized and respected advanced certification program for financial planners worldwide
  • Recognized in more than 26 countries across the world
  • No. of CFPCM Certificants is over 1,71,000 worldwide
  • Endorsed by Top 44 leading Financial Service Companies in India
  • Enhanced career and employment opportunities with Financial Services companies
  • Charter Members of FPSB India have resolved that they will give first preference to CFPCM Certificants in recruitment
  • SEBI Approved Certification for Investment Advisers
  • Financial Planning Ranked as one of the best jobs of 2013 as per website Careercast.com
  • Rated as “ One of the Best Job” by U.S. News and World Report 2012
  • Acknowledged as one of the Upcoming Certification in financial services in India by “The Week” in 2004
  • Rated as “ Hot Job” by CNBC IN 2003
  • Financial Planning rated as No.1 career in 2001 by Jobs Almanac, USA
Module 1 : Introduction to Financial Planning
Module 2 : Risk Analysis and Insurance Planning
Module 3 : Retirement Planning and Employee Benefits
Module 4 : Investment Planning
Module 5 : Tax and Estate Planning
Module 6 : Advanced Financial Planning
  • Financial Advisors
  • Estate Planning
  • Wealth Management
  • Banking
  • Financial Planning
  • Insurance
  • Tax Planning

I am an army officer who has served for 34 years and feel privileged to be associated with ICOFP wherein I attended CFPCM Certification training program. I have successfully cleared all CFPCM Certification modules in one attempt and all due to the quality of teaching n help extended by the faculty of ICOFP . It is an institute where faculty is highly qualified, focused and willing to extend knowledge beyond the expectations of students. I continue to learn from this finest organization and wish them all the success . I personally wish to thank outstanding faculty who taught me during our batch curriculum and whenever needed extra coaching especially, Ms Sonia Ambwani and Ms Prity.

Col. Sunil Midha

So far as my experience with ICoFP is concern i would happily write that "the kind of reference material, ongoing support for exam preparation/queries were excellent in nature, which helped me to create a benchmark as first student who cleared all CFPCM modules in less than 6 months probably in gujarat or india".

Current Job: Equity Researcher and Trader

It was a good experience with ICoFP. They were always ready to help with the course material as well as arranging for faculty. Good training sessions were organised by ICoFP, which enabled me to get deep understanding of the CFPCM course work, and thus, pass all the modules.

Current Job: MD with Mera Money Advisors Pvt Ltd

I enrolled myself with ICoFP for pursuing CFPCM Certification at the time when there were few Education providers. I chose ICoFP due to its extensive study material, exam oriented workbook and their support in terms of query solving and helping hands from their employee's. I am sure if i had chosen other education provider it would be very difficult for me to clear the modules. I thank ICoFP for extending full support and helping me to clear CFPCM.

Current Job: SBI Capital

I am from Navsari doing investment advisory since 2002. I m associated with ICoFP for 3+ yrs,I have very good experience with ICoFP. I have completed my CFPCM in AUGUST,09. The study material is perfect and the faculties are competent. ICoFP has supported me in each and every aspect of the course. As a education provider for CFPCM, ICoFP is incomparable.

Current Job: Independent Advisor

I am Mr. Adarsh veer malhotra. I joined CFPCM Certification from International College of Financial Planning in 2006 and succefully cleared the course and currently working as senior executive in a nationalized bank in Delhi. ICoFP has an excellent course curriculum and experienced faculty members. CFPCM Certification has really given a boost to my career and it helped me a lot to enhance my knowledge.

Current Job: Senior Executive in a Nationalized Bank

2. What is Financial Planning Standards Board (FPSB), India?
3. What is Financial Planning?
4. What are the benefits of pursuing the CFPCM Certification?
5. Is CFPCM Certification a global certification?
6. What is the eligibility criterion to register for the CFPCM Certification Program?
7. What are the career prospects of Financial Planning and after completing the CFPCM Certification?
8. How are Financial Planners compensated in India?
9. Is there any entrance test to join the CFPCM Certification Program?
10. What is the curriculum of the CFPCM Certification Education Program?
11. What are 4Es Criteria for awarding CFP Certification?
12. What is AFP Certification?
13. What is the maximum period given to a candidate to complete the CFPCM Certification Program?
14. What is Challenge Status Program?
15. What is the eligibility criterion to register for the Challenge Status Program?
16. What are the renewal requirements of CFPCM Certification?
17. What is the format of the CFPCM examination?
18. Can I appear for Exam 5 before clearing Exam 1-4?
19. Which language are the exams conducted?
20. What is the duration of each exam?
21. Is there any negative marking in CFPCM examination?
22. What is the minimum passing percentage in CFPCM examination?
23. Is ICFP an authorized education provider of FPSB?
24. Why consider ICFP to prepare for the CFPCM Certification Education Program?
25. How much does it cost to pursue and attain the CFPCM Certification under "Regular Pathway"?
Pathway Education
Regular A candidate must be HSC/12 th pass at the time of enrollment and has to complete the Education criterion, which is passing the following four examinations either through self study or through training support from any one of FPSB India's approved Education Partners.
1. Risk Analysis & Insurance Planning (Exam 1)
2. Retirement Planning & Employee Benefits (Exam 2)
3. Investment Planning (Exam 3)
4. Tax Planning & Estate Planning (Exam 4)
These Exams are facilitated by NSE and conducted online on NCFM platform on NSE's examination centres and other NSE networked sites throughout India.
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. For details see refer to Challenge Status Qualifications.

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FPSB India administers the CFPCM certification in India & has several financial service companies as its charter members who are committed to give preference to CFPCM Certificants in their recruitment.
CFPCM, CERTIFIED FINANCIAL PLANNERCM and  cfpmark  are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Board India is the marks licensing authority for the CFPCM marks in India, through agreement with FPSB.

Promoted By: Bajaj Capital Limited.
© Copyright 2017 International College of Financial Planning Ltd. All rights reserved.
E-mail: cfp@icofp.org
Delhi Campus: ICoFP, 3rd Floor, Gulab Bhawan, 6,Bahadur Shah Zafar Marg, New Delhi – 110002.
Mumbai Campus: ICoFP, C/O Kiran Devi Saraf Institute of Complete Learning(KSICL), 3RD Floor, R S Campus, Opposite Bajaj Hall, S V Road Malad (West), Mumbai 400064.
Mysore Campus: ICoFP, 169/1, New no 29/1, 3rd stage, Industrail suburb, Fort Mohalla, Manandavadi road, Mysore – 570008.
Lucknow Campus: ICoFP, No.A-29, 1St Floor,Nirala Nagar, Above Oriental Bank, Near Ram Krishna Math, Lucknow – 226020.