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Certificate in Investment Management

(Incorporates the Curriculum of CFP Level 1 of FPSB Investment Specialist)

Callback Request

Certificate in Investment Management

(Incorporates the Curriculum of CFP Level 1 of FPSB Investment Specialist)

Callback Request

Certificate in Investment Management

(Incorporates the Curriculum of CFP Level 1 of FPSB Investment Specialist)

Callback Request










Certificate in Investment Management

Certificate in Investment Management (CIM) is offered completely Online with both Weekdays and Weekend Online Classes Options being available. CIM curriculum is highly focused on Invetsments & Portfolio Management, thereby making students ideal for placements with Banks, Brokerage Houses, Mutual Funds, Investment Firms, Investment Advisory, IFAs etc.

Program Overview

6 Months  Program in Finance at ICOFP, comes with 2 high Super Specialised Curriculum Options to choose from. While these Programs comprehensively cover the foundations of finance, accounting & management at the same time the core subjects that you study are extracted from CFP which is world's topmost program in personal finance offered by FPSB USA. Hence the programs aims to impart in-depth practical knowledge, offer multiple industry recoginsed certifications in the program and ultimately making students employable.

Program Objectives

Join 6 months Certificate in Investment Management (CIM) is a super specialised Finance Program which develops your skills in the Investment & Portfolio Management Space. Financial Services industry is one of largest employers among the services sector in India and hence there is no dearth of opportunities. What is needed is to have knowledge and skills focused on a specific domain and that's what CIM program does for you.

CIM being a program which has the Curriculum of CFP Level 1- Investment Specialist - World's topmost certification in Investments offered by FPSB USA, at its core and has relevant industry certifications , makes you industry ready. You become an Investment Specialist with exactly the knowledge and skills which industry looks for hiring.

The program is ideal for :

Young Graduates Finishing your graduation this year or completed it recently , now want to begin a career. But you know that your college education has not given you the knowledge, skills and expertise required for the professional world. CIM is for you !

MBAs & Masters

Already did your MBA and still struggling with career? Then you know that the generic knowledge is not going to help. CIM helps you fill that gap and makes you career ready. On top of an International Certification from FPSB USA adds value too !

Early Stage BFSI Professionals

You have already started your career in financial industry and may be having 3-5 yrs of experience but often feel that a recognised certification with some global acceptance is needed to boost your growth. CIM is the answer to your quest.

Experienced Finance Professionals

Being a seasoned finance professional or an independent finance practitioner, you are full of experience. All you need is to add a feather to your cap to give yourself a professional edge, then look nothing other than Online CIM.

Career Scope

With 100% Placement Guarantee or else No Questions Asked Fee Refund

If you are a GRADUATE, Certificate in Investment Management will lead you to begin your career in Investments space. A super rich knowledge & certification in Investment Knowledge and a Global Certification of FPSB Investment Specialist sets you miles ahead of any other post graduates or MBAs. You start your career as Portfolio Managers, Investment Advisors, Bankers, Investment Managers, Investment Planners across BFSI with some of the top financial companies.

If you are a WORKING PROFESSIONAL, Post Graduate Diploma in Investment Management being an Online Program is the right career for you. While you continue to work in your current roles, it multiplies your career growth in Investment Management & Finance areas. Your previous work experience gets decorated with a Super Specialised Program & you develop practical understanding in Investment Management & hence become much more desirable by companies in Wealth Mgmt, Portfolio Mgmt, Banking, Investment Advisory, Investment Planning, Mutual Funds, Insurance, Broking houses etc.


The Program Curriculum has 2 Parts :


Which aims at teaching you the essentials of accounting, finance & management. So irrespective of whether you are coming from a Science, Arts or Commerce background, the program learning is tuned to meet your learning curve.

Basics of Accounting

Principles of Management


After your foundation is done, now you are ready for the deeper learning in investments planning. There are 8 Core subjects which again begin with very basics and end up giving you expert insights of the whole Investments management.

Personal Financial Management

Investment Planning & Asset Management

Derivatives - Equity, Commodity & Currency

Mutual Funds & Investment Alternatives

Tax Planning

Risk Analysis & Insurance Planning

Investing Regulations & Legal Compliances

Selling of Financial Products

Portfolio Management Project

Online Mock for CFP L-1


Course Duration

The duration of the course is 6 months in online mode, which includes an projects and CFP Level 1 exam prep as well.

Eligibility & Admission Process

Admission Procedure: Our programs are targeted towards individuals with high potential for success in the financial services sector. 

  • The candidate must possess a Bachelor’s Degree.
  • The Bachelor’s Degree (or equivalent qualification with minimum of 45%) obtained by the candidate must entail a minimum of 3 years of education after completing Higher Secondary School (10 + 2 or equivalent).

1. Application: ICoFP Prospectus and Application Form and can be acquired by one-time payment of Rs. 1000/- for one program. 

  • On-line application through click here (need to make the payment by credit/debit card).

2. Admission Process : Candidates are required to appear for an online counselling session with Program Leader which is primarily to measure communication skills thus helping us to identify the suitability of a candidate. CIM being an Online Executive MBA/PG Format program, students & working professionals both are encouraged to apply. Students across any stream – Science, Humanities or Commerce can apply because the program is structured in such a way that no prior knowledge of finance is needed.

3. Admission Offer : Offer of Admission is granted to student by Program Leader after the Counselling round. Successful candidates are informed of their final selection by courier/ phone call. The selected candidates must pay their admission fee within 10 days of receiving the offer. There are Student Loan Options available and Students may ask the program leader to get the documentation and other process for the loan.

Want more information on the program or admission process ?

Talk to Manika Singhal (Program Leader) at 9711450002.

Request for Info

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