Promoted by Bajaj Capital Ltd.
CERTIFIED FINANICAL PLANNER®
Gold standard financial planning certification, valid in 27+ Countries.
WHY CFP CERTIFICATION
- Highest Paying top ranked certification in personal finance, financial planning and wealth management.
- High demand for qualified financial planners in wealth management, banking, mutual funds, and Risk management Industry. Preferred by top firms like ICICI Bank, Bajaj Capital, Ameriprise, HDFC Bank, SBI, Kotak, and other finanical planning companies.
- CFP professionals in India earn higher salaries compared to non-certified advisors. it creates well-paying job roles like Wealth Manager, Investment Advisor, Portfolio Manager, Financial Consultant etc.
- Establish financial planning practice or work as independent advisor, while also helping existing finance professionals expand their client & increase AUM.
KNOW MORE ABOUT
CFP PROGRAM
200+
Recruiters
13K+
Strong Alumni Network
35+
Certified Faculty
Building trust is the foundation of a successful financial planning or wealth management career, and credibility comes from expertise, ethical standards, and professional qualifications. The Certified
Financial Planner (CFP) Program equips you with in-depth knowledge of both global and Indian financial planning concepts, ensuring you develop the right mix of skills to manage client wealth effectively. CFP
curriculum designed around real-world case studies and practical projects, CFP training helps you gain hands-on experience in financial planning and wealth management.
Beyond technical expertise, the CFP certification also emphasizes professional ethics and responsible financial advisory practices. By completing this globally recognized program, you earn four international
certifications from FPSB USA, making you a finance professional whom clients trust and rely on.
CFP PROGRAM FRAMEWORK
Earn a Specialist Certification at every CFP level with Unique 4 -Level certification Program — a comprehensive journey covering personal finance, financial planning, investment planning and wealth management. Master the skills, gain global recognition, and elevate your career growth in the financial industry.
CFP LEVEL I
INVESTMENT PLANNING SPECIALIST
- Module 1: Personal Financial Management
- Module 2 : Investment Planning & Asset Management
- Module 3 : Regulatory Environment & Legal Compliances
CFP LEVEL II
RETIREMENT & TAX PLANNING SPECIALIST
- Module 1: Retirement Planning
- Module 2: Tax Planning
CFP LEVEL III
RISK & ESTATE PLANNING SPECIALIST
- Module 1 : Risk Management & Insurance Planning
- Module 2: Estate Planning
CFP FINAL EXAM
CERTIFIED FINANCIAL PLANNER
- Module 1: Financial Planning Process & Skills
- Module 2: Engaging Clients in Financial Planning
- Module 3: Integrated Financial Planning
- Module 4: Case Study & Capstone Project
WHY CFP CERTIFICATION COURSE
Earning your CERTIFIED FINANCIAL PLANNER Certification helps you enjoy a rewarding career in finance. Whether you are a student or a working professional or independent financial advisor/ planner, CFP Certification is the mark of knowledge and credibility in BFSI industry and leads you to multplying your growth in Career or your Business...
BECOME A CREDIBLE PERSONAL FINANCIAL PLANNING EXPERT
When you manage the wealth for your clients, the first thing that matters for your clients is how credible you are. And this credibility comes from the knowledge that you carry, skills that you have,
business ethics that you follow, professional qualifications you have done.
A right mix of all of these is what Certified Financial Planner (CFP) course offers you. The program content is designed in such a way that you study both the global and indian content. CFP Study
involves case studies and project which are to build practical skills of wealth management and financial planning. As a part of CFP Certification you also go through the professional ethics standard
and finally 4 global certifications from Financial Planning Standards Board (FPSB USA) make you a finance profesional whom clients trust and can bank upon.
CFP Fast-Track Pathway: Accelerate Your Certification Journey
The Fast-Track Pathway (previously known as the Challenge Pathway/Status) is designed for experienced professionals in the BFSI (Banking, Financial Services, and Insurance) sector. Unlike the Regular Pathway, where students must complete and pass exams for all four CFP levels (Level 1, 2, 3, and 4), the Fast-Track Pathway allows eligible candidates to skip Levels 1, 2, and 3 and directly appear for the CFP Final Exam.
Who Can Opt for the Fast-Track Pathway?
To qualify, you must meet the following CFP eligibility criteria:-
Educational Qualification: A postgraduate degree (in any stream) or a recognized professional certification such as Chartered Accountant (CA), Chartered Financial Analyst (CFA), Certified Public
Accountant (CPA), ACCA, Fellow Member of Insurance institute of India / CAIIB + Graduation in any discipline / etc...
Experience: A minimum of 3 years of relevant experience in the BFSI sector. (Banking, Financial Services, and Insurance)
Why Choose the Fast-Track Pathway?
Time-Saving
- Complete your CFP certification in as little as 4 months, compared to the longer duration of the Regular Pathway.
Cost-Effective
- Benefit from reduced fees by skipping the exams for Levels 1-3
STUDYING CFP COURSE
For the complete CFP Certificaiton Program (Regular pathway) - CFP Level 1 to Level 4, It takes around 240 hours of study spread across 6-10 months depending upon the pace and type of study you opt for. For fast-track pathway students, it take around 80 hours of study to pass CFP exam.
ICOFP - Since 2002
Super Specialised Finance College
Promoted by Bajaj Capital Ltd.
International College of Financial Planning (ICOFP) is India's leading college dedicated to shaping future financial professionals. Established in 2002, ICOFP was founded with a vision to provide world-class education in financial planning and wealth management.
It has been a pioneer in delivering industry-relevant programs that empower students with in-depth knowledge and practical skills. ICOFP is promoted by Bajaj Capital Ltd., a 6-decade old financial services company with 5000+ employees and 250+ branches across India.
Why study CFP at ICOFP
INDIA'S BEST CFP STUDY PROGRAM
While you are at International College of Financial Planning (ICOFP) for your CFP Certification, you are studying India's best and most comprehensive study materials for CFP program. Your CFP Course Materials at ICOFP comprises of :
- Concept Books exclusively written by topmost financial experts and CFP/ CFA coaches
- Work Books to allow you to do ample amount of practice the questions for exam
- Recorded Videos of CFP Classes so that you revise a lesson as many times you can
- Assignments during the CFP Classes to make you practice the skills you are learning in cfp institute
- Group Projects in your CFP batches to facilitate peer learning & activities
- Case Studies which bring reallife leanring of portfolio management & planning
- Online Mock Test to practice yourself for a CFP Exam like online test enviornment
- Doubt Clearing Sessions by best CFP faculties to brush up your CFP Exams preparations
ICOFP
Awards & Accolades
Best finance college in India
Awarded by Business Sphere Magazine in 2009
India's Leading Business School
Awarded by Dun & Bradstreet in 2010
2nd best Finance Course in India
Awarded by India Today Aspire in 2010
India's Best Finance College
Awarded by ET Now in 2019
Best Education Brand
Awarded by Star New - 2011
Outstanding Business School
Awarded by India Today Aspire in 2010
Prof Madhu Sinha (Dean, ICOFP) Awarded as Educator of the Year by FPSB India
CFP First
ICOFP is India's 1st and Largest Premium CFP Education Partner of FPSB India
CFP Highest
Highest CFP Exam Passing Rate since the start of CFP certificaion course in India
CFP CERTIFICATION CLASSES AT ICOFP
CFP ONLINE CLASSES
Instructor Led Real Time CFP Online Classes are delivered by the most experienced CFP faculties in India. Attend CFP online classes from wherever you are and learn with the best.
CFP E-LEARNING MODE
CFP Pre-recorded Learning Videos , Books, Workbooks and CFP Course Study Materials are available for those who want to prepare for CFP exam on their own self.
Join ICOFP FOR CFP CERTIFICATION
INDIA'S 1ST & LARGEST PREMIUM AUTHORISED EDUCATION PARTNER OF FPSB INDIA
- 100% Placement Assistance starts after CFP Level 1 only
- Get 50% discount on FPSB India Study fee
- 1 on 1 mentorship by recent CFP qualified professionals
- 0% Interest FREE loan through NBFC
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