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TO STAND OUTEITHER BECOME A CFPCM PROFESSIONALORBECOME A FORTUNE 500 CFOGlobal mark ofexcellence inFinancial PlanningEndorsed by top 46leading FinancialServices Companiesin IndiaRecognised in27 countries acrossthe worldCERTIFIED FINANCIAL PLANNER C MOver 50,000CFACM Professionalsrequired in Banking& Financial ServicesIndustry by 2020CMSEBI ApprovedCertification forInvestmentsAdvisorsINTERNATIONALCOLLEGE OFTMFINANCIAL PLANNINGRULE THE WORLD OF FINANCECFP Professionalsearn 26% more incompensation thanother FinancialAdvisorsPROMOTED BYIndia’s Leading FinancialServices Companywww.icofp.org

ABOUT ICoFPInternational College of Financial Planning (ICoFPTM) established in 2002 is India’s leading educational institution, specialising infinancial services education. It is promoted by the Bajaj Capital Group which is one of India’s oldest and largest investmentCMservices firm and is a pioneer in bringing CFP certification, the premier certification in Financial Planning, to India.ICoFPTM offers various industry integrated and award winning programs which integrate the curriculum of some of the mostCMTMacclaimed professional certifications globally, CFP Certification Education Program being one of them. ICoFP is an authorisedCMeducation provider of the Financial Planning Standards Board, U.S. (FPSB) for the CFP Certification Education Program in India.The college has an alumni base of more than 12,000 students and is the market leader in Financial Planning education. ICoFPTM isoften referred to as the “father of financial planning profession” in India.ABOUT FPSB U.S.FPSB is a corporation organized under section 501(c)(6) of the U.S. Internal Revenue Code that was formed for the purpose ofmanaging, developing and operating certification, education and related programs in the field of financial planning to benefitand protect consumers by establishing, upholding and promoting worldwide professional standards in personal financialplanning.FPSB is the owner of the CFPCM, CERTIFIED FINANCIAL PLANNERCM andcertification marks outside the U.S. (collectively theCM“CFP Marks”) and therefore the marks licensing authority for the CFP marks in India.FINANCIAL PLANNING STANDARDS BOARDWHY PURSUE CFPCM CERTIFICATIONWorld - Class FinancialPlanning CertificationProgramJOBS#1Recognised in 27 countriesacross the worldEndorsed by Top 46 leadingFinancial Service Companiesin IndiaOldest and most respectedadvanced certificationprogram for Financial PlannersRated as “Hot Job” byCNBC IN 2003Rated as the “Gold Standard”in Financial Planning by theWALL STREET JOURNALin the year 2006Rated as “One of the BestJob” by U.S. News and WorldReport 2012Financial Planning rankedas one of the best jobs of 2013as per website Careercast.comSEBI Approved Certificationfor Investment AdvisorsPFRDA Approved Certificationfor Retirement Advisors#1A CERTIFIED FINANCIAL PLANNERCM certificant from ICoFPTM becomes a FINANCIAL DOCTORTMwho provides strategic advice to individual investors on investment, insurance, risk management,tax, retirement and estate needs which enables them to create wealth for them selves.CMCMCFP , CERTIFIED FINANCIAL PLANNER andlicensing authority for the CFPCM marks in India.are certification marks owned outside the US by Financial Planning Standards Board Ltd. Financial Planning Standards Board Ltd. is the marks

CFPCM CERTIFICATION EDUCATION PROGRAM CURRICULUMTO1. INTRODUCTIONFINANCIAL PLANNINGANALYSIS AND2. RISKINSURANCE PLANNINGThis module covers the six-steps of Financial Planningprocess, time value money applications, personal financialstatements, cash flow and debt management, overview ofrisk management, code of ethics, and business aspects offinancial planning.This module covers the knowledge requirements relatingto insurance needs and risk assessment of clients. Itintroduces students to various concepts and regulatoryenvironment of insurance in India.3. RETIREMENT PLANNING4. INVESTMENT PLANNINGThis module covers the knowledge of basic strategiestowards achievement of objectives of a client of his/herpost-retirement financial and other needs ands ways tosystematically build the required retirement corpus.This module covers the critical knowledge of differentasset classes and interplay amongst them, the investmentproducts constituting such classes and their investment riskprofile to enable the management of a client’s financestowards achieving various financial goals.5. TAX & ESTATE PLANNING6. ADVANCED FINANCIAL PLANNINGThis module covers the knowledge requirements of Indiantax System, specifically related to Direct Taxes andpersonal taxation. The Estate Planning is emphasized not as alate stage requirement but a necessary succession arrangedalways in place for all assets fixed, physical and financial.This module will enrich students with required knowledgeand skills to assess the entire financial situation of a client,financial goals of the client to meet in the near and longterm, the parameters related to the economy, the financialmarket to develop a comprehensive financial plan.AND EMPLOYEE BENEFITSSTEPS TO BECOME A CFPCM CERTIFICANTAt ICoFPTM we emphasize on providing world-class education that will inspire and challenge all students and prepare them forthe future. Our curriculum has been developed in association with Financial Planning Association (FPA) Australia and NationalInsurance Academy (NIA) as well as academicians from leading institutes such as IIM, FMS etc.CMFor a candidate to be a CFP certificant 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:CM CFP Certification Education Program - Classroom Mode (Weekday/Weekend options available) CFPCM Certification Education Program - Virtual Class/E-Learning Mode AFPCM Certification Education ProgramStep 2 – Enroll with ICoFPTM for Exam PreparationStep 3– Register with FPSBStep 4– Enroll for exam with NSECMStep 5– Crack the exams, surge ahead & become a CFP certificantCMCMCFP , CERTIFIED FINANCIAL PLANNER andlicensing authority for the CFPCM marks in India.are certification marks owned outside the US by Financial Planning Standards Board Ltd. Financial Planning Standards Board Ltd. is the markswww.icofp.org

CFPCM CERTIFICATION REQUIREMENTSCandidates must satisfy the 4Es:1. Education: A candidate must complete academic coverage of the Financial Planning curriculum by undergoing the 5 ModuleTMCFPCM Certification Education Program through ICoFP (Authorised Education Partner of FPSB) and pass corresponding Exam1-4 facilitated by NSE.CM2. Examination: The CFP Examination (also called Exam 5 based on Module VI-Advanced Financial Planning) is designed toassess the candidate's ability to apply Financial Planning knowledge to real-life Financial Planning situations.3. Experience: The Experience criterion is designed to provide the public with the assurance that the candidate understandsthe counseling nature of personal Financial Planning.CM4. Ethics: To get the CFP Certification, candidates after meeting Education, Examination & Experience criteria must agree toabide by FPSB Code of Ethics, Rules of Professional Conduct, Practice Standards & Disciplinary Rules & Procedures.TMICoFP has been the preferred choice of more than 12,000 students. The college is managed by a team of professionals, thefaculty of the college consists of noted and experienced practitioners from the financial industry as well as academicians fromreputed institutes.ICoFPTM COURSEWARE FOR CFPCM CERTIFICATION THAT WAS INITIATED IN INDIA IN2001-2002, IS UNRIVALED AND HAS RESULTED IN HIGHER SUCCESS RATEIN CFPCM EXAMINATIONS OVER THE YEARSSTUDENT TESTIMONIALSTMCMI am an army officer who has served for 34 years and feel privileged to be associated with ICoFP wherein I attended CFPCMcertification training program. I have successfully clearedall CFP certification modules in one attempt and all due to the qualityTMof teaching and help extended by the faculty of ICoFP . It is an institute where faculty is highly qualified, focused and willing toextend success. I personally wish to thank outstanding faculty who taught me during our batch curriculum and whenever neededextra coaching especially, Ms Sonia Ambwani and Ms Preeti.COL. SUNIL MIDHATMICoFP is my alma mater and an institute to have given wings to my training, passion/ambition. The institute offers excellenteducation material, course contents and classroom experience for CFPCM certification.I can vouch for the study material l.Lastbutnottheleast,ICoFPistheinstituteto have given the maximum numberCMof CFP professionals to the country.CHANDRAKANT SONI, CFPCM (AVP, Shinsei Investments )I am an alumnus of InternationalCollege of Financial Planning. I am proud to be associated with ICoFPTM. I would like to share myTMTMexperience at ICoFP . At ICoFP , the learning has been truly wonderfulunder the guidance of well qualified experienced facultyTMand state of art infrastructure. I would strongly recommend ICoFP to anyone who is looking for a career in financial sector as thiscollege is probably best in the country.SHIV KUMAR ROHILLA, CFPCM (Business Associate.)A CFPCM practitioner is akin to a Financial Doctor who advises an individual for "Complete Financial Protection". ICoFPTM is the rightplatform to learn tools & techniques to became a competent professional. The college faculty had rich knowledge of coursecontent that gave me in depth clarity of concepts and systematic approach to crack the exams.HARMINDER GARG CFPCM (Branch Manager -ICICI Bank)I am Mr. Adarsh Veer Malhotra. I joined CFPCM certification course from International College of Financial PlanningTM in 2006 andsuccefully cleared the course and currently working as seniorexecutive in a nationalized bank in Delhi. ICoFPTM has an excellentCMcourse curriculum and experienced faculty members. CFP certification course has really given a boost to my career and helpedme a lot to enhance my knowledge.A V MALHOTRA (Senior Executive in a Nationalized Bank)Our Promoter, Bajaj Capital Ltd. has brought the concept of Financial Planning in India fromU.S. and helped Financial Planning Standards Board to set up operations in IndiaCMCMCFP , CERTIFIED FINANCIAL PLANNER andlicensing authority for the CFPCM marks in India.are certification marks owned outside the US by Financial Planning Standards Board Ltd. Financial Planning Standards Board Ltd. is the marks

181, 360 CFP PROFESSIONALS IN 26 TERRITORIES WORLDWIDEUnited States 83,106South Africa4,744Japan21,631Hong Kong4,489China20,047Brazil4,001Canada16,419Rep. of Korea3,893Australia5,694The Netherlands 3,305Only 2,025CMCFP Professionals in IndiastAs of 31 December 2018CFPCM CERTIFICANTS’ REQUIREMENT GAPS IN INDIA5.34 CroresIndia’s working populationsizeHave Household withincomes of over Rsper annum68 Crores5 lakhIndia needs approximately7,50,000 Financial Planners in near futureTill December 2018India has only2,025 CFPprofessionals againstpopulation of136 CroresCFPCM CERTIFICANTS’ EARNING POTENTIALREMUNERATION COMMANDED BY A CFPCM CERTIFICANT IN INDIACMThe average starting salary for a CFP is Rs. 357,070 per year. Focused certification and experience strongly influencesincome for this job.Rs 190K Rs 240KRs 360KRs 510KRs 740K75%90%MEDIAN: RS 357,07010% Experience25%50%JobNational Salary Data Rs 0SalaryRs 194,634Rs 742,045BonusUpto - Rs 198,884Profit SharingUpto - Rs 103,042Rs 540KRs810KRs 99,000ComissionTotal Pay (?)Source: PayScale.com, ICoFPTMCMRs 270KCMCFP , CERTIFIED FINANCIAL PLANNER andlicensing authority for the CFPCM marks in India.Rs 195,932Rs 809,461are certification marks owned outside the US by Financial Planning Standards Board Ltd. Financial Planning Standards Board Ltd. is the markswww.icofp.org