COMPANY PROFILE

IPlan Education is a unit of Inforay Consultants Pvt. LTD. It is dedicated in

providing world-class training for career in Investment & Finance since 2010.
Currently, iPlan Education is providing 9 courses for school students,
management graduates and working professionals.
It has presence in 4 states in India and also training students online around
the globe.
IPlan Education has various local and international tie-ups to achieve its
mission.

Foundation
IPlan Education was founded on 26Dec-2010 by a team of working
professionals and Management Graduates from TOP B-Schools under the
guidance of veterans from various colleges, banks and fund houses.
We felt that there was a need for training traders and Self-Investors in stock
market as almost 90% retail was incurring losses. Initially, our curriculum
was designed to cater only the needs of traders.

Later, we realized that there was a big gap between theoretical finance
training and real stuff. So, we added more and more courses and kept
updating training methods.
We are now working with various international organizations to equip you
with better skills.

Milestones

Dec10: Foundation
Mar11: 1st Batch
Jun11: Trained FMS-Delhi Students
July11: Trained Alankit, Angel and Morning Star employees.
Dec11: Trained 6 more Colleges including BITS-Pilani.
Apr12: Trained 200+ student in Classroom program and 2000+ student
in various colleges
Jun12: Launched our online program and LMS.
Dec12: Became partners with Falcon, Sharkhan and Blue Ocean-USA
Mar13: iPlan Education opened a center in Guwahati, Assam
April13: Trained 400+ Students in online and class room program since
foundation.
April13: Awarded ISO 9001 Certification
April13: Awarded best upcoming institute in Financial Services Training
by BIG Research.
May13: Opened a center in Jind, Haryana
June13: Professionals from 40+ companies already joined our programs.
June13: Training online in 14 states and 6 countries
Sep13: Conducted International seminar at Hindi Bhavan, Delhi
Sep13: Became training partner South Egg Capital, UK
Dec13: Trained over 5000 students at institute and colleges.
Dec13: Became Authorized Exam Prep Provider of GARP, USA
Jan14: Trained IMT, Ghaziabad and 5 more colleges
Sep14: Trained over 89 MNCs working professionals so far.

Excellence
A key factor which helped iPlan Education grows was a regular
QA (Quality Assessment).
We take regular feedback from our employees, members and
students to improve our courses and services.
We regularly asses market and competition and try to figure out
the gap in training and introduce innovative ways to fill the gap.
We have followed this since inception.

Our Partners
IPlan Education has trained professionals from over 89+ MNCs. This happened only
due to our dedicated team which was always supported by our esteemed business
partners and affiliates.

Blue Ocean Global Wealth is a USA based investment advisory firm that strives to be
a trusted partner and educational resource. We provide corporations and institutions
with portfolio construction, investment due diligence, and risk management
consulting. www.blueoceanglobalwealth.com

Southegg Capital Management is a London, UK bases Proprietary Trading Firm and

Education Providers. We develop trading strategies, provide trading desk and manage
experts. we have leveraged our embrace of being on the forefront of new ideas to grow
from three to over thirty full time trading staff deploying cutting edge discretionary and
quantitative trading systems on direct market access to global exchanges with a heavy
focus on emerging markets. www.southeggcapital.com

ShareKhan is Indias leading stock broker operating in over 20+ states with thousands
of workforce. Sharekhan offers the best wide products in financial market and the best
plate form for stock, commodity and currency trading. www.sharekhan.com

Reliable Software is a Mumbai based organization and it is well known for its awarding
winning Technical Analysis Software Falcon. Its one of the oldest technical analysis
software providers. IPlan Education is a knowledge partner with Reliable
Softwares. www.reliable.co.in

Authorization

The Global Association of Risk Professionals (GARP) is a not-for-profit organization and

the only globally recognized membership association for risk managers. GARPs goal is
to help create a culture of risk awareness within organizations, from entry level to board
level. IPlan Education is Authorized Exam Prep Provider for FRM Exam from GARP,
USA.

Program Offered:

CFA
FRM
Financial Modelling Program
Share Market Course
Technical Analysis Course
Forex Trading Course
Commodity Trading Course