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2011@ICoFP Confidential
2011@ICoFP
Confidential
Background of ICoFP
Launched in 2002, The International College of Financial Planning , is India's super specialty finance college with an exclusive curriculum devoted to finance, banking and the research of equity markets. The College has grown with a commanding market share of the Certified Financial Planner (CFPCM) course under the aegis of the Financial Planning Standards Board (FPSB) India, a charter member of FPSB USA. During this time we have achieved a base of over 10,000 students with an enviable passing rate of over 85% in CFP. Full time one-year programs have become popular for their Ready-for-the-world curriculum leading to excellent placements. The College is known for innovative curriculum, course material & teaching methodology
CFPCM, CERTIFIED FINANCIAL PLANNERCM and 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 CFP marks in India, through agreement with FPSB. 2011@ICoFP
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Why ICoFP
Oldest EP (We started in 2002 in India) Specialized EP (Focusing on Financial Planning education only since 2002) We also specialize in corporate trainings Our network & Goodwill in the market Promoted by Bajaj capital group which is a largest distribution house in India and our goodwill in the market. We are having a market share of around 80 to 85% for Financial Planning education. Tied up with around 28 companies Our college is the only college which designs the books for financial planning and it can be used as a reference book for the lifetime. Material preferred by IIM Ahmedabad as well as few nationalize bank like SBI for financial planning
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Top 5 EPs
BIFM, 1030 Self-Study 10%
IMS, 1972
ICoFP IMS RNIS Self-Study BIFM
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2011@ICoFP
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2011@ICoFP
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2011@ICoFP
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2011@ICoFP
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Our parent company, Bajaj Capital is one of the largest financial planning firms in the world with over 40 years experience in Financial Planning and Investment Advisory with over 180 branches in India and 800,000 clients across India and Non Resident Indians across the globe. Bajaj Capital (www.bajajcapital.com) also holds a Category-I Merchant Bankers license from the Securities & Exchange Board of India.
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According to the report by Wealth Mgmt services provider, The Wealth of the HNIs across the globe is estimated to grow from $39 trillion in 09 to $48.5 trillion by 2013.
2011@ICoFP
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Course details
Introduction to Financial Planning Risk management & Insurance planning Retirement planning & Employee benefits Investment planning Tax Planning & Estate Planning Financial Plan construction
Duration of the course: 1 year
2011@ICoFP Confidential
CFP Examination
Conducted by FPSB. Online through NSE. 2 hour exam for the first 4 Modules and last module 4 hour exam. Examinations held in every day. Examinations conducted at National Stock Exchange (NSE).
2011@ICoFP
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Let me EXPLAIN!!!! !
2011@ICoFP Confidential
Vinod Kaul is a marketing post-graduate in business (PGDBA) from IIM, Ahmadabad and a graduate from St. Stephens College, New Delhi . He has over thirty five years of industry experience (India & Abroad) in marketing, merchandising & retailing of fashion, footwear & accessories in India and abroad. This includes senior positions in major Indian groups such as Bata, DCM Benetton, Raymond, Birla, Tata and eight years with retailing groups in Canada. Mr. Kaul was also Executive Director of Indias fashion apex body, the Fashion Design Council of India (FDCI). He is also engaged in consultancy, e-publishing and online portals. Areas for consultancy include retail, fashion & business development. He enjoys racquet games, cross-country running, and sky-diving.
2011@ICoFP
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2011@ICoFP
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Mr. Kamalji Sahay CEO - Star Union Dai Ichi Life Insurance Co. Ltd Mr. Sahay who possess a rich experience of 31 years was offered the position of Chief Executive Officer in April 2008. He was the Executive Director (Marketing) at LIC. Mr. Sahay has been known for his innovative strategies as well as for his ability for managing turnaround of several Business Units that he has headed during his long career. Mr. Sahay is a Post-Graduate in English Literature and has attended several Training programmes, including the Executive MBA Programme in IIM A, XLRI, ISB and FALIA, Tokyo
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Prof. I.C Dhingra First Class Masters Degree in Economics. Teaching UG and PG courses in Economics for over 4 decades at Delhi University and other Universities / institutes of good repute. Presently, Associate Professor in Economics at Delhi University. Authored more than 60 book, most of which prescribed as Text Books at different Universities and state Board of Education. Awarded the Best Author Prize by Federation of Educational Publishers of India, New Delhi. Closely associated with developing educational material for different state agencies and with print and visual media.
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Top 10 Recruiters
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2011@ICoFP
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CAREER OPTIONS
Banks: Manager- Investment Advisory Financial Planning manager Relationship Officer- Retail Investment Advisor Distribution Houses Manager- Wealth Management Relationship Manager- Institutional Advisory Product Manager Broking Firms Research Analyst Relationship Manager Manager- Operations Equity Research Firms Research Analyst Business Analyst Technical Analyst Financial Journalism Research Analyst Knowledge Process Outsourcing Market Researcher Business Analyst Financial Analyst Derivatives Analyst Equity Analyst Research Associate Product Manager
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2011@ICoFP
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Campuses:
2011@ICoFP
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2011@ICoFP
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