indian institute of financial planning

INDIAN INSTITUTE OF FINANCIAL PLANNINGWHY BE THE REST WHEN YOU HAVE THE BEST

OUR MISSION AND VISION

“Our Mission is to bring innovation to education by creating professionals who will be conspicuous in the Financial Service Industry.”

“Our Vision encompasses overall development of the professionals who would become the torchbearer of financial planning revolution.”

Our students hit the Bull’s-Eye….. Every time

AMFI, Capital marketDerivatives, MCX

Derivatives-AdvancedStrategies and Analysis

Introduction to Financial Planning

Investment Planning

Risk Analysis and Insurance Planning

Retirement Planning

Tax Planning and Estate Planning

News Paper Analysis

CFP

WEALTH MANAGEMENT CERTIFICATION

Advanced Financial Planning

Technical AnalysisStock Trading

Overall Personality Development

WHAT WE GIVE YOU?

Portfolio Construction

Equity Analysis

WEALTH MANAGEMENT – SCOPE

• : “There are <1000 CFP’s in India, 1.5 lac CFP’s required by 2010.”

• Countries like Australia, USA have made it mandatory to be professionally qualified to offer advice.

• In India regulators SEBI, IRDA, PFRDA etc. Are encouraging and paving way for such qualification and shortly such a mandating in India will be no surprise.

• An increasing number of banks like ICICI bank, Standard Chartered Bank and distribution houses like Karvy, Bajaj Capital are making it mandatory for their Relationship Managers to acquire the CFP certification.

• Public is looking for a wealth manager who has the competency and expertise to guide in a professional manner.

• Financial Planning rated as number 1 career choice in USA.

WHAT IF I GO ABROAD

• This course is recognized in 20 major countries of the world.

• You can have a respectable career option for yourself abroad

• Financial Planning rated as number 1 career choice in USA.

SEEING IS BELIEVING

SEEING IS BELIEVING

SEARCH FOR WEALTH MANAGERS

WEALTH MANAGEMENT – WHY?

• Plug N Play: You are equipped for work as soon as you complete the course.

• You become a light house of knowledge.

• You join an elite group in financial world.

• You are always 1 step ahead of the competition.

• You get preference for coveted positions with reputed organizations.

• You can start your own advisory services.

TOUGH TIMES – WILL I SUSTAIN?

• Financial Expertise is the ladder to success in tough times.

• To offer sound Financial advice, one should possess in-depth knowledge.

• At such times investors assess the difference between proficiency of the Professionals and its implications.

• Hence tough times justify the course need.

• Wealth Management gives the edge to place oneself at a higher pedestal.

WEALTH MANAGEMENT - MY CUP OF TEA?

• Employees– Bank Employees– AMC Employees– Insurance Employees– NBFC Employees

• Professionals – CA– CFA

• Students

NO FINANCE KNOWLEDGE - STILL CFP?

Background No Bar

This Course will:• Provide in-depth

knowledge of all the modules.

• Finance is a Science of numbers. People from Engineering & Science with knack for numbers have excelled in this program.

• Sharpen skills to

excel in Financial Plans

• It will be taught from the scratch.

Science

ARTS

Commerce

WHY FINAECON ?

NNNExp.YBIFM

RNIS

1 yearYNNExp.YICOFP

3 monthsYYYExp.YIIFP

Time Period

Wealth Management

Financial Calculator

BlogFacultyCourse Material

Y Exp. N N N

Course Fees

RUNNING THE COURSE TO SUCCESS

COURSES FINAECON OFFERS

SECURITIES MARKETKNOWLEDGE SERIES

CFP EXECUTIVE SERIES

WEALTH MANAGEMENTCORPORATE SERIES

Weekday/ Weekend classes6 Hrs/ Week Blog for doubtsBooks Course MaterialMock TestsE-BooksLive Market VisitsWeekly newsletter

Weekday/ Weekend classes6 Hrs/ WeekBlog for doubtsBooks Course MaterialMock TestsE-BooksCase StudiesFinancial CalculatorWeekly newsletter

Weekday/ Weekend classes8 Hrs/ WeekBlog for doubtsBooks Course MaterialMock TestsE-BooksCase StudiesFinancial CalculatorLive Market StudiesWeekly newsletter

SECURITIES MARKET KNOWLEDGE SERIES

Live Stock Market Visits

Advanced Derivatives Strategies

MCX Commodities Market

NSE Derivative Market

Mutual Fund AMFI

NSE Capital Markets

News Paper Analysis

CFP EXEXUTIVE SERIES

Retirement Planning

Risk Analysis and Insurance Planning

Investment Planning

Introduction to Financial Planning

Tax Planning and Estate Planning

Advanced Financial Planning

Retirement Planning

Risk Analysis and Insurance Planning

Investment Planning

Introduction to Financial Planning

Live Stock Market Visits

Advanced Derivatives Strategies

MCX Commodities Market

NSE Derivative Market

Mutual Fund AMFI

NSE Capital Markets

News Paper Analysis

Tax Planning and Estate Planning

Advanced Financial Planning

Technical Analysis and Portfolio Construction

Overall Personality Development

WEALTH MANAGEMENT CORPORATE SERIES

COURSE DURATION

COURSE FEESLump Sum: Rs 20,000

COURSE DURATION

COURSE FEESLump Sum: Rs 36,000

Installments:

COURSE DURATION

COURSE FEESLump Sum: Rs 55,000

Installments:

SECURITIES MARKETKNOWLEDGE SERIES

CFPEXECUTIVE SERIES

WEALTH MANAGEMENTCORPORATE SERIES

COURSE FEES AND DURATION

FACT OF THE MATTER

CFP Ajay Bagga Head & MD

Private Wealth Management Deutsche

Bank

CFP Amitabh Chaturvedi Head & MD

The Dhanalakshmi Bank

CFP Anup BagchiExecutive Director

ICICI Securities Ltd

CFP C Jayaram Executive Director

Kotak Mahindra Bank 

CFP Deepak Chawla Advisor (New

Businesses) State Bank of India

CFP Sanjiv Bajaj Joint Managing

Director Bajaj Capital Ltd  

IN A NUTSHELL

TO CONCLUDE…….

Goal Achievements

Self Realization

Improved Self Image

Knowledge

Level Enhancement

ConfidenceCompetence

We Assist You In…..

Disclaimer: This information package is prepared by IIFP on confidential basis. The contents,

information of this package may not be disclosed, reproduced or used in whole or in part for any purpose or furnished to any other persons without the prior written permission of IIFP.

No representation or warranty, expressed or implied, is made nor is any responsibility of any kind accepted with respect to the completeness or accuracy of any information. IIFP and its directors, employees, agents and consultants shall have no liability (including liability to any person by reason of negligence or negligent misstatement) for any statements, opinions, information or matters (expressed or implied) arising out of, contained in or derived from, or for any omissions from the package.

Recipients of the package are requested to always refer official publications, regulations, etc and other official publications by the concerned authorities on the subject matter covered in this presentation.

Recipients of the package should make their own independent evaluations and investigation and should check the accuracy, reliability & completeness of the information and obtain independent & specific advice from appropriate persons they may deem fit.

Charges mentioned in this presentation are subject to changes as per the revised decision of IIFP from time to time. All rights reserved with IIFP.