indian institute of financial planning
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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
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.