66618193-ICoFP-CFP

2011@ICoFP Confidential

Unmatched GLOBAL KNOWLEDGE for future LEADERS…….


The GLOBAL symbol of

excellence in

Financial Planning


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.


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


Top 5 EP’s … Source: FPSB India report (July 10)

Top 5 EP's for CFP

RNIS, 1384

Self-Study10%

BIFM, 1030

IMS, 1972

ICoFP, 7521

ICoFP IMS RNIS Self-Study BIFM


Awards & Accolades

ICOFP has been adjudged the “Outstanding B-School, North” at the Star News National B-School Awards, February 2011

Specialized EP for Financial Planning courses India Today Aspire Magazine (June 2007) – 2nd & 3rd Best Finance Course in India

Post Graduate Diploma in Securities Analysis & Trading,

Post Graduate Diploma in Financial Planning TM. India Today Aspire Magazine (June 2008) – 2nd & 3rd Best Finance Course in India

Post Graduate Diploma in Securities Analysis & Trading,

Post Graduate Diploma in Financial Planning TM. The Week Magazine (May 30, 2009) – Best Post Graduate Program in Finance – Risk

Management Business Sphere Magazine (2008 – 09) – Best Finance College Best Places to Work in India (Top 50 Rank) 2008, 2009 & 2010 – Economic Times & Best

Places to Work Institute. Parent Company Bajaj Capital Group wins award for whole group.

….Many more


Leaning & Support system provided

Superior & Comprehensive courseware specially designed by us in affiliation with FPA – Australia & NIA – Pune, to give you a solid foundation.

Work-books Case-study method used extensively for final exam Leadership development to help you lead teams Online support with unique ID Password Email support Regular industry updates through email to keep you updated with latest happenings in

the industry Week-end classes FC Hassle free relocation, if required


3 entities are involved

1.FPSB, India (Governing body)

2.NSE (Conducts the exam)

3.EP’s (Provides support for preparation)


CFP Board of Standards, USA

Financial Planning Standards Board FPSB, USA owns CFP trade mark.

Founded in Denver, Colorado USA in 1985 An independent professional regulatory

organization. Affiliates23 countries) USA, Australia, UK, Canada,

France, Germany, Japan, Switzerland, Malaysia, Singapore, Hong Kong, South Africa, India, etc.


Our Parent company

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.

Awards & RecognitionAwards & Recognition

Awarded ‘Best Finance Company 2008 ’ by Business & Economy Magazine

Rated among ‘Top 25 Best Workplace in India’, 2008 Survey. *

Conferred ‘Smart Workplace Award’ in 2008


Outlook towards CFP

Professional Financial planning: Internationally acclaimed Highest Certification

course in Financial Planning As India's population ages, people are also becoming

much more aware that their financial /retirement/ security needs depends on them and their Financial Planning efforts. This will lead to a situation where professional help in Financial Planning will be of paramount concern.

A career as a Certified Financial Planner will enable a student to be a part of one of India's most dynamic and fastest growing professions in the financial services industry.


Outlook towards CFP

India rich will see their wealth double to Rs.144 lakh crore over the next 3 years, a pace 4 times faster then that of the HNI’s globally. Source: India wealth report

According to the report by Wealth Mgmt services provider, The Wealth of the HNI’s across the globe is estimated to grow from $39 trillion in 09 to $48.5 trillion by 2013.


Why become a CFP?

Financial planner one of the 10 best career prospects.(Source: Scotiabank Survey)

Careers in financial planning will continue to be in top demand in 2014 (Source: Canadian Business magazine)

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

Shortly in India, we may have legislation on this. Professionally qualified advisors are in high demand. There are around 1200 CFP’s in India Required by 2010, 1.5 lacs (Source: www.fpsbindia.org)

Achieve your goals


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


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).


CFP Program Fees*

Let me EXPLAIN!!!

!!


Meet the MANAGEMENT

Jai Vani Bajaj Director, International College of Financial Planning, takes complete charge of operational coordination and strategic projects including continuously innovating on improving the student experience, launch of International College of Fashion and entrepreneurship etc. Under her guidance our beloved ICoFP has seen a tremendous improvement in academic delivery, student experience, college rankings etc.She did her graduation in small business management from Delhi University and her masters in management with specialization in marketing and certification in apparel merchandising and production.

Vinod Kaul is a marketing post-graduate in business (PGDBA) from IIM, Ahmadabad and a graduate from St. Stephen’s 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 India’s 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.


Meet the MANAGEMENT

The college is managed by a team of professionals lead by Mr. Rajesh Bhojani, Chief Executive Officer, International College of Financial Planning. Mr. Rajesh Bhojani is a senior financial service professional with over 25 years experience in important positions in a wide range of roles in mutual funds, life insurance, wealth management, broking and financial planning. He has held senior positions in Birla Sun Life Insurance Co Ltd, Birla Sun Life Asset Management Co Ltd as well as Birla Sun Life Distribution Co. Ltd. He was the President - Sales at UTI Mutual Fund during the crucial transition years of UTI. He holds a Master’s degree in Management Studies from NMIMS, Bombay University. He is also a CFP.

DR. Vinod Kumar is the SENIOR DEAN of INTERNATIONAL COLLEGE OF FINANCIAL PLANNING and Director of a finance Company - Bajaj Leasing & Finance. He is a very well read person. Dr. Kumar graduated from SRCC, he did his M.Com & M Phil from Delhi School of Economics. He is a PHD & also carries the prestigious designations of CFP & CFA. He has a teaching experience of 30 years of Undergraduate &Post Graduate classes across top colleges in Delhi. He also conducts executive development programmes for corporates like Reliance industries (RIL) and Steel industries of India (SAIL), MAX NEWYORK LIFE, STATE BANK OF INDIA, LIC OF INDIA in the area of finance.


Glimpse of ADVISORY Board

Mr. Mritunjay Kapur : Country MD - Protiviti Consulting Pvt. LtdMritunjay is the founding Country Managing Director of the India operations of Protiviti. He was also one of the youngest Managing Directors within the Protiviti network. Protiviti is the world’s largest Independent Risk Consulting organization specializing in Risk and Business Consulting & Internal Audit, Protiviti has 60 offices across 23 countries. A Chartered Accountant, Mritunjay started his career with Arthur Andersen and before joining Protiviti in 2006. Mritunjay has extensive experience in Corporate Governance Advisory, Enterprise Risk Management, Business Operations Improvement, & Internal Audits, and Transaction Support Services.

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


Mr. B.D Narang : Chairman & MD ( Retd )Oriental bank of CommerceHe was a Chairman & Managing Director of Oriental Bank of Commerce (OBC), for five long years. Before joining OBC, he had held different senior position in Punjab and Sind Bank Ltd, Union Bank of India and IBU Hong Kong.During his tenure, OBC was ranked amongst ‘Best Under a Billion, 200 Best Small Companies for 2003’ by Forbes Global out of 19000 companies from Asia and Europe.

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.

Glimpse of ADVISORY Board


Top 10 Recruiters


Recruitment per segment


CAREER OPTIONS

Banks: Manager- Investment AdvisoryFinancial Planning managerRelationship Officer- RetailInvestment Advisor

Distribution HousesManager- Wealth ManagementRelationship Manager- Institutional AdvisoryProduct Manager

Broking FirmsResearch AnalystRelationship ManagerManager- Operations

Equity Research FirmsResearch AnalystBusiness AnalystTechnical Analyst

Financial JournalismResearch Analyst

Knowledge Process Outsourcing Market ResearcherBusiness AnalystFinancial AnalystDerivatives AnalystEquity AnalystResearch AssociateProduct Manager


Our PAN India presence

Campuses:DelhiMumbaiKolkataChennai


Thanks

Any Questions

66618193-ICoFP-CFP

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