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Corporate training

CFP certification for your whole team

Closed batches, your schedule, taught by the founder.

Format

Closed batches

Delivery

Your office, our centre or online

Pathways

Regular and fast track

Taught by

Harminder Garg, CFP

Pricing

By arrangement

Three FPSB specialist certifications, then the CFP charter

Wealth firms already send us their teams

Institutions choose training providers on results rather than marketing. These three run closed batches with IIFC for their own staff.

IDFC Private Wealth

Closed batch

SBI Wealth

Closed batch

HDFC AMC

Closed batch

Why teams certify

India has 3,534 certified financial planners. FPSB wants 10,000 by 2027-28.

FPSB India, December 2025

Most banks and asset managers have the same problem. Capable relationship managers get promoted into advisory roles they were never formally trained for, and the gap shows up in client conversations rather than in appraisals.

 

Certification closes it in a way internal product training cannot. It gives a team a common framework across investment, retirement, tax, risk and estate planning, and it gives clients a credential they recognise on sight. Compliance teams tend to like it for the same reason.

 

There is also a hiring argument. With roughly 6,500 certified planners still to be added in under three years, certifying the people you already have is usually faster than recruiting people who are already certified.

Amit Sharma

Sr. VP, HDFC Bank

Bhaskar Singh

Partner, IDFC FIRST

G B Singh

RH, SBI MF

Ravinder Saxena

VP, Franklin Templeton

Anupam Lal

Inv. Specialist, Axis

Satyam Anand

VP, ICICI Securities

IIFC alumni, in their current roles

How a corporate batch runs

The curriculum is the same one an individual candidate sits through. What changes is the schedule and the format.

At your offices

IIFC delivers on site for teams concentrated in one location, scheduled around your working week rather than ours.

At our centres

Chandigarh at Sector 46 D, or Delhi at Preet Vihar, if you would rather your team stepped away from the desk.

Live online

For teams spread across branches or cities. Every session is recorded, so a client meeting does not cost someone a module.

Mixed pathways in one cohort

Experienced relationship managers may qualify for the FPSB fast track and be exempt from the three specialist exams, while newer joiners take the regular route. IIFC assesses eligibility across the team before scheduling.

What the programme covers

Three FPSB specialist certifications, then the integrated final that awards the CFP charter.

Investment planning specialist

Personal financial management, investment planning and asset management, and the regulatory environment.

Retirement and tax planning specialist

Retirement planning, plus tax planning and optimisation.

Risk and estate planning specialist

Risk management and insurance planning, plus estate planning.

Integrated financial planning

Financial planning principles, process and skills, then integrated planning. Passing this awards the charter.

Psychology in financial planning

Mandatory FPSB module on client biases, money beliefs and counselling technique.

Registration and scheduling support

FPSB paperwork, eligibility checks and exam booking handled across the cohort.

Who teaches your team

Harminder Garg, CFP, takes corporate batches personally, as he does every open batch. He cleared the CFP challenge status exam in A grade in 2007, worked as manager of knowledge management at FPSB India, and before that ran HNI relationship management as a branch manager at ICICI Bank.

That last part matters for a corporate audience. He has sat on the bank side of this problem and knows what a relationship manager's week actually looks like.

His full profile

Corporate training, common questions

Which organisations has IIFC trained?

IIFC has delivered closed CFP certification batches for IDFC Private Wealth, SBI Wealth and HDFC AMC, alongside its open batches in Chandigarh, Delhi and online.

Can training be delivered at our own offices?

Yes. IIFC delivers corporate CFP batches at your premises, at the Chandigarh or Delhi centres, or live online for teams spread across locations. Sessions are recorded so anyone who misses a class is not left behind.

Do experienced relationship managers have to do the full programme?

Not necessarily. Team members holding a recognised qualification and three years of relevant industry experience may qualify for the FPSB fast track pathway, which exempts them from the three specialist exams. IIFC assesses eligibility across your team before the batch is scheduled.

Who teaches corporate batches at IIFC?

Harminder Garg, CFP, the founder of IIFC, teaches corporate batches personally, as he does every open batch. He previously worked as manager of knowledge management at FPSB India and ran HNI relationship management at ICICI Bank.

How is corporate training priced?

Corporate CFP batches at IIFC are priced by arrangement, depending on team size, pathway mix and delivery format. FPSB India registration and examination charges are separate and paid to FPSB.

Discuss a batch for your team

Tell us roughly how many people, what they do and where they sit. Email is usually easier for these conversations, but a call works too.

Call +91 82838 42598