Certified Financial Planner

Premium education provider for CFP certification coaching in India

FPSB US authorised. Chandigarh, Delhi and online batches.

They sat in this classroom. Now they run the desks.

Ten of the 416+ professionals who have cleared CFP certification through IIFC, and where they work today.

Amit Sharma

Sr. VP, HDFC Bank

Gurugram

Bhaskar Singh

Partner, First Private, IDFC FIRST Bank

Chandigarh

G B Singh

Regional Head, SBI MF

Chandigarh

Raghav Tandon

Jt. AVP, HDFC AMC

Amritsar

Ravinder Saxena

VP and Regional Head, Franklin Templeton India

Lucknow

Himanshu Arora

Regional Head, Nippon AMC

Chandigarh

Pradeep Maduri

VP, Centrum Wealth Ltd

Hyderabad

Anupam Lal

Investment Specialist, Axis Bank

Delhi

Satyam Anand

VP and Business Head, ICICI Securities

Mumbai

Shailender Girdhar

VP and Regional Head, Franklin Templeton India

Delhi

3,534

Certified financial planners in all of India. FPSB India, December 2025.

FPSB wants 10,000 of them by 2027-28.

That is a gap of roughly 6,500 people in under three years. Banks and wealth firms are already hiring for advisory roles faster than the certified talent pool is growing, which is why our alumni end up at Bandhan Bank, ICICI Prudential, SBI, HDFC AMC, Axis Securities and Nippon India.

IIFC also runs batches for institutional teams at IDFC Private Wealth, SBI Wealth and HDFC AMC. The curriculum those teams get is the same one an individual candidate sits through.

9.9%

Year on year growth

~40%

Of new certifications via IIFC

29

Territories recognising CFP

Rs 8-15 LPA

Typical CFP salary within 3 years

Founder and chief mentor

He cleared the CFP challenge exam in A grade. Then he went to work at FPSB.

Harminder Garg passed the challenge status exam in A grade in 2007, then spent time as manager of knowledge management at FPSB India, the body that sets the standard he now teaches to. Before that he ran HNI relationships as a branch manager at ICICI Bank.

He left the corporate track to build IIFC. And he still takes every batch himself, which is the part larger institutes cannot match.

Two routes to the same certification

Six examined modules, three hour papers, exam windows every two months. The difference is where you start from and how much of the curriculum you sit through.

Regular pathway

One year

Fast track pathway

Six months

Rs 1 to 1.5 lakh

What it costs

Approximate total, including IIFC discount coupons worth Rs 16,250. Exact fees depend on the pathway and are confirmed on your call.

CFP

Rs 1 to 1.5 lakh
~65%
CFA

Rs 3.5 to 6.5 lakh

45% L1
MBA, top IIM
Rs 25 lakh+
<1% in
Cost and pass rates are indicative market figures for the qualifying examinations.

Which pathway are you eligible for?

Three questions, no contact details needed. You get an answer on this page. Batches run with bank relationship managers, insurance advisers and mutual fund distributors aged 28 to 42, alongside finance graduates, senior advisers and people changing career. Most working BFSI professionals qualify for the fast track, which cuts the programme from a year to six months. Most graduates and career changers take the regular pathway. This gives you an indication so you know what you are asking about before you speak to anyone.

416+ people have cleared CFP through this classroom

700+ professionals coached in total, and 500+ are in training right now. Every card below is a real batch result announcement, published as it happened.

I retired as an AGM from SBI after 36 years of service. After retirement I took up CFP certification, which had been my passion throughout.

Raviraj Dubey

CFP professional

My firm belief in constant learning and up-skilling has helped me reach another milestone. I am now a certified financial planner.

Sulabh Chabbra

The intense discussions and engagement in the classes by fellow journeymen made for a great learning experience.

Narayan Krishnamurthy

Hear it from them, not from us

Four alumni talking about what the year was actually like. Unscripted, recorded after they qualified.

Vishal Ramkrishen

Vishal Ramkrishen

IIFL Securities, New Delhi

Vishal Ramkrishen

Vishal Ramkrishen

IIFL Securities, New Delhi

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We train wealth teams, not only individuals

Closed batches for institutional teams, same curriculum, same mentor, run to your schedule. Already delivered for IDFC Private Wealth, SBI Wealth and HDFC AMC.

Working out whether CFP is right for you

Long form guides written by our mentors, with no enquiry form in the way.

What is a Certified Financial Planner?

Complete guide

What the certification is, who awards it, what the six modules cover and what the qualification is actually worth in the Indian market.

CFA against CFP against an MBA in finance

Complete guide

Cost, duration, pass rates and career outcomes for the three routes most people weigh up before choosing one.

Seven things people get wrong about CFP

Complete guide

The assumptions that stop capable people from starting, and what the reality looks like.

Before you enquire

How long does CFP certification take?

The regular pathway runs for one year. The fast track pathway runs for six months and is open to experienced BFSI professionals who qualify for challenge status. Which one applies to you depends on your work history, and we check that on the counselling call before you commit to anything.

Who awards the CFP certification?

FPSB India, part of the Financial Planning Standards Board, administers CFP certification in India. IIFC is an authorised education provider. The certification is recognised across 29 territories worldwide.

What does the programme cover?

Six examined modules: financial planning fundamentals, investment planning, insurance planning, tax planning, retirement planning and estate planning. Each is a three hour multiple choice paper, sat at an NSE centre or remote proctored. Exam windows run every two months, so a missed attempt does not cost you a year.

What does the course cost?

Total investment is approximately Rs 1 lakh to Rs 1.5 lakh, which includes IIFC discount coupons worth Rs 16,250. The exact figure depends on which pathway you take. For comparison, a CFA runs to between Rs 3.5 and Rs 6.5 lakh and an MBA at a top IIM starts around Rs 25 lakh. We share the full fee structure and payment schedule on your counselling call.

Do I qualify for the fast track pathway?

The fast track follows the FPSB India challenge status route, which is open to experienced professionals in banking, insurance, mutual funds and wealth management. Our eligibility check on this page will give you an indication in three questions. Final eligibility is confirmed against FPSB India criteria on your call, before you pay anything.

When does the next batch start?

Both pathways run rolling batches across Chandigarh, Delhi and online. Examination windows open every two months, so we schedule batches to fit them. Ask us for the current start dates and we will send them the same working day.

What do CFP professionals earn in India?

Typical earnings run between Rs 8 and Rs 15 lakh a year within three years of certifying, and top performers at wealth firms cross Rs 25 lakh. The wider context is that India has 3,534 certified financial planners against an FPSB target of 10,000 by 2027-28, so demand is running ahead of supply.

Can I study while working full time?

Most of our students do. The majority of people in any batch are working bank relationship managers, insurance advisers and mutual fund distributors between the ages of 28 and 42. Classes are scheduled around a working week and sessions are recorded.

Do you teach in Delhi as well as Chandigarh?

Yes. IIFC runs from Chandigarh and Delhi, and coaches students online across India. Past batches have included people from Kolkata, Ranchi, Bangalore, Cuttack and Pune.

Who actually takes the classes?

Harminder Garg, CFP, teaches every batch himself. He cleared the CFP challenge status exam in A grade in 2007, spent time as manager of knowledge management at FPSB India and has been recognised by FPSB India as best CFP educator and best CFP coach.

Talk to a mentor before you decide anything

Tell us where you are in your career and we will tell you which pathway fits, whether you qualify for the fast track and what the next batch looks like. If CFP is the wrong certification for your goal, we will say so.

Request a callback

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