About International College of Financial Planning Ltd

Launched in 2002, The International College of Financial Planning (ICoFPTM), a group company of Bajaj Capital, is India's financial services super specialty finance college with an exclusive curriculum devoted to finance, banking and the research of equity markets. ICOFP has grown with a commanding, around 80% of the market share of the Indian market for Certified Financial PlannerCM (CFPCM) courses under the aegis of the Financial Planning Standards Board (FPSB) India, a charter member of FPSB USA. ICOFP is the oldest education provider for Financial Planning in India and focuses only on Financial Planning field. During this time we have achieved a base of over 7000 students with an enviable passing rate of over 85%. Since inception, ICOFP has taken its role of the market pioneer in an evangelical manner that has often put us on the forefront of innovating curriculum, books & teaching methodology that has arguably become the benchmark for financial services education in India for working professionals and those aspiring to enter the competitive financial. We are not only a Education Provider but also a specialized education provider for Financial Planning courses in India. What makes us different is our focus on Financial Planning industry & our network. Our premier services are recognized by people at various levels of organization & we are often been called experts expert.

Glimpse of our MANAGEMENT TEAM 1. 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. 2. Vinod Kaul is a marketing post-graduate (PGDBA) from IIM, Ahmedabad and a graduate from St. Stephens 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 Indias fashion apex body, the Fashion Design Council of India (FDCI). 3. 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 Masters degree in Management Studies from NMIMS, Bombay University. a CFP. He is also

Glimpse of our ADVISORY BOARD Mr. Mritunjay Kapur: Country MD - Protiviti Consulting Pvt. Ltd Mritunjay 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 worlds 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 posses a rich experience of 31 years was offered the position of CEO 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 & FALIA, Tokyo. Mr. B.D Narang : Chairman & MD ( Retd ) Oriental bank of Commerce He 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.

AWARDS & ACCOLADES

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

About Certified Financial PlannerCM program Certified Financial PlannerCM Certification is an internationally accepted Financial Planning qualification. The qualification is recognized in more than 20 countries across the world. In India, the Certification is granted by Financial Planning Standards Board - India (FPSB). The qualification gears candidates to provide comprehensive financial advisory services to individuals. It covers insurance, retirement planning, investment, taxation, estate planning & more. For those looking for a career in the financial services sector, CFPCM Certification provides a definite edge over other candidates. One's expertise and credibility as a qualified professional is instantly communicated if he/she has a CFPCM Certification. The services of CFPCM Certificants are sought by Banks, Asset Management Companies, Insurance Companies, Equity Broking Houses and Financial Planning firms. Benefits of doing CFP: Your credentials demonstrate trust amongst the financial consumers worldwide. You become a Coach & a Problem solver Your Career & Professional development opportunities are enhanced through Cross border opportunities in more then 20 countries. You join the league of the best Financial Planning professionals worldwide & become a part of a professional community which has a high potential for growth. Your professional standards reflect your enhanced social status. Your get opportunities to showcase your Knowledge on Financial Planning & Advising through various Media vehicles. Course curriculum There are six modules in CFP and the candidates are suppose to appear for 5 exams as there is no exam for the first module but the same is equally divided 20% in remaining 5 exams. Introduction to Financial planning Risk mgmt & Insurance planning Retirement planning & employee benefits Investment planning Tax & Estate planning Advance financial planning For more details about our college or the courses that we offer, kindly visit http://icofp.org/

FEE STRUCUTRE CFP can be pursued through two pathways. CHALLENGE & REGULAR. In Challenge there is only one exam i.e. Advance financial planning whereas in Regular a person needs to clear all exam i.e. 5 exams step by step. Only certain categories of people are eligible for Challenge pathway & the details can be obtained from our branch office. FPSB India: For Regular Pathway Registration fee : Rs.10, 000 Exam Fee : 1 to 4 subject 2000/- subject 5th subject 5000/For Challenge Pathway Registration fee : Rs.15, 000 Exam Fee : 5th subject 5000/Note: Kindly confirm your FPSB India Registration fees from HR as SBI Bank is a Charter member of FPSB India and the registration fee will be on discounted basis College fee: 1) CFP with weekend classes: Rs.30,000/-(Lump sum) Rs.32, 000/-(16,000 + 8000* 2) for Corporate Rs.48000/- (16000*3) for Student Rs. 22,000/-(Lump sum) Rs.24, 000/-(12,000 + 6000 * 2)

2) CFP without Classes:

[Note: College fee may vary from company to company as we have done tie ups with few corporate]

International College of Financial Planning Ltd. 2/L AKIK, Opp Lions Hall, Nr Nalanda Hotel, Mithakali six road, Ellisbridge, Ahmedabad 380006, INDIA. Tel: +91 79 6000 2200 | C: 9909973507 | E: divyakumars@icofp.org | W: www.icofp.org