Financial Planning

ICOFP Mumbai - International College of Financial Planning has below criteria for taking admissions to it's various courses: CoursesEligibilityMBA/PGDMCandidate appearing for their final year exams can also apply subject to furnishing a proof of graduation by the required date.CFPRegular Pathway:
Candidate must have passed 10+2 exam enrollment time.
The candidate must have experience of 3 Years for Graduates & 5 Years for Non-Graduates either Pre or Post CFP Examination.
Must have passed the following four examinations either through self-study or through training support from any one of FPSB India approved education partner:
1- Risk Analysis and Insurance Planning (Exam 1)
2- Retirement Planning & Employee Benefits (Exam 2)
3- Investment Planning (Exam 3)
4- Tax Planning and Estate Planning (Exam 4)
Challenge Status:
Candidate must be a CA/ 10+2 level, CFA (US), ICWA, CAIIB, CS, LLB, Ph.D., M.Phil, PG, Licentiate/Associate/ Fellowship of Life Insurance, Actuary, FFSI & FLMI from LOMA, Civil Service Examinations by UPSC. Should have experience of 3 Years in Financial Services industry & 5 Years in Non-Financial Services Industry pre-CFP Examination to apply for challenge status examination. This information is the latest available on the official website.PG DiplomaCandidate must be a graduate recognized by a university/ institute.
Final year exams can also apply subject to furnishing a proof of graduation.
This information is the latest available on the official website.

The CPFE course offered by IIQF is a programme designed to equip individuals with the knowledge and skills required to excel in the field of personal financial advisory. The course covers a wide range of topics, including investment analysis, retirement planning, risk management, taxation, estate planning, and more. With a focus on practical application, the CPFE course integrates theoretical concepts with real-world scenarios, ensuring graduates can provide effective financial advice to clients. The curriculum is developed by industry experts, offering up-to-date insights into the dynamic financial landscape. Through a combination of online lectures, case studies, and assessments, participants gain a deep understanding of financial planning strategies and regulatory frameworks. Ultimately, the CPFE course from IIQF aims to produce adept personal financial advisors who can guide individuals towards achieving their financial goals in an ever-changing economic environment.

The admission process may vary depending on the college, the course you are interested in, and the level of study (undergraduate or postgraduate). In general, the following are the common steps involved in the admission process:
Eligibility criteria: You need to check the eligibility criteria for the course you are interested in. This may include educational qualifications, minimum marks required, age limit, etc. Application form: You need to fill out the application form for the college or university where you wish to apply. You can either apply online or offline, depending on the college's procedure. Entrance exam: If the course you are interested in requires an entrance exam, you need to appear for the exam and score the minimum qualifying marks. Selection process: Based on your eligibility criteria and entrance exam score, you will be shortlisted for the selection process. This may include group discussion, Personal Interview etc. Admission offer: If you are selected, you will receive an admission offer from the college or university. You need to confirm your admission by paying the fees and submitting the required documents. It is important to note that the admission process and criteria may vary from college to college. Therefore, it is advisable to visit the college's official website or contact the admission office to get detailed information on the admission process and requirements. Please upvote if it was helpful.

Internships at financial planning companies typically provide students with valuable hands-on experience in the financial planning industry. Interns may work on projects related to financial analysis, investment research, client relationship management, and financial planning software. Some internships may be paid, while others may be unpaid. If you are interested in interning at Financial Planning Academy in Bhubaneswar, it's best to directly contact the company or visit their website to get accurate and up-to-date information on their internship programme. You can find the contact details of the company on their website or by doing a quick online search. It's always a good idea to check with the company about their requirements for interns, such as educational background, skills, and experience, as well as the duration and schedule of the internship programme. Additionally, inquire about the kind of projects you will be working on, and if they provide any training or guidance to the interns.