This module would serve as an Introduction to Financial Planning. The module would
cover in detail the Financial Planner Competency Profile, the six step process which
includes Financial Planning process, client interactions, general principles of financial
management, financial mathematics, personal financial statements, cash flow and
debt management, asset acquisition, FPSB India’s Code of Ethics and Professional
Responsibility and Model Rules of Conduct, and the regulatory environment related
to the Financial Planning domain.
International College of Financial Planning (ICoFP) is India's premier education institute in Financial Services. ICoFP is the Pioneer and a Market Leader in CFPCM Education. We're a part of Bajaj Capital Group, India’s one of the oldest and largest investment services firm over last five decades having served a million plus Investors across the globe.