International College of Financial Planning

What International College of Financial Planning does

International College of Financial Planning (ICoFP) is a private, India-based specialized finance education institution founded in 2002 and promoted by Bajaj Capital Ltd., a SEBI-approved Category I Merchant Banker with 60+ years of legacy in Indian financial services. It operates as the country's first CFP® educator and is an authorized education provider of Financial Planning Standards Board (FPSB) India for the globally-recognized CFPCM certification, valid in 27+ countries. The institution offers a portfolio of super-specialized programs including the CFP® Certification (Regular and Fast Track pathways), the Post Graduate Diploma in Financial Planning (PGDFP, awarded in association with NAAC A-grade University of Mysore), the Advanced Certification in Wealth Management (ACWM), and a Being Client Ready add-on module. Faculty comprise 35+ certified professionals (PhDs, CFPs, CFAs, CAs) with industry experience at firms including KPMG, Goldman Sachs, SBI, and UTI Mutual Fund, and the institution claims an 18,000+ alumni network and 100% placement record through its Career Management Center.

The institution generates revenue primarily through tuition and program fees across its credential-bearing programs, supplemented by application fees (Rs. 1,000 per program), NISM mock-test channel partnerships, and the AMCAT adaptive-testing channel relationship. Distribution operates through a Delhi headquarters plus regional offices in Mumbai, Goa, and Pune, a franchise partner network, an online application portal (icofponline.com), and digital channels including webinars, blog content, social media, and email newsletters. Customer concentration is naturally low given the B2C model of distributed individual student enrollment, with a secondary addressable segment of financial services employers for corporate training. The institution maintains no external institutional funding and operates within a group structure that includes Share Gurukul Private Limited (capital markets education) and International College of Fashion (fashion entrepreneurship).

Name

International College of Financial Planning

Legal name

International College Of Financial Planning

Website

https://icofp.org

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

101–250 employees

Short description

International College of Financial Planning (ICoFP) is a New Delhi-based private finance education institution founded in 2002 and promoted by Bajaj Capital Ltd., offering CFP® certification, PGDFP, and ACWM programs to graduates and aspiring financial planning professionals across India.

Ownership category

akta.pro rank

Headquarters

HQ city

New Delhi

HQ country

India

HQ region

Asia

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Tuition and Program Fees: Revenue from flagship programs including PGDFP (Post Graduate Diploma in Financial Planning), CFP Regular and Fast Track Pathways, ACWM (Advanced Certification in Wealth Management). Application fee of Rs. 1000 per program. Total program fees not publicly disclosed.
2. CFP Certification and Exam Fees: Revenue associated with FPSB India CFPCM certification pathway. Certification valid in 27+ countries.
3. NISM Exam Prep Channel Partnership: Channel partner providing NISM Mock Test Portal for passing NISM Exams in India.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

International College of Financial Planning (ICoFP) is a specialized education institution that delivers certified financial planning and wealth management training programs. Its core offerings include the CFP Certification (FPSB India authorized), Post Graduate Diploma in Financial Planning (PGDFP), Advanced Certification in Wealth Management (ACWM), and CFP Fast Track Pathway, aimed at graduates and working professionals pursuing careers in financial services.

Product overview

ICoFP offers a portfolio of super-specialized finance education programs centered around the CFP® certification as its flagship offering. The core product lineup includes the CFP® Certification (available via Regular and Fast Track pathways), the Post Graduate Diploma in Financial Planning (PGDFP™), and the Advanced Certification in Wealth Management (ACWM). Additional programs like Being Client Ready complement the main credentials by providing practical client-facing skills. All programs are designed with industry integration and are aligned with Financial Planning Standards Board (FPSB) requirements, creating a unified pathway from foundational education through professional certification in financial planning and wealth management.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• 100% Placements since program inception
• +2 more outcomes

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Five partnerships are on record, tiered core and supporting.

• Financial Planning Standards Board (FPSB) IndiacoreStrategic or Co-development PartnerICoFP is an authorized education provider of Financial Planning Standards Board (FPSB) India for the CFPCM Certification. FPSB India is a Professional Membership & Certification organization and part of a leading Global Confederation established by prominent financial service organizations in India. This partnership enables ICoFP to deliver the gold-standard CFP certification valid in 27+ countries.
• University of MysorecoreStrategic or Co-development PartnerICoFP is an outreach center offering two-year full-time Masters programs in Financial Planning and Financial Analysis in association with University of Mysore. The University of Mysore has been accredited by NAAC with 'Grade A' in 2013 and is recognized by UGC. Programs include Masters in Financial Planning, Financial Analysis, Fashion Entrepreneurship, and Bachelors in Fashion Entrepreneurship.
• Nism Exams Test PrepsupportingChannel Partner/ Reseller/ DistributorNism Exams Test Prep serves as a channel partner providing a trusted NISM Mock Test Portal for students to prepare and pass NISM Exams in India. Located at C-6, Sector-7, Gautam Buddha Nagar, Noida, Uttar Pradesh. Helps students clear NISM certification exams required in the financial services industry.
• AMCATsupportingImplementation/ SI/ Consulting PartnerAMCAT is appointed as ICoFP's online testing partner for recruiting candidates. AMCAT is a computer adaptive test measuring candidates on critical areas like communication skills, logical reasoning, and quantitative skills. Candidates can apply with their AMCAT scores and are exempted from ICoFP's written test.
• Bajaj Capital Ltd.coreStrategic or Co-development PartnerBajaj Capital Ltd. is the promoter of ICoFP — one of India's premier Investment Advisory and Financial Planning companies and SEBI approved Category I Merchant Bankers with a legacy of 60+ years in financial services. Bajaj Capital Group provides deep industry alignment, operational support, brand credibility, and the ANG Channel (B2B Model) network present in 30+ cities across India.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Imarticus Learning: Indian education provider focused on finance, analytics, and technology certifications including CFP programs. Targets similar career-launching professionals with placement support — comparable business model to ICoFP.
• NSE Academy: Subsidiary of the National Stock Exchange of India offering certification and post-graduate programs in financial markets, capital markets, and financial planning — directly comparable to ICoFP in delivering industry-recognized finance credentials in India.
• TimesPro (Times Group): Higher-ed and professional certification arm of Bennett, Coleman & Co. (Times of India) offering finance, banking, and wealth management programs with industry placement — comparable in audience (aspiring finance professionals) and curriculum depth.
• upGrad: Online higher-education platform offering finance, wealth management, and CFP-aligned programs in partnership with universities. Comparable target segment (career-launching professionals) with digital-first delivery model.
• Simplilearn: Online education provider offering CFP-aligned, CFA, and finance certification programs with broad Indian and global reach. Competes with ICoFP for the same students but via digital-first delivery.
• IMS Proschool: Indian financial education provider offering CFP, CFA, and other finance certification programs with classroom and online delivery. Operates in the same niche as ICoFP (CFP-focused certification) with comparable student profile.
• NIFM (National Institute of Financial Management): Government-affiliated institute offering specialized financial management training and certifications in India — overlapping audience and curriculum depth with ICoFP's PGDFP program.
• EduPristine (Acquired by Wilson Learning): India-based finance and accounting certification provider offering CFA, CFP, and other finance credentials. Directly comparable student outcomes (finance certifications) and target market.

Broad incumbents

• National Insurance Academy (NIA): Pune-based institute offering postgraduate and professional programs in insurance, risk, and financial management. Broader scope than ICoFP but overlaps in financial management education and professional certification.

Others

• Bajaj Capital Ltd. (parent): ICoFP's promoter and India's SEBI-registered Category I Merchant Banker / investment advisory firm with 60+ years legacy. Comparable in financial services domain expertise and ANG Channel distribution network feeding ICoFP's growth.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks1 record

Key highlights7 records

Customer concentration

• Xx.com/icofp
• Facebookfacebook.com/ICoFP

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about International College of Financial Planning