IIFC has been established to disseminate Financial Education to aspiring individuals who are keen to make a career in Financial Planning and Wealth Management. For an Individual to sustain in this competitive market transition from a Product seller approach to need-based financial advisory is a must. IIFC evolved from the need of quality education in the financial advisory space.
IIFC trainers focus on in-depth clarity of concepts, giving practical insights of the Industry and skill set required to prepare a financial plan on excel. Whether you are working as IFA or Relationship Manager in Bank/distribution house or you are a finance student who is looking for a suitable placement, IIFC motto is to help you to be certified in Industry’s top sought certifications.
Individuals with higher credentials are always well-regarded by clients as well as employers as these finance certifications hold great value.
A results-oriented finance professional with proven abilities in the financial planning of clients and training for CFP aspirants. He has worked in the corporate sector for 18 years in leading brands like ICICI, HDFC & FPSB India.
He Cleared the CFP Certification challenge status exam with “A” Grade in the year 2007. He has done Executive PGDM in finance from IMT Ghaziabad, PG in Financial Advising from IIBF and NISM Investment Advisor Level 1 (XA) & NISM Investment Advisor Level 2 (XB) and Retirement Advisor Module.
He started CFP Challenge status training in the year 2011 along with his association in the corporate sector. He started IIFC (Indian Institute for Financial Certification) to provide training for CFP in 2019.
To date, he has done 48 batches of CFP Certification course and with a success strike ratio of 71%, a total of 315 candidates cleared the CFP Certification exam and achieved Global CFP Certification in the field of Personal Finance & wealth management.