Welcome to IIFC

IIFC has been established to disseminate Financial Education to the 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 Product seller approach to need based financial advisory is must. IIFC evolved from the need of quality education in the financial advisory space.

IIFC trainer focus on in-depth clarity of concepts, giving practical insights of 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.

Harminder Garg

Founder & Chief Mentor

A results-oriented finance professional with proven abilities in the financial planning of clients and training for CFP aspirants. He has worked in corporate sector for 18 years in leading brands like ICICI Securities, HDFC Bank, FPSB India, ICICI Bank in Mumbai, Delhi & Chandigarh.

He worked with FPSB India (CFP Certification board in India) during 2008-10 in the Knowledge Management dept. He has 12 years rich experience in content writing & training delivery in ICICI Securities as Zonal Training Manager. He has Client relationship management experience as He worked as State Head in ICICI Securities and Private Banker in HDFC Bank.

He has delivered training in Equity, Derivatives (especially sessions on behavior finance), and soft skills training on the complete sales process to build client trust along with an increase in productivity.

He has Cleared the CFP Certification challenge status exam in “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.

He started CFP Certification course training in the year 2011 along with my association in the corporate sector. He started IIFC (Indian Institute for Financial Certification) to provide training for CFP Certification & Personal Finance specialist certification from IIFC.

To date, he has done 24 batches of CFP Certification course and with a success strike ratio of 78%, a total of 172 candidates cleared the CFP Certification exam and achieved Global CFP Certification in the field of Personal Finance & wealth management. In Just 7 Months (Sept 2020 to March 2021) 77 candidates passed the CFP Certification exam.

    Contact Us
    Share your details and our executive will get in touch with you.