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Online Courses
Alumni
Certification
The CFP® Complete Program is a comprehensive professional certification designed for Insurance Agents, Mutual Fund Distributors, Relationship Managers, Wealth Managers, and BFSI professionals seeking to transition from transactional roles into trusted financial advisory and planning careers.
The program follows a structured, exam-aligned, and practice-oriented learning approach, enabling working professionals to build deep financial planning capability without disrupting their careers.
The CFP® credential is globally recognised and widely respected across the financial services ecosystem.
The BFSI industry has moved beyond product distribution.
CFP addresses this gap by equipping professionals with globally benchmarked financial planning knowledge and advisory credibility.
Insurance professionals seeking advisory depth in risk, retirement, and estate planning
Mutual Fund Distributors moving from transactions to holistic planning
Relationship Managers preparing for advisory or wealth management roles
Wealth Managers strengthening technical planning expertise
BFSI professionals seeking a globally respected credential
Foundations of goal-based planning and advisory frameworks.
Risk profiling, insurance need analysis, and protection strategies.
Asset allocation, portfolio construction, and investment evaluation.
Retirement corpus planning, legacy structuring, and wealth transfer.
Tax structures, planning strategies, and compliance principles.
Hands-on development of complete financial plans using real-life cases.
The program is delivered through a blended learning format, designed specifically for working professionals.
A network that strengthens your career long after certification
Introduction to Financial Planning
Foundations of goal-based planning and advisory frameworks.
Risk Analysis & Insurance Planning
Risk profiling, insurance need analysis, and protection strategies.
Retirement & Estate Planning
Retirement corpus planning, legacy structuring, and wealth transfer.
Tax Planning & Regulatory Framework
Tax structures, planning strategies, and compliance principles.
Comprehensive Financial Plan Creation
Hands-on development of complete financial plans using real-life cases.
designed for working professionals
for revision and continuity
doubt resolution and academic handholding
-aligned assessments
using real BFSI client scenarios
Across India and international markets
Banking, wealth management, advisory, insurance, and fintech
A strong ecosystem of finance professionals and planners
CFP® certification prepares professionals for diverse roles across the financial services ecosystem.
Financial Advisory Services
Wealth Management
Investment & Portfolio Advisory
Tax Planning
Retirement Planning
Estate & Succession Planning
Private Banking
Insurance Advisory
Fund Management
Financial Products Design & Marketing
No job placement is promised. The program focuses on education, certification, and professional capability.
Clear, transparent pricing for your professional certification journey
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The CFP® Complete Program offers a structured, globally recognised pathway to transition into professional financial advisory with confidence.
I did my CFP with Infily & want to specially mention Rahul for his command & method of delivery. Highly commendable
As a Mutual Fund Distributor I was always keen to pursue CFP as a Course in my life and this title became possible for me due to help and direction of the faculties at INFILY. Thank you.
In my 2nd year of graduation, I enrolled for the program with INFILY. Got through all the exams in the first attempt. INFILY is a place where students get to study with corporate people also, so it’s an opportunity to learn finance with practical exposure and gives recruitment opportunities also
It has been a truly invaluable learning experience through online platforms. As for the guided learning path and continuous feedback, I can rely fully on the faculty which truly can also be seen in my performance over the months. I found it a brilliant learning experience . They were very patient throughout the course and always encouraged us to be a better version of ourselves with each passing day. What they teach you here is not just knowledge, it’s experiences.
