Customer success stories

International College of Financial Planning

International College of Financial Planning (ICoFP) offers specialized UGC recognised Bachelors, Masters and PG Diploma courses in finance. Established in 2002, ICoFP is promoted by Bajaj Capital Group, one of India’s most famous brand names and among the country’s largest financial investment services providers.

Educational programs and courses offered

In addition to two-year full time Masters in Financial Analysis and Financial Planning, their flagship courses also include the Certified Financial Planner (CFP) program internationally accepted and recognized in 26 countries.

ICoFP awards

ICoFP has won awards for its educational standards, including:

  • Outstanding Business School, by Star News
  • India’s leading Business School, by Dun & Bradstreet
  • Best Education Brands, by Economic Times
  • India’s Best Finance College, ET Now
  • Best Finance College, by Business Sphere Magazine

Success story

ICoFP gets a huge volume of enquiries and applications from students every year, driven by the almost perfect placement record and the school’s high standard of education.

They have built it up over a two decade period . ICoFP’s parent Bajaj Capital played a key role in bringing the CFP mark to India, and was also instrumental in setting up the Financial Planning Standards Board India (FPSBI). Now CFP certification is recognized by more than 40 leading financial services companies in India.

The school has set high standards for intake after admission interviews with their expert panel, imparts word-class knowledge, learning and globally recognized certification, and has an admirable placement record with a network of employers

be a successful finance professional

Also, Bajaj Capital partners with ICoFP to offer a unique career proposition for students enrolled into the Diploma in Wealth Management course - You get real job experience even while you are studying to get the relevant knowledge and skills, which enhances the student’s attractiveness for prospective employers after completion of the education program.

Details about this offer in this video from Ms Vani Bajaj, Chief Mentor, International College of Financial Planning.

  • Step 1: Apply for the program
  • Step 2: Selection process by expert faculty panel and executives from Bajaj Capital.
  • Step 3: If selected, get your Placement Offer on Day 1.
  • Step 4: Three months of online classes.
  • Step 5: Three months of paid internship.
  • Step 6: Final placement at Bajaj Capital.

ICoFP Campus locations and contact

International College of Financial Planning (ICoFP) has campuses and learning centers across India in Delhi, Mumbai, Lucknow, Mysore, Kolkata, Chennai and Raipur

Phone: Masters: 18001020809; CFP: 9711437779
Address: International College of Financial Planning Limited, Bajaj House. 97 Nehru Place. New Delhi, Delhi 110019
Campus locations: Read more :

Education technology for lead management

ICoFP has a high volume of leads coming in from their website, social media, email, campus visits and across all their digital channels.

Their counselors were engaging all the incoming leads and spent time on qualification, and then on counseling and sales to the candidates who were genuinely interested. The time spent on qualifying enquiries was having a direct impact on the time available to engage qualified candidates.

Now ICoFP has implemented Lucep to automate lead qualification. All inbound leads are engaged directly and qualified through a process that involved multiple channels and qualified leads are sent to counselors for the next steps with appointments for engagement.

Once students indicate they are interested in the course, they are requested to select a time slot of their choice for speaking with a student counselor. These scheduled appointments with interested students are then directly sent to their CRM (Lucep has been integrated with it), and their admissions team now speaks only with qualified student enquiries.

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