Integrated Financial Planning is where the CFP® curriculum stops testing subjects and starts testing you as a planner. Prepare the way the exam thinks — full-length integrated cases, solved on video, backed by the complete FPSB® study library, with a tutor beside you from first module to result day.
This is a hybrid program. The lectures are recorded so you learn on your schedule — but you are never studying alone. A tutor walks with you through the entire journey: doubts, strategy, exam, result.
Regular live doubt-clearing with faculty — no question stays unanswered, no concept stays half-understood.
Personal coaching available when you need focused attention — on a case type, a calculation, or your weak domain.
Guidance on registration, attempt planning, time strategy and the Financial Plan Assessment — from mentors who've taken students through it.
Learn online or offline; backup lectures make sure life's interruptions never cost you the syllabus.
The HOFP method is built the way the IFP exam is built — integration first. You don't just cover subjects; you learn to think across them, the way a planner does in front of a client.
Recorded classes and subject-wise notes rebuild every domain — investments to estate — in exam-ready form.
Full-length cases force the domains to talk to each other: one family, one fact pattern, every planning decision at once.
Recorded walkthroughs show a CFP® professional attacking the same case — how to read it, what to compute first, where marks hide.
Progressive question banks with answer keys turn understanding into speed — the difference on exam day.
Every faculty member teaching this course runs a real advisory practice. The cases you solve are full of practical scenarios pulled from real client work — Indian products, Indian tax, real trade-offs — so you get a real-world view of financial planning, not just the academic side. And behind every step sits your tutor: stuck anywhere, you ask, we solve, you move.
Every resource you need for the IFP module, organised the way you'll actually study it — theory first, then cases, then question practice.
Orientation to the IFP module — how it fits into your CFP® certification and how to get the most out of this course.
OrientationSubject-wise notes across all domains — from personal finance management and investments to retirement, tax, risk and estate.
TheoryThe three official FPSB® textbooks with HOFP study material and the complete formula sheet.
TextbooksCurated readings — practice standards, competency profiles, sample engagement letters, data-gathering documents and more.
ReadingsFull-length integrated cases spanning every planning domain — the heart of the IFP exam.
CasesWorked solutions with recorded video walkthroughs showing exactly how to attack each case.
Video SolutionsProgressive theory question sets with answer keys and revision drills to lock in every domain.
PracticeThe library keeps growing. New cases, solutions and question sets are added as the curriculum evolves — everything lands in your course automatically, at no extra cost.
The IFP module is built on three FPSB® course books. This program covers all three, with Indian context layered on top.
CFP®, CERTIFIED FINANCIAL PLANNER® and FPSB® are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd.
House of Financial Planners, the education division of Siddhanam Capital, is an authorized education provider of CFP® education in India. We master one curriculum instead of teaching many — and it shows in the depth: realistic scenarios, ethical teaching, honest guidance, and premium education priced to be accessible. Beyond the classroom: resume crafting, career counselling, placement assistance and AI-powered learning tools.
Source: FPSB · data as of 31 December 2025. India remains massively under-supplied against demand.
CFP® professionals rate compliance with laws, adherence to an ethical code and acting in the client's best interest as most important when giving advice.
Consumers rely on the CFP® marks to identify competent, ethical planners who have committed to putting clients' interests first.
Financial services firms value CFP® professionals for productivity and profitability, lower compliance risk and higher client satisfaction.
The Fast Track Pathway lets qualified, experienced professionals skip the Specialist courses and move directly to the capstone stage.
Not sure you qualify? Talk to us — we'll check for you.
Four steps from eligibility to the marks. This course is your companion for steps 2 and 3 — the education and exam stage where preparation decides everything.
Apply online with scanned documents and the verification fee; on approval, pay a consolidated fee for registration and course material.
Complete the education on the myFPSBLearning student portal — including the Global Ethics course — to become eligible for the CFP® Exam and Financial Plan Assessment. This program carries you through it: theory, cases, mentorship.
3-hour exam: 25 stand-alone + 25 case-study questions, online proctored or at test centres, held every alternate month (registration window 1st–5th). For the FPA you prepare a full financial plan on a given case — exactly what our case library trains you for.
Clear both, complete the CFP® Professional Ethics Declaration, pay the initial certification fee — and you're a CFP® professional. Renewal: 15 CPD points and an annual fee.
Exam pattern and cadence as per FPSB India, verified September 2026.
You're a CA, CFA, CPA, MBA or finance postgraduate with 3+ years in the industry — eligible to skip the Specialist courses and go straight for the CFP® marks. This course is your exam engine.
You're preparing to submit your Financial Plan Assessment and want to see how complete, compliant financial plans are actually constructed.
You want a structured framework for client discovery, engagement and plan presentation that you can apply in your practice tomorrow.
HOFP students who walked this exact road — from first module to CFP® certification.
Before HOFP, CFP felt like a maths exam I was going to fail. Time value of money, retirement corpus calculations, tax workings — I’d freeze. The Integrated Financial Planning course changed how I saw it: every lecture started from a client’s situation and only then went to the numbers, and the question banks made me practise the same calculation ten different ways until it was just a step, not a fear. I cleared my exams, and today I work with the House of Financial Planners team helping the next batch do the same. If maths is what’s stopping you, it stopped me too — and it’s the part the course fixes first.
Not sure yet?
₹19,999 plus GST for a limited period (regular price ₹29,999), one-time payment covering full course access, materials and mentorship.
The course is self-paced with lifetime access to lectures, case studies and question banks, so you can pace yourself against FPSB's alternate-month exam calendar.
Only through FPSB India's Fast Track pathway if you meet its qualification and experience criteria. Otherwise, the Regular Pathway requires clearing IPS, RTPS and REPS first.
IFP tests whether you can combine investment, retirement, tax, risk and estate planning inside one client case, rather than testing each subject separately — a change in structure rather than a change in subject difficulty.
IFP uses the same financial maths from the Specialist modules applied inside a case. No new or advanced mathematics is introduced, and calculations are taught from first principles.
You move to the Financial Plan Assessment and then the CFP certification exam. Clearing both and meeting FPSB's experience and ethics requirements leads to CFP certification.
Yes — live doubt-clearing sessions, one-on-one coaching, and exam mentorship through registration and result day are included.
Yes, a free demo lecture is available before enrolling, with sign-up requiring only name, mobile, email and city.
See how IFP fits the full path in How to Become a CFP in India, or compare CFP Course Fees in India across all four modules.
1202, Phoenix Building
Vijay Cross Road to Commerce Six Roads
Navrangpura, Ahmedabad — 380009
Watch the demo lecture and see exactly how we teach — then decide.
Watch the demo lecture