Investment Planning Specialist is the module where the CFP® curriculum teaches you to manage money — products, portfolios and the discipline behind every allocation. Learn it the HOFP way: practitioner-taught recorded lectures, real-world examples, and 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 and time strategy for your IPS exam — 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 Specialist exams test — concept first, then application. You don't memorise markets; you learn to decide like a planner.
Recorded classes and subject-wise notes build every concept in exam-ready form, taught by practising planners.
Worked examples and client scenarios turn theory into decisions — real portfolios, real products, real trade-offs.
Live doubt-clearing sessions and tutor support make sure no concept stays half-understood.
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 IPS module, organised the way you'll actually study it — theory first, then application, then question practice.
Orientation to the IPS module — how it fits into your CFP® certification and how to get the most out of this course.
OrientationDomain-wise recorded classes you can watch on your schedule, taught by practising planners.
Video ClassesSubject-wise notes distilling every concept, formula and rule you need for the exam.
TheoryHOFP study material mapped chapter-by-chapter to the official FPSB® curriculum.
CurriculumWorked problems and client scenarios pulled from real advisory practice.
ApplicationProgressive 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 IPS course is built on three official FPSB® modules, each with global and India-specific chapters — Investment Planning & Asset Management carries the bulk of the exam weight. This program covers all three.
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 Specialist courses are the Regular Pathway — open to students and professionals alike. Clear all three, then the IFP capstone, and the marks are yours.
Not sure where you fit? Talk to us — we'll map your pathway for you.
Four stages from registration to the marks. This course is your companion for the Investment Planning Specialist stage — education and exam.
Apply online on the myFPSBLearning portal with your documents; on approval, your Specialist education begins.
Complete the Investment Planning Specialist education. This program carries you through it: lectures, notes, doubt sessions, mentorship.
Specialist exams are held every alternate month. Question banks, drills and exam strategy from mentors who've taken students through it.
Clear the remaining Specialist modules, then the IFP capstone, the CFP® exam and the Financial Plan Assessment — and you're a CFP® professional.
Exam cadence as per FPSB India, verified September 2026.
You're beginning the Specialist stage and want the investment module taught with rigour — most aspirants start here.
You already advise on investments and want the framework, mathematics and discipline behind what you recommend.
You handle client money at a bank, AMC or wealth firm and want a credential-track education in investment planning.
HOFP students who walked this exact road — from first module to CFP® certification.
Not sure yet?
₹9,999 plus GST for a limited period (regular price ₹14,999), one-time payment covering full course access.
It is self-paced with lifetime access, so candidates typically plan their pace against FPSB's alternate-month exam calendar.
No. The Regular Pathway's base eligibility is a Class 12 pass, and IPS is designed as the entry point for candidates with no finance background.
Yes, IPS is positioned as the natural first Specialist module for CFP beginners, teaching concept-first, application-second.
IPS uses core financial maths such as time value of money and asset-allocation calculations, taught from first principles rather than assumed prior knowledge.
IPS covers investment products and personal financial management, RTPS covers retirement and tax planning, and REPS covers risk management and estate planning. All three are Specialist modules feeding into the IFP capstone.
Yes, live doubt-clearing sessions, one-on-one coaching, and exam mentorship including registration guidance are included.
Yes, a free demo lecture is available before enrolling, requiring only name, mobile, email and city to access.
Curious how this fits into the bigger picture? Read CFP Course Details in India for the full module structure, 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