Integrated Financial Planning Program

Integrated Financial Planning Program (IFPP)

An integrated program covering core areas of financial planning for advisors and learners.

Request counselling

Program structure and details vary by cohort — please confirm current details with our team.

At a glance

Program snapshot

Items marked for confirmation are finalised with a counsellor and may vary by intake.

Program snapshotDetail
ProgramIntegrated Financial Planning Program (IFPP)
FocusIntegrated financial planning
Best suited forAdvisors, planners & learners
FormatConfirm with a counsellor
DurationConfirm with a counsellor
EligibilityConfirm with a counsellor
IntakePlease confirm current intake

The Integrated Financial Planning Program (IFPP) is designed to give learners and advisors a connected view of financial planning across goals, products and client needs.

Who it's for

Who should consider IFPP?

Aspiring financial planners
Build an integrated planning foundation.
Advisors & MFDs
Connect products to client goals.
Students & learners
Develop structured planning knowledge.
What you'll learn

Learning areas

Indicative areas — the current detailed syllabus is shared during counselling.

Financial planning fundamentals
Goal-based planning
Investment & product awareness
Risk & protection
Retirement planning
Advisory ethics
How it works

From enquiry to certification

1

Submit an enquiry

Tell us your background and goal through the form.

2

Counselling

A counsellor confirms fit, current details and the right starting point.

3

Register & pay

Complete registration and payment as per AAFM India policy.

4

Learn

Access the learning resources or sessions available for the program.

5

Assessment

Complete the assessment and any required work.

6

Certification

Meet the requirements to earn your AAFM India credential.

Good to know

Frequently asked questions

Aspiring financial planners, advisors, MFDs and learners who want an integrated view of financial planning.

Indicative areas include goal-based planning, products, risk, retirement and ethics. The current syllabus is shared on enquiry.

These vary by cohort and are confirmed with our team.

Both relate to financial planning; a counsellor can help you choose based on your goals.

Submit the enquiry form for current details.

Get started

Take the next step toward IFPP

Share your details and a counsellor will confirm current details and guide you.

Front-end form — connect to your enquiry handler before go-live.