Council of Financial Planners (COFP)

COFP is an association of Certified Financial Planners. The COFP, is a registered non–profit society, headquartered in Bengaluru. The members of our association have a rich and vast experience, passionate and drive, to represent and promote the interest, of the members and other stake holders in the area of personal finance.

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COFP India Retreat 2018

After the overwhelming success of last four years conventions, the Council of Financial Planners (COFP) is happy to bring to you its 5th Annual Retreat. Please visit Retreat website for more details

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What we Do in COFP?

The Council of Financial Planners (COFP) is a Not-For-Profit Society registered with Registrar of Societies, Bengaluru, under The Karnataka Societies Registration Act, 1960, with registration number DRB/SOR/235/13-14. Any individual, who is above 18 years, and has completed all modules of CFPCM Certification from Financial Planning Standards Board India (FPSBI) can become a member of the Council, subject to other terms and conditions.

Our Vision

Thought leadership in Personal Finance through collaboration, education and empowerment of all stakeholders.

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Our Mission

Harness the strengths, experience and diversity of recognized Certified Professionals in Personal Finance to achieve Financial Literacy.

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The Council Has Following Broad Objectives

  • To conduct professional training and continuing education programmes, seminars, workshops, conventions and such events for the benefit of the members, and including professionals and general public, in the area of personal finance.
  • To represent and promote the interest of the members with the policy makers and the regulators.
  • To conduct, or collaborate with other professional bodies and educational institutions for conducting, research and studies in the areas of personal finance.
  • To work or co-ordinate with other professional bodies in spreading personal financial literacy.
  • To publish newsletters, journals and allied literature in the area of personal finance.


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How Can COFP Help You?

COFP members have a diverse background and experiences in their education and profession, and may be associated with many areas of personal finance such as selling or distributing financial products, providing services such as financial planning or investment advisory or training or many being employees of reputable organizations in the vast financial services industry such as but not limited to Banking, Insurance, Stock Brokerage, Wealth Management, Distribution Organizations and many others. The common thread that binds all of them is CFPCM certification and a passion do the best in whichever field or area they have chosen for themselves.

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While each member takes care of regulatory and all other compliance requirements pertaining to their employment, profession or business themselves and COFP is in no way is responsible for such matters, COFP provides the individual members a platform to interact with each other and with other stake-holders in the financial services industry, academia and research organizations, and exchange the ideas and keep learning from a shared knowledge.

If you are dealing with a CFPCM certificate holder who is also a member of COFP, you may take comfort from that fact that such a person belongs to an elite professional organization that puts continuous education and learning at the forefront. and has its own set of ethics to be followed by each and every member.