Established in the year 2012, INFILY has become one of the leading and finest institutes in Financial Education in India. INFILY is an Authorized Education Provider of FPSB Ltd. for CFP education based at Jaipur, India.
INFILY aims at educating people with an acumen that can help them efficiently lead and excel in Financial Services, further making it easier, accurate and beneficial for the investors and working professionals.
INFILY has been training students and working professionals in various areas of investment advisory for years via online and offline mode.
INFILY has been recognized nationally for its contribution towards Financial Education in India.
Having a strong belief in quality education we have alumni of 200+ CFPs including Regional Heads of mutual fund companies, Insurance employees, Bankers, Individual Financial Planners and Students.
Being a team of seasoned professionals from Banks, Mutual Fund companies, Insurance companies, Stock broking, we are able to curate better Content and Question sets for the students to practice thoroughly and thrive in their exams via our online education portal www.Eduinfily.com.
INFILY has been providing training for the CFP Program since 2012 and is an Authorized Education Provider of FPSB in India. We have trained Mutual Fund Distributors, Students, and many Corporate Employees for the Certification. We have Alumni of more than 200+ CFP ‘s. We have a diversity of students from a 12th pass student to an experienced corporate employee studying together and understanding the topic of personal finance in a very basic language, which makes us different from others.
We provide Internship to the students during the CFP program with top Financial Planning Firms and Placement Assistance post CFP program also.
INFILY have hosted “360-degree Financial Planning” (a workshop for Mutual Fund
Distributors) to train them on Financial Planning across the country.
We have trained Branch Heads of Life insurance Corporation of India (LIC) across Rajasthan and Haryana.
INVESTOR AWARENESS PROGRAM
Mr. Rahul Agarwal is a well known face and most sought-after speaker for the Investor Awareness Programs in India. He has hosted more than 1000+ offline Investor Awareness Seminars to train and equip individuals with knowledge related to various investment products.
He has done Financial Literacy sessions for NSE, HDFC Mutual Funds, ICICI Prudential Mutual Funds, Axis Mutual Funds, DSP Blackrock Mutual Fund, Aditya Birla Sunlife Mutual Fund, etc. thereby educating more than 1 Lac students and investors on financial planning.
FINANCIAL LITERACY FOR STUDENTS
INFILY have hosted two National Events of National stock Exchange for student Education on stock market at Bikaner & Jaipur.
INFILY have conducted Sessions on Financial Education for the Universities and colleges to spread financial literacy among students. Some of the institutions are JECRC, MANIPAL, AMITY, IILM, Poddar Institute of Management etc.
Mr. Rahul Agarwal is a Guest Speaker in all renowned Universities and Education institutions for imparting knowledge of Investments
Our mission is to spread financial education all across the country and reach maximum possible people to train people on basic finance literacy. We also aim to train Financial Advisors and Wealth Managers to make them competent enough to do Comprehensive Financial Planning of their clients.
“Planning is bringing the future into the present so that you can do something about it now.”
― Alan Lakein
Our Vision is to make India financially literate, strong, and competent to expand the Personal Finance Planning and investment industry to its maximum capacity.
FOUNDER & HEAD - TRAININGS
Mr. Rahul Agarwal is a Management graduate from International School of Informatics and Management – [IIIM], Jaipur. He later added CFP CM Certificate in his qualification to understand the Personal Finance industry more closely. He is a well-versed professional trainer with 16+ years of experience in Financial services.
With a belief and motto of imparting quality financial education to learners, he started with INFILY and so far have trained more than 150 Branch Heads of Life Insurance Corporation of India across Rajasthan and Haryana.
He has successfully delivered more than a Thousand offline seminars on Financial planning in various organizations and trained more than 2000 Mutual Fund Distributors in the past 10 years.
More than 200 Self-employed MFDs, Insurance Agents, Corporate Employees and Students from various backgrounds and niches have achieved their CFP CM mark under his training and guidance
Mr. Vikram Singh Nathawat is a Management graduate in Marketing & Finance from International School of Informatics and Management – [IIIM], Jaipur. He is equipped with 17+ years of excellent experience in the industry. He has worked and developed business in multiple companies such as Bajaj Capital, Bonanza Portfolio Ltd., IDBI Fortis Life Ins. Co. Ltd. and HDFC Standard Life Ins. Co. Ltd.
He looks after the Marketing, Brand-building, Training and Collaborations and corporate relations of the company.
AWARDS AND RECOGNITIONS
INFILY has been awarded by RFAG (Rajasthan Financial Advisor’s Group) and recently by FAAR (Financial Awards Association of Rajasthan) in Nov’ 21 for its contribution in CFP Education in India.
Mr. Rahul Agarwal (Founder and Trainer of INFILY) have been awarded by Head Trainings, HDFC Mutual Funds, Mr. Krishan Sharma and Mr. Ramesh Meena, Zonal Head (North) ,UTI Mutual Fund for contribution in CFP Education.
Mr. Rahul Agarwal has also been felicitated by a lot of organizations like Akshay Patra, various Rotary Clubs and educational institutions, and Women’s Club for his contribution in spreading Financial Literacy.
Kindly fill up the form to Join a one hour online live session on CFP Program which includes Scope, Process, Fees and gives you an opportunity to have your all Queries answered regarding the program. Session Details will be shared individually. So, let’s Connect!