Post Graduate Diploma in Financial Planning

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Duration

1 Years

Level

Diploma After Graduation

Type

Diploma

Eligibility

Graduation

Post Graduate Diploma in Financial Planning is a Diploma level Financial Management course. Financial Planning is a field which crosses many different learning areas and integrates knowledge from these learning areas. The curriculum has been designed according to the international curriculum standards as set out by the international body which owns the CFP® designation, namely, the Financial Planning Standards Board (FPSB). The course is career orienting in nature that opens many jobs in both the private and government sectors.

Post Graduate Diploma in Financial Planning Eligibility

  • Candidates should have passed a bachelor’s degree from a recognized university.

Post Graduate Diploma in Financial Planning Syllabus

Syllabus of Financial Planning as prescribed by various Universities and Colleges.

Sem. I

Sr. No.

Subjects of Study

1         

Introduction to Financial Planning

2         

Risk Analysis & Insurance Planning

3         

Investment Planning

4         

Retirement Planning and Employee Benefit

5         

Mutual Funds and Equity Derivatives

6         

Indian Securities Market

7         

Indian Financial System

8         

Investment Services Industry Project

Sem. II

1         

Commodities Derivatives

2         

Introduction to Equity Research-Fundamental and Technical Analysis

3         

Financial Statement Analysis

4         

Marketing of Financial Services

5         

Tax & Estate Planning

6         

Advanced Financial Planning

7         

Research Report Writing

 

Post Graduate Diploma in Financial Planning Colleges

Post Graduate Diploma in Financial Planning Course Suitability

  • Post Graduate Diploma in Financial Planning will provide you with the in-depth technical knowledge and client relationship skills required to launch or advance your career in financial planning.
  • Through this course, you will learn the latest concepts, techniques and skills used by financial advisers in today's leading financial institutions.

How is Post Graduate Diploma in Financial Planning Course Beneficial?

  • The course is beneficial for Professionals from other fields looking to move into financial planning and achieve a postgraduate qualification, RG146 compliance, and progress toward the CFP designation. 
  • After passing the course they can also go for further higher degrees for enhancing their educational qualification and job promotions.

Post Graduate Diploma in Financial Planning Employment Areas

  • Academic Institutes
  • Banks
  • Financial Planning Companies
  • Funds Management Companies

Post Graduate Diploma in Financial Planning Job Types

  • Associate Vendor Analyst
  • Client Administration Officer
  • Client Services Officer
  • Financial Adviser
  • Financial Planning Analyst
  • Research Analyst