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Post Graduate Diploma in Financial Planning

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Post Graduate Diploma in Financial Planning - Know the Duration, Eligibility, Course content, Syllabus, and other important details that every student must know

Information

Country : India

Eligibility : Graduation

Duration : 1 Years

Description

What is the Post Graduate Diploma in Financial Planning?

The Post Graduate Diploma in Financial Planning is a comprehensive program at the diploma level focusing on Financial Management. Spanning various learning domains, the curriculum integrates knowledge from these areas, adhering to international standards set by the Financial Planning Standards Board (FPSB), the global authority overseeing the CFP® designation. This career-oriented course opens up diverse job opportunities in both private and government sectors.

Syllabus and Course Content

As per the requirements of different universities and colleges, the syllabus for Financial Planning covers a range of subjects:

Semester I:

  1. Introduction to Financial Planning
  2. Risk Analysis & Insurance Planning
  3. Investment Planning
  4. Retirement Planning and Employee Benefits
  5. Mutual Funds and Equity Derivatives
  6. Indian Securities Market
  7. Indian Financial System
  8. Investment Services Industry Project

Semester 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

Colleges Offering Post Graduate Diploma in Financial Planning:

  • International College of Financial Planning - ICFP, New Delhi

Course Suitability:

  • Ideal for individuals seeking in-depth technical knowledge and client relationship skills for a career in financial planning.
  • Provides the latest concepts, techniques, and skills used by financial advisers in leading financial institutions.

Benefits of the Post Graduate Diploma in Financial Planning Course:

  • Suitable for professionals from diverse fields aiming to transition into financial planning, obtain RG146 compliance, and progress toward the CFP designation.
  • Opens avenues for pursuing higher degrees to enhance educational qualifications and career advancements.

Employment Areas:

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

Job Types:

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