Diploma in Financial Planning:
| Lump sum Payment* |
Rs 20,000 |
| Instalments |
| Down Payment* |
Rs 10,000 |
| 2 Monthly Instalments** |
Rs 5,250 (each) |
| Total |
Rs 20,500 (Rs 10,000 + Rs 5,250*2) |
*Payment to be made at the time of enrolment.
**First installment + Downpayment due before start of the course. Subsequent installment payable after
30 days of previous payment. Please note all installment payments to be made via post-dated cheques
in advance at the time of enrolment.
Course Description:
Diploma in Financial Planning develops advance technical knowledge and understanding across a broad range of key financial advisory areas. This programme is designed to meet the challenges faced by financial planners in brokerage, insurance, accounting, banking and related fields. This program also focuses on the technical aspects, practical application, ethics and professionalism of financial planning. This online course, first of its kind in India, is rich in theory and practical knowledge about Personal Finance, case studies, real-life examples, Mastery Test etc.
Subjects offered in the Diploma Course
- Introduction to Financial Planning
- Risk Management and Insurance Planning
- Retirement Planning and Employee Benefits
- Investment Planning
- Tax Planning and Estate Planning
- Capstone Case Course in Financial Planning
Course Objective:
This diploma programme is designed to meet the challenges faced by financial
planning professionals in brokerage, insurance, accounting, banking and related fields. Program study
material is delivered in a manner that is clear, concise and understandable. This program focuses on the
technical aspects, practical application, ethics and professionalism of financial planning.
Course USP:
Theory and practical knowledge about Personal Finance, case-studies, real-life examples, Mastery Test etc.
Pre-requisites:
Graduate from any stream with or without relevant experience in personal finance / finance.
Target Market:
This course is launched for new entrants to the financial services industry, students
wanting to progress to CFPCM certification and professionals with interest in financial planning / wealth
management / portfolio management / equity research etc.
Course Outcome:
On successful completion of the course, a Diploma in Financial Planning will be
awarded.
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