| Introduction to Financial Planning |
| Retirement and Tax Planning |
| Risk and Wealth Management |
| Financial Markets and Derivatives |
| Investment Management |
| Financial Technology |
| Industry Project |
Free Personalised Career Counseling
Course Duration
7 Months
Course Fees
INR 60,000
Course Eligibility
Graduate in any discipline
from a recognized AICTE institute or UGC approved university.
Should
have at least one year of work experience.
PG Certification in Financial Planning & Investment Management
A specialized postgraduate certification program in financial planning and investment management is created to provide aspirants with the knowledge and abilities they need to succeed in the finance and commerce sectors. The course covers a wide range of topics, including taxation, estate planning, risk management, portfolio management, and financial planning principles. The course equips learners with the expertise, qualifications, and information necessary to thrive in the fiercely competitive financial services sector. Students are well-prepared to seek professions in the financial sector as financial planners, investment advisors, portfolio managers, and other similar positions.
Program Objectives
Build a strong foundation in financial planning principles and enhance your skills.
Gain an understanding of portfolio management concepts.
Learn to analyze investments using various techniques and tools.
Acquire knowledge about the latest investment strategies and products.
Skills Covered
- Financial Planning
- Retirement and Tax Planning
- Risk and Wealth Management
- Industry Project
- Financial Markets and Derivatives
- Investment Management
- Financial Technology
Learning Outcomes
By the end of this course, students will be able to
Develop comprehensive financial plans that align with clients' goals and needs.
Analyze and evaluate financial data to make informed investment decisions.
Provide clients with personalized investment strategies that optimize risk and return.
Communicate effectively to build strong relationships with clients and stakeholders.
Program Highlights
Course Structure
Course Fees
| PG Certification in Financial Planning & Investment Management | 1st EMI | 2nd EMI | ||
|---|---|---|---|---|
| Application Fee (non refundable) | 5,000/- | - | ||
| Fee | 30,000/- | 30,000/- | ||
| Optional Campus Immersion Fee (5 Days) | 7,000/- | - | ||
| Optional Executive Alumni Status Fee | 6,000/- | - | ||
Admission Process
