MBA IN FINANCIAL PLANNING

PROGRAM OVERVIEW

MBA in Financial Planning is an intensive 2 year study program that enables a career in financial planning, investment consultancy, wealth management, insurance planning, retirement planning etc.

PROGRAM OBJECTIVES

˃   Learning the science of managing private wealth of clients

˃   Thorough understanding of financial instruments and laws

˃   Science of investment mix to achieve client goals

˃   Gaining qualification in CFP exams held by Financial Planning Standards Board, India

PROGRAM STRUCTURE

The program incorporates curriculum of all modules of CFPTM certification which is a global qualification with presence in around 24 nations. During the program, participants learn the science of managing investments and planning the finances to achieve key goals of their clients.

TOPICS OF STUDY

˃   Financial Planning

˃   Retirement Planning

˃   Insurance Planning

˃   Tax Planning

˃   Asset Allocation

˃   Derivatives

˃   Mutual Funds

˃   Technical Analysis

˃   Fundamental Analysis

BENEFITS

˃   Globally relevant study curriculum.

˃   Placement Assistance for desiring & deserving candidates.

˃   Opportunity for additional qualification in CFP Certification for candidates with necessary support from ICFP to achieve the same.

˃   Practical subjects that directly match the most wanted qualities by the Industry.

˃   Live Skill development workshops to enhance employability and gain practical insights.

PROGRAM INCLUSIONS

˃   E-Learning Content- Online material with audio-visual support designed for self study

˃   Books for all the subjects

˃   160 hours of interactive online teaching during 2 years

OPTIONAL BENEFITS

˃   Online or Classroom CFPCM coaching at 70% discount to market prices for DLP candidates only.

˃   Financial Calculator at subsidized cost.

˃   Participation in skill building workshops at subsidized cost.

CAREER SCOPE

˃   Wealth Management

˃   Financial Planning

˃   Portfolio Management

˃   Financial Operations

˃   Mutual Fund Advisory

˃   Insurance Advisory

˃   Investment Consultancy

˃   Entrepreneurial Opportunities

WHO SHOULD DO IT?

˃   Working professionals in finance sector

˃   Professionals in other sectors who seek a gainful career in finance

˃   Aspiring entrepreneurs in financial planning industry

˃   Candidates looking to upgrade their knowledge about finance

ADMISSION DETAILS

˃   Minimum Eligibility is a graduation in any discipline.

˃   Admissions take place in two cycles, February Batch and August batch.

FEE STRUCTURE

PLAN TYPE FEE AMOUNT DOWNPAYMENT Sem 1 Sem 2 Sem 3 Sem 4

Lumpsum

60,000

60,000

N/A

Installment

75,000

30,000

15,000

15,000

15,000 N/A