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.
˃ 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
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
˃ Mutual Funds
˃ Technical Analysis
˃ Fundamental Analysis
˃ Globally relevant study curriculum.
˃ Placement Assistance for desiring & deserving candidates.
˃ Opportunity for additional qualification in CFP Certification for candidates with necessary support from ICoFP 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.
˃ 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
˃ 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.
˃ 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
˃ Minimum Eligibility is a graduation in any discipline.
˃ Admissions take place in two cycles, February Batch and August batch.
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