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PG Diploma In Financial Planning

A comprehensive 1 year diploma program in Financial Planning

Career Opportunities

It takes great amount of work and boldness to make a fortune but it takes 10 times those qualities to preserve it.— Ralph Waldo Emerson.
Post Graduate Diploma in Financial Planning (PGDFP) from ICoFP not only gives you a diploma but an exciting career in one of the most booming Financial sector of the economy. Students completing PGDFP have plethora of career avenues in Banks, Asset Management Companies, Non-Banking Financial companies, Insurance, Stock Broking, etc. Some of the job profiles likely to be offered to PGDFP students are:

1. Financial Planners: Financial Planners are like Financial Doctors. PGDFP fully incorporates the curriculum of CFP. CFP being the highest qualification and only recognized Financial Planning qualification. Financial Planners provide guidance to clients to help them achieve their financial goals. Financial Planners are hired by pure financial Planning companies such as Fincart, Finedge, etc. apart from banks, wealth management companies, etc.

2. Investment Advisor: CFP has been recognized as one the qualification to register as Investment Adviser under SEBI Investment Advisor Regulations. All finance companies offering wealth management services and investment advisory companies including brokers need to register as Investment Advisors with SEBI. Hence, students completing PGDFP have huge opportunity with various SEBI Registered Investment Advisors.

3. Wealth Management: A wealth manager’s job essentially entails understanding the client’s risk appetite and advising him accordingly on the various investment options available to increase wealth. The advice they offer is wide-ranging and varied. It can cover taxes to asset protection; investments to property advice. So the responsibility of making the client’s money make more money ultimately lies with the Wealth manager. Wealth managers are hired by Banks, Wealth Management companies, Distribution Companies etc. These jobs carry targets and involve client acquisition, servicing and retention.

5. Asset Management Companies: Asset management companies manage the investor’s money in order to achieve a financial objective within specific guidelines of the various investment schemes. There are current 43 asset management companies in India which require not only fund managers, research analysts but also need financial advisers and relationship managers to educate clients about the new products, services and offerings of the asset management companies.

6. Client Services Manager: Client Service Managers serve as a relationship management point of contact for clients of Financial Advisors. They are responsible for daily operations, client service, record keeping and sales support. They are the primary point of contact for all service related needs of the clients. Client Service Managers are hired by banks, wealth management companies, insurance companies, non-banking financial companies.

4. Brokers/Dealers: A stockbroker serves the financial interests of his clients. He executes trades and sells securities and commodities to individual clients, advises clients on what investments suit their financial situations and can manage clients’ investment portfolio. A broker must stay on top of the market at all times by analyzing, monitoring and researching the performance of stocks, trade markets and acquisitions.

8. Others: Financial Planning professionals have a great scope in the industry. Apart from the above mentioned profiles, there exist lot of other options in the industry such as Commodities markets, Currency Markets, Insurance and Mutual Funds.

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