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PG Diploma In Financial Planning

A comprehensive 1 year diploma program in Financial Planning in association with Jawaharlal Nehru Technical Education – Council of Skill development (JNTE-CSD)


Program Structure
PG in Financial Planning program comprise a highly specialized curriculum centered around financial planning which integrates the curriculum of some of the most acclaimed professional certifications globally. The program incorporates the curriculum of internationally accepted Certified Financial Planner CM Certification and industry required NISM & MCX certifications.

pgdfp structure - PGDFP-Curriculum

Elbert Einstein said “Education is not the learning of facts but the training of minds to think”. True education is what remains after you forget everything else. Right training does not give you the solution to the problems but the ability to find the problem and create a solution. With strong belief in this philosophy, ICoFP has designed a unique pedagogical system that encompasses highly specialized and effective teaching aides.

• Experienced and highly qualified teaching faculties mostly with industry background
• Project and case study based teaching in key subjects
• Special training to qualify most important external certifications such as CFP, NISM and MCX etc.
• Heightened focus on activity based learning through various student clubs and special projects
• Relevant industry visits and guest industry lectures

Program Content

1. Introduction to Financial Planning: This module covers the six-steps of financial planning process, time value of money applications, personal financial statements, cash flow and debt management, overview of risk management, investment planning and retirement planning, code of ethics, and business aspects of financial planning.
2. Risk Analysis & Insurance Planning: This module covers the knowledge requirements relating to insurance needs and risk assessment of clients. It introduces students to various concepts and regulatory environment of insurance in India.
3. Investment Planning: This module covers the critical knowledge of different asset classes and interplay amongst them, the investment products constituting such classes and their investment risk profile to enable the management of a client’s finances towards achieving various financial goals.
4. Retirement Planning and Employee Benefit: This module covers the knowledge of basic strategies towards achievement of objectives of a client of his/her post-retirement financial and other needs and ways to systematically build the required corpus.
Mutual Funds and Equity Derivatives: These modules will prepare students for the external NISM examinations.
5. Mutual Funds: This module provides the individuals with the requisite skills and enables them to compare and analyse mutual fund schemes and advice their client the best suited investment option as per their requirement.
6. Equity Derivatives: This module provides insights into different types of derivatives products available in equity derivatives markets, regulations and risks associated with the products, the exchange mechanisms of clearing and settlement, and the regulatory framework.

7. Tax & Estate Planning: This module covers the knowledge requirements of Indian Tax System, specifically related to Direct Taxes and personal taxation. The Estate planning is emphasized not as a late stage requirement but a necessary succession arrangement always in place for all assets – fixed, physical and financial.
8. Advanced Financial Planning: This module will enrich students with required knowledge and skills to assess the entire financial situation of a client, financial goals of the client to meet in the near and long term, the parameters related to the economy, the financial market to develop a comprehensive financial plan.
9. Financial Plan Construction: You are a freelance financial planner working on fee based compensation only. You have just started this practice and therefore offering free financial plans for first five clients. You have to approach a client who could be your relative, friend, etc. above 35 years, working and earning and have to develop a financial plan. You have to follow the financial planning process to create this financial plan.
10. Wealth Management Project:The objective of the project work is to develop the problem solving ability in a time bound manner. They should be able to demonstrate the ability to set objectives, sound understanding of concepts, application of theory on real life problems, flexible approach, systematic procedures for achievement of output in timely manner. Students have to work on the real life projects and apply the suitable methodology and analytical tools for problem solving and draw the inferences from the output of project work. They should be able to defend their original work while presenting it to onsite supervisor/examiner.

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