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Diploma in Financial Planning

Diploma in Financial Planning

Original price was: ₹7,000.0.Current price is: ₹3,500.0.

The Diploma in Financial Planning is a specialized program designed to equip students with the knowledge and skills required to provide professional financial advice. It covers key areas such as investment planning, retirement planning, tax strategies, risk management, and estate planning. Graduates will be prepared for careers in financial advisory, wealth management, banking, and insurance.

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Description

Course Duration

  • Full-time: 6–12 months

  • Part-time/Online: 12–18 months

Eligibility Criteria

  • Minimum high school diploma or equivalent

  • Basic understanding of finance and mathematics (recommended)

  • Some programs may require prior work experience in finance (varies by institution)

Course Modules / Syllabus

  1. Introduction to Financial Planning

    • Principles of financial planning

    • Financial planning process

    • Ethics and regulatory framework

  2. Personal Financial Management

    • Budgeting and cash flow management

    • Debt management and credit planning

    • Savings strategies

  3. Investment Planning

    • Types of investments (stocks, bonds, mutual funds, ETFs)

    • Portfolio management

    • Risk and return analysis

  4. Retirement Planning

    • Pension plans (401k, IRA, annuities)

    • Social Security benefits

    • Retirement income strategies

  5. Tax Planning

    • Income tax fundamentals

    • Tax-efficient investment strategies

    • Estate and gift taxes

  6. Risk Management & Insurance Planning

    • Life, health, and property insurance

    • Liability coverage

    • Insurance needs analysis

  7. Estate Planning

    • Wills and trusts

    • Power of attorney

    • Inheritance and succession planning

  8. Financial Planning Software & Tools

    • Use of financial planning software (e.g., eMoney, MoneyGuidePro)

    • Data analysis and client reporting

Assessment & Certification

  • Examinations: Written tests, case studies, and assignments

  • Practical Projects: Financial plan development for real-world scenarios

  • Certification: Upon completion, students receive a Diploma in Financial Planning and may be eligible for professional certifications (e.g., CFP® if further exams are taken).

Career Opportunities

  • Financial Planner / Advisor

  • Wealth Manager

  • Investment Consultant

  • Insurance Advisor

  • Retirement Planning Specialist

  • Banking & Financial Services Professional

Further Education Pathways

  • Certified Financial Planner (CFP®)

  • Chartered Financial Analyst (CFA®)

  • Advanced Diploma / Degree in Finance

Why Choose This Diploma?

✅ Industry-relevant curriculum
✅ Practical, hands-on training
✅ Career advancement in finance
✅ Pathway to professional certifications

Institutions Offering This Program

  • Colleges & Universities (e.g., Kaplan, Boston Institute of Finance)

  • Online Platforms (e.g., Coursera, Udemy)

  • Professional Bodies (e.g., Financial Planning Association)

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