Online Course Diploma in Financial Planning

Diploma in Financial Planning

Original price was: ₹9,000.Current price is: ₹4,500.

★★★★★ 4.9/5

Enroll your course today to avail 50% fee concession offer, Certificate is valid for all type of Employment.

To develop practical skills in financial planning, budgeting, saving, investment planning, risk management, and financial decision-making.

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Description

Course Name: Diploma in Financial Planning

Course Id: DFP/Q1001.

Eligibility: 10+2 (Higher Secondary) or equivalent.

Objective: The Diploma in Financial Planning develops practical knowledge and analytical skills required to understand financial goals, prepare structured financial plans and support effective management of income, expenses, savings, investments and financial risks. The course covers financial planning fundamentals, budgeting, cash-flow management, savings strategies, investment concepts, insurance and risk management, taxation awareness, retirement planning, financial goal setting and plan monitoring. It prepares learners to analyze financial information, identify financial priorities, develop practical financial plans and support informed financial decision-making for individuals, families and businesses within applicable professional and regulatory requirements.

Duration: Six Months.

How to Enroll and Get Certified in Your Chosen Course:

Step 1: Choose the course you wish to get certified in.

Step 2: Click on the “Enroll Now” button.

Step 3: Proceed with the enrollment process.

Step 4: Enter your billing details and continue to course fee payment.

Step 5: You will be redirected to the payment gateway. Pay the course and examination fee using one of the following methods:

Debit/Credit Card, Wallet, Paytm, Net Banking, UPI, or Google Pay.

Step 6: After successful payment, you will receive your study material login ID and password via email within 48 hours of fee payment.

Step 7: Once you complete the course, take the online examination.

Step 8: Upon passing the examination, you will receive:

  • A soft copy (scanned) of your certificate via email within 7 days of the examination.
  • A hard copy (original with official seal and signature) sent to your address within 45 days of the declaration of the result.

Step 9: After certification, you will be offered job opportunities aligned with your area of interest.

Online Examination Detail:

Duration- 120 minutes.
No. of Questions- 60. (Multiple Choice Questions).
10 Questions from each module, each carry 10 marks.
Maximum Marks- 600, Passing Marks- 40%.
There is no negative marking in this module.

How Students will be Graded:
S.No. Marks Grade
1 91-100 O (Outstanding)
2 81-90 A+ (Excellent)
3 71-80 A (Very Good)
4 61-70 B (Good)
5 51-60 C (Average)
6 41-50 P (Pass)
7 0-40 F (Fail)

Key Benefits of Certification- Earning a professional certification not only validates your skills but also enhances your employability. Here are the major benefits you gain:

Practical, Job-Ready Skills – Our certifications are designed to equip you with real-world, hands-on skills that match current industry demands — helping you become employment-ready from day one.

Lifetime Validity – Your certification is valid for a lifetime — no renewals or expirations. It serves as a permanent proof of your skills and training.

Lifetime Certificate Verification – Employers and institutions can verify your certification anytime through a secure and reliable verification system — adding credibility to your qualifications.

Industry-Aligned Certification –All certifications are developed in consultation with industry experts to ensure that what you learn is current, relevant, and aligned with market needs.

Preferred by Employers – Candidates from ISO-certified institutes are often prioritized by recruiters due to their exposure to standardized, high-quality training.

Free Job Assistance Based on Your Career Interests – Receive personalized job assistance and career guidance in your preferred domain, helping you land the right role faster.

Syllabus

Module 1: Fundamentals of Financial Planning: Introduction to Financial Planning, Nature and Scope of Financial Planning, Objectives and Importance of Financial Planning, Principles of Effective Financial Planning, Financial Planning Process, Assessment of Financial Position, Setting Financial Goals and Priorities, Time Value of Money Concepts, Role and Responsibilities of Financial Planners, Ethics and Professional Conduct in Financial Planning.

Module 2: Income Budgeting and Cash Flow Planning: Income and Expense Assessment, Personal and Household Budgeting, Cash Flow Planning and Management, Expense Classification and Control, Emergency Fund Planning, Savings Strategies, Debt and Liability Management, Credit Management Fundamentals, Financial Record Keeping, Review and Adjustment of Financial Plans.

Module 3: Investment and Wealth Planning: Fundamentals of Investment Planning, Investment Objectives and Time Horizons, Understanding Risk and Return, Asset Classes and Investment Alternatives, Equity and Debt Investment Fundamentals, Mutual Funds and Collective Investments, Asset Allocation Principles, Investment Diversification, Portfolio Monitoring and Review, Wealth Creation and Long-Term Investment Planning.

Module 4: Insurance and Risk Planning: Fundamentals of Financial Risk Management, Identification of Personal Financial Risks, Principles of Insurance Planning, Life Insurance Planning, Health Insurance Planning, General Insurance Fundamentals, Assessment of Insurance Requirements, Selection and Review of Insurance Coverage, Risk Protection Strategies, Integration of Insurance with Financial Plans.

Module 5: Tax Retirement and Estate Planning: Fundamentals of Tax Planning, Tax-Efficient Financial Decisions, Tax Considerations in Savings and Investments, Retirement Needs Assessment, Retirement Income Planning, Pension and Retirement Savings Options, Long-Term Retirement Fund Management, Fundamentals of Estate Planning, Succession and Wealth Transfer Planning, Integration of Tax Retirement and Estate Strategies.

Module 6: Financial Plan Development and Client Advisory: Client Financial Data Collection, Financial Needs and Goal Analysis, Preparation of Comprehensive Financial Plans, Financial Product Evaluation and Selection, Client Communication and Advisory Skills, Financial Plan Presentation, Implementation of Financial Recommendations, Monitoring Financial Progress, Digital Tools and Technology in Financial Planning, Emerging Trends in Financial Planning.

Job Opportunities after Diploma in Financial Planning

Graduates can pursue opportunities in financial-planning support, banking, insurance, financial services, investment-support operations and finance administration, subject to the qualifications or regulatory permissions required for specific professional activities.

Top Roles: Financial Planning Assistant, Finance Executive, Financial Services Executive, Banking Relationship Executive, Insurance Services Executive, Investment Support Executive, Financial Operations Executive, Wealth Management Support Executive, Client Relationship Executive, Credit Support Executive, Financial Planning Coordinator and Personal Finance Support Executive.

Key Skills: Financial goal setting, budgeting, cash-flow planning, savings management, investment awareness, risk assessment, insurance planning awareness, retirement planning, financial analysis, financial-plan preparation, client communication and financial-performance monitoring.

Salary Range (India):

  • Entry-level: ₹2.5–6 LPA
  • Mid-level: ₹6–12 LPA
  • Senior-level: ₹12–25+ LPA

Scope: Learners can explore opportunities in banks, insurance companies, financial-service organizations, wealth-management support teams, investment-service companies, fintech businesses, corporate finance departments, accounting firms and other organizations involved in financial products and services. Learners can progress into financial planning, wealth-management support, banking relationships, financial-services operations and client advisory-support positions with suitable experience, further qualifications and any required regulatory certifications. Career advancement depends on financial knowledge, analytical ability, communication skills, ethical conduct, practical experience and continuous professional development.

Frequently Asked Questions (FAQs)

1. Is IISDT courses valid?

Yes. This is a professional online Certificate/Diploma course offered by IISDT (Indian Institute of Skill Development Training). The course is designed for skill development, professional enhancement, and career advancement.

2. Who can enroll in this course?

Students, working professionals, entrepreneurs, homemakers, freelancers, job seekers, and anyone interested in developing knowledge and skills in the subject area can enroll.

3. What is the duration of the course?

The duration varies depending on the program. The exact course duration is mentioned on the respective course page. Most courses offer flexible learning, allowing learners to study at their own pace.

4. Are study materials provided?

Yes. Learners receive digital study materials, e-books, presentations, and other learning resources to support their studies.

5. Is there an examination?

Yes, all courses include an online examination or assessment. Upon successful completion, learners are awarded the relevant Diploma or Certificate.

6. How will I receive my certificate?

Upon successful completion of the course requirements, learners receive a digitally verifiable certificate via email. A hard copy of the original certificate is also dispatched to the registered address where applicable.

7. Can working professionals join this course?

Yes. The flexible learning format makes the course suitable for working professionals and individuals with busy schedules.

8. Is prior experience required?

No. Most courses are suitable for beginners as well as experienced professionals unless specific eligibility requirements are mentioned.

9. Can I study from anywhere?

Yes. As the course is delivered online, learners can access study materials from anywhere with an internet connection.

10. Is there an age limit for enrollment?

No. There is generally no age restriction for enrollment.

11. Will I get placement assistance?

The course helps improve knowledge, skills, and employability. If placement assistance is available for a specific program, it will be mentioned on the course page.

12. Can I add this certificate to my resume or LinkedIn profile?

Yes. The certificate can be included in resumes, CVs, professional portfolios, and LinkedIn profiles.

13. Are there any hidden charges?

No. The fee displayed at the time of enrollment is the applicable course fee. There are no hidden charges.

14. Is technical support available?

Yes. Learners can contact the support team for assistance regarding enrollment, course access, study materials, and certificates.

15. Is the Certificate Valid for a Lifetime?

Yes. The certificate is valid for a lifetime and can be verified online through the IISDT certificate verification system.

16. How do I enroll in the course?

You can enroll online through the respective course page. After successful enrollment, you will receive your Enrollment Number and login credentials.

17. Are the courses completely online?

Yes. All learning materials, assessments, and certification processes are conducted online.

18. Can I access the course on mobile devices?

Yes. Course materials can be accessed on smartphones, tablets, laptops, and desktop computers.

19. Can I enroll in multiple courses at the same time?

Yes. Learners may enroll in multiple courses according to their learning goals and interests.

20. Why should I choose IISDT?

IISDT offers flexible online learning, affordable fees, digital certification, self-paced study options, and industry-oriented programs.

21. Can I enroll at any time?

Yes. Most courses offer flexible enrollment throughout the year.

22. Can I download the study materials?

Yes. Study materials are downloadable and available through the learner dashboard.

23. Are the courses suitable for beginners?

Yes. Most programs are designed for beginners and do not require prior experience unless specifically mentioned.

27. What language are the study materials available in?

Course materials are generally provided in English or bilingual format depending on the program.

28. What documents are required for enrollment?

Educational qualification certificates, photo ID/address proof, and a recent passport-size photograph may be required depending on the course.

29. Can international students enroll?

Yes. Learners from India and other countries can enroll in online courses offered by IISDT.

30. How secure is the online payment process?

Payments are processed through secure payment gateways to help ensure safe transactions.

31. What happens if I fail the exam?

You can retake the assessment. Multiple attempts are permitted without additional fees.

32. Can I learn while doing a job or business?

Yes. The self-paced structure allows learners to study alongside work, business, or other commitments.

33. Are the courses designed for skill development?

Yes. The programs are designed to support practical learning, professional growth, and career development.

34. Are there any additional charges after enrollment?

No. The course fee displayed during enrollment covers the course and certification process unless otherwise stated.

35. Is there any fee for re-examination or reassessment?

No. IISDT does not charge any additional fee for re-examination or reassessment.

Course Rating

4.9/5
★★★★★
★★★★★

Based on 53 student ratings

Highly Rated Course

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