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Diploma in Financial Planning

Rs.7,000 Rs.3,500

IISDT Offers 50% discount on all courses. Enroll your course today to avail discount offer. Government Job Valid Diploma/Certificate.

Financial planning courses prepare students to work with clients who need help organizing.

personal finances and planning for their financial future.


Course Name: Diploma in Financial Planning
Course Id: DFP/Q1001.
Education Qualification: 12th Pass.

Duration: 370 Hrs (Equivalent to One Year).

Total Credits: 18.

How You will Get Diploma Certificate:

Step 1- Select your Course for Certification.

Step 2- Click on Enroll Now.

Step 3- Proceed to Enroll Now.

Step 4- Fill Your Billing Details and Proceed to Pay.

Step 5- You Will be Redirected to Payment Gateway, Pay Course and Exam Fee by Following Options.

Card(Debit/Credit), Wallet, Paytm, Net banking, UPI and Google pay.

Step 6- After Payment You will get Study Material Login id and Password on your email id.

Step 7- After Completion of  Course Study give Online Examination.

Step 8- After Online Examination you will get Diploma Certificate soft copy(Scan Copy) and Hard Copy(Original With Seal and Sign).

Step 9- After Certification you will receive Prospect Job Opportunities as per your Interest Area.

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:
191-100O (Outstanding)
281-90A+ (Excellent)
371-80A (Very Good)
461-70B (Good)
551-60C (Average)
641-50P (Pass)
70-40F (Fail)

Benefits of Certification:

  • Government Authorized Assessment Agency Certification.
  • Certificate Valid for Lifetime.
  • Lifetime Verification of Certificate.
  • Free Job Assistance as per your Interest Area.

Diploma in Financial Planning

 Introduction to Financial Planning- Objectives of Financial Planning, Essentials of a Sound Financial Plan, the plan must be simple, it must ensure optimal use of funds, it must ensure optimal use of funds, Adequate liquidity must be ensured, Types of Capital Requirement, Fixed Capital, Factors Deterring Fixed Capital Requirement, Nature of business, Type of products, Size of business, Working Capital, Factors Deterring Working Capital Requirement.

Risk Analysis and Insurance Planning- Understand the Impact of Risk in Financial Planning, Define What is Risk Management, Understand the Character of Risk and Risk Management, Understand the Character of Risk and Risk Management, Identify and Explain the Different Types of Hazards, Differentiate Type of Risks Within Each Class of Risks, Understand the Risk Management Process, Identify and Explain the Key Methods of Dealing with Risk, Define the Concept of Insurance.

Investment Planning- Introduction, Retirement Plan, Financial Planning, Smart Goals, Savings and Investment, Loans Vs. Investment, Personal Budget Calculator, Personal Net worth Calculator, Risk VS. Return, Compounding, Inflation Effects on Investments, Investment Commandments, Investment Vehicles, Avoid Investment Scams, Estate Planning, Summary.

Retirement Planning and Employee Benefits- Learning Outcome, Introduction, Meaning of Employee Benefits- Examples of Employee Benefits, Purposes of Employee Benefits, Types of Employee Benefits-Fringe Benefits, Retirement Benefits, Pension Scheme- Kinds of Pensions, Quantum of Pension, General/Contributory Fund, Gratuity, Medical Allowance, Voluntary Retirement, Conclusion, Key Concepts.

Financial Statement Planning- What is a financial statement, Nature of Financial Statements, Recorded Facts, Accounting Conventions, Postulates, Personal Judgement, Features of Financial Statements, Objectives of Financial Statements, Meaning of Analysis, Meaning of Interpretation, Procedure for Analysis and Interpretation, Objectives of Analysis and Interpretation, Financial statement analysis, Users of Financial Statement Analysis.

Tax & Estate Planing- Understand the Estate Planning Phases, define what is an Estate, Describe the Different Types of Property in an Estate, defines what is Estate Planning, Understand the Estate Planning Process, Describe the Types of Estate Planning Instruments, Introduction, Definition of Estate, Types of Property Ownership, Individual Ownership Property, Life Interest or Estate, Joint Ownership Property.