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Post Graduate Diploma in Financial Planning

Rs.8,000 Rs.4,000

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

Financial planning is the process of taking a comprehensive look at your financial situation and building a specific financial plan to reach your goals. As a result, financial planning often delves into multiple areas of finance, including investing, taxes, savings, retirement, your estate, insurance and more.

Description

Course Name: Post Graduate Diploma in Financial Planning

Course Id: PGDFP/Q1001.
Education Qualification: Graduate.

Duration: 370 Hrs (Equivalent to One Year).

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:
S.No.MarksGrade
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.
Syllabus

Introduction to Financial Planning:  Introduction, objectives, concept of financial planning, financial planning process, significance of time value of money, concept of cash flow and debt management, strategies for managing debt and cash flow, concept of education planning, importance of investment planning, concept of ethics in financial planning, business aspects of financial planning, risk management important in personal financial planning, meaning and definition of life insurance.

Risk Analysis & Insurance Planning:  Introduction, objectives, time value of money concept, money management, risk analysis, risk management, meaning of retirement planning, sources of retirement planning, risk return analysis, investment planning.

Indian Financial System: Functions of financial system, role and importance of financial system in economic development, structure of Indian financial system, classification of financial markets, characteristics of money market, functions of money market, characteristics of capital market, functions of a capital market,  importance of capital market, classification of non- banking financial institutions, functions of the reserve bank of India.

Investment Planning: Key concepts of saving and investing, how financial markets work, savings, stocks, bonds, mutual funds and other investments, regulation of financial markets, framing a plan to meet individuals’ financial goals.

Management of financial Services: Introduction, characteristics of financial services, evolution of financial services in India, marketing and the financial services, marketing strategy and financial services, products and services in banking, money market instruments, capital market instruments, classification of financial markets, types of financial services, merchant banking.

Mutual Funds:  Validity of SEBI observations on SID, gold exchange traded fund scheme, real estate mutual funds, implementation of the risk management system, filing of annual information return by mutual funds.

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