Description
Course Name: Professional Diploma in Financial Planning & Wealth Management
Course Id: PDFPWM/Q1001
Eligibility: 10+2(higher Secondary) or equivalent.
Objective: The Professional Diploma in Financial Planning & Wealth Management is designed to equip learners with the knowledge and skills required to manage personal and client finances effectively, plan long-term wealth creation strategies, and provide professional financial advisory services. The course focuses on investment planning, risk management, taxation, retirement planning, and wealth preservation.
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 exam 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 examination.
• A hard copy (original with official seal and signature) sent to your address within 45 day of declaration of 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
Job Opportunities after Professional Diploma in Financial Planning & Wealth Management
Graduates of this program gain expertise in personal finance management, investment planning, wealth creation strategies, portfolio analysis, tax planning basics, risk assessment, and client advisory services, preparing them for diverse roles across banks, financial advisory firms, insurance companies, and wealth management organizations.
Key Career Options: Financial Planner, Wealth Management Executive, Investment Advisor (Junior Level), Personal Finance Consultant, Portfolio Assistant, Relationship Manager (Wealth Management), Banking Financial Advisor, Insurance & Investment Advisor, Mutual Fund Sales Executive, Tax Planning Assistant, Client Wealth Executive, Financial Services Executive, Retirement Planning Assistant, Asset Management Support Executive, Wealth Advisory Associate.
Salary Range (India):
Entry-level: ₹3–6 LPA
Mid-level: ₹6–12 LPA
Senior-level: ₹12–25+ LPA
Industries Hiring Graduates: Banks (Public & Private Sector), Wealth Management Firms, Mutual Fund Companies, Insurance Companies, Financial Advisory Firms, NBFCs, Investment Firms, Stock Broking Companies, FinTech Companies.
Skills Developed: Financial planning, investment basics, wealth management strategies, risk assessment, portfolio analysis, communication skills, tax planning basics, client advisory, analytical thinking, and financial product knowledge.
Graduates can progress to senior financial advisory roles, wealth management leadership positions, portfolio management careers, or independent financial consultancy, with further growth through certifications in financial planning (CFP), investment management, wealth advisory, and financial markets.
