Description
Course Name: Professional Diploma in Financial Planning
Course Id: PDFP/Q1001
Eligibility: 10+2(higher Secondary) or equivalent.
Objective: The Professional Diploma in Financial Planning is designed to provide learners with comprehensive knowledge and practical skills required to create, manage, and evaluate personal and corporate financial plans. The course focuses on helping individuals achieve financial stability and long-term goals through effective budgeting, investment planning, risk management, taxation, and retirement planning.
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
Module 1: Fundamentals of Financial Planning: Introduction to Financial Planning, Personal Finance Management, Financial Goal Setting, Time Value of Money, Budgeting and Cash Flow Management, Savings and Investment Principles, Financial Markets and Institutions, Financial Planning Process, Ethics and Professional Conduct, Emerging Trends in Financial Planning
Module 2: Investment Planning and Wealth Creation: Investment Planning Fundamentals, Asset Allocation Strategies, Equity Investment Basics, Fixed Income Investments, Mutual Funds and Exchange Traded Funds (ETFs), Alternative Investment Options, Portfolio Diversification, Risk and Return Analysis, Investment Performance Evaluation, Wealth Creation Strategies
Module 3: Insurance, Retirement and Estate Planning: Insurance Planning Principles, Life Insurance Products, Health Insurance Planning, General Insurance Basics, Retirement Planning Strategies, Pension Products and Retirement Funds, Emergency Fund Planning, Estate Planning Fundamentals, Wealth Protection Strategies, Family Financial Security Planning
Module 4: Tax Planning and Risk Management: Income Tax Planning Fundamentals, Tax-Efficient Investment Strategies, Capital Gains Tax Basics, Financial Risk Assessment, Credit and Debt Management, Loan Planning and Management, Regulatory Compliance Basics, Fraud Awareness in Financial Services, Financial Documentation and Record Keeping, Financial Contingency Planning
Module 5: Client Advisory and Digital Financial Services: Client Financial Needs Analysis, Goal-Based Financial Planning, Customer Relationship Management (CRM), Financial Advisory and Communication Skills, Behavioral Finance Fundamentals, Digital Banking Services, FinTech Applications in Financial Planning, Artificial Intelligence in Financial Advisory, Financial Data Analytics, Client Service Excellence
Module 6: Strategic Financial Planning and Professional Practice: Comprehensive Financial Plan Preparation, Business Financial Planning Basics, Succession Planning Fundamentals, Sustainable and ESG Investing, Leadership and Professional Ethics, Financial Planning Practice Management, Regulatory Developments in Financial Services, Emerging Technologies in Finance, Future Trends in Financial Planning, Capstone Project in Financial Planning
Job Opportunities after Professional Diploma in Financial Planning
Graduates of this program gain expertise in personal finance management, budgeting, investment planning, retirement planning, tax planning basics, insurance planning, and wealth creation strategies, preparing them for diverse roles across banking, financial services, advisory firms, and independent consulting.
Key Career Options: Financial Planner, Personal Finance Advisor, Investment Planning Executive, Wealth Planning Associate, Banking Financial Advisor, Insurance Planning Consultant, Retirement Planning Advisor, Tax Planning Assistant, Portfolio Planning Executive, Mutual Fund Advisor, Client Relationship Manager, Financial Consultant, Budgeting & Savings Advisor, Independent Financial Planner, Finance Executive.
Salary Range (India):
Entry-level: ₹3–5 LPA
Mid-level: ₹5–10 LPA
Senior-level: ₹10–20+ LPA
Industries Hiring Graduates: Banks, Insurance Companies, Wealth Management Firms, Financial Advisory Firms, Mutual Fund Companies, NBFCs, Stock Broking Firms, FinTech Financial Platforms, Corporate Finance Departments.
Skills Developed: Financial planning, budgeting and forecasting, investment basics, risk management, tax planning fundamentals, insurance planning, client advisory, financial product knowledge, communication skills, analytical thinking, and goal-based financial strategy development.
Graduates can progress to senior financial planner roles, certified financial advisor positions, wealth management leadership, or independent financial consulting practice, with further growth through certifications such as CFP, CFA, NISM, and other advanced financial qualifications.
