PGD in Financial Planning is a one-year diploma program for preparing students for the financial services sector. The eligibility for the course is a bachelor’s degree from an institute recognized by the government with minimum 55% marks. The admission to the course is based on the eligibility conditions for the course or the entrance examinations conducted by different Universities.
The average tuition fee for PGD in Financial Planning program ranges from INR 40,000 to 5 Lacs. The students pursuing PGD in Financial Planning can become successful Financial Planner, Financial Advisor, Financial Planning Analyst, Research analyst, etc. The course is beneficial for students who wish to make their careers in the financial planning sector. This program prepares the students to become successful in their lives and earn handsome salaries. The salary of a candidate pursuing this course ranges from INR 3.5 to 5 lacs per annum.
Stream | Management |
Course | Diploma in Financial Planning |
Full Name | Diploma in Financial Planning |
Eligibility | 10+2 |
Duration | 6 Months |
Fees | Updated Soon |
Type | Diploma |
Mode | Year |
The admission process for a Diploma in Financial Planning may vary depending on the institution offering the program. However, here is a general outline of the typical admission process:
Research Programs: Begin by researching institutions that offer Diploma programs in Financial Planning. Look for programs that are reputable, accredited, and offer a curriculum that aligns with your career goals and interests.
Check Eligibility Requirements: Review the eligibility criteria for the program. This usually includes having completed high school education or its equivalent. Some programs may have additional requirements, such as prior coursework in finance, accounting, or economics.
The eligibility criteria for a Diploma in Financial Planning may vary depending on the institution offering the program. However, here are some common eligibility requirements you might encounter:
Educational Qualifications: Typically, candidates must have completed high school education or its equivalent to be eligible for admission to a Diploma in Financial Planning program.
Minimum Academic Performance: Some institutions may require applicants to have a minimum GPA or academic score in their high school or equivalent qualification. This requirement ensures that candidates have a strong academic foundation for the program.
CAT (Common Admission Test)
MAT (Management Aptitude Test)
XAT (Xavier Aptitude Test)
CMAT (Common Management Admission Test)
GMAT (Graduate Management Admission Test)
To apply for a Diploma in Financial Planning, you typically need to follow these steps:
Research Programs: Start by researching institutions that offer Diploma programs in Financial Planning. Look for programs that are reputable, accredited, and offer a curriculum that aligns with your career goals and interests.
Check Eligibility Requirements: Review the eligibility criteria for the program. This usually includes having completed high school education or its equivalent. Some programs may have additional requirements, such as prerequisite courses or relevant work experience.
Obtain Application Form: Once you've identified the institutions you want to apply to, obtain the application form. This can usually be done online through the institution's website or by contacting their admissions office. Some institutions may provide downloadable application forms while others may require you to request one by mail or in person.
Semester 1 | Semester 2 |
Introduction to Financial Planning Risk Analysis & Insurance Planning Investment Planning Retirement Planning and Employee Benefit Mutual Funds and Equity Derivatives Indian Securities Market Indian Financial System Investment Services Industry Project | Commodities Derivatives Introduction to Equity Research-Fundamental and Technical Analysis Financial Statement Analysis Marketing of Financial Services Tax & Estate Planning Advanced Financial Planning Research Report Writing - |
The students completing PGD in Financial Planning have huge job opportunities in the financial sectors in India. These students can work in Colleges & Universities, Research firms, Banks, Financial Management companies, Financial Planning companies, Mutual funds and investment groups, etc.
They can work as Financial Planner, Financial Advisor, Financial Planning Analyst, Research analyst, Client Administrative Officer, Client services officer, Associate vendor Analyst, Market Researcher, Data Analyst, etc.
Students can opt for higher education after the course like Ph.D. in Financial Planning.
NOTE:- Every college issues a list of documents required. Make sure you have all documents on this list when you apply. Remember to take attested photocopies of all the above. Don't forget to take with you the amount to pay for fees in cash or demand draft.
Given below are few of the important highlights of the program.
Program Full Name | Diploma in Financial Planning |
Program Level | Diploma Courses |
Duration of the Program | 1 Year |
Examination Type | Semester |
Eligibility | 10+2 with minimum of 50% from a recognised board |
Admission Process | Entrance Exam and Merit Based |
Average Program Fee | Upto Rs. 1 Lakh |
Syllabus of Management as prescribed by various Universities and Colleges.
Paper Code | Subjects of Study |
1 | COMMUNICATIVE ENGLISH AND COMPUTER FUNDAMENTALS |
2 | FINANCIAL PLANNING -I |
3 | FINANCIAL PLANNING - II |
4 | PRACTIACL - I |
5 | PRACTIACL - II |
6 | PRACTIACL - III |
Mentioned below are some states in India that offer the program.