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Diploma in Financial Planning
Certification in Wealth & Investment Management
What You Will Be Capable Of
Mastering the art of Personal Wealth Management and Investment.
Understanding Stock Markets, Mutual Funds, and Insurance products.
Developing expertise in Tax Planning and Retirement strategies.
Learning to create comprehensive financial plans for clients.
Exclusive Department Features
Trading Terminal: Practice with live stock market simulations.
Tax Planning Suite: Practical training in individual tax filing.
Investment Corner: Analyzing real-time mutual fund performance.
Client Counseling Hub: Role-playing financial advisory sessions.
Career Scope & Future Growth
Future Scope: Path to becoming a registered Investment Advisor.
Career Paths: Financial Planner, Wealth Manager, or Insurance Consultant.
Professional Edge: High demand in Banks and Wealth Management firms.
Professional Benefits
- Financial Independence: Expert knowledge to manage your own money.
- Certified Path: Strong foundation for the CFP (Certified Financial Planner) exam.
Add-On Certifications
Stock Market BasicsInsurance Sales & Advisory
Course Overview
Duration
1 Year
Seat Capacity
40
Entry Eligibility
10+2 or Any Degree (Commerce preferred)
Certificate
Degree + Certifications
Enrollment Open 2026-27