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Post Graduate Diploma in Advanced Financial Planning

Financial Planning is one of the fastest growing professions in the world of finance. The demand for financial planners is expected to grow at an average rate of 7% through 2028. Financial planners help individuals navigate the complex world of finance, helping them understand the various aspects of planning and managing their finances.

The Post Graduate Diploma in Advanced Financial Planning (PGDAFP) helps you to gain an in-depth understanding of the various facets of the financial planning process. The course has been designed to meet the requirements of the financial services industry, particularly in the financial planning and wealth management domains.

IIFP adheres to international standards when it comes to imparting industry relevant education that provides you with a winning edge. The PGDAFP from IIFP is better than an ordinary MBA from any other B-School as it makes you a finance specialist with in-depth knowledge of personal finance and financial analysis, besides helping you become employable in a year’s time.

Curriculum

  • Principles of Financial Planning
  • Financial Mathematics
  • Economic and Regulatory Environment
  • Asset Classes and Investment Styles
  • Risk Profile Assessment
  • Asset Allocation Strategies
  • Portfolio Construction Strategies
  • Portfolio Performance Measurement and Monitoring
  • Insurance Analysis and Planning
  • Goal Based Financial Planning
  • Retirement Planning Strategies
  • Tax Planning and Optimization
  • Succession Planning

Outperforms Traditional MBA Programmes on Every Count

IIFP’s Programmes are mapped to international standards that helps students gain relevant skills and competencies, giving them a winning edge over their peers. Our Post Graduate Diploma Programmes are better than a traditional MBA programme since it helps students become a financial specialist with in-depth knowledge of finance and financial analysis, helping them become employable in only a year’s time.

IIFP’s Programmes vs Traditional MBA Programmes

Parameter IIFP’s Programmes Traditional MBA Programmes
Duration 1 Year 2 Years
Curriculum Industry Integrated (Investment Analysis, Portfolio Management, Tax Planning, Estate Planning, Derivatives, Financial Modelling) Generalized (HR, Marketing, Finance, Operations)
Corporate Internship Provided (for 2 Months) Summer Internships (Self Managed)
Salary Package INR 3 – 6.75 lacs INR 2 – 3 lacs
Profile Wealth Manager, Financial Planner, Private Banker, Research Analyst, Business Analyst Management Trainee, Associate

Eligibility : Graduation in any discipline with at least 50% aggregate in all subjects. Final year students may also apply.

Selection : Based on Written Test and Personal Interview. Application forms for admission will be available from January 2021.

Duration : 1 year

Qualification Mapping:

The PGDAFP enables candidates to appear for internationally recognized professional qualifications including the International Certificate in Wealth & Investment Management (ICWIM) from the Chartered Institute for Securities and Investment (CISI), UK and also the Certified Financial Planner (CFP) qualification offered by the Financial Planning Standards Board (FPSB).

To read about the ICWIM qualification, click the button below:

To read about the CFP qualification, click the button below:

Click the button below to send an enquiry about PGDAFP.

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