Post Graduate Diploma in Advanced Financial Planning and Wealth Management (PGDAFPWM) - (MGU)

Postgraduate Diploma by IIFP (Indian Institute of Financial Planning) New Delhi, Bhubaneswar, Mumbai, Navi Mumbai, Ranchi, Varanasi, Hyderabad, Kochi View Contact

Starting from: INR 2,80,000 Per Course (Taxes As Applicable) Request Info

Learn: Financial Planning | Wealth Management Planning

Category: PGD in Financial Planning | PGD in Wealth Management | Finance | Asset & Wealth Management

Certification:	Mahatma Gandhi University (MGU)
Eligibility: (Pre-requisites)	- The candidate must possess a Bachelor’s Degree/Candidates pursuing their final year of graduation can also apply. - The Bachelor’s Degree (or equivalent qualification) obtained by the candidate must entail a minimum of 3 years of education after completing Higher Secondary School (10 + 2 or equivalent.
Medium of instruction:	English

IIFP’s PGDAFPWM is a comprehensive educational programme that has been conceived to impart skill sets of international standards in Advanced Financial Planning to groom world class wealth managers. The programme includes CFPCM Curriculum, NCFM certification and NISM advisory module giving an edge to the students of PG programme in the wealth management industry. Duration of one year is spread over three semesters and 2 months of internship in financial sector.

PGDAFPWM trains the candidates to acquire the ability to take a holistic view of financial needs of various clients (consumers) and offer financial solutions including unbiased and competent advice for the fulfillment of goals of their life.

In the last decade, India has transformed into a nation with a large skilled workforce, an ever increasing line-up of visionary entrepreneurs, improved infrastructure, a booming economy, and a healthy savings rate of around 35-37%. The growth and prosperity of this great magnitude have since given a new perspective to the Indian people and brought in a positive change in their lifestyle. These are the people who are looking for some credible advice on investments and wealth creation.

In the above background, the demand for investment advisory services has increased phenomenally; it has created several opportunities for lucrative careers in Wealth Management & Financial Planning. Even regulatory measures recently initiated by SEBI have recognized the importance of this profession. Almost every leading business house in the country has a wing for Private Equity and Wealth Management Services. Even public sector banks have taken a plunge into it. As a result, a huge requirement of trained manpower exists in this business throughout the year.

At IIFP, we are doing our bit to fill this gap in manpower requirements by grooming young graduates like you for the new age profession of private wealth management. Our PG Diploma has all the necessary modules to equip you with complete knowledge and skill sets of international standards, and to transform you into a vibrant wealth management professional.

 

Financial Planning and Wealth Management - An Overview

At IIFP, we have designed a course which is in sync with the challenges of a new age career in Financial Services, Financial & Marketing Research.

Our course christened as Post Graduate Diploma in Advanced Financial Planning and Wealth Management offers eighteen modules in course of a year on full time basis. The relevance of this course has never been so great as it is today.

With India achieving a robust economic growth in last one decade about 400 million strong middle class nearly equal to European population need wealth management services. Besides, many multinational companies have moved their financial & marketing research to India creating a huge opportunity for employment. As a result there is a strong demand for qualified hands in financial planning, financial research & financial marketing business in the country.

Our PGD-AFPWM course that meets the specific training needs of the aforementioned industrial segments, has attract almost all three players in these segments to our campus for recruitment. You have thus bright future ahead if you join this course.

What student gets after 1 year PGD in Advance financial planning & wealth management

• Career in financial planning & wealth management industry

• UGC recognized 1 year PG Diploma in Financial planning & Wealth Management

• NISM certification in Mutual Funds

• NISM certification in Currency Derivatives

• NCFM certification in Securities Market

• NCFM certification in Derivatives (dealers)

• NCFM certification in Commodities Market

• Certification in Business Communication Skills & Personality Development

• 100% Placement Assistance.

 

Why PGD - AFPWM

• An industry integrated curriculum that prepares students to take off from day one in organizations they join after the completion of course. All inputs related to the job requirements are provided to the students under this programme.

• An advantage of multiple qualifications.

• The students are prepared for various industry recognized certifications like CFPCM, NCFM Certificate for Derivatives (Dealers Module), NISM Mutual Fund Module.

• Students are given exposure to Technical Analysis and live markets.

• Students are given live projects on which they work under the guidance of their mentors. In that process they get hands on experience with regard to financial sector, exposure to retailing of financial products and the dispensation of advice for financial goals.

• Extensive and regular presentations by the students, on an ongoing basis, touching upon the whole curriculum. Participation by all students is mandatory and performance is evaluated and added in final results.

• Various Clubs have been formed as a part of teaching methodology to promote writing and debating skills among students.

UGC Recognition

IIFP’s 1 year Post Graduation Diploma is accredited to Mahatma Gandhi University, a UGC recognized university.

IIFP’s PG Diploma is also accepted as 16th year (10+2+4) of education in most of the prestigious US & Canada Universities for the students who are aspiring to do their Master’s Degree..

 

TRIMESTER 1

Module 1

Managerial Economics

The course is designed keeping in mind the relevance of the principles of economics to wealth management decisions. Understanding interest & exchange rates, inflation, and monetary & fiscal policy helps the students of wealth management in carrying out the analysis of economic indicators that influence financial planning and wealth management.

Broad Topics

• Economics – Basic Concepts

• Demand & Elasticity Analysis

• Production & Cost Analysis – Marginal Cost, Marginal Revenue, and Economic Profit & Loss

• Market Analysis – Perfect, Monopoly, Monopolistic & Oligopoly Competition

• Measurement and Components of Aggregate Demand

• Money, Interest Rates & Banking

• Inflation, Deflation & Recession

• Government Expenditure & Revenue, Working of Fiscal Policy

• Business Cycles

Module 2

Introduction to Financial Planning

This module is comprehensive and offers a complete overview of the financial planning process. It focuses on a globally accepted six-step financial planning process: general principles of cash-flow planning, budgeting, legal aspects of financial planning, and particularly the time value of money.

Broad Topics

• Personal Financial Planning Process

• Ethical & Professional Considerations in Financial Planning – Code of Ethics

• Cash Flow Planning

• Budgeting

• Personal Financial Statement Analysis

• Financial Mathematics – Time Value of Money

• Forms of Business Ownership/ Entity Relationships

• Legal Aspects of Financial Planning

Module 3

Risk Analysis & Insurance Planning

This module examines the principles of risk analysis & insurance planning to identify a client's risk exposure and accordingly select appropriate risk management techniques. The module reviews basic insurance products (pertaining to both, general and life insurance), analyzes various insurance needs, such as medical, disability, life & general insurance, and finally determines the type and amount of insurance best suited to the client's situation and needs.

Broad Topics

• Introduction to Risk Analysis

• Insurance Concepts

• Legal Principles of Insurance

• Insurance Contract

• Insurance Policies & Strategies

• Insurance Products

• Regulatory Framework of Insurance

• Motor Insurance

• Health & Householders Insurance

• Group Insurance

• Annuities

• Insurance Pricing

Module 4

Financial Statement Analysis

As an advisor on investment of disposable income, a financial planner ought to have sound knowledge of analyzing the financial statements of corporates. This module considers the statement of cash flows, balance sheets, and income statements. Each of these gives a view and facts of operations of a company.

Broad Topics

• Financial Statements of a Corporate – Balance Sheet

• Profit and Loss Account

• Changes in Financial Position

• Financial Ratios, Leverage, Profitability, Turnover & Activity Ratios

Module 5

Basic Quantitative Methods for Financial Analysis

This course explains and puts to use the different mathematical techniques for understanding financial markets. The focus of the course is on the quantitative tools necessary to understand the meaning of averages, time lines, regression, probability, and various tests and hypotheses.

Broad Topics

• Collection & Presentation of Data: Tables and Charts for Categorical & Numerical Data, Frequency Distributions

• Measures of Central Tendency: Arithmetic Mean, Median, Mode, Geometric Mean, Quartiles, Percentiles, Deciles

• Measures of Dispersion: Range, Interquartile Range, Standard Deviation, Variance, Coefficient of Variations

• Basic Probability & Mathematical Expectation - Simple Regression Analysis, Correlation & Coefficient of Determination

 

TRIMESTER 1I

Module 6

Retirement Planning & Employee Benefits

This module assesses the significance of retirement planning, teaches analysis techniques, review of retirement employee benefits (such as EPF, PPF, Superannuation Fund, etc.), and the process to be adopted while developing a retirement plan. It focuses on imparting appropriate skills to students, thereby enabling them to identify the retirement needs of a client and subsequently recommend appropriate retirement solutions for a happy and tension-free retired life.

Broad Topics

• Introduction to Retirement Planning

• Types of Retirement Plans – Defined Benefit & Defined Contribution Plans

• Superannuation and other Retirement Plans

• Group Life & Health Insurance

• Retirement Planning & Strategies

• Post Retirement Counseling

• Retirement Income Streams

• Pension Sector Reforms

Module 7

Investment Planning

This module trains students in understanding a client's investment needs & risk appetite, and providing suitable solutions aimed at wealth creation. It reviews all categories of investments, client evaluation methods, economic factors, risk & return analysis, valuation techniques, asset allocation procedures, and portfolio performance assessment.

Broad Topics

• Risk

• Return

• Investment Portfolio

• Small Savings

• Fixed Income Instruments

• Mutual Funds

• Derivatives

• Valuation of Equity

• Real Estate

• Investment Strategies

• Asset Allocation

• Regulation of Investment Advisors

Module 8

NISM Module for Mutual Funds

This module helps students to learn about the various types of managed investments and enables them to select the ones that best match their clients’ needs. Students also gain an overview of asset management companies, their functioning, and trustees' role in the management of investors' fund. This gives students the opportunity to get an NISM certification by taking the prescribed examination which is mandatory for professionals engaged in marketing mutual fund products.

Broad Topics

• Concept, Advantages & Evolution of Mutual Funds in India

• Types of Funds – Open-ended, Close-ended, Tax Exempt, Exchange Traded

• Funds of Funds

• Money Market, Real Estate Funds, etc.

• Role & Function of Registrars, Custodians and Banks

• Distribution of Mutual Fund Products and Role of Market Intermediaries

• The Offer Document

• Accounting Valuation & Taxation

• Investor Services

• Fund Management

• Measures for Evaluation of Mutual Fund Performances

• Investors’ Grievances

Module 9

Security Analysis & Portfolio Management

Students obtain a broad knowledge of the asset allocation process, security markets, market structures, the risk return characteristics of investment products, and hedging applications with financial innovations through the course materials, lectures, discussions & assignments.

Broad Topics

• Specification of Investment Objective

• Formulation of Portfolio Strategy

• Asset Allocation

• Portfolio Risk

• Performance Measurement

• Re-balancing of Portfolio

Module 10

NCFM Derivatives (Dealers) Module

This course is designed to impart training to students in trading in the derivatives segment of the stock market. It also enables students to obtain NCFM Certification by appearing for the relevant examination held by the National Stock Exchange.

Broad Topics

• Derivatives Products

• Derivatives Market

• Type of Market Indexes

• Futures & Options

• Trading in Futures & Options

• Basket Trading

• Clearing & Settlement

• Regulatory Framework

Module 11

Technical Analysis

The aim of Technical Analysis is to confirm that the candidate possesses the professional knowledge, understanding & skills to pursue a career in technical analysis within the investment community.

Broad Topics

• Bar Charts – Gaps, Islands & Key Reversals. Defining price objectives from gaps and patterns on bar charts. Arithmetic versus logarithmic scales.

• Moving Averages – Arithmetic, Weighted & Exponential. Centered, non-centered & advanced.

• Candle Charts & Candle patterns

• Dow Theory

• Chart Patterns, e. g. Triangles, Flags, Pennants, Diamonds, Broadening Patterns (Megaphones), Wedges.

• Reversal patterns and how to identify/ anticipate them. Rounding tops & bottoms, heads & shoulders, spikes, and double/ treble/ multiple tops & bottoms.

• Trends. How to draw correct short, medium & long-term trend lines. Trend channels. Return lines and internal trend lines. Unconventional but useful trend lines. Acceleration. Speed lines. Trend characteristics.

Module 12

Commodities Market Module

Commodities are emerging as a strong asset class in the current investment options for wealth creation. This module is designed to give an insight into the basics of commodities as an asset class, and the current mechanism of translating an investment in commodities.

Broad Topics

• Introduction to Derivatives

• Commodity Derivatives

• Instruments available for Trading

• Pricing Commodity Derivatives

• Using Commodity Derivative Markets

• Trading on the NCDEX Platform

• Clearing, Settlement & Risk Management

• Regulatory Framework

• Accounting & Taxation Issues

Module 13

Business Communication & Personality Development

The course is designed to develop communication skills which are demanded today by every employer. The students are taken through a number of practical sessions by a consultant giving them necessary inputs for improving their communication in English. Moreover, personality development is conducted for finance students with the prime aim of overcoming hesitation and preparing them for the interviews & group discussions that they will be facing with various multinationals.

Broad Topics

• English

• Correct English Pronunciation | Initiating Conversation

• Business Presentations

• Personality Development

• Overcoming Hesitation & Building up Confidence

• Interpersonal Skills | Etiquette

• Business Etiquette | Public Speaking

• Personality Assessment | Job Seeking Skills

• Other Soft Skills

• Leadership Qualities | Working in a Team

• Assertiveness

 

TRIMESTER 1II

Module 14

Marketing of Financial Products

Knowledge of marketing and sales is considered essential for driving the financial planning activity. A financial planner has to sell his ideas, recommendations, and sometimes the product to a client. An understanding of the general principles of marketing can be used in pursuing this objective.

Broad Topics

• Understanding Marketing Management

• Fundamental Marketing Concepts

• Consumer Behavior

• Marketing – Communication

• Introduction to Financial Services

• Marketing – Distribution & Pricing

• Basic Financial Products

• Marketing Research

Module 15

Tax & Estate Planning

This module aims to enhance a student's knowledge in the realm of personal taxation & tax planning by providing a synopsis of key tax components. The estate planning sub-module introduces students to the process of developing an estate plan, including the assessment of important techniques of estate planning such as wills, gifting schemes, powers of attorney, and joint property ownership.

Broad Topics

• Principles of Taxation of Personal Income

• Tax Planning Consideration

• Tax Computation

• Tax Planning Strategies

• Estate Planning

• Features of Taxation of Trusts

• Wills, Powers of Attorney & Property Documentation

Module 16

Advanced Financial Planning

This module builds upon the knowledge gained in the previous modules and incorporates all aspects of personal finance that are vital for developing a comprehensive financial plan. Students are taught the necessary steps for collecting and evaluating client data, developing, recommending & executing appropriate strategies, and monitoring & evaluation of financial plans.

Broad Topics

• Financial Planning Process

• Strategies of Goal Setting

• Analysis of Financial Situation of the Client

• Developing and Implementing a Plan

• Monitoring & Review of a Financial Plan

• Case Studies on Personal Financial Plan

Module 17

NISM Currency Derivatives

This module has been designed with a view to improve awareness about the ‘Currency Derivatives’ product which is now accessible to retail players in the market. The course is structured to help students understand what the product is, how it is traded and what uses it can be put to.

Broad Topics

• Derivatives as a Risk Management Tool

• Currency Markets

• Currency Futures

• NSE’s Currency Derivatives Segment

• Trading, Clearing, Settlement and Risk Management

Module 18

NCFM Securities Market (Basic) Module

Broad Topics

• Securities Market in India – An Overview l

• Primary & Secondary Markets

• Government Securities Market

• Derivatives Market

 

Course Duration

The duration of the course is 10+2 months in full time mode, which includes an internship of 2 months in a financial sector organization.

However, opting for an internship is completely at the discretion of the Student As the final placements are offered after 10 months of classroom Teaching)

 

Admission Procedure

Our PG program is targeted towards individuals with high potential for success in the financial services sector. Selection at IIFP is, therefore, a very rigorous and competitive process. Applicants need to go through a written test, group discussion and interview (the written test comprises essay writing, reasoning and logic capability).

1. Application: IIFP Prospectus and Application Form and can be acquired by onetime payment of Rs. 500/- for the program.

   • By cash payment at our Admission Office (2E/8, Jhandewala Extn. New Delhi-110055, India)

   • By Online Payment

   • By Bank Deposit 07082320000941 (HDFC Bank, A/C Type Current, Barakhamba Road, Connaught Place, New Delhi - 110001)

2. Admission Test: Candidates are required to appear for FPMT-10 conducted by the institute.

   All candidates who have appeared for CAT/ MAT can also apply to IIFP with their score. Short listed candidates will have to appear only for GD & PI. The overall objective is to identify and assess the candidate’s communication ability, level of intelligence and adaptability.

3. Admission Offer : Final selection will be based on a careful evaluation of the applicant's academic record, work experience (if any), extracurricular activities, group discussion, scores in written test and outcome of the personal interview. Successful candidates will be informed of their final selection by courier/email/ phone call. The selected candidates must pay their first fee installment within 10 days of receiving the admission offer, failing which the offer will be withdrawn.

Classroom - Full Time
When	Duration	Where	Remarks	Price
Not Specified	1 Years	All Venues	Not Specified	INR 2,80,000 Per Course (Taxes As Applicable)

New Delhi, Jhandewalan (Head Office):- 2E/8, Near Jhandewalan Metro Station, Jhandewalan, New Delhi - 110055, Delhi, India


New Delhi, Jhandewalan (Campus):- 3E/14, Jhandewalan, New Delhi - 110055, Delhi, India


Bhubaneswar, Nayapalli (Branch):- Plot No -1460, Anshuman House, IRC Village, Near Hotel: The Presidency Nayapalli, Bhubaneswar - 751015, Orissa, India


Mumbai, Dadar East (Branch):- Office no. 402, 4th Floor, Civic Center, M.M.G.S.Marg, Dadar Station Road, Landmark: Opp Sunshine Plaza, Dadar East, Mumbai - 400014, Maharashtra, India


Navi Mumbai, Vashi (Branch):- Sector-17, C-Wing, Room no. 101, Vashi, Navi Mumbai - 400705, Maharashtra, India


Ranchi, Main Road (Branch):- 2nd floor, Arjan Place Near Overbridge, Main Road, Ranchi, Jharkhand, India


Varanasi, Sigra (Branch):- A2,Vinay Kunj, 5 chandrika Nagar Colony, Sigra, Varanasi, Uttar Pradesh, India


Hyderabad, Punjagutta Circle (Other):- The Gyan Guru Inc., 1st floor, B-Block, Kanthi Sikhara Complex, Punjagutta Circle, Hyderabad - 500082, Andhra Pradesh, India


Kochi, Kaloor (Branch):- Progno Financial Planning Systems(P) Ltd 2nd Floor, RF Complex, Deshabhimani Road Kaloor, Kochi - 682017, Kerala, India

IIFP (Indian Institute of Financial Planning)

The Indian Institute of Financial Planning (IIFP) has emerged as a prestigious Centre of financial education in the country. It is industry integrated curriculum, outstanding caliber of faculty and an innovative teaching methodology that have endeared IIFP to both the students and the industry.

1. Presently ,the most prominent course successfully running for last three years is an innovative industry integrated one year full time PG Diploma in Advanced Financial planning and Wealth Management.

2. IIFP is successfully running MBA with accreditation from a UGC recognized University. The course is christened as MBA Plus where curriculum of PG Diploma in Financial Planning and Wealth Management will be delivered in the first year along with the first two semesters of MBA with an added option of placement and week end classes to complete the MBA.

3. IIFP has also become a popular institute for doing CFPCM certification education across the country.

4. IIFP has recently launched an innovative and elite finance course christened as pg diploma in investment banking incorporating the globally recognized cfa for students aspiring to make a career in corporate finance ,mergers and acquisitions and equity research. This top of the line program is not only meant for freshers but also for working professionals looking to switch to the dynamic investment banking profession.