POST GRADUATE DIPLOMA IN FINANCIAL PLANNING AND WEALTH MANAGEMENT

Why Post Graduate Diploma in Financial
Planning & Wealth Management (PGDFP-WM)?

A Contemporary Industry Integrated Post-Graduate Diploma in collaboration with CCPTR, Maulana Abul Kalam Azad University of Technology (MAKAUT), West Bengal.
The course incorporates modules of global Certified Financial Planner (CFP) Course, which has been accredited under SEBI (Investment Advisers) Regulations, 2013 in India.
One successful completion of the CFP Course, one would qualify for 3 Specialist Certifications and a CFP Certification with recognition in 27 Countries around the World including US, UK, Canada, Germany, France, Japan, China, Singapore, Australia, Malaysia, Switzerland, India etc.
The course incorporates multiple NISM Certifications which would enable a candidate to be licensed for specific financial sector job opportunities.
The course facilitates Internship in the 4th Semester leading to Placements opportunities after the completion of the course.
Experienced Faculties, led by Finance Professionals & Industry Experts.
Regular Workshops, Industry Visits and Project Works.
Multiple career avenues like Banking, Financial Planning, Wealth Management, General & Life Insurance, Equity Market, Mutual Fund, Commodities Market, Financial Services, Financial Research, Retirement Sector, Tax Planning etc.
Rising demand for Wealth Management Services by affluent investors, High-Net-Worth Individuals including NRIs.
Plug-n-play candidates for Corporate

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Course Fee

 

Course Duration

2 Years (24 Months) divided into 4 Semesters of 6 months each. The above duration includes 18 months of Training & 6 months Intership approximately.

Course Structure

SEMESTER PAPER CREDIT
(1=4 CREDITS)
CONTACT HRS.
(1 = 10 Hrs)
I 6 24 240
II 6 16 160
PROJECTS 2 8 80
III 6 24 240
IV – INTERNSHIP
COURSE TOTAL 18 72 720

Scope/Opportunities

Pursuing PGDFP can widen the scope of an individual and open opportunities across various sectors and provide multiple career opportunities.

  • Banking
  • Insurance
  • Financial Planning
  • Accounting & Tax
  • Wealth Management
  • Investment Advisory Services
  • Mutual Funds
  • Stock Broking
  • Portfolio Management Services
  • Various other Financial Services