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Executive Post Graduate Diploma in Management - Financial Planning

Mode:

Full time

Location:

Vidyavihar - Mumbai

Course Duration:

18 Months

Programme Code:

ST1792

As our Economy approaches $5 trillion mark, India’s middle class is expected to grow to 45% of the population by 2025. This expansion and rising personal wealth along with growth of senior citizens, increase the need for expert financial advice amid diverse investment options & better retirement planning including life insurance where our current penetration is just around 3.2% of GDP. While financial expertise is gonna be paramount importance currently only 27% of Indians are financially literate, emphasizing the need for for future professionals in the area of Financial Planning. Our executive PGDM in financial planning programme in crafted to give you the essential skills you need to thrive in this dynamic field.

 

For more information, Reach out to us at +91-7303064609 or pgdm.fp@somaiya.edu

 

Pedagogy
Why Choose this Programme?
Curriculum
Programme Date & Fees
What you'll Learn

Pedagogy

  • Masterclass
  • Guest Lectures
  • Class Discussion
  • Presentations
  • Live Project
  • Workshops
  • Case Studies
  • Chalk Talk

Why Choose this Programme?

  • 18 Months Dual Qualification Programmer - Executive PGDM in Financial Planning along with CFP® Certification.
  • Experience Best-in-Class Peer-to-Peer Learning and On-Campus Facilities During Five In-Campus Immersions
  • Earn gold standard CFP® Certification and become a trusted Financial Planner. Unlock the world of Wealth Management and Financial Consulting.
  • Learn from finance Industry Veterans sharing real-world insights
  • Acquire Modern Era Finance skills and Get in demand in growing MNCs
  • Become a Part of the Expansive KJSIM Alumni Network

Director's Message

The Director of KJSIM has an inspiring message that could change your entire approach to Financial Planning!

Curriculum

 
 
Trimester 1 Trimester 2 Trimester 3
Organizational Behavior Human Resource Management Marketing Management
Managerial Economics Financial Modeling Business Research Methods
Financial Management & Analysis Business Statistics Data Science Using Python
Investment Planning & Asset Management Risk Management & Insurance Planning Retirement Planning
Regulatory Compliances Estate Planning Tax Planning & Optimisation
Trimester 4 Trimester 5 Trimester 6
Financial Technology & Digital Finance Business Writing and Communication Live Project
Consumer Behaviour Operational Excellence
Strategic Management Integrated Financial Planning 3
Integrated Financial Planning 1 Integrated Financial Planning 4
Integrated Financial Planning 2 AI and ML Application in Business

Programme Director’s Message

The Programme Director’s message holds the key to reshaping your perspective on Financial Planning!

 

Programme Date & Fees

Applications Closing Date
23rd Nov, 2024
Academic Orientation
7th Dec, 2024
Duration
18 Months with 5 Immersions
Mode of Study
Weekends (Online+Classroom)
Programme Fees
  • The fee for the programme is INR 7 Lakh.
  • The fees includes the cost of textbooks, reading materials and library resources, and CFP® Certification exam fees for one attempt, but exclude the travel and related costs of mandatory campus immersions programme at K J Somaiya Institute of Management.
  • Easy and Attractive Financing options Available (at the discretion of the financial agency).

Note: Seats are on a first-come, first-serve basis. There may or may not be further rounds basis seat availability.

Eligibility
  • Graduation (10+2+3) in any discipline from a recognized university.
  • Work experience of 3 years is required (in any field).
  • Eligible candidate for the programme would be required to undergo a personal or online interview.

Note: K J Somaiya Institute of Management reserves the right to make exceptions on a case-by-case basis.

What you'll Learn ?

After successful completion of the Programme an Electronics Engineering Graduate will be able to:

Financial Expertise Ethical Practice Business Acumen
Master Investment Analysis Prepare for the CFP® Exam, Emphasizing ethical decision-making and client-centered planning Financial Modeling
Portfolio Management   Tax Planning
Risk Mitigation Strategies   Strategic thinking skills crucial for navigating today’s financial landscape
Retirement & Estate Planning    

The Delivery Partner

The Delivery Partner of Executive PGDM in Financial Planning with CFP® Certification Programme.

Take a Transformative Leap with KJSIM