Diploma in financial planning & portfolio management has been specifically designed to prepare value added financial planners hereafter called PPFP. (PORTFOLIO PLANNER & FINANCIAL PLANNER).
PPFP will be one of the most desired professional in all financial markets i.e. Stock market, Banking, Insurance, Mutual funds, Financial planning & Wealth Management.
STOCK MARKET: Under stock market come shares (cash, future & options), Currency, Interest. Commodities (spot & derivatives) & every segment is a full fledged market in itself. PPFP has a scope to work as an executive with some broking house or become self-employed with a minimum capital.
Job Opportunity
PPFP would be most suitable for any of the following jobs with a brokerage house as :
On-line operator
Relationship manager
Risk manager
Surveillance officer
Compliance officer
Development Manager
Fund Manager
Branch manager
AS SELF- EMPLOYED
Banking:- Banks are the biggest financial service providers in India . Most of our household savings go to banks and customer is very demanding now-a-days. Hence banks are encouraging their staff to undergo CFP course. SBI & many other banks are motivating their staff to become Certified financial planners by reimbursing the fee of the course and giving lucrative incentives to those who complete the program. Every bank prefers such professionals. PPFP will be best suited for financial advisory service to clients for any bank.
Insurance: - In insurance industry PPFP would be in great demand as an executive as well as self – employed professional in life insurance as well as non-life insurance companies. Due to swaroop committee recommendations and financial literacy & awareness programmes of govt, the investors have started demanding knowledge based advice. As commission based sales are now being replaced by knowledge based advice, there is a big scope for PPFP in the insurance industry.
Mutual Funds:- Most of the general investors who do not have much knowledge prefer mutual funds as compared to direct investment in shares. But now-a-days due to so many mutual fund plans investor is again confused & needs an expert advice to choose a right plan. Again PPFP is best suited & best prepared to give such advice. PPFP can work as an executive as well as self employed professional for mutual funds selling business.
Financial planning: - Certified financial planners (CFP CM) – is recognized in 23 countries across the globe. It has been recognized as one of the fastest developing professions worldwide. CFP CM has been rated as Gold Standard by Wall Street journal and No. 1 career in 2001 by jobs Almanac, USA. USA alone has 58,830 certified financial planners while India has only 986 CFP’s against population which is much bigger in size compared to USA. There is an acute shortage of CFP professionals in India and hence a great scope as a CFP certificant.
Wealth Managers:- High networth persons are always insearch of good wealth manageers. But there is an acute shortage of such professionals. PPFP will be best suited to work as a wealth manager.
Conclusion:- In short we can conclude that PPFP will be most demanded professional in financial markets in India and abroad.
Course Schedule
Macroeconomics For Financial Markets
Equity Investment
Financial Accounting
Derivatives & Structured Products
Business Statistics
Business Communication & Presentation
Introduction to Financial Planning
Capital Markets (Dealers Module)
Derivatives Module
Term2
Mutual Funds
Commodities Markets & Investments
Foreign Exchange & Money Markets
Risk Analysis & Insurance Planning
Retirement Planning & Employee Benefits
Option Strategies
Option Strategies Module
Currency Futures Module
Fixed Income Investments
Term3
Portfolio Management
Technical Analysis & System Trading
Trust & Client Relationship Management
Entrepreneurship in Financial Markets
Interview & Placement
Advance Options Strategies
Investment Planning
Commodities Module
Insurance Module
Regulatory Framework
Term4
Economics
Sectoral Analysis
Company Analysis
Financial Modeling
Valuation Modeling
Advanced Financial Planning
Depository Module
Mutual Fund
Industrial Certificate
Certified Financial PlannerCM (FPSB India)
Capital Markets (Dealers Module) (NCFM)
Regulatory Framework (NCFM)
Depository Module (NSDL/ CDSL)
Mutual Funds (NISM)
Derivatives Module (NCFM)
Currency Futures Module (NISM)
Insurance Module (IRDA)
Options Strategies Module (NCFM)
Financial Software Training
NOW
NEAT
ODIN
Meta Stock
Options Analysis
Portfolio Management Software
Course Duration
18 Month