Accelerate Your Financial Career Enroll for

AICTE Approved

POST GRADUATE DIPLOMA IN FINANCIAL PLANNING WITH

CFP® CERTIFICATION

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Duration

24 - Months

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Mode

Weekend Program (Online + Classroom)

Apply Now!

REGISTER NOW!


BEST SUITED FOR

WORKING EXECUTIVES

Who have 1-7 years of experience in the Banking and Financial Sector.

FRESH GRADUATES

With a strong desire to pursue a career in Consumer Finance and Personal Finance.

SEASONED EXECUTIVES

Who aim to establish a consultancy in Investment Planning, Retirement Planning, and Tax Planning.

CORPORATES

Planning to nominate their Executives for this program.

ABOUT THE PROGRAMME

The programme is meticulously designed to blend managerial finesse with financial expertise, providing you with the essential skills needed to excel in today’s rapidly evolving financial services sector. Perfectly aligned with the FPSB’s Certified Planner Certifications, this diploma programme is your ticket to success in the dynamic world of finance.

By enrolling in PGDM- Financial Planning from AIMA, you are not just acquiring knowledge and a Post Graduation in Financial Planning; you are setting yourself on the path to achieving the highly respected CERTIFIED FINANCIAL PLANNER (CFP®) certifications offered by Financial Planning Standards Board, recognized worldwide.

KEY HIGHLIGHTS

collaboration

Offered Jointly by All India Management Association (AIMA) and Financial Planning Standard Board (FPSB) India

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Post Graduate Diploma in Financial Planning with CFP® Certification approved by AICTE, Ministry of Education, Government of India.

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The CFP® Certification is Globally recognized credentials for Financial Planning professionals offered by FPSB India

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Becoming a CFP® Professional unlocks numerous job prospects within the BFSI sector, Spanning fields such as Tax Planning, Risk Management, Investment Planning, Retirement or Estate Planning.

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Joining our esteemed community connects you with vast global network comprising 223,700 CFP® professionals, facilitating invaluable connects and collaborations.

ABOUT AIMA

  • Founded in the year 1957, with active support of Government and Industry, AIMA is the apex body for management in the country.
  • AIMA has pioneered the concept of executive education and developed over a period of 65 years.
  • Strong Industry base which provides unique opportunity to its students to interact and learn from the top notch leaders.
  • Opportunity to leverage world class Management development programs, Conferences, Business summits, Management conclaves and Leader speak sessions of AIMA.
  • Academically rigorous curriculum, designed to meet the need of the industry and adopted for a dynamic learning experience, supported by a hybrid format of live virtual and in-person classes.

PROGRAM OBJECTIVES

Prepare graduates for lucrative careers in Financial Planning.

Empower Finance Professionals for Senior Leadership roles.

Emphasize the development of theoretical expertise and practical acumen for success in various roles within Industry, Government, or other Organizations.

Equip students with a thorough understanding of Financial Planning principles and practices.

Facilitate seamless transitions for individuals entering the dynamic field of Financial Planning.

ELIGIBILITY

Graduation (10+2+3) in any discipline from a recognized university

Aptitude test scores (valid MAT, CMAT, CAT, XAT, CUET-PG) for fresh graduates

Participants with more than 2 years of experience are exempted from submitting

ABOUT CFP® CERTIFICATION

The CFP® Certification is a globally recognized credential for Financial Planning Professionals.

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It signifies expertise in Financial Planning, Investment Management, Retirement Planning, Estate Planning, and more.

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Participants in the PGDM-FP program will receive Guidance, Coaching, and Mentoring to prepare for the CFP® Certification exams.

CAREER SCOPE AFTER
PGDM IN FINANCIAL PLANNING WITH

CFP® CERTIFICATION

Completing a PGDM in Financial Planning opens up a plethora of job opportunities for participants in the financial sector of India. Graduates can secure employment in Banks, Financial Management Companies, Financial Planning Companies, Mutual Funds and Investment Groups, Colleges and Universities, and Research Firms, and may work as subject matter experts as Freelancers/Entrepreneurs.

There are various job roles available for the graduates such as Financial Planner, Financial Advisor, Financial Planning Analyst, Research Analyst, Client Administrative Officer, Client Services Officers, Associate Vendor Analyst, Market Researcher, Data Analyst, etc…

Candidates can also pursue higher education after completing the course, such as Ph.D. in Financial Planning.

ABOUT FPSB INDIA

  • FPSB India is a subsidiary of FPSB Ltd., the global standards-setting body for financial planning profession.
  • We work with global regulators.
  • We own the international CERTIFIED FINANCIAL PLANNER (CFP®) certification program.
  • CFP® Certification is the global symbol of excellence in financial planning.
  • We have over 2730 CFP® professionals in India and 223,700 worldwide in 27 territories.

RICH ALUMNI BASE

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Mr. Rishi Upadhyay

Mr. Rishi Upadhyay Executive, Tata Power - DDL
Dr. Sunil Gupta

Dr. Sunil Gupta Economic Research Unit, Joint Plant Committee Ministry of Steel, Govt. of India
Mr. Gunjan Mishra

Mr. Gunjan Mishra Assistant General Manager, IDBI Bank
Mr. Ramesh KV. Negi

Mr. Ramesh Kr. Negi Deputy Director (Admin), All India Radio; Directorate General; All India Radio
Mr. Anil Nair

Mr. Anil Nair Lead-Organizational Learning and Leadership Development, Cadila Healthcare Limited.
Mr. Nitin Chugh

Mr. Nitin Chugh Ujjivan Small Finance Bank Ltd.
Dr. Uttam Kumar

Dr. Uttam Kumar Senior Engineering Director & Head of India Operations - MNO, Rakuten Inc.
Mr. Bharkar Chattarjee

Mr. Bhaskar Chatterjee (IAS, Retd) Director General & CEO of India Institute of Corporate Affairs
Nilsa Vij

Nilsa Uij Assitant Manager, EliteRecruitments
Smriti Ahuja

Smriti Ahuja Manager-HR, Ceragon Networks

CFP® JOB OPPORTUNITIES & FIELD

Admission Open - Apply Now!

REGISTER NOW!


ALUMNI SPEAK

Senior Manager, Marketing, Indian Bank

Ajay Singh

As an alumnus of both the All-India Management Association (AIMA) and the Financial Planning Standards Board (FPSB), I am thrilled to know the newly introduced combined certificate. This collaboration represents a significant milestone in the field of financial planning and management of education and FPSB’s expertise in financial planning. Students of this program will be well-equipped to address the multifaceted needs of clients. Holding a certificate endorsed by both institutions will enhance your credibility and employability. In conclusion, the AIMA-FPSB combined certificate is a gateway to a rewarding career in financial planning and the financial sector. I encourage all aspiring professionals to seize this opportunity and embark on a journey of growth and impact.

OUR TESTIMONIALS

As an experienced CA and CS, I found the CFP® Program FPSB India to be a game-changer in personal finance and goal planning. The curriculum’s depth, dedicated mentors, and emphasis on ethics make FPSB India a standout choice for professionals seeking excellence in financial education. FPSB India’s commitment to integrity in financial planning shines through. A highly recommended journey for financial professionals!
Mr. B S Jolly (FPSB India) CFP® Professional
FPSB India’s CFP® program has been nothing short of a professional transformation for me as well as my organization, Fintellect Intelligent Financial Services. The meticulously crafted curriculum provided a profound understanding of financial planning, while the guidance of expert faculty members enriched my knowledge and skills. The global recognition attached to the CFP® profession for FPSB India has not only elevated my professional standing, but has also opened doors to a world of opportunities. Becoming a CFP® professional, was undoubtedly a pivotal moment that has significantly enhanced my capabilities and positioned me as a leader in the field of financial planning.
Nima Gupta (FPSB India) CFP® Professional
My CFP® Program training and certification in 2009 has been a great long term professional investment. It first helped me in my leadership role with a pre-eminent personal finance media brand to dynamically shape its offerings for users. Thereafter, as I transitioned into a e-Learning, content marketing and user experience content entrepreneur, it helped highly differentiate my company’s offerings and become a knowledge partner for India’s top BFSI companies.
Mr. Udayan Ray (FPCB India) CFP® Founder, FundooMoney

ABOUT FINTRAM GLOBAL

The Knowledge Partner of Post Graduate Diploma in Financial Planning with CFP® Certification Program.

Fintram Global is a leading learning platform that transforms professionals worldwide, enabling them to learn anytime and anywhere. We are a team of Global Professional Educators with expertise in finance that sets us apart. We are a global education provider for ACCA, IFRS, US CPA, CFP®, EA, US CMA, and various CPE Courses. Additionally, we are the preferred education partner for renowned business schools and institutions such as XLRI – Delhi NCR, LIBA – Chennai, EDII-Ahmedabad, CIMP-Patna, AIMA-Delhi, KJSIM-Mumbai and more.

Our integrated approach to the market, student acquisition, and content delivery, along with ongoing student support and corporate placements, is globally appreciated, making us the first choice for many. We are adaptable to the latest market changes and our approach to various courses includes practical, theoretical, and real-life case studies.

For more infomation, Reach out to us at +919311866388

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