Executive PGDM in Financial Planning with CFP® Certification
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Dual Qualification
Professional Recognition
CFP® Certification
Industry Connect
Career Advancement
Networking Opportunities
Flexible Class Schedule
Financial Assistance
Career Planning Support
ABOUT PROGRAMME
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.
18
Months
5 In-Campus
Immersions
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
WHAT YOU'LL LEARN
DIRECTOR'S MESSAGE
PROGRAMME DIRECTOR'S MESSAGE
ELIGIBILITY
Note: K J Somaiya Institute of Management reserves the right to make exceptions on a case-by-case basis.
PEDAGOGY
Live Projects
Workshops
Case Studies
Chalk Talk
Masterclass
Guest Lectures
Class Discussion
Presentations
PROGRAMME ADVISORY BOARD
Meet our amazing C-Suite and Leaders who makeup our Advisory Board.
Nilesh Shah
Group President & Managing Director Kotak Mahindra Asset Management Company
Navneet Munot
MD & CEO of HDFC Asset Management Company Limited
A. Balasubramanian
Managing Director & CEO Aditya Birla Sun Life AMC Limited
Krishan Mishra
Chief Executive Officer FPSB India
Arun Thukral CFP®
Former MD & CEO Axis Securities, Professor of Practice – Finance, Convener and Programme Director
COURSE STRUCTURE
– Managerial Economics
– Financial Management & Analysis
– Investment Planning & Asset Management
– Regulatory Compliances
– Financial Modeling
– Business Statistics
– Risk Management & Insurance Planning
– Estate Planning
– Business Research Methods
– Data Science Using Python
– Retirement Planning
– Tax Planning & Optimisation
– Consumer Behaviour
– Strategic Management
– Integrated Financial Planning 1
– Integrated Financial Planning 2
– Operational Excellence
– Integrated Financial Planning 3
– Integrated Financial Planning 4
– AI and ML Application in Business
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.
K J SOMAIYA INSTITUTE OF MANAGEMENT
FPSB INDIA
The Delivery Partner of Executive PGDM in Financial Planning with CFP® Certification Program.
For more information, Reach out to us at +91-7303064609 or pgdm.fp@somaiya.edu