Executive PGDM in Financial Planning with CFP Certification

18 Months | 5 In-Campus Immersions | KJSIM Wider Alumni Network
Admission Open

REGISTER NOW!


Financial Plan Retirement Investment Diagram Concept
degrees

Dual Qualification

reward

Professional Recognition

curriculum

CFP & Industry Curriculum

connect

Industry Connect

advancement

Career Advancement

connected

Networking Opportunities

money

Earn while you Learn

time-management

Flexible Class Schedule

care

Financial Assistance

advisor

Career Planning Support

ABOUT PROGRAMME

Our executive PGDM in Financial Planning programme with CFP Certification is a unique course that combines financial theories with business strategies to foster top-tier financial planning skills. Gain unparalleled industry expertise with our 18-month programme designed for career growth in the financial services sector. Stand out in India’s financial landscape and obtain the esteemed CFP certification from the Financial Planning Standards Board India.

18 Months

5 In-Campus Immersions

WHY CHOOSE THIS PROGRAMME?

qualification

18 Months Dual Qualification Programmer - Executive PGDM in Financial Planning along with CFP Certification

school (1)

Experience Best-in-Class Peer-to-Peer Learning and On-Campus Facilities During Five In-Campus Immersions

standard

Earn the gold standard qualification in financial planning, showing commitment to ethical practice and client service

professional-development

Learn from finance Industry Veterans sharing real-world insights

office-building

Acquire Modern Era Finance skills and Get in demand in growing MNCs

graduation

Become a Part of the Expansive KJSIM Alumni Network

Admission Open

REGISTER NOW!


WHAT YOU'LL LEARN

01.

Financial Expertise

– Master Investment Analysis
– Portfolio Management
– Risk Mitigation Strategies
– Retirement & Estate Planning

02.

Ethical Practice

– Prepare for the CFP Exam, Emphasizing ethical decision-making and client-centered planning

03.

Business Acumen

– Financial Modeling
– Tax Planning
– Strategic thinking skills crucial for navigating today’s financial landscape

ELIGIBILITY

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

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.

PEDAGOGY

project (2)

Live Projects

workshop

Workshops

case-study

Case Studies

presentation (1)

Chalk Talk

classroom

Masterclass

lecture

Guest Lectures

discussion

Class Discussion

presentation (2)

Presentations

PROGRAMME ADVISORY BOARD

Learn from various Finance Leaders, delivery excellence & impact across the globe.
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

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

REGISTER NOW!


PROGRAMME DATE & FEES

Applications Closing Date

19th Oct, 2024

Academic Orientation

26th Oct, 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

  • Ranked among the top 10 private business schools in India, affiliated with Somaiya Vidyavihar University since 1981.
  • Focuses on developing value-based and purpose-driven leader to build a better world.
  • Includes core MBA, specialized MBAs, Executive MBA, online MBA for working professionals, and MCA programmes.
  • Provides tailored certificate and executive development programmes for various sectors including government bodies, companies, defense personnel, and NGOs.
  • Holds prestigious AACSB accreditation.
  • Extensive industry partnerships offer opportunities for guest lectures, internships, capstone projects, and mentorship, aligning with current industry needs.
  • 30+ international university collaborations and 14,000/- global alumni network, with opportunities for exchange and immersions programmes for students and faculty.

FPSB INDIA

  • FPSB India is the leading financial planning body in India. Subsidiary of Financial Planning Standards Board Ltd.
  • Global Standards-setting body for the financial planning profession.
  • Offers the globally recognized CFP (CERTIFIED FINANCIAL PLANNER) certification.
  • Home to over 2,700 CFP Professionals in India.
  • Global Network of organizations representing more than 223,700 CFP professionals worldwide.

FINTRAM GLOBAL

The Knowledge Partner of Executive PGDM 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 information, Reach out to us at +91-7303064609

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