Diploma in Financial Planning
Financial Planning is coming up in a big way, in Banking,Insurance and Financial sectors.Financial Planning is the process of
meeting an individual’s life goals through the proper management of his finances.Life goals can include creating wealth,
buying a house,going for vacations,saving for a child’s education or planning for retirement.Individuals,who want to live
life in a secured way and by making effective use of various financial products which are available today, needs appropriate
advice from the professionals who know about all the areas related to Financial Planning.For such professionals this
Certificate Program is a course which covers the all the areas of Financial Planning such as Insurance, Risk Management, Tax
Planning, Estate Planning, Investment Planning, Retirement Planning.The diploma in financial management is designed according
to the individuals need and voluntary working sector.
Individuals from financial and economic background in graduation level
can take up this course.One needs to have strong accounting and economics knowledge.Thus there are number of universities and
institutes offering diploma in financial management. Student completing diploma in FM will be recruited as financial
officer,cash manager,controller of finance of company and other such post.Students will be exposed to subjects like
Management of FS,Accounting,Security Analysis,International Financial Management and other financial and accounting
subjects.The Diploma in Financial Planning develops advanced technical knowledge and understanding across a broad range of
key advisory areas, with over 21 units in total from which to build a study programme.The financial services industry
encompasses a wide range of sectors including banking,insurance,investment brokerages,financial planning,wealth management,
and mutual funds; however, from banks to brokerages, different employers generally focus on the same entry level core
competencies,knowledge,and attributes.As such,the Diploma Financial Services is designed to equip students with the
specialized skills and knowledge to meet the demands of entry and intermediate level positions within the industry.The
Financial Services Diploma has been designed to prepare students with a broad business background and a solid foundation in
financial services for a wide range of career opportunities within the industry. Careers in the FS industry include
Investment Advisor,Personal Finance service Representative,Account Manager,Loans Officer;Mortgage Specialist,Compliance
Officer,and Branch Manager to name just a few career directions.Upon completion of thisGraduate Diploma in Financial planning
course,you will have the skills and understanding necessary for a career in the financial services industry.You will have the
training to be able to work successfully in a competitive environment.
