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.
Corporates planning to nominate their executives for this program.
Offered jointly by All India Management Association (AIMA) and FPSB India
PGDM approved by AICTE, Ministry of Education, Government of India
The CERTIFIED FINANCIAL PLANNER (CFP®) certification is a globally recognised credential for financial planning professionals offered by FPSB India
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.
Joining our esteemed community connects you with a vast global network comprising 223,700 CFP professionals, facilitating invaluable connections and collaborations.
Prepare graduates for lucrative careers in financial planning.
Equip students with a thorough understanding of financial planning principles and practices.
Empower finance professionals for senior leadership roles.
Facilitate seamless transitions for individuals entering the dynamic field of financial planning.
Emphasize the development of theoretical expertise and practical acumen for success in various roles within industry, government, or other organizations.
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
The CFP certification is a globally recognized credential for financial planning professionals.
It signifies expertise in financial planning, investment management, retirement planning, estate planning, and more.
Participants in the PGDM-FP program will receive guidance, coaching, and mentoring to prepare for the CFP certification exams.
Completing 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, research firms, and may work as subject matter experts as freelancers/entrepreneur .
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 officer, Associate vendor Analyst, Market Researcher, Data Analyst, etc..
Candidates can also pursue higher education after completing the course, such as a Ph.D. in Financial Planning.
Financial Planning Firms
Banks & Credit Unions
Insurance Companies
Consulting
Estate Planning and Trust Companies
Independent Practice
Corporate Financial Planning
Government and Regulatory Agencies
Investment Management
Academic and Education
Non-profit Organizations
Online and Virtual Financial Planning
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 BFSI sector. The AIMA-FPSB combined certificate brings together the best of both worlds: AIMA’s rich legacy in management 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 Financial Sector. I encourage all aspiring professionals to seize this opportunity and embark on a journey of growth and impact.
