Unlock the potential for a dual achievement – embark on your journey towards CFP certification while pursuing prestigious Post-Graduate Diploma.
AIMA along with strategic knowledge partner FINTRAM will lead you to successful earn both the qualifications.
Admissions open for 2024-2025 academic session. PGDM -Financial Planning Admission
Helpline No. 9250127573 ;+91 9810128597 or email us on pgcm@aima.in; pgcmpa@aima.in
About the Programme
All India Management Association (AIMA) is pleased to launch the maiden batch of the Post Graduate Diploma in Management with specializations in Financial Planning. This 2 year,weekend programme is approved by AICTE, Ministry of Education, and is offered with thetechnical support of the Financial Planning Standards Board (FPSB), India.
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.
As you progress through each module of PGDM, you will simultaneously learn and appear in CFP certifications such as FPSB® Investment Planning Specialist, FPSB® Retirement and Tax Planning Specialist, FPSB® Risk and Estate Planning Specialist, FPSB® Integrated Financial Planning and a detailed project work on Ethics and a Financial Planning Assessment (Capstone project).
The PGDM- Financial Planning program is not just about earning a diploma and CFP certifications; it is about equipping you with the skills and credentials to thrive in the competitive financial job market.
Unlock the potential for a dual achievement. Get Post-Graduate Diploma with AIMA alongside CFP certification a prestigious and strategic partner FINTRAM's assistance., Call now at 9250127573; +91 9810128597
Enroll today in PGDM- Financial Planning from AIMA to pave your path towards a rewarding career in financial management excellence.
APPROVAL OF THE PROGRAMME
The PGDM -Financial Planning ( PGDM-FP) programme is approved by All India Council for Technical Education (AICTE), Ministry of Education, and Government of India (in ODL mode).
For Whom
- 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 programme.
PROGRAMME OBJECTIVES
- 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.
Salient Features Of The Program
- Offered jointly by All India Management Association (AIMA) and Financial Planning Standards Board (FPSB), India
- PGDM approved by AICTE, Ministry of Education, Government of India
- The (CFP®) certification is a globally recognised credential for financial planning professionals offered by FPSB
- AIMA brings over six decades of expertise in management education
- FPSB India aligns the programme with international and local standards for financial planning.
Eligibility
- Graduation (10+2+3) in any discipline from a recognised 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 aptitude test scores
Note: Eligible candidates for the programme would be required to undergo a Personal or Online interview with the AIMA panel.
About AIMA - Centre For Management Education
- 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.
About CFP Certification
- 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.
Programme Delivery
- Option A Face to Face Classes: In-person classes: 150 hours of weekend classroom instruction supplemented with industry interactions for a comprehensive learning experience.
- Option B: Online, Interactive Classes Online classes: 150 hours of interactive online classes on weekends with industry interactions and refresher workshops each semester
Duration
2 years (4 semesters)
A professional learning journey comprised of multiple sessions by industry experts alongwith the coursework, project work, On the job training with flexible options tailored for working professionals.
Program Fee (Yearwise)
1st Year (Fee for Semester 1 & 2) : INR 300,000
2nd Year (Fee for Semester 3 & 4): INR 200,000
Please note, the fee provided above is inclusive of CFP certification fee and AIMA Examination Fee.
The candidates are required to pay an additional Rs 1000 as one time registration fee before proceeding with the programme fee.
*Easy EMI payment facility available.
GST exempted, programme (Approved by AICTE, Ministry of Education)
Evaluation
Based on two assignments per subject and a term-end examination. The term-end examination, which is paper-based, is conducted nationwide in June and December.
Certifications Awarded
Upon successful completion on each module/semester, the modular certification will be awarded.
| Module | Modular Certifications from AIMA | Modular Certifications from CFP |
|---|---|---|
| 1 | Certificate in Management | FPSB® Retirement and Tax Planning Specialist (RTPS) |
| 2 | Advanced Certificate in Management | FPSB® Investment Planning Specialist (IPS) |
| 3 | Professional Certificate in Financial Planning | FPSB® Risk and Estate Planning Specialist (REPS) |
| 4 | Post Graduate Diploma in Management - Financial Planning Specialization | FPSB® Integrated Financial Planning Course (IFP) |
Reach Us
All India Management Association
15, Link Road, Block M, Lajpat Nagar III, New Delhi- 110024
Mobile: +91 9250127573, +91 9810128597
Email: pgcm@aima.in, pgcmpa@aima.in
Location Pin
The programme is structured into four modules/semesters, each spanning six months. It consists of a total of 22 papers distributed across the four modules, along with a dedicated project work component.
JOINT DELIVERY OF TEACHING
This programme is a harmonious blend of wisdom from both AIMA's esteemed faculty and the dynamic expertise of the FINTRAM team, creating a unique learning experience.
MODULAR STRUCTURE OF THE PROGRAMME
- Management Functions & OB
- Business Communication
- Managerial Economics
- Introduction to IT
- Financial & Management Accounting
- Business Statistics
- Retirement & Tax Planning
Modular Certifications Awarded
• Awarded by AIMA: Certificate in Management
• Awarded by FPSB: FPSB® Retirement and Tax Planning Specialist (RTPS)
- Operations Management
- Human Resource Management
- Marketing Management
- Economics and Social Environment
- Financial Management
- Research Methodology
- Investment Planning
Modular Certifications Awarded
• Awarded by AIMA: Advanced Certificate in Management
• Awarded by FPSB: FPSB® Investment Planning Specialist (IPS)
- Risk and Estate Planning Specialist (Part 1)
- Risk and Estate Planning Specialist (Part 2)
- Integrated Financial Planning (Part 1)
- Integrated Financial Planning (Part 2)
Modular Certifications Awarded
• Awarded by AIMA: Professional Certificate in Financial Planning
• Awarded by FPSB: FPSB® Risk and Estate Planning Specialist (REPS)
- Business Law & Corporate Governance
- International Business
- Entrepreneurial Management
- Strategic Management and Ethics
- Project Work: On Ethics and aFinancial Planning Assessment
Modular Certifications Awarded
• Awarded by AIMA: Post Graduate Diploma in Management - Financial Planning Specialization•
•Awarded by FPSB: FPSB® Integrated Financial Planning Course (IFP)
The programme is jointly delivered by AIMA Faculty and FINTRAM team
ADMISSION PROCESS AND FEE DETAILS
Candidates will be short-listed on the basis of Interview, which will be conducted by AIMA. For interview dates, you may call programme manager.
Documents required at the time of Interview/admission
- Self –Attest Graduation certificates (consolidated graduation mark sheet of third year in which the grand total of previous years is mentioned/provisional certificate)
- One passport size photograph.
- Receipt of Rs 1000 as one time Registration Fee
Payment Schedule
For first year, pay at the time of admission and for the subsequent second year, pay before commencement of the classes.
*The fee above is inclusive of all academic charges, study material, online course content, digital library, amongst other facilities provided by the institute. The CFP course, registration, study material, examination and certification is included in this fee. All fees paid are non-refundable. |
|---|
BANK LOANS : Collateral free loan available by leading banks with low interest rate and easy repayment options.
For more details/clarifications, Contact Us
All India Management Association
15, Link Road, Block M, Lajpat Nagar III, New Delhi- 110024
Mobile: +91 9250127573 ;+91 9810128597
Email: pgcm@aima.in; pgcmpa@aima.in
Location Pin
FACULTY /ALUMNI
Rich Alumni Base
A few names from the rich and diverse base of AIMA Alumni are,
Mr. Rishi Raj Upadhyay
Executive, Tata Power - DDL
Dr. Sunil Gupta
Economic Research Unit,
Joint Plant Committee
Ministry of Steel,
Govt. of India
Mr. Gunjan Mishra
Assistant General Manager,
IDBI Bank
Mr. Ramesh Kr. Negi
Deputy Director (Admin),
All India Radio; Directorate
General: All India Radio
Mr. Anil Nair
Lead-Organizational Learning and
Leadership Development, Cadila
Healthcare Limited
Mr. Nitin Chugh
Ujjivan Small Finance Bank Ltd.
Dr. Uttam Kumar
Senior Engineering Director &
Head of India Operations
- MNO, Rakuten Inc
Mr Bhaskar Chattarjee
(IAS, Retd) Director General & CEO
of Indian Institute
of Corporate Affairs.
Nilsa Vij
Assistant Manager, EliteRecruitments
Smriti Ahuja
Manager-HR, Ceragon Networks
CAREER SCOPE AFTER PGDM IN FINANCIAL PLANNING
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.
Average Salaries Based on Job Position
The average expected salaries for PGDM graduates from AIMA and Certified Financial Planners (CFP) with varying levels of experience and range from INR 4 to 12 lacs per annum*.
*Remember that these figures are approximate and can vary based on factors such as location, employer, individual performance, and market conditions. Both AIMA and CFP certifications open doors to exciting career opportunities in the financial sector!
Top Recruiters for CFP
Frequently asked questions (FAQs) : PGDM in Financial Planning
1. Who is eligible to enroll in the PGDM in Financial Planning programme?
This programme is suitable for:
Working executives with 1-7 years of experience in the banking and financial sector.
Fresh graduates aspiring to pursue a career in consumer finance and personal finance.
Seasoned executives aiming to establish consultancies in investment planning, retirement planning, and tax.
Corporates planning to nominate their executives for this programme.
2. What are the objectives of the PGDM in Financial Planning?
The programme aims to:
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 theoretical expertise and practical acumen for success in various roles within industry, government, or other organizations.
3. How is the programme delivered?
You have two options:
Option A: Face-to-face classes with 150 hours of weekend classroom instruction supplemented with industry interactions.
Option B: Online, interactive classes with 150 hours of online sessions on weekends, also featuring industry interactions and refresher workshops each semester.
4. What certifications can I earn during the programme?
Modular Certifications from AIMA
- Certificate in Management
- Advanced Certificate in Management
- Professional Certificate in Financial Planning
- Post Graduate Diploma in Management - Financial Planning Specialization
Modular Certifications from AIMA
Modular Certifications from CFP
- FPSB® Retirement and Tax Planning Specialist (RTPS)
- FPSB® Investment Planning Specialist (IPS)
- FPSB® Risk and Estate Planning Specialist (REPS)
- FPSB® Integrated Financial Planning Course (IFP)
5. How is the programme structured?
The programme spans two years (four semesters) and is divided into four modules/semesters, each lasting six months. It consists of 22 papers distributed across these modules, along with dedicated project work.
6. What is the admission process?
Candidates will be shortlisted based on interviews conducted by AIMA. For interview dates, you may reach out to us at +91 9250127573. Prior to the interview, you'll need to provide self-attested graduation certificates, a passport-size photograph at pgcm@aima.in, and pay a Rs. 1000/- as one time registration fee.
7. How much is the programme fee?
The programme fee is structured as follows:
First Year (Fee for Semester 1 & 2): INR 300,000 + INR 1000 for the Registration Fee
Second Year (Fee for Semester 3 & 4): INR 200,000
Please note, The fee includes CFP certification fee and AIMA Examination Fee.
8. What career opportunities await after completing the PGDM in Financial Planning?
Graduates can explore roles such as Financial Planner, Financial Advisor, Research Analyst, and more in banks, financial management companies, and other sectors. The average expected salaries range from INR 4 to 12 lacs per annum*, offering a promising career trajectory in the financial sector.
9. How can I learn more and enroll?
Feel free to contact us at +91 9250127573; +91 9810128597 or email pgcm@aima.in; pgcmpa@aima.in.
You can also visit us at 15, Link Road, Block M, Lajpat Nagar III, New Delhi-110024. We're here to guide you on your journey towards a rewarding career in financial management excellence!
10. Can I pursue this programme while working full-time?
Yes, absolutely! The programme is designed with working professionals in mind, offering flexible weekend classes and online options to accommodate your schedule.
11. What distinguishes this programme from others in the market?
This programme stands out for its blend of academic rigor from AIMA and practical expertise from the Financial Planning Standards Board (FPSB), ensuring you receive a comprehensive education aligned with industry standards.
12. Will I receive support in preparing for the CFP certification exams?
Definitely! Throughout theprogramme, you'll receive guidance, coaching, and mentoring to help you excel in the Certified Financial Planner (CFP®) certification exams, setting you on the path to becoming a globally recognized financial planning professional.
13. Are there opportunities for networking and industry interaction?
Yes, the programme offers various opportunities for networking with industry leaders through events, workshops, and guest lectures, enriching your learning experience and expanding your professional network.
14. How will the programme help me advance my career in financial planning?
The programme not only equips you with the necessary knowledge and skills but also provides you with prestigious certifications and practical experience, enhancing your credentials and opening doors to lucrative career opportunities in the financial sector.
15. Can I expect personalized support throughout the programme?
Absolutely! Our dedicated faculty and career mentors are committed to providing personalized support and guidance to ensure your success throughout the programme.
16. Is there any assistance available for securing bank loans?
Yes, we facilitate collateral-free loans with leading banks, offering low-interest rates and easy repayment options to support your investment in your education and future career.
17. What kind of learning resources will be available to me?
You'll have access to a wide range of learning resources, including LIVE/Offline classes by industry experts, Learning Management System, Study materials, online course content, digital libraries ensuring a rich and fulfilling learning experience.
18. How will I be evaluated during the programme?
Evaluation is based on assignments per subject and term-end examinations conducted nationwide in June and December, ensuring fair and comprehensive assessment of your progress and understanding.
There will be separate assessment for CFP certifications conducted by FPSB
19. Can I expect placement assistance after completing the programme?
Yes, we offer placement assistance to help you secure rewarding career opportunities in financial planning, leveraging our strong industry connections and alumni network to support your professional growth.
20. How will this programme prepare me for the dynamic financial job market?
The programme is meticulously designed to equip you with the latest knowledge, skills, and certifications demanded by the evolving financial services sector, ensuring you're well-prepared to thrive in the competitive job market.
21. Can I expect hands-on experience and real-world case studies during the programme?
Yes, the programme integrates practical learning experiences, including real-world case studies and project work, to ensure you gain valuable hands-on experience and problem-solving skills relevant to the financial planning industry.
22. Will I have opportunities for professional development and career advancement beyond Post graduation?
Absolutely! the programme is designed not only to prepare you for immediate career opportunities but also to provide ongoing support and resources for your professional development and advancement throughout your career.
23. Are there opportunities for international exposure or collaboration as part of the programme?
While the programme primarily focuses on the Indian financial sector, we do offer opportunities for international exposure and collaboration through guest lectures, workshops, and partnerships with global financial institutions, enhancing your global perspective and networks.
24. How does the programme incorporate emerging trends and technologies in financial planning?
The curriculum is regularly updated to reflect the latest trends and advancements in the field of financial planning, including emerging technologies such as fintech and AI, ensuring you're equipped with the most relevant and up-to-date knowledge and skills.
25. Will I get Alumni status?
Yes, definitely! you will get alumni status of AIMA and FPSB both which will further give you professional development opportunities, and access to exclusive events and resources to support your continuous learning and career growth.
