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Post-Graduate Diploma in Financial Planning – Admissions, Eligibility, Top Colleges

The PGD in Financial Planning is a one-year degree program that prepares students for careers in the finance industry. The program requires a bachelor’s degree from a government-approved institution with a minimum grade of 55 percent. Enrollment in the program is dependent on the program’s eligibility requirements or entrance examinations administered by various universities. Financial management and planning is a subject that has piqued the interest of the majority of Indian students. As a result, a variety of academic institutions provide PGD in Personal Finance programs. Throughout the course, it teaches an understanding of finance, investing, and analysis abilities. Students will also be prepared for different internationally recognized certifications, such as Associate Financial Planner (AFP) and Certified Financial Planner (CFP). The course includes topics such as financial planning basics, taxation, investment planning, risk management, and the Indian financial system, among others.

The annual cost of a PGD in Financial Education program is between INR 40,000 and INR 5 Lacs. Students who pursue a PGD in Accounting Services might work as Financial Planners, Financial Advisors, Financial Education Analysts, Research Analysts, and other related positions. Individuals interested in pursuing a career in financial planning can benefit from this course. This curriculum teaches students how to be successful in their careers and earn good money. A student taking this program can expect to earn between INR 3.5 and 5 lacs per year.


Course Overview for PGD in Financial Planning

Course LevelPost-Graduate Diploma
Duration of the Course1 year
Examination TypeAnnual/ Semester
EligibilityBachelors’ Degree with 55% marks
Admission ProcessMerit-based/ entrance exam
Course FeeINR 40,00-5 lacs
Average Starting SalaryINR 3.5 lacs- 5 lacs
Top Recruiting CompaniesColleges and Universities, Banks, Financial Management companies, Financial Planning companies, Investment companies, etc.
Job PositionsFinancial Planner, Financial Advisor, Financial Planning Analyst, Research analyst, etc.

What is PGD in Financial Planning?

The preparation of an institution’s spending and finances is known as financial planning. It aids in the comprehension of a company’s present and future economic situation. For students interested in learning financial management, the PGD in Accounting Services is a one-year diploma program. Financial management and asset management courses are quite popular since they may lead to a really fulfilling career if done correctly. Students will learn the required abilities to work in financial companies and the share market by completing this program. You’ll discover why financial planning is important and how to get started. You’ll learn about the numerous financial products and how each one can benefit you financially in the short and long term.

After completing this course, students will be able to guide investors on the risks and advantages of investing in various investment products. In terms of investments, you will learn which funds are safe and which are risky. You’ll also learn about the regulatory authorities that oversee financial health, such as SEBI and the Reserve Bank of India. Aside from that, you’ll learn how to respond to questions about investments, the importance of digital media in financial services, and so on. The PGD in Financial Planning curriculum seeks to build financial planning experts by delivering in-depth technical expertise.


Skills Required for Financial Planning

Communication Skills

Financial professionals should be able to express their expertise through strong speaking, writing, and presentation abilities, in addition to their ability to crunch statistics.

Problem-Solving Skills

In any work, you’ll run into challenges, while being capable of solving them instead of crumbling under pressure is critical. Looking outside your own personal duties might also help you go ahead. You’ll be seen as a team player if you help your colleagues resolve their concerns rather than merely reporting them to senior management.

Technology Proficiency

You’ll need to be familiar with computer software and hardware, as well as be able to swiftly learn new programs connected to your career, no matter where it is located.

Relationship-Management Skills

Identifying diverse personality characteristics, communicating, asking the correct questions, resolving disagreements, teaching others, and counseling clients are all people skills you’ll need to thrive as a financial expert.Even if you’re interacting with colleagues, teammates, managers, or people from outside your firm, you need to be professional. People will want to make you better if they trust you, like you, and believe you respect them, either by speaking well of you, promoting you, or taking part to be your customer.


Top Colleges for PGD in Financial Planning

  • International College Of Financial Planning (ICOFP), New Delhi
  • International College Of Financial Planning (ICOFP), Mumbai
  • St. Catherine Institute Of Management & Technology – [SCIMT], New Delhi
  • Indian Institute Of Financial Planning
  • RNIS College Of Financial Planning, Bihar
  • International College Of Financial Planning – [ICOFP], Lucknow 
  • Virtual Voyage College Of Design, Media, Art And Management, Indore 
  • International College Of Financial Planning – [ICOFP], Mysore 

Syllabus for PGD Financial Planning

Semester 1Semester 2
 Introduction to Financial PlanningCommodities Derivatives
Risk Analysis & Insurance PlanningIntroduction to Equity Research-Fundamental and Technical Analysis
Investment PlanningFinancial Statement Analysis
Retirement Planning and Employee BenefitMarketing of Financial Services
Mutual Funds and Equity DerivativesTax & Estate Planning
Indian Securities MarketAdvanced Financial Planning
Indian Financial SystemResearch Report Writing
Investment Services Industry Project

Career Scope for PGD in Financial Planning

Graduates with a PGD in Financial Planning will have a plethora of work options in India’s financial industries. Universities and colleges, research organizations, banks, managerial accounting companies, financial management organizations, mutual funds and finance companies, and other organizations may employ these students. You can work in banking, insurance firms, stock markets, fund management companies, brokerage firms, and other financial institutions after completing the postgraduate program.

Financial planners can also work productively because they have their own businesses. Investment bankers, financial analysts, insurance agents, stockbrokers, and fund managers are just a few of the different jobs available in this field. Professionals can work as financial planners, financial advisers, industry experts, research associates, client administrative officers, account management officers, associate market analysts, market researchers, data analysts, and other positions. Following the course, students can pursue higher studies, such as a Ph.D. in Financial Planning.

Job RoleJob ResponsibilitiesAverage Salary (Annual)
Financial PlannerTo handle an individual’s or an organization’s funds and money. To give advice to a company or an individual about how to save finances and how to invest. Fundamentally, it’s about a company’s financial planning.INR 3.5 Lacs- 4 lacs
Financial AdvisorTo assist a company or an individual in determining short- and long-term investment targets.INR 3 Lacs- 4 lacs
Financial Planning AnalystTo examine a company’s financial structure in the past and current. By examining and analyzing the circumstance, you can assist in decision-making.INR 4 Lacs- 5 lacs
ProfessorTo teach all financial planning ideas to students at any institution or university.INR 3 Lacs- 4 lacs
Client Administrative OfficerManagement of a company’s numerous tasks. To keep track of the database, spending, and the office budget.INR 3.5 Lacs- 4 lacs

FAQ’s for PGD in Financial Planning

Which are the best colleges for PGD in Financial Planning?

These are some of the best colleges for Financial Planning:
International College Of Financial Planning (ICOFP), New DelhiInternational College Of Financial Planning (ICOFP), Mumbai, Catherine Institute Of Management & Technology – [SCIMT], New Delhi, Indian Institute Of Financial PlanningRNIS College Of Financial Planning, BiharInternational College Of Financial Planning – [ICOFP], Lucknow Virtual Voyage College Of Design, Media, Art And Management, Indore International College Of Financial Planning – [ICOFP], Mysore 

What is the aim of the course in Financial Planning?

Financial management and planning is a subject that has piqued the interest of the majority of Indian students. As a result, a variety of academic institutions provide PGD in Personal Finance programs. Throughout the course, it teaches an understanding of finance, investing, and analysis abilities. Students will also be prepared for different internationally recognized certifications, such as Associate Financial Planner (AFP) and Certified Financial Planner (CFP). The course includes topics such as financial planning basics, taxation, investment planning, risk management, and the Indian financial system, among others.

What are the job roles in PGD Financial Planning?

Financial Planner , Financial Advisor, Financial Planning Analyst, Client Administrative Officer are some of the job roles are being offered to graduates of Financial Planning.

What is the eligibility criteria for PGD in Financial Planning

The eligibility criteria for a diploma in financial planning is students must obtain a minimum mark of 50% in their bachelor’s degree from a recognized institution.

What are the subject areas that the course in Financial Planning covers?

The course includes topics such as financial planning basics, taxation, investment planning, risk management, and the Indian financial system, among others.

Do I need work experience for the course in PGD Financial Planning?

No, You don’t need work experience for pursuing the course in Financial Planning.

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