Post Graduate Diploma In Financial Planning (PGDFP™)

The Post Graduate Diploma in Financial Planning (PGDFP™)is not just another business program it’s a high-impact, career-focused qualification designed to give you an unmatched competitive edge in financial services industry. Unlike an MBA, which provides broad business knowledge, PGDFP™ integrates globally recognized certifications like the CFP® designation and SEBI-mandated NISM Certifications, ensuring you post graduate with specialized, job-ready expertise in wealth management, investment advisory, and financial planning.

PGDFP™ goes beyond just preparing you for employment; it acts as a powerful accelerator for your entrepreneurial journey. While regular MBA program teaches management theories and generic curriculum, this program trains you to build and scale your own financial practice, launch a boutique advisory firm, or create innovative investment solutions. With entrepreneurial acumen, investor pitch training, and real-world capstone projects, PGDFP™ empowers you to become a leader—not just an employee—in India’s booming financial sector. Whether you aim for a high-paying role in private banking, asset management, or alternative investments (PMS & AIFs) or aspire to be your own boss, PGDFP™ ensures you are not just prepared for the future of finance—you are leading it.

India’s financial services industry is experiencing unprecedented growth, making now the perfect time to enter this high-potential field. By 2027, India will have 16.57 lakh HNIs, solidifying its position as the fourth-largest private wealth market globally. The mutual fund industry has already reached ₹68 lakh crore in AUM and is projected to grow to ₹90 lakh crore by 2030, while the insurance sector is expanding to $250 billion by 2025. Additionally, alternative investments such as PMS and AIFs are booming, fueled by regulatory reforms and the rise of GIFT City as a global financial hub. These developments are driving massive demand for highly skilled professionals, creating lucrative career paths in wealth management, investment advisory, private banking, and financial entrepreneurship. With PGDFP™, you don’t just join the industry—you position yourself at its forefront.

Post Graduate Diploma in Financial Planning (in association with JNTE-CSD, Govt. of Delhi).

Program duration - 1 year (3 months online + 8 Months in ICOFP campus in New Delhi)

PG Diploma Program Overview

The objective of the program is to nurture future leaders who aspire to make a distinctive mark in the Banking, Financial Services, and Insurance (BFSI) industry. Through a meticulously designed curriculum, participants gain mastery over the entire spectrum of technical qualifications and skill sets required to excel in verticals such as insurance, mutual funds, private banking, financial planning, and advisory services. The program also instil entrepreneurial acumen, empowering candidates to innovate, strategize, and lead in a rapidly evolving financial landscape. Additionally, it includes the full curriculum of the prestigious CERTIFIED FINANCIAL PLANNER (CFP) certification, enabling participants to achieve this global designation while driving meaningful impact in a dynamic and competitive financial ecosystem.

Why PGDFP™

20+ Years of Legacy – Join a program with a proven track record in financial education and career transformation.

100% Guaranteed Placement – Secure a job with top financial firms like Bajaj Capital, Mirae Assets, Ameriprise, Axis Bank, SBI Bank, & more.

Earning Potential: Start your career with a ₹5 LPA+ package in wealth management, investment advisory, and financial planning.

10 Certifications in 1 Program – Get globally recognized CFP® certification + 8 SEBI-mandated NISM certifications for a competitive edge.

Industry-Driven Curriculum – PGDFP™ curriculum is crafted by financial experts and closely aligned with corporate hiring needs, ensuring you are job-ready from day one. It doesn’t just prepare you for a career in financial planning; it also provides the tools, knowledge, and resources to launch your own financial planning firm. Through real-world case studies, hands-on training, and exposure to the latest industry trends, you’ll be equipped to thrive in both corporate settings and as an entrepreneur.

3 Months Online + 8 Months On-Campus – The perfect blend of flexibility and immersive learning.

NLP Training for Finance Professionals – Learn powerful communication and persuasion techniques to build client trust and close deals faster

Entrepreneurship Training (Designed by IIT-Delhi) – Receive comprehensive training on starting and scaling your own financial planning firm, including business strategy, client acquisition, financial product positioning, and operational management, empowering you to become a successful financial entrepreneur.

Guest Lectures from Industry Experts – Imagine learning directly from India’s top financial leaders and wealth managers who’ve shaped the industry with their years of expertise. These guest lectures give you a front-row seat to real-world financial wisdom, where you’ll hear about the latest trends, investment strategies, and insider knowledge that only these seasoned professionals can offer. It's an incredible opportunity to understand the challenges they faced, the lessons they've learned, and how you can apply their insights to elevate your own career in financial planning.

One-to-One Mentorship – Experience exclusive, personalized guidance from India’s leading financial planners. This mentorship goes beyond the basics, giving you hands-on advice on how to launch your own financial advisory business, the real-world challenges top industry leaders face, and the proven strategies they use to build successful, sustainable careers in finance. It’s your chance to get tailored insights, ask questions, and learn directly from the experts who’ve been where you’re headed

PGDFP™ Vs. MBA

Unique Aspects

• Highly Relevant Curriculum.
• Recognized Degree.
• Leading Industry-Recognized Certifications.
• Integrating the CFP ® Certification.
• Enhanced Employability.
• Broadened Business Opportunities.
• Entrepreneurial Acumen and Investor Pitch Training.
• Real-World Application through Capstone Projects.
• Commitment to Continuous Learning.
• Preparedness for Leadership in a Dynamic Financial Ecosystem.

PGDFP Curriculum

1. Core Financial Knowledge and Planning

These subjects form the foundation of financial expertise, essential for understanding client needs and building comprehensive financial solutions.

• Basics of Finance
• Introduction to Financial Planning
• Investment Planning
• Tax & Estate Planning
• Retirement Planning & Employee Benefit
• Risk Analysis & Insurance Planning (NIA Brokers Exam)
• Advanced Financial Planning (Financial Plan Construction)
• Financial Planning Process, Principles and Practice
• Integrated Financial Planning (Case Studies)

These industry-recognized certifications ensure compliance, credibility, and specialization, equipping participants to excel in competitive markets.

• Mutual Fund & Investment Alternatives (NISM VA)
• Investment Adviser (Level 1) Certification Examination (NISM XA)
• Investment Adviser (Level 2) Certification Examination (NISM XB)
• Securities Market Foundation Certification Examination (NISM:XII)
• Equity & Currency Derivatives (NISM VIII)
• AIF (Category I and II) Distributors Examination (NISM XIX-A)
• PMS Distributors Certificate Examination (NISM XXI-A)
• Research Analyst Certification Examination (NISM XV)

Focused on future-ready skills and insights into evolving financial landscapes, ensuring participants stay ahead in a rapidly changing industry.

• Behavioral Finance and Investor Psychology
• Sustainable Finance (ESG)
• Data Analytics in Wealth Management with Generative AI
• Digital Assets (Crypto Currency)
• Technical Analysis

Building strong technical proficiency with a deep understanding of regulatory frameworks and product-specific expertise.

• Regulatory Environment, Compliance and Law
• Workshops on Product Training & Positioning (MF, LI, HI)

Designed to enhance interpersonal skills and strategic thinking for effective client acquisition and retention.

• Personality Development & Business Communication
• Sales & Relationship Management

A module focusing on innovation, strategy, and execution. Participants will craft comprehensive business plans, develop investor pitches, and face a live Viva with industry experts and investors , fostering real-world entrepreneurial skills and confidence.

A hands-on project allowing participants to apply their knowledge, design wealth management strategies, and deliver actionable outcomes based on real-world scenarios.

Certifications

1. CFP ® Certification (incorporates CFP ® Level 1, 2, 3 & 4 curriculum)
2. Mutual Fund & Investment Alternatives (NISM VA)
3. Investment Adviser (Level 1) Certification Examination (NISM XA)
4. Investment Adviser (Level 2) Certification Examination (NISM XB)
5. Securities Market Foundation Certification Examination (NISM:XII)
6. Equity & Currency Derivatives (NISM VIII)
7. AIF (Category I and II) Distributors Examination (NISM XIX-A)
8. PMS Distributors Certificate Examination (NISM XXI-A)
9. Research Analyst Certification Examination (NISM XV)
10. Post Graduate Diploma in FInancial Plannig (PGDFP) awarded ny JNTE-CSD, Govt. of Delhi
11. Advance Diploma in Financial Entrepreneurship awarded by ICOFP

Career Opportunities

Our program is designed to open doors to thriving careers in the financial services industry.

Financial Planners are the “Financial Doctors” of today, helping clients navigate their financial journeys and achieve life goals. Our program incorporates the prestigious Certified Financial Planning (CFP®) curriculum—the gold standard in financial planning qualifications globally. This comprehensive training ensures you’re ready to deliver personalized, goal-oriented advice to clients. With the rising demand for qualified financial planners, this is your chance to make a meaningful difference in people’s lives.

We prepare you to earn NISM Investment Advisor Level 1 (XA) and Level 2 (XB) certifications, essential for registering as an Investment Adviser under SEBI’s regulations. These certifications are highly valued across the financial industry, providing you with opportunities to join SEBI-registered advisory firms, brokers, or wealth management companies. As the financial advisory landscape evolves, these credentials position you as a trusted expert in the field.

Wealth managers play a critical role in advising clients on investment strategies, tax planning, and wealth creation. This involves understanding a client’s risk appetite and offering tailored advice to grow their wealth. Graduates of our program are well-equipped to join leading banks, wealth management companies, and distribution firms. These roles demand expertise in client acquisition, servicing, and retention, offering diverse career growth opportunities.

For those who enjoy personalized relationship management, private banking offers an exclusive career path. In this role, you will work closely with high-net-worth individuals, crafting customized financial plans and investment strategies. This field rewards those who can combine financial acumen with a deep understanding of client needs.

India’s AMC industry is thriving, managing an AUM of INR 68 Lakh Crore (as of November 2024). Our program prepares you to excel in roles such as financial advisor, relationship manager, or research analyst within these firms. By educating clients on new investment products and schemes, you’ll contribute to shaping the future of wealth creation in India.

Stockbrokers are the backbone of the financial markets. They execute trades, provide investment advice, and manage portfolios, requiring strong analytical skills and real-time market knowledge. Our program equips you with the tools to thrive in this high-energy and rewarding profession.

The insurance industry remains a cornerstone of financial security. Professionals in this domain not only protect clients against risks but also help them plan their financial futures. With insurance products evolving rapidly, this is a field with consistent demand and growth potential.

As Indian investors seek sophisticated alternatives beyond traditional avenues, Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) have gained prominence. Our program includes training in AIF (Category I & II) Distributors Examination (NISM XIX-A) and PMS Distributors Certification (NISM XXI-A). These qualifications empower you to enter this emerging space, offering specialized investment solutions to affluent clients.

If you have a knack for analyzing trends and understanding market dynamics, a career as a Research Analyst might be for you. Our program incorporates the NISM Research Analyst Certification (NISM XV), enabling you to offer subscription-based services like model portfolios, investment calls, and detailed research reports. You can join leading firms or even set up your own practice in this dynamic field.

Eligibility

PG program is targeted towards individuals with high potential for success in the financial services sector. Selection at ICOFP is therefore rigorous & competitive.

• The candidate must possess a Bachelor’s Degree in any stream.
• The Bachelor’s Degree (or equivalent qualification with minimum of 45%) obtained by the candidate must entail a minimum of 3 years of education after completing Higher Secondary School (10 + 2 or equivalent).
• Candidates applying for their final year exams can also apply subject to furnishing a proof of graduation before joining the program.

ICOFP Prospectus and Application Form and can be acquired by one-time payment of Rs. Rs. 500/- for one program.

• By cash payment at our counselling office in Okhla, New Delhi.
• By post (enclosing demand draft drawn in favor of “International College of Financial Planning ltd.” payable at New Delhi).
• On-line application through https://icofponline.com/easypayonline.aspx (make the payment by UPI/credit/debit card).

Admission Test: Candidates are required to appear for AMCAT / PMAP (computer based adaptive test which measures critical areas like communication skills, logical reasoning, quantitative skills, thus helping us to identify the suitability of a candidate.) conducted by International College of Financial Planning. All candidates who have appeared for CAT/ MAT can also apply to ICOFP with their score. Short listed candidates will have to appear only in a Personal Interview. The overall objective is to identify and assess the candidate’s communication ability, in addition to the overall knowledge of the student.

Admission Offer: Final selection will be based on a careful evaluation of the applicant’s academic record from class X, through graduation and/or post graduate qualification, work experience (if any), extra curricular activities, and personal Interview. Successful candidates will be informed of their final selection by courier/ phone call. The selected candidates must pay their first fee installment within two weeks of receiving the admission offer, failing which the offer will be withdrawn.

Course Fee

Registration Fee: ₹500/-

Course Fee: ₹3,50,000/-

Down Payment at the Time of Admission: ₹50,000/-

Register Now

Students can also avail financing options through our NBFC loan partner, with loan tenure options of 12 months and 24 months.

Please note that Additional CFP + NISM certification fees are over and above the PGDFP course fee to be paid directly to the board or examination body.