Course Curriculum
The diploma course covers 6 essential subjects and takes place over a period of 6 months. Each module takes place over a period of a month, comprising learning of 50 hours per month.
Learning methodology
Learning : WBT +VBT™ + LVC + Assignments
Assess™ : Online examination
Contact Classes
- LVC would be scheduled for the benefit of registered students for doubt clearing, interaction with faculty and advanced learning of the topics covered in curriculum.
- Continuous online faculty support
- Discussion forum
- Live Chat
Subjects offered in Diploma Course
- Introduction to Financial Planning
- Risk Management & Insurance Planning
- Retirement Planning & Employee Benefits
- Investment Planning
- Tax Planning & Estate Planning
- Capstone Case Course in Financial Planning
Course Duration
Total duration for completion of Diploma in Financial Planning is 6 months Total learning hours are 300 hrs
Mode
Distance Learning/ online learning
Self-study (VBT™) Delivered via distance education, all subjects are self-contained with all the materials and resources needed to complete the subject easily by self-study. Each subject is available in a recorded classroom setting .Subjects can be commenced in the self-study mode at any time. The only requirement is for assignments to be submitted with in prescribed time frame.
Live Virtual Classroom a more structured learning environment where a faculty will take a session on the specific topics for the comprehensive understanding of the subject by the students. This session would also be there for interaction with faculty. LVC study sessions are flexible with Q/A sessions being run continuously throughout the year.
Target Audience
- This qualification is ideal for: New entrants to the financial services industry
- Students wanting to progress to CFP certification.
- Professionals with interest in financial planning/ wealth management/ portfolio management / equity research.
- Current professionals working in Banks, PMS, Brokerage houses, & financial services firms.
Fee Structure
Lump sum : Rs. 20,000/-
Installments (only with offline payment mode)
Down payment Rs. 10,000/-
1st Installment Rs. 5,000/- (After 30 days of down payment)
2nd Installment Rs. 5,000/- (After 30 days of 1st installment)
Advantages of Diploma course offered by financevarsity.com
- Complete coverage of contemporary syllabus
- Comprehensive yet interactive and engaging learning sessions
- Classes ANYTIME, ANYWHERE
- Doubt learning sessions through LVC & online Faculty support.
- Vast data bank of Multiple Choice Questions.
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