About DPFP | Our Supports & Services | For whom

About DPFP Program

The field of personal finance advisory has been on a trail blazing path of new innovation and discovery both in terms of products and services. This program presents the basic of personal financial planning and it imparts overall financial planning knowledge with equal focus on theory and practical approach in the module of Investment planning, Insurance Planning, Retirement Planning & Tax Planning. This program seeks to:

• Provide basic domain knowledge in personal financial planning.
• Provide knowledge on key principles of investment, insurance, retirement & tax planning.
• Develop skills in application of financial planning concepts based on client’s position and needs.
• Provide a fair and basic idea about the pros and cons of various investment and insurance products.
• Make students ready for the personal financial planning practice on their own.

Our supports & services

• Most Comprehensive Book & Mock workbook.
• Online live session on important topics, so that you can learn from the comfort of your home.
• Online Chat facility with faculty for doubt clearance.
• Full support on email.
• Study group in select cities.
• Classrook Study for students opting for it.
• Well stocked library for reference reading.
• Regular update on Financial Services sector.

Diploma in Personal Financial Planning program is suited for:-

• Relationship managers with banks, stock broking companies, Insurance companies, Mutual funds etc.
• Unit managers or Development managers of Life Insurance companies
• Stock brokers offering wealth management services to their clients
• Corporate finance executives and Accountants
• Agents or advisors of Post Office, Mutual Funds, Insurance companies and who are into the financial distribution company.
• Financial planners
• Software professionals interested in acquiring domain knowledge in personal financial planning
• Students who are looking for a career in financial services sector.