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Financial service sector is one of the sunrise sectors in India. It has a rapidly growing Banking & Financial Services sector based on sound fundamentals.

Insurance planning, retirement planning, wealth management, children marriage expenses planning, tax efficient investing, Unit linked insurance plan, structured products, alternative investments, need based advice are some of the many new terms and products, which have given rise to Financial planning module. This transition requires improved methods and more sophisticated approach to be used by relationship managers and financial planners to meet the needs of the clients.

The DPFP program is meant for:-

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

DPFP program gives you an edge in your career with following options:-

  1. You can start your own financial planning practice.
  2. You can join Banks as a relationship or Wealth Manager.
  3. You can join Broking Houses as a Financial Planner for offering planning and investment solutions to its clients.
  4. You can join Insurance companies as a sales Manager or in direct agency channel.
  5. You can join Mutual Fund companies as Sales Execuitve.
  6. You can join Financial Planning companies as financial Planner.
  7. Provide consultancy services to High Networth Individuals.
 
     
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