Description

Course Name: Professional Diploma in Financial Planning

Global Occupational Skill Standard – GOSS ID: GOSS/PD-FBI-FP-172

Eligibility: 10+2 or equivalent

Language Type: English

Course Type: Self-Paced Online Learning

Objective: The Professional Diploma in Financial Planning aims to enhance learners’ understanding of financial analysis, planning strategies, investment concepts, risk management, and wealth management principles. The course focuses on developing skills in financial goal setting, budgeting, forecasting, and decision-making to help individuals and organizations achieve long-term financial stability and growth.

Duration: 6 Months / 370 Hours

Steps to become a GSDCI Certified Professional:

Step 1: Select your Course you want to pursue.

Step 2: Click on get Enroll Now tab, new pop up window will open.

Step 3: Click on pay Course fee, you will be redirected to billing details page.

Step 4: Fill your details and click on pay course fee, you will be redirected to payment gateway, pay fee by any available options like Card (Debit/Credit), Wallet, Paytm, Net banking, UPI and Google pay.

Step 5: You will get Login Credentials of Online E-Books and Online assessment link on your email id, within 48 hrs of payment.

Step 6: After completion of the online assessment, the Digital(PDF) copy of your Diploma & Marksheet will be sent to your registered email ID within 7 days.

Course Modules:

Module 1: Fundamentals of Financial Planning: Introduction to Financial Planning, Importance and Objectives of Financial Planning, Principles of Personal and Business Finance, Financial Planning Process, Understanding Financial Goals and Objectives, Time Value of Money Concepts, Income and Expense Management, Financial Statement Analysis for Planning, Risk Assessment in Financial Planning, Role of Financial Planners and Professional Ethics.

Module 2: Investment Planning and Wealth Management: Introduction to Investment Planning, Investment Objectives and Strategies, Types of Investment Products, Risk and Return Analysis, Asset Allocation and Portfolio Diversification, Mutual Funds and Investment Vehicles, Stock Market and Bond Investments, Real Estate and Alternative Investments, Portfolio Management Techniques, Wealth Creation and Management Strategies.

Module 3: Tax Planning and Retirement Planning: Fundamentals of Tax Planning, Tax-Saving Strategies and Regulations, Income Tax Management for Individuals, Business Tax Planning Concepts, Retirement Planning Principles, Retirement Income Sources, Pension Plans and Retirement Products, Employee Benefit Planning, Estate and Succession Planning, Long-Term Financial Security Management.

Module 4: Insurance and Risk Management Planning: Introduction to Risk Management, Types of Financial Risks, Insurance Principles and Concepts, Life Insurance Planning, Health and Property Insurance, General Insurance Products, Risk Assessment and Coverage Analysis, Insurance Portfolio Management, Risk Mitigation Strategies, Role of Insurance in Financial Planning.

Module 5: Corporate Financial Planning and Analysis: Introduction to Corporate Financial Planning, Financial Forecasting and Budgeting, Capital Budgeting Decisions, Working Capital Management, Cash Flow Planning and Management, Financial Performance Analysis, Cost Management and Profit Planning, Business Valuation Techniques, Corporate Investment Strategies, Strategic Financial Decision Making.

Module 6: Advanced Financial Planning Practices: Financial Planning Models and Tools, Digital Financial Planning Applications, Financial Data Analysis and Reporting, Client Relationship Management in Financial Planning, Regulatory Compliance and Professional Standards, Ethical Practices in Financial Advisory Services, Behavioral Finance Concepts, Global Financial Planning Trends, Case Studies in Financial Planning, Capstone Financial Planning Project.

GSDCI Online Assessment Detail:

• Duration- 120 minutes.
• Number of Questions- 60.
• Number of Questions from each module: 10.
• Language: English.
• Exam Type: Multiple Choice Questions.
• Maximum Marks- 600, Passing Marks Above 40%.
• There is no negative marking in any module.

Benefits of the Professional Diploma

1. Globally Recognized Professional Diploma – Earn a professionally designed diploma that enhances your profile and demonstrates industry-relevant knowledge. Widely valued by employers, organizations, and institutions across multiple sectors.

2. Quality Learning with ISO-Certified Standards – Our training programs are developed under ISO-certified quality management practices, ensuring a structured, consistent, and high-quality learning experience.

3. Enhanced Career Opportunities – Strengthen your resume, improve your professional skills, and increase your potential for employment, career advancement, and new job opportunities.

4. Issued by a Non-Profit Skill Development Organization – The diploma is awarded by a mission-driven organization dedicated to promoting skill development, vocational education, and lifelong learning.

5. Comprehensive Learning Resources – Access quality study materials, e-books, practice assessments, mock tests, and learner support to help you successfully complete the program.

6. Secure Online Verification – Every diploma and marksheet is issued with a unique Enrolment ID and QR Code, enabling employers, institutions, and other stakeholders to instantly verify the authenticity of your credential online.

7. Lifetime Validity – The Professional Diploma is issued with lifetime validity and does not require periodic renewal, allowing you to showcase your achievement throughout your career.

8. Flexible Self-Paced Learning – Learn anytime and anywhere at your own pace, making it easy to balance your studies with work, business, or personal commitments.

9. Industry-Relevant Curriculum – The curriculum is designed to focus on practical knowledge, current industry trends, and real-world applications to improve workplace readiness.

10. Skill-Based Professional Qualification – Demonstrates your commitment to continuous professional development and validates your practical knowledge and skills in the subject area.

Job Opportunities after Professional Diploma in Financial Planning

Graduates of this program develop skills in financial planning, investment basics, budgeting, risk management, wealth management, financial analysis, and personal finance strategies, preparing them for roles in finance, banking, insurance, and advisory sectors.

Key Career Options: Financial Planning Executive, Financial Advisor, Investment Associate, Wealth Management Associate, Banking Executive, Insurance Advisor, Finance Analyst, Relationship Manager, Portfolio Assistant, Financial Consultant.

Salary Range (India):
Entry-level: ₹3–6 LPA
Mid-level: ₹6–12 LPA
Senior-level: ₹12–25+ LPA (based on experience, financial expertise, and professional certifications)

Industries Hiring Graduates: Banking & Finance Companies, Insurance Companies, Investment Firms, Wealth Management Companies, Financial Consulting Firms, Corporate Organizations, FinTech Companies, Mutual Fund Companies, and Advisory Services.

Skills Developed: Financial planning, budgeting, investment analysis, risk management, wealth management, financial reporting, customer advisory, portfolio basics, taxation awareness, and decision-making skills.

Graduates can progress to roles like Financial Planner, Wealth Manager, Investment Consultant, Finance Manager, Financial Advisor, or start their own financial consulting services with experience and advanced certifications.