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PG Diploma Financial Planning & Wealth Management

Are you a qualified graduate and aspiring for a lucrative career in the financial services sector? Would like to give investors useful advice on securities and other financial investments? Learn here about the course Post Graduate Diploma in Financial Planning and Wealth Management.

Overview

Financial planning and wealth management is an important aspect in the present times that we live in. A course in this field equips you with the necessary skills and knowledge about the financial market. Among the skills that you are equipped with is knowledge about the stock market, exchanges, banking institutions, stocks, mutual funds, debt funds, equities, stock broking, fixed deposits, insurance and a lot more. Specialists in this field are heavily in demand because of the nature of the services they provide in wealth generation. With rising incomes and increased awareness about the benefits of financial planning, more and more individuals and institutions alike are hiring the services of such financial planning experts.

Eligibility and course duration

A bachelors degree in any of the disciplines from a recognized university. Some reputed institutes may admit candidates on the basis of entrance test and interview.

Duration of the program is 1 year.

PG Diploma Financial Planning & Wealth Management - Colleges & Admission Notifications

Find the list of colleges offering PG Diploma Financial Planning & Wealth Management course. Check out individual college websites to know more about the admission for 2025 - 2026 academic year. You may download the application form and course details from the official college website.

College Name
BLB Institute of Financial Markets, Delhi
Indira Gandhi National Open University, Regional Centre, Port Blair, Andaman and Nicobar

To add a college to the above list, you must search for college and then add a course to the college.

Filter by State

Delhi     Andaman and Nicobar     

More about the course

Courses on financial planning or wealth management are quite popular, as it provides for a very rewarding career if you can do it right. By undergoing this program you will be gaining the necessary skills to work in the financial institutions and the stock market. You will learn the need for financial planning and how best to go for it. You will learn of the various financial products that are in offer in the market and how each one of them could be financially beneficial to you in the short or long term. By doing this course you will be able to advice investors on the risks and rewards associated with investing in the various financial instruments. You learn what are safe funds and which one are unsafe in terms of investing. You will also get aware of the regulatory bodies like SEBI and Reserve Bank of India that monitor the financial health. Other than that you will learn answering queries regarding investments, role of the digital media in providing financial services, etc.

Jobs and opportunities

The post graduate program enables you to work in banks, insurance companies, stock exchanges, mutual fund companies, brokerage firms and other financial institutions. Financial planners also have their own consultancies, enabling them to work at their own pace. Among the various other jobs that you can apply in this field are those of investment banker, financial analyst, insurance agent, stock broker, fund manager and so on.

PG Diploma Financial Planning & Wealth Management Admissions for 2025 - 2026 Academic Year

Are you looking for admissions for PG Diploma Financial Planning & Wealth Management for the academic year 2025 - 2026? We can connect you with the right colleges and universities offering PG Diploma Financial Planning & Wealth Management courses in your preferred locations.

Apply Now for PG Diploma Financial Planning & Wealth Management

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