Post Graduate Diploma in Adavanced Financial Planning and wealth management Semester 1 Module 1: Introduction To Personal Financial Planning * Personal Financial Planning process * Ethical and professional consideration in Financial planning – Code of ethics * Cash flow planning * Budgeting * Personal financial statement Analysis * Financial Mathematics – Time value of Money * Economic environment and Indicators * Forms of business ownership/entity relationships. * Legal aspects of financial planning. Module 2: Risk Analysis and Insurance Planning * Introduction to Risk Analysis * Insurance Concepts * Legal principles of Insurance * Insurance Contract * Insurance Policies and Strategies * Insurance products * Regulatory framework of Insurance * Motor Insurance * Health and Householders Insurance * Group Insurance * Annuities * Insurance Pricing Module 3: Basic Quantitative Methods for Financial Analysis * Collection and Presentation of data: Table and Charts for categorical and Numerical data, frequency distributions * Measures of Central Tendency: Arithmetic mean, median, mode, Geometric mean, Quartiles, percentiles, deciles * Measures of dispersion: Range, Interquartile range, Standard deviation, Variance, Coefficient of variations * Basic Probability and Mathematical Expectation - Simple regression analysis, Correlation, and Coefficient of determination. Module 4: Advanced Economics * Principles of Business Economics - Micro and Macro concepts * Business Cycles
* Inflation, Recession, Deflation. * Economic Indicators---- GDP, Price Indices and Index of Industrial * Production, CSO data. * Government Budget, Finance Bill * Consumer Surplus and Equilibrium. * Characteristics of Perfect competition, * Marginal Cost, Marginal Revenue and Economic profit and loss. * Money Supply and Determination of Interest Rates * Monopoly, Monopolistic and Oligopoly competition. * Sub prime crisis Module 5: Marketing of Financial Products and Services * Understanding Marketing Management. * Fundamental Marketing Concept * Consumer Behavior * Marketing – Communication * Introduction to financial services. * Marketing – Distribution and Pricing * Basic Financial Products * Marketing Research * Conflict Resolution Semester 2 Module 6: Retirement Planning & Employee Benefits * Introduction to Retirement Planning * Types of Retirement Plans – Defined Benefit and Defined Contribution plan * Superannuation and other retirement plans * Group Life and Health Insurance * Retirement planning and Strategies * Post Retirement Counseling * Retirement Income Streams * Pension Sector Reforms Module 7: Investment Planning * Risk * Return * Investment Portfolio * Small Savings * Fixed Income Instruments * Mutual Funds * Derivatives * Valuation of Equity
* Real Estate * Investment Strategies * Asset allocation * Regulation of Investment advisor Module 8: AMFI – Mutual Fund Advisors * Concept, Advantages and Evolution of Mutual funds in India * Types of funds – open ended, close ended, tax exempt, exchange traded * Funds of funds * Money market, Real Estate fund etc. * Role and function of Registrars, custodians and Banks * Distribution of Mutual fund products and Role of Market Intermediaries * The offer document * Accounting valuation and taxation * Investor services * Fund Management * Measures for evaluation of Mutual fund performances * Investors Grievances Module 9: Portfolio Management and Analysis * Specification of Investment Objective * Formulation of Portfolio Strategy * Asset Allocation, * Portfolio Risk, * Performance Measurement, * Rebalancing of Portfolio Semester 3 Module10 Tax Planning and Estate Planning * Principles of taxation of personal income * Tax planning Consideration * Tax computation * Tax planning Strategies * Estate planning * Features of Taxation of Trusts * Wills, Power of Attorney and Property Documentation Module 11: Derivatives Market (Dealers) Module * Derivatives products * Derivatives market * Type of Market Indexes
* Futures and Options * Trading in Futures and Options * Basket Trading * Clearing and settlement * Regulatory Framework Module 12 Personality Development and Soft skills - English * Correct English Pronunciation * Initiating Conversation * Business Presentations * Improve Your Vocabulary - Personality Development * Overcoming Hesitation & Building up Confidence * Interpersonal Skills * Etiquette * Presenting Oneself (Pleasing Personality) * Business Etiquette * Public Speaking * Personality Assessment - Job Seeking Skills - Other Soft Skills * Leadership qualities * Working in a Team * Assertiveness Module 13: Advanced Financial Planning * Financial Planning process * Strategies of goal setting * Analysis of Financial situation of the client * Developing and implementing a plan * Monitoring and Review of a Financial Plan * Case studies on personal financial plan Module 14: Financial Statement Analysis * Financial Statements of a corporate-Balance Sheet * Profit and Loss Account,
* Changes in Financial Position, * Financial Ratios, Leverage, Profitability, * Turnover and Activity Ratios Module 15: Corporate Finance * Principles of Corporate Finance * Capital Structure of a Corporate- Theory and Policy * Public Issue, Book Building, Role of Investment Banker * Budgeting and Cash Flow Management, * Receivables Management, * Working Capital Management, * Dividend Policy, * Corporate Governance, * Mergers and Acquisitions .