money matters for students

Post Graduate Diploma in Wealth Management (PGDWM)

Why a PGDWM?

The scenario of personal finance in India is set to witness a dynamic change with improvement in income levels and increase in awareness in this domain. A huge and complex variety of financial products have evolved in the market. Interest rates have been so dynamic in the recent past. In such a scenario the need for professional advice has assumed great importance.

What can a PGDWM do for your career?

Adequately trained and qualified financial planning professionals are required by Financial Services Companies, Banks, Insurance Companies, Mutual Fund Houses.

Colleges Offering the Course

Here is a list of a few colleges

  • International College of Financial Planning (ICoFP), Delhi
  • The Indian Institute of Financial Planning, Delhi
  • MIT School of Distance Education, Pune
  • Distance Learning Programs (DLP) India

Course Content

You will study all or some of the following subjects: Introduction to Financial Planning, Risk Management & Insurance Planning, Retirement Planning & Employee Benefits, Investment Planning, Tax Planning, Estate Planning, Advanced Financial Planning, Indian Securities Market, Mutual Fund Module, Equity Derivatives, Commodities Trading & Futures, Planning for NRIs & HNIs, Live market training.

Course Fee

Course fee can range from Rs 19,000 onwards.

Application process

A candidate must be a graduate to be eligible for the course. Admission is based on entrance tests like MAT, CAT in institutes like ICoFP. Most institutes select candidates based on cumulative score of a written test, interview, group discussion.

Is it suitable for me?

Are you the type that likes to mingle with people and possesses great communication skills? To be successful in a career in wealth management one needs to be people friendly. At the same time you must have a knack for financial markets and keep abreast of new products, rules and regulations relating to personal finance products and companies.

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