Overview

The program shall provide necessary skills and behavioral trend to the participants so that they can work as successful financial planners and client relationship managers in the area of Wealth Management & Financial Planning.

•	100% Placement Assurance. Salary & Designation same as MBA graduates.
•	Intake: 30 students only
•	11 Month Program + 3 Week Internship
•	Intensive Program: 11 Intensive Modules + Research Projects + Internship
•	Emphasis on Leadership, Relationship Management, Personality Development
•	Taught by the best faculty in India
•	Conveniently located at Nehru Place

Eligibility

Graduates, MBA, CA and ICWA are eligible for the course. Students in final year of graduation can also apply, but the Post Graduate Diploma will be awarded only after the candidate completes his/her graduation. The admission is based on the evaluation based on GD and personal interview. The admission prospectus can be collected from the SEFS office.

Duration

48 weeks (Four semesters of 12 weeks each).

Course Curriculum

The Program shall comprise of the following twelve modules spread over four trimesters.

Trimester I

1  Quantitative Techniques

2  Indian Financial System

3  Fundamentals of Financial Planning

Trimester II

4  Risk Management and Insurance Planning

5  Retirement Planning and Employee Benefits

6  Investment Planning

Trimester III

7  Tax and Estate Planning

8  Advanced Financial Planning

9  Mutual Funds (AMFI Module)

Trimester IV

10  Marketing Financial Products and Client Relationship Management

11  Business Communications and Personality Development

12  Project Study

Modules 3 to 8 shall also prepare the students for the CFP Program. Module 2 shall cover the NSE Certification for their Security Dealers Program, while Module 9 shall cover the NSE Certification for the Mutual Funds Program.

Cost:

The entire cost of the program will amount to Rs.1,50,000. Financial Aid is available in the form of student loans and special scholarships.

Career Prospects:

Wealth Management experts and Financial Planners are in very high demand in a fast growth economy like India’s. A financial planner is required by almost all financial sector companies such as banks, insurance companies, brokerage houses, asset management firms and so on. A lot of financial planners earn very high remuneration through selfemployment as well.

Wealth Managers and Financial planners find high growth careers in the following areas:

1  Banks

2  Insurance companies

3  Accounting & law firms

4  Stocks & securities brokers

5  Fund and asset management companies such as mutual fund houses

6  Large companies to look after employee benefit etc.

7  Domain experts at IT Companies

Few Important Dates

Registration is going on.

Join an informational seminar, organized by SEFS, on Wealth Management & Financial Planning, Risk Management & Capital Market Research on 08^th June, 2008 at India International Centre, Lodhi road. Seats are limited. Take pass for seminar on first cum first serve basis.

Presented by Mr. M.Y. Khan, Prof. Sanjay Sehgal and other leading professionals.

To Register Contact: Irfan Ahmad – 09999 76 70 78 OR 011 4658 5498.