B.Com (Wealth Management) + CFP
Introduction
Integrated Bachelor's Degree with Professional Certification: Get your CFP Certification along side B.com (Wealth Management) degree. Gain a thorough understanding of finance as you explore stocks, mutual funds, estate planning, risk management, and accounting simultaneously. Discover your interests through the BWM course, gaining insights into your areas of interest, which help you identify and develop your professional passions. Gain practical experience and industry knowledge through hands-on case studies and creating financial plans. BWM Certification sets you up for better-paying job compared to normal graduated and also empowers you to start your own business at a young age.
Syllabus
- Personal Financial Management
- Indian Financial Markets
- Business Economics
- Business Mathematics
- Computer Skills
- Equity Research Analyst
- Effective Communication – I
- Environmental Management
- Neeti Shastra in Finance
- Co-Curricular Courses (CC)
- Investment Planning
- Financial Valuation
- Investment Regulation
- Business Statistics
- Corporate Law
- Stock Market Operation
- Financial Modelling
- Effective Communication - II
- Digital Literacy
- Co-Curricular Courses (CC)
- Insurance & Risk Management
- Life & General Insurance
- Direct tax - I
- Retirement Planning
- Direct tax - II
- Financial Planning Components- I
- Financial Plan Construction - I
- Financial Planning Components- II
- Financial Plan Construction - II
Eligibility
BWM : A candidate for being eligible for admission to the B.com (Wealth Management) degree course shall have passed XII std. examination of the Maharashtra State Board of Higher Secondary Education or its equivalent and secured not less than 45% marks in aggregate at first attempt (40% in case of reserved category). Every candidate admitted to the degree Course shall have to register himself/herself with the University of Mumbai.
XIIth pass (in any stream) and Working Professionals from any sector can pursue CFP® Certification.
CFP Certification Eligibility:
- Undergraduate Degree
- Pass all modules of CFP® Certification
- 1 or 3 years relevant experience
Admission
Admission to the course offered by the rules framed by the University of Mumbai from time to time and will be given at the commencement of the first semester.
Candidates seeking admission other than Maharashtra board and colleges affiliated other than University of Mumbai must produce a Transfer Certificate from the board/college last attended.
Programme Outcome
Experience a transformative journey with our #1 Personal Finance Qualification program, offering unparalleled global opportunities and a direct pathway to prestigious roles in leading MNCs, banks, and wealth management companies worldwide. In just three years, you'll earn a dual qualification that sets you apart in the competitive job market, positioning you for success from the outset of your career. Our curriculum emphasizes practical learning, providing hands-on experience through real-life case studies. This immersive approach ensures that you not only gain a comprehensive understanding of personal finance but also develop the practical skills necessary to excel in real-world scenarios. Join us and unlock a world of possibilities in the dynamic and rewarding field of finance.
Scheme of Examination
The Scheme of the Examination shall be divided in two parts:
1. Internal Assessment – 25 Marks
The allocation of 25 marks shall be on the following basis:
a) One class tests of 20 marks to be held in the given semester.
b) 5 marks for Class Participation and Attendance.
2. Semester End Examination – 75 Marks
a) Duration – This examination shall be of 2½ hours.
For CFP Examination:
|
Modules |
No of Question |
Total Marks |
Pattern |
|
Investment Planning Specialist |
75 |
75 |
MCQ's |
|
Retirement and Tax Planning Specialist |
75 |
75 |
MCQ's |
|
Risk and Estate Planning |
75 |
75 |
MCQ's |
|
Integrated Financial Planning & Financial Plan Assessment |
50 |
100 |
Case Study-Based Questions - 25 Q |
Highlights
- Dual qualification within 3 years.
- Graduation degree from Mumbai university along with professional qualifications of CFP certification.
- In college training for both graduation & CFP certification.
- Save time by completing both qualifications together, rather than separately.
- Training from highly qualified faculties & industry experts.
- Placement assistance after completion of the dual qualification.
- Stand out from other candidates who pursue normal graduation.
- Learn Indian and global concepts of finance.
- Lower cost compared to taking professional course from separate institutes.
Placement
- ICICI Prudential
- Kedia Capital
- HDFC Bank
- IDFC Bank
- Kotak Securities
- Fintoo
- Deutsche Bank
- Axis Bank
- Morning Star
- 1 Finance
- IIFL
- Motilal Oswal
Contact Person
- Yukti Gala, CFP : +91 88986 76096
- Neelam Pahuja: +91 77770 06298