Postgraduate Diploma Financial Planning & Analysis

Course details

Postgraduate Diploma in Financial Planning and Analysis – Master’s Level

Duration: 12 months

Assessment: One practical assignment; students may start the assignment immediately and complete the course once it is submitted. This approach is designed to assess practical skills and ensure application of knowledge in real-world contexts.

Overview

This specialized postgraduate diploma develops in-depth expertise in financial planning and analysis, preparing you to become a proficient financial specialist at the master’s level. The program offers comprehensive coverage of personal finance, wealth management, corporate financial analysis, and analytical tools essential for evaluating company performance and making strategic financial decisions.

Key Learning Outcomes and Topics

• Wealth Management Fundamentals
  • Your Wealth Check: Assessing current financial status
  • Wealth Objectives: Setting clear and measurable financial goals
  • Wealth Wisdom Plan: Developing strategic financial plans
  • Cultural Aspects of Personal Finance: Understanding diverse financial behaviors
• Personal Financial Planning
  • The Budget Process, Income Expectations, and Career Management
  • Taxes, Expenses, Insurance, Mortgages, Credit Cards, and Consumer Finance
  • Educational Finance, Property, Mutual Funds, Pensions, and Nonprofit Organizations
• Corporate Financial Analysis
  • Processes and Methods of Financial Statement Analysis
  • Framework for Evaluating a Company’s “Quality of Earnings”
  • Identifying Potential Problem Areas for Further Investigation
  • Analytical Tools and Techniques Tailored to Different User Groups

Learning Approach
The curriculum combines theory with practical application, emphasizing real-life financial planning scenarios and corporate analysis. Students will cultivate skills to both manage personal wealth effectively and critically evaluate corporate financial health with analytical rigor.

Assessment
Your skills and knowledge acquisition will be evaluated through a single practical assignment. The design allows students to begin working on the assignment from day one and complete the program as soon as the assignment is satisfactorily submitted, supporting flexible, self-paced study.
 
  Updated on 31 July, 2025