FinTram Global, a leading provider of financial education and training, and the All-India Management Association (AIMA), the apex body for management professionals in India, announced signing an Memorandum of Understanding (MoU) to jointly execute and deliver the Postgraduate Diploma in Financial Planning to the management students aspiring to specialise in Financial Planning.

The MoU was officially signed by Pankaj Dhingra, co-founder & managing partner, FinTram Global, and Prof (Dr) Rohit Singh, director, Centre for Management Education, AIMA, at a formal ceremony held in Delhi this week. This partnership underscores the commitment of both organisations to enhance the quality and accessibility of financial planning education in the country.

Key highlights of the newly launched PGDM in Financial Planning programme are:

Dual certification programme: PGDM Financial Planning from AIMA, and CFP Certification from FPSB.

Comprehensive curriculum: The course is designed to cover all essential aspects of financial planning, including investment strategies, risk management, tax planning, retirement planning, and estate planning. It aims to provide a holistic understanding of personal and corporate financial management to the students.

Industry-relevant content: Developed by seasoned industry experts and academicians, the curriculum integrates real-world scenarios and case studies to ensure participants gain practical insights and hands-on experience.

Flexible learning options: Recognising the diverse needs of learners, the course offers both online and hybrid learning modes, enabling students and professionals pursuing the PGDM course to balance their studies with their work commitments.

Career support: Enrolled students will benefit from FinTram Global’s and AIMA’s extensive networks for career guidance, and professional development opportunities.

Comments Pankaj Dhingra, co-founder & managing partner, FinTram Global, “We are thrilled to partner with AIMA to deliver a course that not only addresses the current demands of the financial planning industry but also addresses future global trends. This collaboration aligns with our mission to provide top-tier education and empower finance planning students and professionals to excel in their careers.”

Prof (Dr) Rohit Singh, director, Centre for Management Education, AIMA, said, “AIMA is dedicated to providing high-quality management education tailored to the dynamic demands of the financial industry. Our collaboration with FinTram Global to implement the PGDM course in Financial Planning reflects our mutual goal of preparing professionals who are well-equipped with the essential knowledge and skills to excel in the financial services sector. We firmly believe that this PGDM course will provide quality professionals to the industry”

Dr. Anuja Pandey, academic researcher, head, India Case Research Centre, professor of marketing, AIMA, added, “Implementing the PGDM Course in Financial Planning marks a crucial step in our effort to enhance the quality of financial planning education in India. Partnering with FinTram Global, we intend to offer students a comprehensive educational experience that integrates management principles with specialised skills in financial planning.”

Headquartered in New Delhi, Fintram Global is a leading learning platform, transforming professionals around the world in the domains of accounting and Finance.

Founded in 1957, the All India Management Association (AIMA) is a not for profit, non-lobbying organisation that works closely with industry, government, academia, and students to further the cause of the management profession in India.

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