Introduction

Integrated Bachelor's Degree with Professional Certification: Get your CFP Certification along side BFM + CFP 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 BFM + CFP 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. BFM + CFP 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

1st Semester
Subjects Credit
Cost Accounting – I 4
Management Accounting - I 4
Business Mathematics 4
Business Economics - I 4
Financial Accounting - I 4
Technology & Analytics - I 4
Professional Communication 4
Foundation Course 4
Indian Ethos in Ethical Accounting 4
Co-Curricular Courses (CC) 2
2nd Semester
Subjects Credit
Personal Financial Management – II 4
Investment Planning – II 4
Introduction to Financial Statements 4
Business Statistics 4
Business Economics – II 4
Cost Accounting – II 4
Management Accounting - II 4
Group Communication 4
Sustainability Management (ESG) 4
Co-Curricular Courses (CC) 2
3rd Semester
Subjects Credit
Financial Valuation 4
Investment Planning - III 4
Financial Statement Analysis 4
Digital Marketing 4
Tax Planning - I 4
Hindi - I / English Literature 4
Co-Curricular Courses (CC) 2
Field Project 4
4th Semester
Subjects Credit
Risk Planning 4
Estate Planning 4
Financial Modelling 4
Computer Skills 4
Tax Planning - II 4
Hindi - II / English Literature 4
Co-Curricular Courses (CC) 2
Community Engagement Program 2
5th Semester
Subjects Credit
Risk Management 4
Insurance Planning 4
Professional Ethics 4
Cyber Security & Financial Fraud 4
Tax Planning - III 4
Understanding Startups & Business Models 4
OJT/Field Project 4
6th Semester
Subjects Credit
Financial Planning Components 4
Financial Plan Construction 4
International Finance 4
Indirect Tax 4
Fundamentals of Marketing 4
Personal Branding 4
OJT/Field Project 4

Eligibility

BFM: A candidate for being eligible for admission to the B.com (Financial Markets) 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)


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

For 4 Credit Course

  • Internal – 40 marks
  • External – 60 marks

For 2 Credit Course

  • Internal – 20 marks
  • External – 30 marks
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 - 25Q
  • Theory Based Questions - 25Q
  • Construction of Financial Plan

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

Faculty

  • Yukti Gala, CFP

Contact Person

  • Ayushi Jain: +91 8097587445
  • Rahul Awale: +91 9152063671