Graduate Diploma in Financial Planning

Do you want to advise customers on investments, finance, pension, housing or insurance? Then this programme is relevant for you. The programme is targeted at employees in the financial sector and others who provide or want to provide consultancy to private and smaller business customers.

Graduate Diploma in Financial Planning 

The Graduate Diploma in Financial Planning (HD2) is a financial further education programme which gives you immediately applicable and business-related knowledge on a high theoretical level. The programme is designed to convey academic insights into the customers’ decision-making process and the related frames when it comes to investments and funding.

The programme develops your analytical skills and provides sound knowledge of the relevant methods in the academic fields. This includes persons’ and families’ decisions regarding investments in securities and other financial products as a part of their pension savings, the house purchase, the operation of smaller companies and this like. An important element is the high level of risk associated with the decisions.

The programme includes the financial companies’ business conditions, legal frameworks and risk management to make an overall assessment of the financial planning.

The Graduate Diploma in Financial Planning (HD2) is characterised by a high degree of freedom to choose. The last semesters consist mostly of electives where you have the opportunity to specialise within your own academic interests and work areas.

 

Which competences do you acquire through the programme?

The programme provides you with comprehensive knowledge and a broad understanding of the consultancy-related basis for decision-making in the financial field. It can be within pension, housing, real estate and insurance.  You are taught in planning, initiating and executing customer-related tasks.
Today, customers must decide on a wide range of investment and funding opportunities together with a variety of new insurance and pension products which were non-existing just a few years ago. Simultaneously, the needs of the individual customer are getting more complex. You will be able to optimise your consultancy services and guidance to your customer in agreement with your company’s interests.
 
 

The programme will enable you to

  • Provide consultancy services to private and smaller business customers.
  • Perform specialised job and management functions in investment counselling within many different financial areas.
  • Solve practice-oriented, customer-related tasks in a financial company both meeting the customer’s, the company’s and society’s interests and needs.
 

How does the programme benefit your company?

Your company does not only experience the value of your newly acquired knowledge after completing the programme but also during your studies.
  • The programme is based on practice, and you can apply your own company as a case during teaching activities. The programme is thereby relevant for exactly your company all the time.
  • You have time to concentrate on problems otherwise neglected at your work place due to lack of time.
  • Your company can continuously give you more responsibility as you acquire new competences.
 
 

The programme enhances you career opportunities

The programme enhances you career opportunities. The need for specialists who can provide financial planning on the many possibilities within investments, finance, insurance and pension is only getting bigger because new products, solutions and market needs constantly emerge.

WANT TO KNOW MORE?

Open Days and information meetings are held twice a year with the purpose of giving you all the information you need to make decisions on further education. Keep updated on these events on the Open Days page here. 

   

WANT TO KNOW MORE?

Open Days and information meetings are held twice a year with the purpose of giving you all the information you need to make decisions on further education. Keep updated on these events on the Open Days page here
 
The page was last edited by: // 07/30/2018

Faktaboks

  • Antal studerende: 20 studerende pr. årgang
  • Gennemsnitsalder: 30 år 
  • Kønsfordeling: 32 % kvinder og 68 % mænd (v/ Optaget 2014)

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