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MBA – Financial Planning & Applied Finance

(Integrated with CFP® Global Certification)
Duration
2-Year Full Time
Eligibility Criteria
50% and above
(Graduate from any discipline)
Next Intake
July 2026
Session begins from 15th July 2026
The MBA in Financial Planning & Applied Finance at ATLAS is a two-year, full-time PG program fully integrated with the CFP® Global Certification. It is designed to provide access to premium roles in wealth management, private banking, and financial advisory.

A distinctive feature of this programme is its 100% alignment with the CFP® Certification by FPSB, the global gold standard in financial planning, recognised in over 25 countries, reflecting professional excellence, rigorous competency benchmarks, and the highest ethical standards. The program prepares students for premium roles in wealth management, private banking, investment advisory, and financial planning, while enabling them to earn:
  • CFP® Global Certification (FPSB)
  • Multiple NISM certifications (embedded in the curriculum)
The CFP® Global Certification ensures that a financial professional is comprehensively trained and rigorously tested across all core areas of personal finance, including investments, retirement planning, tax planning, insurance and risk management, estate planning, and fundamental financial planning principles. This ensures that students study the exact subjects covered in the CFP® program over two years and are fully prepared to appear for the CFP® examination.
Foundations of Financial Planning & Wealth Management
Personal Financial Management & Goal-Based Planning
Investment Planning, Asset Allocation & Portfolio Management
Strategic Financial Statement Analysis & Business Valuation
Tax Planning, Retirement & Estate Planning (CFP® Aligned)
Risk Management, Insurance Planning & Ethical Finance
Financial Modelling, Excel & AI Tools for Decision Making
Managerial Economics & Applied Finance
Analytics, Predictive Modelling & Financial Dashboards
Entrepreneurship & Innovation in Financial Services
AI-Augmented Capstone Project
4-Week Corporate Internship
#1
Holistic Financial Planning & Advisory
#2
Investment & Portfolio Strategy
#3
Retirement, Tax & Estate Planning
#4
Risk Assessment & Insurance Advisory
#5
Client-Centric Wealth Management
#6
Ethical & Fiduciary Financial Practice
Wealth
Manager
Certified Financial Planner
Investment Consultant
Retirement & Estate Planner
Private Banking Advisor
Portfolio & Advisory Specialist
Investment Banker
Mutual Fund & Investment Product Specialist
Asset Allocation Specialist
Tax Planning Consultant (Individual & Family Taxation)
Risk & Insurance Planning Specialist

Semester 1

Build the foundation of your financial planning journey by mastering essential finance and analytical skills. Learn how investments, financial strategies, data, and innovation shape wealth and business decisions, preparing you for success in a digital-first economy.
Personal Financial Management
Introduces personal budgeting, savings, credit management, financial goal setting, and responsible money management practices.
Investment Planning
Covers investment principles, asset classes, risk assessment, portfolio construction, and long-term wealth creation strategies.
Strategic Financial Statement Analysis
Develops skills to interpret financial statements for evaluating organisational performance, stability, and strategic decision-making.
Excel for Decision Making and AI Tools
Builds proficiency in Excel and AI tools for analysis, forecasting, and data-driven business decisions.
Managerial Economics for Business Decisions
Applies economic theories and models to managerial decision-making, pricing, production, and resource allocation.
Indirect Taxation
Explores GST and indirect tax structures, compliance requirements, and their implications for businesses and consumers.

Semester 2

Deepen your expertise in financial planning and advisory with an advanced blend of analytical, strategic, and data-driven decision-making skills.

This semester strengthens your understanding of retirement and tax planning, AI-assisted financial modelling, entrepreneurship, and research analytics in the evolving financial services ecosystem.
Retirement Planning
Focuses on retirement goals, pension products, investment strategies, and post-retirement income planning solutions.
Tax Planning
Examines tax regulations, exemptions, and strategies to minimise liabilities while ensuring legal compliance.
Business Communication
Enhances professional communication skills, including presentations, reports, negotiations, and workplace interactions.
Financial Modelling
Focuses on ROI-driven digital marketing using AI-powered analytics, attribution, testing, and predictive optimisation.
Entrepreneurship (in Financial Services)
Explores entrepreneurial opportunities, innovation, regulation, and business models within the financial services sector.
Research Methodology & Data Analytics
Introduces research design, data collection, statistical tools, and analytics for financial and business research.

Semester 3

Develop expertise in risk and insurance planning, corporate finance, and sustainable financial practices, while honing practical skills through hands-on labs and analysis of equity, debt, and derivative markets. The curriculum emphasizes ethics, compliance, and real-world financial decision-making.
Risk & Insurance Planning
Covers risk assessment, insurance products, policy selection, and risk mitigation strategies for individuals and businesses.
Estate and Succession Planning
Focuses on wealth transfer, inheritance laws, trusts, wills, and succession strategies for financial continuity.
Sustainable Finance
Examines environmental, social, and governance factors influencing sustainable investment and responsible financial practices.
Corporate Finance
Explores capital structure, funding decisions, dividend policies, and financial management of corporations.
Financial Derivatives
Introduces derivatives instruments, pricing concepts, hedging strategies, and risk management applications.
Behavioural Finance
Studies psychological influences on investor behaviour, decision biases, and market anomalies.
Marketing of Financial Services
Focuses on marketing strategies, customer behaviour, branding, and distribution of financial products and services.

Semester 4

Lead with purpose and precision. This semester prepares you for professional leadership in financial planning, emphasizing integrated client-focused strategies, ethical decision-making, corporate governance, and research-driven financial expertise.
Financial Planning Strategies
Integrates investment, tax, retirement, and risk planning to create comprehensive client-focused financial plans.
Integrated Financial Planning
Applies holistic financial planning frameworks combining multiple financial domains for long-term client success.
Reports & Dissertation
Involves independent research, analysis, and academic writing on specialised financial planning topics.
Certifications
Provides credit recognition for relevant professional certifications enhancing industry knowledge and employability.
Corporate Governance, Professional Ethics & Law: Career Readiness
Covers governance frameworks, ethical standards, legal compliance, and professional conduct for financial careers.

Why Choose MBA – Financial Planning & Applied Finance at ATLAS?

Future-Ready, AI-First Curriculum

Master AI-driven branding, advertising, performance marketing, and martech through a future-focused, creative, analytical, and technology-enabled curriculum.
01

Learn from Industry, Not Just Academia

Gain insights from industry leaders, advertising experts, and digital marketing professionals through live projects, masterclasses, & practical, real-world exposure. These professionals conduct sessions, sharing insights on emerging trends, and leadership experiences.
02

Portfolio-Led Learning from Day One

Engage in Creative Tech Labs, AI Labs, full-funnel campaign simulations, live brand projects, and industry-led assignments, building a strong creative-tech portfolio alongside core skills in strategy, execution, & decision-making.
03

Global & Future-Facing Exposure

Gain global exposure through international faculty interactions, masterclasses, global immersion opportunities, and exposure to worldwide trends in AI, digital media, and advertising innovation.
04

Built for Career Outcomes

Agency-ready. Brand-ready. Future-ready. With a compulsory internship, AI-augmented capstone project, certifications, and career mentorship, students graduate prepared to launch careers across agencies, brands, martech platforms, or as independent creators and consultants.
05

Where concepts meet execution,
in and beyond the classroom.

The MBA in Financial Planning & Applied Finance (Integrated with CFP® Global Certification) is designed to immerse you in the world of financial advisory and wealth management from day one. Through real-world simulations, client-centric projects, and hands-on learning experiences, you’ll develop the analytical, planning, and strategic skills that top financial firms and advisory roles value most.
Live Industry
Projects
Startup Street Collaborations
Client Campaign Execution
Field Research, Consumer Surveys
Internships & Global Immersions
Industry Projects & Showcases
Live Case
Studies
Strategy & Financial Simulations
Sprints & Investment Challenges
CXO-Led Masterclasses
Marketing &
Finance Labs
Design Jams &
Crisis Simulations

Student Voices: Real Voices from the Program

Hear from our students
At ATLAS, we’re not just learning from books, we get to work on real challenges that actually make a difference.
Eshan Thackur
3rd Year
BBA Student
It feels like running our own little company sometimes.That hands-on experience is what makes being here so exciting.
Mahafrin Deboo
3rd Year
BBA student
I love the professors here and their enthusiasm, its not what they teach but what they bring to the class.
Ayush Bhatia
Class of 2023
BBA student
I always thought I knew Entrepreneurship, my perspective completely changed, thanks to my professors at ATLAS ISME
Diya Chanda
Class of 2023
BBA student
Eligibility
  • Graduation from a recognised university (minimum 3-year degree, 120 credits)
  • Minimum 50% aggregate marks
  • Final-year students can apply if they do not have live backlogs (ATKTs)
Entrance Tests Preferred:
  • GMAT, CAT, NMAT, XAT, MAT, CMAT, ATMA, or state CET, with cutoffs: CAT/XAT 70 percentile, NMAT 200 marks, CET 80%.

Ready to Build a Business Degree
That’s Built for the Real World?

Craft a future-ready degree with your
choice of Majors & Minors

Questions? We can read your mind

How is ATLAS ISME?
What is the eligibility criteria for the BBA programs at ATLAS ISME?
What undergraduate programs are offered by ATLAS ISME?
What is BSC Finance at ATLAS ISME?
What is offered under BBA (Hons.) with Majors & Minors by ATLAS ISME?
What is the BBA (Hons) in Digital Branding & Advertising?
What is the BBA (Hons) in Artificial Intelligence & Emerging Technologies at ATLAS?
What is the Global Immersion Program at ATLAS SkillTech University?
Is ISDI School Of Design & Innovation related to PARSONS New York?
Do ATLAS ISME offer bachelors or UG programs and what are the specialisations available?
What is the eligibility criteria for the Bsc. Finance programs at ATLAS ISME?
Is there an option to major in Finance or Marketing at ATLAS ISME?
What facilities are available at the ATLAS ISME campus?
What is the eligibility for the B.Sc. Finance program at ATLAS?
Does BBA (Hons.) with a Majors & Minors at ATLAS ISME offer a globally benchmarked curriculum?
Does the program include live projects or industry internships?
Is this a management program or a technology program?
How does the Global Immersion Program benefit ATLAS students?
What is ISDI School Of Design & Innovation best known for?
Are ATLAS ISME undergraduate programs UGC‑certified?
What is the eligibility criteria for the MBA programs at ATLAS ISME?
Are internships a mandatory part of the ATLAS ISME curriculum? Is there a Placement Team at ATLAS ISME?
How does this Bsc Finance programme at ATLAS ISME prepare students for global finance careers across markets?
What kind of real-industry brand collaborations or marketing simulations are built into the learning experience at ATLAS ISME?
What kind of careers can I pursue after this Bachelor of Business Administration (BBA) program?
Who can participate in the Global Immersion Program at ATLAS?
What are the admission criteria for ISDI School Of Design & Innovation?
What is the Multidisciplinary Approach at ATLAS ISME?
What is the application fee for BBA at ATLAS ISME?
What out-of-classroom learning opportunities are available at ATLAS ISME?
Does ATLAS ISME offer student accommodation and what amenities are included in ATLAS student housing?
Does ATLAS ISME provide CAT and CFA exam coaching on campus?
Does this program offer international exposure?
What careers can I pursue after this BBA in AI & Emerging Technologies?
Are faculty involved in the Global Immersion Program?
What is Parsons?
Do ATLAS ISME really provide industry immersions?
What is the application fee for B.Sc Finance at ATLAS ISME?
Do CXOs and industry leaders give guest lectures at ATLAS ISME, and how does their direct industry teaching differ from traditional classroom learning?
Is the ATLAS ISME campus eco-friendly and what green initiatives does ATLAS follow?
What kind of internships or externships are offered during the programme?
How to get admission at ATLAS ISME BBA program?
What is the global and industry immersion component at ISME?
Is this program appropriate for students who want to establish a tech-based business?
Is the ATLAS Global Immersion only for Management students?
How will ISDI School Of Design & Innovation support students from outside Mumbai?
What are the top career opportunities after a BBA from ATLAS ISME?
What is the application fee for an MBA at ATLAS ISME?
Does ATLAS ISME offer international exchange or global immersion programs?
How is the ATLAS ISME Smart Library helpful to students in terms of technology and access?
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Can I choose electives across business, design, and tech at ATLAS ISME?
What is the admission process for the BBA in Digital Branding & Advertising?
What are the eligibility criteria for this BBA program in AI & Emerging Technologies?
Where is the ISDI School Of Design & Innovation Campus located?
What are the top career opportunities after a BSC in Finance from ATLAS ISME?
What is the admission process for the ATLAS ISME BBA program and how do I participate in each stage?
How does ATLAS ISME help students build both domain depth and cross-functional skills through its T-shaped learning model?
Does ATLAS ISME offer on-campus housing?
How does the programme support global immersion, study tours, or exchange opportunities?
Can ATLAS undergraduate students launch real startups while earning credits, and how do these ventures receive support?
What kind of workshops and academic sessions are included in global immersions?
Will I Get a PARSONS Certificate?
How are ATLAS ISME’s future-focused programs, like BBA in Digital Branding or AI & Emerging Tech, different from a traditional BBA degree?
What do I need to submit if I have already taken my final board (Class 12 Examination Or Equivalent Exam) examinations?
What are the career benefits of studying in Mumbai’s BKC business district at ATLAS ISME?
Is the B.Sc. Finance curriculum aligned with the CFA Program and does it help in CFA preparation?
Which universities ATLAS students have visited in the past under the global immersions program?
Do you teach AI?
What kinds of real-world simulations and decision-making scenarios are included in the ATLAS ISME academic curriculum?
Is a domicile certificate required for Maharashtra based students during the admission process at ATLAS ISME?
What kinds of real-world simulations and decision-making scenarios are included in the ATLAS ISME academic curriculum?
Does ATLAS ISME provide CAT and CFA exam coaching on campus?
Can students align their coursework with professional certifications?
Is the Global Immersion program the same for all courses and schools at ATLAS?
Does ISDI School Of Design & Innovation have a campus?
Can ATLAS ISME undergraduate students launch real startups while earning credits, and how do these ventures receive support?
What if I am awaiting my Class 12 or equivalent final exam results during the ATLAS ISME admission process?
What out-of-classroom learning opportunities are available at ATLAS ISME?
How does direct industry teaching from CXOs and founders benefit B.Sc. Finance students at ATLAS ISME?
How experienced is your faculty?
Do ATLAS ISME students get global exposure during their undergraduate studies?
What is the international admission policy at ATLAS SkillTech University for NRI, OCI, and foreign candidates?
What is the Global Business Pathway program with Northeastern University?
How can I know my eligibility for the ISDI School Of Design & Innovation scholarship?
Does ATLAS ISME have campus placements for its students? What are some real career outcomes of ATLAS ISME students?
What is the reservation policy for admissions at ATLAS ISME?
Does ATLAS ISME provide CAT and CFA exam coaching on campus?
What is the Admission Process for ISDI School Of Design & Innovation?
Do ATLAS ISME offer experiential learning? What is the teaching methodology at ATLAS ISME?
Which Indian boards are recognised by ATLAS ISME/ATLAS SkillTech University?
Does ISDI School Of Design & Innovation provide student housing?
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