MBA – Financial Planning & Applied Finance

(Integrated with CFP® Global Certification)

Apply for 2027 Intake

Duration

2-Year Full Time

Eligibility Criteria

50% and above

(Graduate from any discipline)

Next Intake

July 2027

Session begins from 17th July 2027

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.

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.

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.

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.

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.

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.

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.

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

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

Your guide to joining ATLAS MBA

A 4-step admission process

Know more

Submit the Application Form

Apply for July 2027 Intake

Complete the ATLAS Aptitude Test (AAT)

View a Sample Paper

Appear for the group discussion

View Sample Topics

Attend the Personal Interview

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%.

Fee Structure

We believe in clarity. Here’s a simple year-on-year breakdown of our fees!