Certificate Programs in Financial Services Marketing( CLASSROOM PROGRAM)

IMS Proschool
In Mumbai

Price on request
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Important information

  • Certificate
  • Mumbai
  • Duration:
    3 Months

To enhance selling skills of entry level professionals working in Financial Services Industry and graduates seeking to get a job in Banks & Insurance companies by focusing on technical aspects of Insurance Products, Mutual Fund Products, Equity Market Investments, Fixed Income Products and Personal Taxation.

Important information

Where and when

Starts Location
On request
67, Jayant Building, Jain Hostel Road, Near Sion circle, Sion – west, Mumbai, 400022, Maharashtra, India
See map

Course programme

The program will help you

* Gain Skills to compare financial products
* Understand Customer needs for Financial Products
* Understand Customer decision making process while choosing the financial products
* Increase cross selling opportunities with existing customers

Program Content:

The program comprises of the following courses. Each course includes topics which are relevant providing conceptual as well as practical knowledge required for the job.

1. Personal Financial Analysis
* Budgeting
* Time Value of Money
* Basic Financial Functions

2. Understanding Insurance
* Types of Risk & Risk Management
* Insurance Mechanism
* Insurance Need Analysis
* Life Insurance Products
* General Insurance Products
* Insurance Regulations / IRDA
* Insurance Principals and contract
* Insurance Market
* Insurance Companies

3. Understanding Investments
* Making Sense of Pink Papers
* Equity Markets
* Debt Markets
* Derivatives
* Mutual Funds
* Mutual Funds in India
* Types of Funds
* Selecting the right Fund
* PMS / Structured Products
* Asset Allocation
* Regulatory Framework / SEBI

4. Basics of Estate Planning
* Intestate Succession
* Wills
* Power Of Attorney
* Trusts

5. Tax Planning Basics
* Residential Status
* Heads of Income
* Computation of Income
* Deductions
* Filing Of Returns

6. Other Financial Products
7. Selling Skills

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