Certificate Programs in Financial Services Marketing( Distance Learning Program)

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
* HUF
* Filing Of Returns

6. Other Financial Products
7. Selling Skills