Diploma in Financial Advisory and Marketing Services

Centre for Learning Finance
In Kochi

Rs 28,800
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Important information

  • Diploma
  • Kochi
  • Duration:
    3 Months
  • When:

Diploma in Financial Advisory & Marketing Services is designed to equip the learners who aspire to be a part of Banking Financial Services & Insurance Industry with the skills and knowledge required to meet industry standards. The course comprises of interactive classroom sessions & practice sessions, which enables the participants to gain essential knowledge and be ready to face real life situations.

The course content is designed as clear and simple sculpted modules that impart the knowledge and the right skills required by participants to effectively and efficiently excel in entry level positions (eg. Relationship Officers / Relationship Managers, Feet on Street Executives, etc)

Course Duration - 3 Months.
Eligibility Criteria - 18 Years of age. Graduate / Students in Final year graduation in any stream.

Important information



Where and when

Starts Location Timetable
2nd Floor, Villiayadath, PC Road, Chalikkavattom, Vennala P.O. Kochi - 28, 682028, Kerala, India
See map

Frequent Asked Questions

· What are the objectives of this course?

Learners will acquire knowledge and skills required to take up entry level positions in Banking, Financial Services and Insurance Sectors.

· Who is it intended for?

Graduate / Students pursuing graduation in any stream.

· Requirements

Eligibility Criteria - 18 Years of age. Graduate / Students in Final year graduation in any stream.

· Qualification

Graduate / Students in Final year graduation in any stream.

· What happens after requesting information?

On receiving your request, an academic counsellor shall call you and explain the course details and guide you to the admission process.

What you'll learn on the course

Ms Office
Basic knowledge of English

Teachers and trainers (1)

Harish S Nair
Harish S Nair

Course programme

  • The Financial System
Introduction to the Financial System & the Components of the Financial System. Understand the regulatory framework in the Financial System.
  • Financial Planning
Understand the strategies and tools used in financial planning & the features and benefits of key investment products.
  • Financial Markets
Get an overview of the financial markets and to understand key aspects of capital market.
  • Depositories and Key Depository Services
Get an overview of depositories & understand the concept of depository services.
  • Banking and Banking Products
Understand the roles and responsibilities of banks, the role of banks as a financial intermediary and how banks provide financial services.
  • Insurance and Insurance Products
Understand the role of Insurance and be able to advice an individual about suitable insurance product
  • Mutual Funds
Understand key features and benefits of investment plans and services in mutual funds, the process for investment in mutual funds, accounting and valuation in mutual funds and the principles of scheme selection in mutual funds.
  • Relationship Management in Financial Services
Relationship Management & Marketing Skills

Achievements for this centre

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