Post-Graduate Diploma in Finance

Academy of Carver Aviation Private Limited
In New Delhi

Price on request
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Important information

  • Post Graduate Diploma
  • New delhi
  • Duration:
    11 Months
Description

The PGDF is an ideal programme for those who want to make their career in investment, commercial and retail banking, investment management, hedge funds, security analysis and broking, capital markets, trading and risk management, finance function of industrial, commercial and service, organizations, corporate finance, venture capital and corporate restructuring, corporate planning

Important information
Venues

Where and when

Starts Location
On request
New Delhi
ISBF,B-26, Okhla Phase I, 110020, Delhi, India
See map

Course programme

The Post Graduate Diploma in Finance (PGDF) is designed to provide relevant knowledge with skills grounded in teamwork and reinforced through real life business application. Students participating in this programme develop sound analytical skills and become sharp decision-makers. This programme delivers varied, in-depth views of current financial developments and also provides technical expertise and essential skills to fast track career in business and finance.

At ISBF, the PGDF is the first of its kind in India as it offers two specialization options - Wealth Management and Investment Management. The Wealth Management track covers the curriculum of the internationally recognized Certified Financial Planning (CFP) and Chartered Financial Analysis (CFA) Level 1 programmes. The Investment Management track covers major elements of CFA Level 1 and 2 programmes. Both tracks equip ISBF students with necessary knowledge and skills to work across the entire landscape of the fast growing financial sector.

An Innovative Curriculum:

Module I

Statistical Methods for Financial Analysis

· Introduction, Grouping & Displaying Data to Convey Meaning
· Measures of Central Tendency & Dispersion in Frequency Distributions
· Probability I: Introductory Ideas
· Probability Distributions
· Sampling & Sampling Distributions
· Simple Regression & Correlation
· Index Numbers

Module II

Introduction to Wealth Management

· Introduction to Personal Financial Planning
· Time Value of Money
· The Planning Process
· Household Finance
· Financial Statement Analysis
· Cash Flow Planning
· Non-Financial Investments
· Financial Investments
· Risk Management
· Planning Essentials
· Capital Need Analysis
· Behavioral Financial Planning

Module III

Soft Skills & Business Communication

· Ability to handle soft side of business ( Financial Advisor as Partner, Guide & Educator)
· Influencing
· Communication
· Team Management
· Delegating
· Appraising
· Presenting
· Motivating

Module IV

Financial Accounting & Statement Analysis

· Principles of Financial Accounting (GAAP)
· Introduction to Principal Financial Statements ( Balance Sheet, Income Statement & Cash Flow statement)
· Cash Flow Analysis
· Analysing Financial Performance using Ratio Analysis
· Understanding Notes to Financial Statements
· International Accounting Standards

Module V

Introduction to Capital Markets

· Markets & Financial Instruments
· Primary Market
· Secondary Market
· Trading & Settlement
· Legal Framework
· Overview of the Indian Securities Markets

Module VI

Principles of Corporate Finance

· Scope of Corporate Finance
· Capital Budgeting (Accounting based decision criterion and cash flow based decision criterion like NPV, IRR, PI, MIRR)
· Capital Structure Decisions
· Dividend Policy
· Short-Term Financing Decision (Inventory , Receivables & Working Capital Mmanagement)
· Mergers, Corporate Control & Governance

Module VII

Economics For Financial Markets *

· Important Principles of Micro & Macro Economics with particular reference to Financial Markets
· Economic Growth & Economic Cycles
· Global Economic Events
· Monetary & Fiscal Policies
· Forex & Exchange rates

Module VIII

Investment Planning

· Risk Return Matrix
· Investment Vehicles
· Fixed Income Instruments
· Equity & Debt Markets
· Mutual Funds
· Asset Allocations

Module IX

Mutual Fund Investing

· Concept & Role of Mutual Fund Industry
· Fund Distribution & Sales Practice
· Accounting, Valuation & Taxation
· Investment Management
· Helping Investors with Financial Planning
· Recommending Model Portfolios

Module X

Derivatives & Alternate Assets

· Types of Derivative Instruments and their Characteristics
· Forward Markets & Instruments
· Futures Markets & Instruments
· Options Markets & Instruments
· Swaps Markets & Instruments
· Credit Derivatives Markets & Instruments
· Types of Alternative Investments and their Characteristics
· Real Estate
· Private Equity / Venture Capital / Hedge Funds
· Commodities

Module XI

Risk Management & Insurance Planning *

· Introduction to Risk Management
· Insurance Concepts, Policies & Strategies
· Risk Management Products
· Regulatory Framework of Insurance
Module XII

Marketing of Financial Products

· Basic Principles of Marketing - 4Ps of Marketing
· Services Marketing
· Service Marketing vs Product Marketing
· Market Segmentation
· Client Behaviour
· Marketing of Financial Products & Services


Module XIII

Tax & Estate Planning *

· Tax Provisions Applicable to Individuals
· Tax Planning Strategies
· Capital Gains & Wealth Tax
· Assessment & Computation of Taxable Income for Individuals
· Features & Taxation Of Trusts
· Wills, Powers Of Attorney & Property Documentation

Module XIV

Retirement Planning & Employee Benefits *

· Introduction to Retirement Planning
· Wealth Creation, Accumulation & Erosion
· Type of Retirement Plans
· Retirement Needs Analysis & Income Streams
· Group, Life & Health Insurance

Module XV

Advanced Financial Planning & Wealth Management
(Including Project) *

· Comprehensive Financial Plans for Wealth Creation
· Implementation & Monitoring of Financial Plans
· The Project will be in the form of a dissertation which will allow students to apply the concepts and principles of wealth management in real life situations.

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