Post Graduate Diploma In Financial Advising Examination

Indian Institute of Banking and Finance
Distance

Price on request
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Important information

  • Post Graduate Diploma
  • Distance learning
  • Mumbai
  • Duration:
    2 Years
Description

This comprehensive course aims as under : (i) To create a cadre of competent practitioners of financial advisors / counselors in the country. (ii) To provide candidates with competencies required to act as an Independent Financial Advisor. (iii) To enable candidates to possess the needed skills and knowledge to understand clients needs, attitudes and fears.
Suitable for: FOR WHOM: (i) Bank Employees. (ii) Insurance Professionals. (iii) People intending to be Financial Counselors / Advisors / Planners

Important information
Venues

Where and when

Starts Location
On request
Mumbai
The Arcade', World Trade Centre, 2nd Floor, East Wing, Cuffe Parade, 400005, Maharashtra, India
See map

Course programme

SYLLABUS:


-PAPER 1: INTRODUCTION TO FINANCIAL PLANNING


-ABC of the Indian Financial and Investment Industry
- Participants in the Indian Finance System
- Indian Economic Environment
- Indian Social Environment and Financial Planning
- Effective Communication in Financial Counseling
Introduction to Investments
- Meeting Clients' needs through Financial Planning
- Recommending Financial Planning Strategies to Investors
- Regulation of the Indian Financial System
- Risk Management and Insurance Products
Fundamental Investment Concepts
- The Economic Environment
- Asset Classes
- Investment Products
Taxation - Part 1
- Taxation - Part 2
- Estate Planning
- Towards a Financial Plan


-PAPER 2: MANAGING AND MARKETING OF FINANCIAL SERVICES


- Strategic Business Planning
- Marketing - The Starting Point
- Marketing - Segmentation and Product Development
- Marketing - Communications
- Marketing - Distribution and Pricing
Organizational Behaviour and Human Resource Management
- Communication
- Conflict Resolution
-Team Leadership
- Case Study


-PAPER 3: SECURITIES MARKET & PRODUCTS


a) Securities Market & Products

- Investment Concept and Approaches
- Asset Classes
- Statistical Tools
- Risk and Return
-Efficient Market Theory
- Portfolio Analysis and Selection
- Securities Market/Equity Market
- Depository
- Regulatory Framework

b) Technical & Fundamental Analysis of Companies

- Investment decision making process
- Introduction to Efficient Market Hypothesis
- Introduction to Technical & Fundamental Analysis
- Economic Analysis
- Industry Analysis
-Company Analysis
- Valuation
- Technical Analysis

c) Bond & Money Markets

- Debt-Instruments - Concepts
- Indian Debt Market
- Government Securities
-Treasury Bills
- State Govt. Bonds
- Call Money Market
-Corporate Debt
- Commercial Paper : Certificate of Deposit
- Secondary Markets for Government Securities
- Bond Market Indices and Benchmarks
- Ready Forward Contracts (Repos)
- Secondary Market and Trading in Govt. Securities
- Regulatory and Procedural Aspects
- Yield Curve
- Bond Valuation
- Duration
- Fixed Income Derivatives

-PAPER 4: INSURANCE PRODUCTS (INCLUDING PENSION PRODUCTS):


a) Insurance products

-Introduction to insurance and its fundamental principles
- Insurance organization structure and functions
-Regulation and legislation applicable to insurance
- Life Insurance and its practice in India
- Group Life Products
- Rural Social Insurance
- Theory and practice of banking
- Liability Insurance
- Health Insurance
- Motor Insurance
- Fire Insurance
- Marine Insurance
- General Insurance and its practice in India
- Risk Management & Financial planning with insurance
- Marketing and selling of insurance
- Insurance business environment

b) Pension products

- Need for Retirement Planning
- Measuring Needs
- Pension Schemes in India
- Investing your Savings
- Taxation
- Pension Reforms in Organised Sector

-PAPER 5: MUTUAL FUNDS PRODUCTS & SERVICES:


-Mutual Funds - Concept and role
- Mutual Fund Industry
- Formation and Organization
- Fund Accounting and Valuation
- Portfolio Management: Managing Unit holder's money
- Performance Measurement and Evaluation of Mutual Fund Schemes
- Mutual Fund as an investment
- Developing a Model Portfolio for the investor
- Unit holders Protection

-PAPER 6: BANKING PRODUCTS & SERVICES:]


-Introduction
- Types of Deposit Accounts
- Modes of Creating Charge on secured advances
- Retail Banking
- Wealth Management
- Banking Products

Additional information

Payment options: Four attempts: - Rs.10000/- :For Members -Rs.13000/- : For Non-members

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