Certificate Program in Financial Services Marketing (Distance Learning Program)


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Important information

Typology Certificate
Methodology Distance learning
  • Certificate
  • Distance learning

Course programme

Certificate Program in Financial Services Marketing (Distance Learning Program)

This program is offered in different format:

* Classroom Program
* Distance Learning Program

The distance Learning Program offers:
-Online Study Material
-3 day Sales Training Workshop
-Online quizzes and assignments

Program Objective
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.

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
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
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
Power Of Attorney

5. Tax Planning Basics
Residential Status
Heads of Income
Computation of Income
Filing Of Returns
6. Other Financial Products
7. Selling Skills
Report Writing

Teaching Methodology
The entire program has been designed and developed with inputs from the industry making it relevant and practical. Emphasis is more on teaching the students on how they should apply the knowledge than just gathering knowledge. This would be done by teaching with lot of examples and by adopting the case-study method. Those attending the classroom program will have an additional benefit of interacting with the faculty who are professionals in the financial services sector.

Online reference material will be provided for all modules to all students immediately on enrolment. All students will be provided user id and password to access the course content from IMS Proschool website. Students will be required to read the specific online reference material, attempt online quizzes, attend workshops and submit assignments / projects to become eligible to appear for the final examination. Students may also be required to do some additional reading and collate information from the internet as a part of the exercise during the program.

IMS Certification Criteria
Candidates will be granted the certification only if they fulfill the following criteria.

-Education: Candidate must be at least a graduate or equivalent. Those in the final year will receive the certification only after they provide the proof of graduation. Candidates must successfully complete IMS Proschool’s Program and pass in all mandatory internal quizzes/tests conducted by IMS Proschool.

-Sales Assessment Workshop: Candidates must attend the 3 – day sales assessment workshop after successful completion of all mandatory internal tests/quizzes with in one year from the date of registration. The workshop will be conducted by IMS Proschool.

-Final Examination: Those candidates who have attended the sales assessment workshop and have successfully cleared the requisite internal quizzes/tests of IMS Proschool can register for the final exam with IMS Proschool. The candidate must get 50% in the final exam to be eligible for the certificate.

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