Post-Graduate Diploma in Finance
Post Graduate Diploma
In New Delhi
Description
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Type
Post Graduate Diploma
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Location
New delhi
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Duration
11 Months
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
Facilities
Location
Start date
Start date
Reviews
Course programme
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.
Post-Graduate Diploma in Finance