#1
24th June 2015, 02:47 PM
| |||
| |||
Advanced Wealth Management Course IIBF
I want to do Advance wealth management course from IIBF (Indian Institute Of Banking & Finance) want to know in detail about this course. Can you please provide me eligibility criteria to apply for this course and also tell me fee structure of this course?
|
#2
24th December 2015, 03:22 PM
| |||
| |||
Re: Advanced Wealth Management Course IIBF
Hii Guys , I want to Join Advanced Wealth Management Course at IIBF Mumbai Campus , for it Will you please provide me Admission details ?
|
#3
24th December 2015, 03:34 PM
| |||
| |||
Re: Advanced Wealth Management Course IIBF
The Indian Institute of Banking and Finance is India’s Premier Institute in Banking and Finance Education . It is located in Kurla West, Mumbai . It was founded in 1928 . Eligibility: The Applicant Should be Graduation Degree in any Discipline from, a Recognized University. Subjects Of Examination 1) Introduction to Financial Planning (2) Managing and Marketing of Financial Services (3) Securities, Markets and Products (4) Insurance Products (including Pension Products) (5) Mutual Funds - Products and Services (6) Banking Products and Services Examination Fees : Four Attempts ` For Members 10,000/- For Non-Members @ 13,000/- Registration fee of `500/- Examination will be conducted in English only. The duration of the examination will be of two hours. SYLLABUS : PAPER - 1 : INTRODUCTION TO FINANCIAL PLANNING PAPER - 2 : MANAGING AND MARKETING OF FINANCIAL SERVICES PAPER - 3 : SECURITIES MARKET & PRODUCTS a) Securities Market & Products lABC of the Indian Financial and Investment Industry lParticipants in the Indian Finance System lIndian Economic Environment lIndian Social Environment and Financial Planning lEffective Communication in Financial Counseling lIntroduction to Investments lMeeting Clients’ needs through Financial Planning lRecommending Financial Planning Strategies to Investors lRegulation of the Indian Financial System lRisk Management and Insurance Products lFundamental Investment Concepts lThe Economic Environment lAsset Classes lInvestment Products lTaxation - Part 1 lTaxation - Part 2 lEstate Planning lTowards a Financial Plan PAPER - 2 : MANAGING AND MARKETING OF FINANCIAL SERVICES lStrategic Business Planning lMarketing - The Starting Point lMarketing - Segmentation and Product Development lMarketing - Communications lMarketing - Distribution and Pricing lOrganizational Behaviour and Human Resource Management lCommunication lConflict Resolution lTeam Leadership lCase Study PAPER - 3 : SECURITIES MARKET & PRODUCTS a) Securities Market & Products lInvestment Concept and Approaches lAsset Classes lStatistical Tools lRisk and Return lEfficient Market Theory 7 lPortfolio Analysis and Selection lSecurities Market / Equity Market lDepository lRegulatory Framework b) Technical & Fundamental Analysis of Companies lInvestment decision making process lIntroduction to Efficient Market Hypothesis lIntroduction to Technical & Fundamental Analysis lEconomic Analysis lIndustry Analysis lCompany Analysis lValuation lTechnical Analysis Bond & Money Markets lDebt-Instruments - Concepts lIndian Debt Market lGovernment Securities lTreasury Bills lState Govt. Bonds lCall Money Market lCorporate Debt lCommercial Paper : Certificate of Deposit lSecondary Markets for Government Securities lBond Market Indices and Benchmarks lReady Forward Contracts (Repos) lSecondary Market and Trading in Govt. Securities lRegulatory and Procedural Aspects lYield Curve lBond Valuation lDuration lFixed Income Derivatives PAPER - 4 : INSURANCE PRODUCTS (INCLUDING PENSION PRODUCTS) a) Insurance products lRural Social Insurance lTheory and practice of banking lLiability Insurance lHealth Insurance lMotor Insurance lFire Insurance lMarine Insurance lGeneral Insurance and its practice in India lRisk Management & Financial planning with insurance lMarketing and selling of insurance lInsurance business environment lNeed for Retirement Planning lMeasuring Needs lPension Schemes in India lInvesting your Savings lTaxation lPension Reforms in Organised Sector lMutual Funds - Concept and role lMutual Fund Industry lFormation and Organization lFund Accounting and Valuation lPortfolio Management : Managing Unit holder’s money lPerformance Measurement and Evaluation of Mutual Fund Schemes lMutual Fund as an investment lDeveloping a Model Portfolio for the investor lUnit holders Protection lIntroduction lTypes of Deposit Accounts lModes of Creating Charge on secured advances lRetail Banking lWealth Management lBanking Products Here I am uploading pdf file Which Having Complete Advanced Wealth Management Course Details of IIBF : Indian Institute of Banking & Finance Advanced Wealth Management Course Details Contact No : 022-2503 9746 / 9604 / 9907 Fax : 022-2503 7332 E-mail : iibgen@bom5.vsnl.net.in Address : Indian Institute of Banking & Finance Kohinoor City, Commercial-II, Tower-1, 2nd Floor, Kirol Road, Kurla (West), Mumbai - 400 070 |
|