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?

Hii Guys , I want to Join Advanced Wealth Management Course at IIBF Mumbai Campus , for it Will you please provide me Admission details ?

[Raman Vij]

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
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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