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21st July 2015, 09:37 AM
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| Re: Wealth Management Course from IIBF
As you want I am here providing you syllabus for Wealth Management Course of Indian Institute of Banking & Finance(IIBF). Eligibility for course : Applicant should be graduate of a recognized university. Syllabus : PAPER - 1 : INTRODUCTION TO FINANCIA PANNING a) Securities Market & Products ABC of the Indian Financia and Investment Industry Participants in the Indian Finance System Indian Economic Environment Indian Socia Environment and Financia Panning Effective Communication in Financia Counseing Introduction to Investments Meeting Cients’ needs through Financia Panning Recommending Financia Panning Strategies to Investors Reguation of the Indian Financia System Risk Management and Insurance Products Fundamenta Investment Concepts The Economic Environment Asset Casses Investment Products Taxation - Part 1 Taxation - Part 2 Estate Panning Towards a Financia Pan PAPER - 2 : MANAGING AND MARKETING OF FINANCIA SERVICES Strategic Business Panning Marketing - The Starting Point Marketing - Segmentation and Product Deveopment Marketing - Communications Marketing - Distribution and Pricing Organizationa Behaviour and Human Resource Management Communication Confict Resoution Team eadership Case Study PAPER - 3 : SECURITIES MARKET & PRODUCTS Investment Concept and Approaches Asset Casses Statistica Toos Risk and Return Efficient Market Theory Portfoio Anaysis and Seection Securities Market / Equity Market Depository Reguatory Framework Investment decision making process Introduction to Efficient Market Hypothesis Introduction to Technica & Fundamenta Anaysis Economic Anaysis Industry Anaysis Company Anaysis Vauation Technica Anaysis Debt-Instruments - Concepts Indian Debt Market Government Securities Treasury Bis State Govt. Bonds Ca Money Market Corporate Debt Commercia 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 Reguatory and Procedura Aspects Yied Curve Bond Vauation Duration Fixed Income Derivatives Introduction to insurance and its fundamenta principes Insurance organization structure and functions Reguation and egisation appicabe to insurance ife Insurance and its practice in India Group ife Products PAPER - 4 : INSURANCE PRODUCTS (INCUDING PENSION PRODUCTS) a) Insurance products Rura Socia Insurance Theory and practice of banking iabiity Insurance Heath Insurance Motor Insurance Fire Insurance Marine Insurance Genera Insurance and its practice in India Risk Management & Financia panning with insurance Marketing and seing of insurance Insurance business environment Need for Retirement Panning Measuring Needs Pension Schemes in India Investing your Savings Taxation Pension Reforms in Organised Sector Mutua Funds - Concept and roe Mutua Fund Industry Formation and Organization Fund Accounting and Vauation Portfoio Management : Managing Unit hoder’s money Performance Measurement and Evauation of Mutua Fund Schemes Mutua Fund as an investment Deveoping a Mode Portfoio for the investor Unit hoders Protection Introduction Types of Deposit Accounts Modes of Creating Charge on secured advances Retai Banking Weath Management Banking Products Note: For detaied syabus pease refer the study materia. b) Pension products PAPER - 5 : MUTUA FUNDS PRODUCTS & SERVICES Mutua Funds - Concept and roe Mutua Fund Industry Formation and Organization Fund Accounting and Vauation Portfoio Management : Managing Unit hoder’s money Performance Measurement and Evauation of Mutua Fund Schemes Mutua Fund as an investment Deveoping a Mode Portfoio for the investor Unit hoders Protection PAPER - 6 : BANKING PRODUCTS & SERVICES Introduction Types of Deposit Accounts Modes of Creating Retai Banking Weath Management Banking Products IIBF- Wealth Management Course     Here is the attachment. |