Advance Diploma in Banking & Financial Planning IMS PROSCHOOL

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1 Advance Diploma in Banking & Financial Planning

2 INDEX About Advance Diploma in Banking & Financial Planning Benefits of the Advance Diploma in Banking & Financial Planning Highlights and Curriculam IMS Proschool Teaching Methodology About IMS Proschool CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by IMS Proschool. CFA Institute, CFA and Chartered Financial Analyst are trademarks owned by CFA Institute. IMS Proschool

3 Advance Diploma in Banking & Financial Planning Job oriented training Dual Certification Become the part offastest fastest growing sector Gateway to International Certification

4 Why Banking? Banking sector is one of the fastest growing sectors in India. According to a FICCI report on the Indian BFSI industry in 2010, the sector is expected to grow at percent CAGR by Indian public and private banks are expected to create around 800,000 jobs in the next six years, according to a study by the Associated Chambers of Commerce and Industry (Assocham). This job creation will be mainly on account of expansion of branch network, addition of new banks and retirement of current employees.

5 Why Financial Planning? Earlier individuals used to approach self proclaimed financial advisors for advice. Over Oe a period of time ethingschanged, ged,onestartedted looking at banks, brokerage houses, insurance companies, tax consultants for advice. However, individuals still aren t getting the counsel that takes an integrated view of their life and financial goals. Even professionals like CAs, CWAs, CFAs are aptly qualified to handle one s personal finance for instance Chartered Accountants specialise in accounting, CFA specialises in portfolio management and investment analysis, MBA in finance specializes in general finance and management. Therefore today the need for a Certified Financial Planner (CFP) is growing. A CFP has specialisation in areas of insurance, investment, taxation, estate and retirement planning. A CFP doesn't see an individual s financial needs in isolation but considers all aspects in totality.

6 About Certified Financial Planning (CFP CM ) Certified Financial Planner Certification is an internationally accepted Financial Planning qualification. The qualification is recognized in more than 20 countries across the world. In India, the Certification is granted by Financial Planning Standards Board India (FPSB). The qualification i gears candidates to provide comprehensive financiali advisory di services to individuals. It covers insurance, retirement planning, investment, taxation and estate planning. For those looking for a career in the financial services sector, CFPCM Certification provides a definite edge over other candidates. One's expertise and credibility as a qualified professional is instantly communicated if he/she has a CFPCM Certification

7 Who is demanding CFP? CFP Certification: Mandated by the Finance Industry and Regulatory Bodies. An increasing i number of multinationals l banks like ICICI Bank, Standard d Chartered Bank, American Express Bank and others have made it mandatory for their Relationship Managers to acquire the CFP certification in order to raise service standards to optimum level. Regulatory bodies like SEBI, IRDA, PFRDA etc. are gradually educating and encouraging consumers to consult CFPs for their Financial needs. CFP Certification: demanded by the consumer. With the spread of the internet, the average consumers has access to a wealth of information about financial products. As a result, the consumer is evolving with respect to understanding the benefits and working of these products and services. Unqualified advisors will find it difficult to handle such finance savvy consumers. Only professionals with appropriate knowledge and skill credentials will be able to satisfactorily serve such customers. Namely Certified Financial Planners.

8 Huge Demand Supply gap for CFP CM Professionals in India India has 2,500+ CFP Certificants for a population of 1200 million Versus 60,634 CFP Certificants in US (250 million Population) 17,234 CFP Certificants in Canada (60 million population) 16,434 in Japan (120 million population) Against other Financial Services Intermediaries in India 20 Lakh+ Life Insurance Agents 50, Mutual Fund Advisors 25,000 + Bank Branches, 5,000+ Insurance Services Branches and Brokerages Service Branches

9 Highlights

10 Comprehensive Certifications CFP Certification prep: The program includes comprehensive training for internationally recognised certification in the field of Financial Planning i.e. Certified Financial Planner. Prepare you for Diploma in Banking & Finance: The program includes comprehensive training for most recognised Diploma in the field of Banking by IIBF i.e. Diploma in Banking & Finance. Advance Diploma in Banking & Financial Planning: On successful completion of the program you will be awarded Advance Diploma in Banking & Financial Planning. The Diploma will give you an edge in the job market

11 Job oriented Training Qualified Faculty All the faculty members are CFP Certified or Ex. Bankers with experience in the field of Banking, Financial Planning, Wealth Management etc. Practical Training Program includes practical training in the field of Banking & Financial Planning such as preparing Financial Planning Core Banking Software This course provides a thorough understanding of the various banking processes. It also provides a detailed dunderstanding di on how to use software tools for banking processes.

12 Where will students find opportunity? Banking Wealth Management Life Insurance Mutual Fund Financial Tax Planning Investment Consultancy Advisory Services Stock Broking Financial Products General Retirement Fund Management Designing Insurance Planning Portfolio Financial Products Insurance Estate Management Marketing Products Planning

13 Curriculum

14 CFP Module Sr.no Subject name Detail 1 Introduction to Financial Planning 2 Risk Management & Insurance Planning 3 Retirement Planning & Employee Benefits What is overall comprehensive Financial Planning. The place, role & importance of each module in this process Holistic approach & code of ethics Personal/Intra personal communication skills required. Different kinds of risks & how to manage them How does insurance works? Doctrines of insurance How the cost of insurance is determined? Rating practices in general insurance How to plan the insurance Life stage wise? Need for Retirement Planning How to determine the retirement corpus & planning for it s achievement Statutory retirement benefits offered by the Govt. / Pvt. Employees Mathematical calculation of Gratuity / EDLI / Leave Encashment / EPS 1995 / EPF / PPF Tax treatment of the above Group Insurance schemes

15 4 Investment Different classes of assets and their characteristics Planning Liquid Assets & Fixed Interest Earning Securities Equity/Mutual Funds Asset Allocation Concept of Risk and Returns Derivatives 5 Tax Avoidance / Tax Evasion / Tax Planning Tax Planning & Ways & Means of Taxation Planning Estate Planning Use of Taxation Planning in Management Decision Making g Process Taxation Laws & Rules applicable to Individuals / HUF / Firms / Companies Co. Op. Soc. Etc Estate Planning 6 Advanced Financial Construction of Comprehensive Financial Plan Planning Analysing client data, developing, recommending and implementing appropriate strategies Monitoring and assessment of Financial Plan A review of the legal, ethical, and regulatory issues affecting financial planners will also be covered

16 Banking Module 7 Principles and Indian Financial System Practices of Functions of Banks Banking Banking Technology Marketing of banking 8 Accounting & Basics of Business Mathematics Finances for Accounting in banks/branches Bankers Bank Accounting & Balancesheet Computerized Accounting 9 Legal & Regulatory Regulations & Compliance Aspects of Banking Legal Aspects of Banking Operations Banking Related Laws Commercial Laws with reference to banking operations

17 Practical Module 10 Technology Excel & Advance Excel Banking Software Prepare Financial Plan on Software 11 Communication skills Basics of Written & oral communications Prepare report & presentation Mock session with customers 12 Client Management Relationship Building skills Understand customer needs Resolve customer queries

18 Admission Process & Fee Eligibility Criteria : 12 th Passed with minimum 55% Duration: 9 months How to Apply? Step 1: Download and fill the application form available at or fill the application form available with this brochure. Step 2: Attach 1 Passport size photo and self attested copy of highest qualification i till date. Program Fee (Inclusive all) Variants Days Fee Part Time Saturday & Sunday Rs Full Time 4 days a week Rs.65,000

19 About Proschool Proschool is India s leading training provider of CFP Education in India. We have trained more than 16,000 candidates on Financial Planning in India. W h t i d th did t Fi i l Pl i i About Parent Organization: Poschool s Milestones: High Success ratio: Students enrolled with Proschool have a higher success ratio. More than 400 CFP and 3000 AFP aspirants have cleared CFP Exams with the help of Proschool Training Program Largest training provider: IMS Proschool in association with Tata McGraw Hill has trained more than 2000 candidates during last year for CFP Exams Industry d t Trainer: Proschool lis the leading training i partner of financial i corporations in India. We have trained more than 18,000 employees of organizations such as IDBI, SBI, ICICI Securities, ICICI Bank, HDFC Life, Deutche Bank, CiTi Bank etc in India The parent organization IMS is India s no.1 Test Preparatory Services organization with presence in 100 cities through 140+ centres and a market leadership spanning 30 years

20 Partnerships Partner with NISM (National Institute of Securities Market an Initiative of SEBI) to spread Financial Literacy and Awareness across 135,000 schools in the country. Tie up with National Stock Exchange's NCFM for Certification test administration Approved learning partner of CIMA (UK) for management accounting qualification Approved prep provider of CFA Institute, USA for CFA Program Partner with National Skill Development Corporation ( A Government of India Initiative) to offer to offer skills based education IMS Proschool

21 Corporate Clients Trained & Certified employees of following Organizations State Owned Banks Foreign Banks Security Houses Mutual Fund Companies Insurance Companies IT/ITES IMS Proschool

22 Our other industry oriented programs Certification Program Chartered Financial Analyst Financial Modeling Certified Financial Planner Certification Financial Services Foundation Chartered Institute Management Accountant Business Analytics Financial Modeling & Business Analysis Post Graduate Management Accounting CIMA Program Business Analytics (6 Month 9 Banking & Financial Planning months) IMS Proschool

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