NATIONAL VOCATIONAL EDUCATIONAL QUALIFICATION FRAMEWORK (NVEQF) SECTOR: ECONOMICS & FINANCE SPECIALIZATION:FINANCIAL PLANNING:NVEQF/E&F/FP/LI 1. 2.
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1 NATIONAL VOCATIONAL EDUCATIONAL QUALIFICATION FRAMEWORK (NVEQF) SECTOR: ECONOMICS & FINANCE CERTIFICATE LEVEL- I SPECIALIZATION:FINANCIAL PLANNING:NVEQF/E&F/FP/LI S.NO VOCATIONAL CONTENT (DETAIL CONTENT AT L_All_Vocational_Ed_economics&finance) 1. BASIC FINANCIAL SKILLS MONEY MATTERS : SMART GOALS AND FINANCIAL ANALYSIS BUDGETING : BALANCING THE MEANS AND THE ENDS INVESTMENT : NURTURING THE MONEY PLANT BASICS OF BANKING STALKING THE STOCKS INVESTMENTS : THE WIDER SPECTRUM BEYOND SAVINGS : BORROWING 2. FINANCE BANKING SKILLS UNDERSTANDING BANK FEES HRS. S.NO GENERAL CONTENT HRS SUBJECT OF STUDIES THE LANGUAGES WILL BE FROM THE FOLLOWING WITH THE FOLLOWING STRUCTURE (ANY TWO) HINDI, ENGLISH, ASSAMESE, BENGALI, GUJRATI, KANNADA, KASHMIRI, MARATHI, MALAYALAM, MANIPURI, ORIYA, PUNJABI, SINDHI, TAMIL, TELUGU, URDU, LEPCHA, LIMBU, BHUTIA, SANSKRIT, ARABIC, PERSIAN, FRENCH, GERMAN, PORTUGUESE, RUSSIAN, SPANISH, NEPALI, TIBETAN AND MIZO, TANGKHUL AND BODO. (DETAIL CONTENT AT L_1_Language) LANGUAGE I LANGUAGE II MATHEMATICS (DETAIL CONTENT AT L_1_General_Ed) ONLINE AND MOBILE BANKING DEBIT CARDS CREDIT CARDS CHEQUE PAN CARD-FAQS
2 ATM AWARENESS 3. SCIENCE 180 (DETAIL CONTENT AT L_1_General_Ed) 4. SOCIAL SCIENCE (DETAIL CONTENT AT L_1_General_Ed) 180 TOTAL VOC CONTENT 200 TOTAL GENERAL CONTENT 780 GRAND TOTAL 980 HRS.
3 SPECIALIZATION: FINANCIAL PLANNING:NVEQF/E&F/FP/LII CERTIFICATE LEVEL- II S.NO VOCATIONAL CONTENT (DETAIL CONTENT AT L_All_Vocational_Ed_economics&finance) HRS. S.NO GENERAL CONTENT HRS. 1. LOANS INTEREST RATE COLLATERAL SECURITY TYPES OF LOANS SUBJECT OF STUDIES THE LANGUAGES WILL BE FROM THE FOLLOWING WITH THE FOLLOWING STRUCTURE (ANY TWO) HINDI, ENGLISH, ASSAMESE, BENGALI, GUJRATI, KANNADA, KASHMIRI, MARATHI, MALAYALAM, MANIPURI, ORIYA, PUNJABI, SINDHI, TAMIL, TELUGU, URDU, LEPCHA, LIMBU, BHUTIA, SANSKRIT, ARABIC, PERSIAN, FRENCH, GERMAN, PORTUGUESE, RUSSIAN, SPANISH, NEPALI, TIBETAN AND MIZO, TANGKHUL AND BODO. (DETAIL CONTENT AT L_2_Language) LANGUAGE I 2. LANGUAGE II DEPOSIT ACCOUNTS MATHEMATICS 140 DEMAND DEPOSITS TERM DEPOSITS (DETAIL CONTENT AT L_2_General_Ed) 3. INSURANCE INSURANCE IS IMPORTANT TYPES OF INSURANCE INSURANCE AND MATURITY BENEFICIARY NOMINEE SCIENCE (DETAIL CONTENT AT L_2_General_Ed) INVESTMENT SOCIAL SCIENCE 180
4 TYPES OF INVESTMENTS (DETAIL CONTENT AT L_2_General_Ed) MUTUAL FUNDS INVESTOR AWARENESS SAFEGUARD TOTAL VOC CONTENT 250 TOTAL GENERAL CONTENT 780 GRAND TOTAL 1030 HRS.
5 SPECIALIZATION: FINANCIAL PLANNING:NVEQF/E&F/FP/LIII CERTIFICATE LEVEL- III S.NO VOCATIONAL CONTENT (DETAIL CONTENT AT L_All_Vocational_Ed_economics&finance) HRS. S.NO GENERAL CONTENT HRS. 1. INTRODUCTION TO FINANCIAL PLANNING INTRODUCTION TO FINANCIAL PLANNING CLIENT PLANNER RELATIONSHIP SUBJECT OF STUDIES I&II TWO LANGUAGES OUT OF FOLLOWING HINDI, ENGLISH, ASSAMESE, BENGALI, GUJRATI, KASHMIRI, KANNADA, MARATHI, MALYALAM, MANIPURI, ORIYA, PUNJABI, SINDHI, TAMIL, TELUGU, URDU, SANSKRIT, ARABIC, PERSIAN, LIMBOO, LEPCHA, BHUTIA, GATHERING CLIENT DATA MIZO, TANGKHUL, BODO, NEPALI, TIBETAN, FRENCH, GERMAN, PORTUGUESE, RUSSIAN AND SPANISH. CLIENT OBJECTIVES AND NEEDS (DETAIL CONTENT AT L_3_Language) 120 PREPARING THE FINANCIAL PLAN: ASPECTS AND CONSIDERATONS PROFESSIONALISM & ETHICS IN FINANCIAL PLANNING PRACTICES REGULATORY REQUIREMENTS RISK TOLERANCES AND CLIENT BEHAVIOUR ASSET MANAGEMENT PERSONAL FINANCIAL STATEMENTS FINANCIAL MATHEMATICS (TIME VALUE OF MONEY) ECONOMIC ENVIRONMENTS AND INDICATORS FORMS OF BUSINESS OWNERSHIPS WAY OF TAKING TITLE TO PROPERTY LEGAL ASPECTS OF FINANCIAL PLANNING LANGUAGE I LANGUAGE II 120
6 2. BUSINESS COMMUNICATIONS INTRODUCTION TO THE ESSENTIALS OF BUSINESS COMMUNICATION CITING REFERENCES USING BIBLIOGRAPHICAL & RESEARCH TOOLS WRITING A PROJECT REPORT WRITING REPORTS ON FIELD WORKNISITS TO INDUSTRIES, BUSINESS CONCERNS, ETC./BUSINESS NEGOTIATIONS SUMMARISING ANNUAL REPORT OF COMPANIES WRITING MINUTES OF MEETINGS E-CORRESPONDENCE SPOKEN ENGLISH FOR BUSINESS COMMUNICATION MAKING ORAL PRESENTATIONS 3. INSURANCE PLANNING ANY THREE PAPERS OUT OF FOLLOWING (DETAIL CONTENT AT L_3_General_Ed_Commerce_Stream) MATHEMATICS 150 LEGAL PRINCIPLES IN INSURANCE THE INSURANCE CONTRACT LEGAL LIABILITIES IDENTIFICATION OF LIFE, MEDICAL, HOUSEHOLDERS, AUTO, PROPERTY & LIABILITY RISK EXPOSURES PERSONAL PROPERTY AND LIABILITY INSURANCE
7 LIFE INSURANCE NEEDS ANALYSIS LIFE INSURANCE POLICY ANALYSIS LIFE INSURANCE POLICY SELECTIONS ANNUITIES MEDICAL INSURANCE INSURANCE OF BUSINESS RISK IMPLEMENTING & REVIEWING CLIENT S INSURANCE GOVERNMENT REGULATIONS OF INSURANCE INSURANCE PRICING INSURANCE COMPANIE 4. ECONOMICS BUSINESS STUDIES ACCOUNTANCY ENTREPRENEURSHIP 150 TOTAL VOC CONTENT 350 TOTAL GENERAL CONTENT 690 GRAND TOTAL 1040 HRS.
8 SPECIALIZATION: FINANCIAL PLANNING:NVEQF/E&F/FP/LIV CERTIFICATE LEVEL- IV S.NO VOCATIONAL CONTENT (DETAIL CONTENT AT L_All_Vocational_Ed_economics&finance) HRS. S.NO GENERAL CONTENT HRS. 1. BASICS OF RISK MANAGEMENT SUBJECT OF STUDIES I&II TWO LANGUAGES OUT OF FOLLOWING HINDI, ENGLISH, ASSAMESE, BENGALI, GUJRATI, KASHMIRI, KANNADA, MARATHI, MALYALAM, MANIPURI, ORIYA, PUNJABI, SINDHI, TAMIL, TELUGU, URDU, SANSKRIT, ARABIC, PERSIAN, LIMBOO, LEPCHA, BHUTIA, MIZO, TANGKHUL, BODO, NEPALI, TIBETAN, FRENCH, GERMAN, PORTUGUESE, RUSSIAN AND SPANISH. 120 (DETAIL CONTENT AT L_4_Language) INTRODUCTION TO RISK RISK MANAGEMENT RISK IDENTIFICATION RISK EVALUATION RISK CONTROL RISK FINANCING - GENERAL RISK FINANCING - TRANSFER RISK FINANCING - RETENTION ALTERNATIVE RISK TRANSFER CORPORATE RISK MANAGEMENT CHANGING TRENDS IN RISK MANAGEMENT RISK MANAGEMENT AND SHAREHOLDER VALUE 2. ANTI MONEY LAUNDERING WHAT IS MONEY LAUNDERING? PREVENTION OF MONEY LAUNDERING ACT (PMLA), 2002 RBI GUIDELINES INTRODUCTION TO ANTI MONEY LAUNDERING KNOW YOUR CUSTOMER CUSTOMER IDENTIFICATION PROCEDURE KYC AND RISK PROFILE OF THE CUSTOMER COVERED/EXEMPTED PRODUCT UNDER TGE PREVIEW OF AML REQUIREMENT SOURCES OF FUND SUSPICIOUS TRANSACTIONS LANGUAGE I LANGUAGE II ANY THREE PAPERS OUT OF FOLLOWING (DETAIL CONTENT AT L_4_General_Ed_Commerce_Stream) 120
9 RECORD KEEPING INTERNATIONAL INITIATIVE FOR ANTI MONEY LAUNDERING FINANCIAL ACTION TAX FORCE US PATRIOT ACT ASIA/PACIFIC GROUP OF MONEY LAUNDERING 3. KNOW YOUR CUSTOMER DEFINITION OF AGENT IRDA REGULATION 2000 ROLE OF AN AGENT CODE OF ETHICS COMPLIANCE RESPONSIBILITIES OF ASSOCIATES AND ADVISORS PROTECTION OF COMPANY ASSETS REPORTING TO ILLEGAL AND UNETHICAL BEHAVIOR MATHEMATICS ECONOMICS BUSINESS STUDIES ACCOUNTANCY ENTREPRENEURSHIP 150 TOTAL VOC CONTENT 350 TOTAL GENERAL CONTENT 690 GRAND TOTAL 1040 HRS.
10 SPECIALIZATION: FINANCIAL PLANNING:NVEQF/E&F/FP/LV CERTIFICATE LEVEL- V S.NO VOCATIONAL CONTENT (DETAIL CONTENT AT L_All_Vocational_Ed_economics&finance) 1. RETIREMENT PLANNING ISSUES IN RETIREMENT PLANNING HRS. S.NO GENERAL CONTENT HRS. 1. ANY THREE PAPERS OUT OF FOLLOWING (DETAIL CONTENT AT L_5_General_Ed_Commerce_Stream) WEALTH CREATION TYPES OF RETIREMENT PLANS GROUP LIFE AND HEALTH INSURANCE RETIREMENT NEEDS ANALYSIS RETIREMENT INCOME STREAMS POST-RETIREMENT COUNSELING PENSION SECTOR REFORMS 2. EMPLOYEE BENEFITS PLANNING BUSINESS ORGANIZATION AND MANAGEMENT 180 DEFINED BENEFIT PLANS DEFINED CONTRIBUTION PLANS SUPERANNUATION AND OTHER
11 RETIREMENT PLANS 3. MUTUAL FUNDS FINANCIAL ACCOUNTING 180 CONCEPT & ROLE OF A MUTUAL FUND FUND STRUCTURE & CONSTITUENTS LEGAL & REGULATORY ENVIRONMENT OFFER DOCUMENT FUND DISTRIBUTION & CHANNEL MANAGEMENT PRACTICES ACCOUNTING, VALUATION & TAXATION INVESTOR SERVICES RETURN, RISK & PERFORMANCE OF FUNDS SCHEME SELECTION SELECTING THE RIGHT
12 INVESTMENT PRODUCTS FOR INVESTORS HELPING INVESTORS WITH FINANCIAL PLANNING RECOMMENDING MODEL PORTFOLIOS & FINANCIAL PLANS 4. MICRO ECONOMICS I BUSINESS LAWS 180 BUSINESS STATISTICS 180 FUNDAMENTALS OF COMPUTERS AND INFORMATION SYSTEM 180 MICRO ECONOMICS II 180 CORPORATE LAWS 180 TOTAL VOC CONTENT 500 TOTAL GENERAL CONTENT 540 GRAND TOTAL 1040 HRS.
13 SPECIALIZATION: FINANCIAL PLANNING:NVEQF/E&F/FP/LVI CERTIFICATE LEVEL- VI S.NO VOCATIONAL CONTENT HRS. S.NO GENERAL CONTENT HRS. (DETAIL CONTENT AT L_All_Vocational_Ed_economics&finance) 1. TAX PLANNING 1. ANY TWO PAPERS OUT OF FOLLOWING INTRODUCTION TO TAX PLANNING (DETAIL CONTENT AT TAXATION TERMINOLOGY L_6_General_Ed_Commerce_Stream) TAX CHARACTERISTICS OF BUSINESS FORMS RESIDENTIAL STATUS NON-RESIDENT INDIAN INCOME FROM SALARIES INCOME FROM HOUSE PROPERTY CAPITAL GAINS INCOME FROM OTHER SOURCES TAX PLANNING 2. ESTATE PLANNING BUSINESS MATHEMATICS 250 INTRODUCTION TO ESTATE PLANNING TRUSTS WILLS & SUCCESSION POWER OF ATTORNEY 3. FINANCIAL ADVISING INCOME TAX LAW AND PRACTICE 250
14 INTRODUCTION TO FINANCIAL ADVISING FINANCIAL PLANNING FINANCIAL INVESTMENT PRODUCTS TAXATION 4. MACRO ECONOMICS PRINCIPLES OF MARKETING 250 MATHEMATICS 250 INDIRECT TAX 250 CORPORATE ACCOUNTING 250 COST ACCOUNTING 250 HUMAN RESOURCE MANAGEMENT 250 INDIAN ECONOMY PERFORMANCE 250 AND POLICIES TOTAL VOC CONTENT 550 TOTAL GENERAL CONTENT 500 GRAND TOTAL 1050 HRS.
15 SPECIALIZATION: FINANCIAL PLANNING:NVEQF/E&F/FP/LVII CERTIFICATE LEVEL- VII S.NO VOCATIONAL CONTENT HRS. S.NO GENERAL CONTENT HRS. (DETAIL CONTENT AT L_All_Vocational_Ed_economics&finance) 1. INVESTMENT PLANNING INTRODUCTION TO INVESTMENT PLANNING RETURN RISK TYPES OF RISK RETURN AND RISK QUANTIFYING EX-ANTE (EXPECTED RISK AND RETURN) RETURN AND RISK IN A PORTFOLIO CONTEXT THE MARKET MODEL USING BETA INTRODUCTION TO FINANCIAL MARKET EQUITY FIXED INCOME SECURITIES SMALL SAVING INSTRUMENTS MUTUAL FUNDS 1. ANY ONE PAPER OUT OF FOLLOWING (DETAIL CONTENT AT L_7_General_Ed_Commerce_Stream)
16 FIXED DEPOSITS UNIT LINKED INSURANCE PRODUCTS DERIVATIVES REAL ESTATE OTHER INVESTMENTS INVESTMENT PROCESS ASSET ALLOCATION ACTIVE AND PASSIVE INVESTMENT STRATEGIES REBALANCING PORTFOLIOS REVISION OF PORTFOLIOS PORTFOLIOS REVISION TECHNIQUES REGULATORY FUNCTIONS OF FINANCIAL INSTITUTIONS COMPLAINTS HANDLING 2. SOFTWARE BASED FINANCIAL PLANNING MANAGEMENT ACCOUNTING 300 UNDERSTANDING CLIENT RELATIONSHIP, FINANCIAL PLANNING' DATA GATHERING FROM CLIENT
17 INSURANCE PLANNING CASH FLOW ANALYSIS RISK PROFILING RETIREMENT PLANNING INVESTMENT PLANNING 3. BASICS OF FINANCIAL MARKETS FINANCIAL MANAGEMENT 300 INTRODUCTION TO FINANCIAL MARKET EQUITY FIXED INCOME SECURITIES SMALL SAVING INSTRUMENTS MUTUAL FUNDS FIXED DEPOSITS UNIT LINKED PLANS DERIVATIVES REAL ESTATE OTHER INVESTMENTS
18 4. FINANCIAL SERVICES ENVIRONMENT AUDITING 300 MONEYTARY AND FISCAL POLICY EXTERNAL FORCES ON INDIAN MAKETS COMPANY AS A BUSINESS MEDIUM, ITS STRUCTURE, AND ISSUES MONEY MARKET IN INDIA CAPITAL MARKET INSTRUMENTS REGULATORY BODIES 5. E-COMMERCE 300 FINANCIAL MARKETS, INSTITUTIONS AND 300 FINANCIAL SERVICES COMPENSATION MANAGEMENT 300 CORPORATE TAX PLANNING 300 ADVERTISING AND PERSONAL SELLING 300 BUSINESS DATA PROCESSING I INTERNATIONAL BUSINESS GOVERNANCE, ETHICS AND SOCIAL RESPONSIBILITY OF BUSINESS TOTAL VOC CONTENT 750 TOTAL GENERAL CONTENT 300
19 GRAND TOTAL 1050 HRS.
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