Introduction to PGDFPRM:
The financial planning process for individuals gets redefined in the emerging scenario. The new age Financial Planner of today needs to possess knowledge of the basic foundation blocks of financial services sector. Use of technology would enable the new age Financial Planner to be more productive on the job. The modern day new age Financial Planner needs to understand his/her customer with respect to their financial position, their risk appetite and their future financial needs to be able to recommend suitable investments. The key attributes that today's new age Financial Planner has to possess include high customer service orientation,
· Effective communication,
· Positive attitude,
· Team spirit,
· Flair for sales and marketing and the
· Art of building relationships,
· And the new age Financial Planner should be driven by a genuine desire to render professional support to investors.
Job Guarantee:
A unique feature of the course is that the Institute promises to give appointment letters of ICICI Securities at the time of admission itself. Thus, the screening for the job is done at the time of admission itself.
Name of the Institute conducting PGDFPRM course:
Institute of Finance, Banking, and Insurance (IFBI), an affiliate of NIIT
Objectives of the course:
· Appreciate the need for professional financial planning and advisory services
· Appreciate market linkages
· Explain various financial products
· Explain the financial planning process
· Apply quantitative tools for investing
· Construct a portfolio - Devise scenarios considering the risk return trade off
· Demonstrate ability to implement the proposal
· Demonstrate communication skills
· Appreciate the need for grooming and inculcate the habit
· Demonstrate selling skills
· Demonstrate relationship management skills
Eligibility:
1. Fresh graduates or
2. Graduates with less than two years of field experience in banking or financial services or
Duration of the Course:
The duration of the course is in Full Time and Part Time mode: - Full Time Mode has 3 months Class Work and 3 month internship - Part Time Mode has 6 months Class Work and 3 month internship
PGDBO - Key features of the program
· Three months supervised internship
· Up to date and modern curriculum and courseware created by industry experts
· Multiple learning mechanisms - class-work, projects, case studies, book reviews
· Experienced faculty
· Learning Management System
Admission procedure for PGDFPRM course of IFBI:
· You can apply online or visit any of the IFBI centres
· Appear for Online Admission test - ICET
· Appear for Interview
· Documentation check
· If selected, complete admission formalities
Career Path:
Successful completion of the Postgraduate Diploma in Financial Planning and Relationship Management (PGDPRM) from the Institute of Finance, Banking and Insurance, which is a NIIT venture with equity participation by ICICI bank would provide an edge to the students to get lucrative employment in the growing banking sector in India.
Course Contents:
· Fundamentals of Finance (with IT Embedded)
· Professional Skills
· Financial product and Services
· Principles of Financial Planning
· Selling Skills & Techniques
· Sales planning and administration
· Relationship and team management
· Application Projects
For further details and enquiry log on to
http://www.ifbi.com/ (Institute of finance, banking, and insurance)
The financial planning process for individuals gets redefined in the emerging scenario. The new age Financial Planner of today needs to possess knowledge of the basic foundation blocks of financial services sector. Use of technology would enable the new age Financial Planner to be more productive on the job. The modern day new age Financial Planner needs to understand his/her customer with respect to their financial position, their risk appetite and their future financial needs to be able to recommend suitable investments. The key attributes that today's new age Financial Planner has to possess include high customer service orientation,
· Effective communication,
· Positive attitude,
· Team spirit,
· Flair for sales and marketing and the
· Art of building relationships,
· And the new age Financial Planner should be driven by a genuine desire to render professional support to investors.
Job Guarantee:
A unique feature of the course is that the Institute promises to give appointment letters of ICICI Securities at the time of admission itself. Thus, the screening for the job is done at the time of admission itself.
Name of the Institute conducting PGDFPRM course:
Institute of Finance, Banking, and Insurance (IFBI), an affiliate of NIIT
Objectives of the course:
· Appreciate the need for professional financial planning and advisory services
· Appreciate market linkages
· Explain various financial products
· Explain the financial planning process
· Apply quantitative tools for investing
· Construct a portfolio - Devise scenarios considering the risk return trade off
· Demonstrate ability to implement the proposal
· Demonstrate communication skills
· Appreciate the need for grooming and inculcate the habit
· Demonstrate selling skills
· Demonstrate relationship management skills
Eligibility:
1. Fresh graduates or
2. Graduates with less than two years of field experience in banking or financial services or
Duration of the Course:
The duration of the course is in Full Time and Part Time mode: - Full Time Mode has 3 months Class Work and 3 month internship - Part Time Mode has 6 months Class Work and 3 month internship
PGDBO - Key features of the program
· Three months supervised internship
· Up to date and modern curriculum and courseware created by industry experts
· Multiple learning mechanisms - class-work, projects, case studies, book reviews
· Experienced faculty
· Learning Management System
Admission procedure for PGDFPRM course of IFBI:
· You can apply online or visit any of the IFBI centres
· Appear for Online Admission test - ICET
· Appear for Interview
· Documentation check
· If selected, complete admission formalities
Career Path:
Successful completion of the Postgraduate Diploma in Financial Planning and Relationship Management (PGDPRM) from the Institute of Finance, Banking and Insurance, which is a NIIT venture with equity participation by ICICI bank would provide an edge to the students to get lucrative employment in the growing banking sector in India.
Course Contents:
· Fundamentals of Finance (with IT Embedded)
· Professional Skills
· Financial product and Services
· Principles of Financial Planning
· Selling Skills & Techniques
· Sales planning and administration
· Relationship and team management
· Application Projects
For further details and enquiry log on to
http://www.ifbi.com/ (Institute of finance, banking, and insurance)
