Description
Course Name: Diploma in Basic Financial Services
Course Id: DBFS/Q1001.
Eligibility: Candidates need to have completed a Bachelor’s degree or equivalent.
Objective: A Diploma in Basic Financial Services provides a comprehensive foundation in financial products, services, markets, and customer handling. It is an ideal program for individuals looking to start or advance their careers in the financial services industry. By focusing on key areas like banking, insurance, financial planning, and customer service, this diploma equips graduates with the essential skills to excel in various roles within financial institutions, insurance companies, and investment firms.
Duration: Six Months.
How to Enroll and Get Certified in Your Chosen Course:
Step 1: Choose the course you wish to get certified in.
Step 2: Click on the “Enroll Now” button.
Step 3: Proceed with the enrollment process.
Step 4: Enter your billing details and continue to course fee payment.
Step 5: You will be redirected to the payment gateway. Pay the course and exam fee using one of the following methods:
Debit/Credit Card, Wallet, Paytm, Net Banking, UPI, or Google Pay.
Step 6: After successful payment, you will receive your study material login ID and password via email within 48 hours of fee payment.
Step 7: Once you complete the course, take the online examination.
Step 8: Upon passing the examination, you will receive:
• A soft copy (scanned) of your certificate via email within 7 days of examination.
• A hard copy (original with official seal and signature) sent to your address within 45 day of declaration of result.
Step 9: After certification, you will be offered job opportunities aligned with your area of interest.
Online Examination Detail:
- Duration- 120 minutes.
- No. of Questions- 60. (Multiple Choice Questions).
- 10 Questions from each module, each carry 10 marks.
- Maximum Marks- 600, Passing Marks- 40%.
- There is no negative marking in this module.
| How Students will be Graded: | ||
| S.No. | Marks | Grade |
| 1 | 91-100 | O (Outstanding) |
| 2 | 81-90 | A+ (Excellent) |
| 3 | 71-80 | A (Very Good) |
| 4 | 61-70 | B (Good) |
| 5 | 51-60 | C (Average) |
| 6 | 41-50 | P (Pass) |
| 7 | 0-40 | F (Fail) |
Key Benefits of Certification- Earning a professional certification not only validates your skills but also enhances your employability. Here are the major benefits you gain:
Practical, Job-Ready Skills – Our certifications are designed to equip you with real-world, hands-on skills that match current industry demands — helping you become employment-ready from day one.
Lifetime Validity – Your certification is valid for a lifetime — no renewals or expirations. It serves as a permanent proof of your skills and training.
Lifetime Certificate Verification – Employers and institutions can verify your certification anytime through a secure and reliable verification system — adding credibility to your qualifications.
Industry-Aligned Certification –All certifications are developed in consultation with industry experts to ensure that what you learn is current, relevant, and aligned with market needs.
Preferred by Employers – Candidates from ISO-certified institutes are often prioritized by recruiters due to their exposure to standardized, high-quality training.
Free Job Assistance Based on Your Career Interests – Receive personalized job assistance and career guidance in your preferred domain, helping you land the right role faster.
Syllabus
Introduction to Financial Services: Overview of Financial Services, Role of Financial Institutions, Importance of Financial Services in the Economy, Types of Financial Services, Regulatory Bodies in Financial Services, Evolution of Financial Services, Digital Transformation in Financial Services, Financial Literacy and Consumer Awareness, Ethical Practices in Financial Services, Career Opportunities in Financial Services.
Banking and Financial Institutions: Types of Banks and Their Functions, Central Banking and Monetary Policy, Retail and Corporate Banking, Digital and Mobile Banking, Loan and Credit Facilities, Non-Banking Financial Companies (NBFCs), Microfinance Institutions, Banking Regulations and Compliance, Role of Banks in Economic Development, Emerging Trends in Banking Sector.
Investment and Capital Markets: Introduction to Investment, Types of Investment Avenues, Stock Markets and Securities, Mutual Funds and ETFs, Risk and Return in Investments, Role of SEBI and Other Regulators, Investment Strategies for Beginners, Primary and Secondary Market Operations, Role of Brokers and Investment Advisors, Recent Trends in Capital Markets.
Insurance Services: Fundamentals of Insurance, Types of Insurance (Life, Health, General), Role of IRDAI and Insurance Regulations, Insurance Policies and Their Features, Claims and Settlement Process, Risk Assessment in Insurance, Bancassurance and Insurance Marketing, Role of Actuaries in Insurance, Fraud Detection and Prevention in Insurance, Growth and Trends in the Insurance Sector.
Financial Planning and Wealth Management: Introduction to Financial Planning, Budgeting and Expense Management, Retirement Planning Strategies, Tax Planning and Tax-Saving Instruments, Debt Management and Credit Score, Importance of Emergency Funds, Asset Allocation Strategies, Estate Planning and Wealth Transfer, Role of Financial Advisors, Common Mistakes in Financial Planning.
Digital Financial Services and Fintech: Introduction to Fintech, Role of Digital Payment Systems, Mobile Wallets and UPI, Online Trading Platforms, Blockchain and Cryptocurrency, Artificial Intelligence in Financial Services, Cybersecurity in Digital Finance, Challenges in Fintech Adoption, Government Initiatives in Digital Finance, Future Trends in Fintech Industry.
