Diploma in Financial Analyst

Description

Course Name: Diploma in Financial Analyst

Course Id: DFA/Q1001.

Eligibility: Completion of 10+2 (higher Secondary) or equivalent.

Objective:

• To equip students with the necessary skills to become proficient financial analysts.
• To develop a strong understanding of financial markets, investment strategies, and economic principles.
• To prepare students for roles in investment analysis, risk management, financial planning, and corporate finance.

Duration: 370 Hrs (Equivalent to One Year).

Total Credits: 18.

How You will Get Diploma Certificate:

Step 1- Select your Course for Certification.

Step 2- Click on Enroll Now.

Step 3- Proceed to Enroll Now.

Step 4- Fill Your Billing Details and Proceed to Pay.

Step 5- You Will be Redirected to Payment Gateway, Pay Course and Exam Fee by Following Options.

Card(Debit/Credit), Wallet, Paytm, Net banking, UPI and Google pay.

Step 6- After Payment You will get Study Material Login id and Password on your email id.

Step 7- After Completion of  Course Study give Online Examination.

Step 8- After Online Examination you will get Diploma Certificate soft copy(Scan Copy) and Hard Copy(Original With Seal and Sign).

Step 9- After Certification you will receive Prospect Job Opportunities as per your Interest Area.

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)

Benefits of Certification:

• Government Authorized Assessment Agency Certification.
• Certificate Valid for Lifetime.
• Lifetime Verification of Certificate.
• Free Job Assistance as per your Interest Area.

                                                        Syllabus

Introduction to Financial analyst: Introduction, objectives of financial statement analysis, procedure of financial statement analysis, type of financial statement analysis, sources of financial information, role of financial analyst, limitations of financial statement analysis, problems with financial statement analysis.

Security Analysis And Portfolio Management: Elements of investment, portfolio analysis, portfolio performance evaluation, fundamental analysis and valuation, technical analysis, market efficiency, market model, capital market theory.

Financial planning & Control: Introduction, the purposes of budgeting, budgetary planning and control, the preparation of budgets, preparing cash budgets, budgetary control information.

Merchant Banking: Introduction to merchant banking, merchant banking in India, regulation of merchant bankers in India, services provided by merchant banking in India, recent development of merchant banks, future of merchant banks.

Financial Services: Introduction, meaning of financial services, functions of financial services, characteristics or nature of financial services, importance of financial services, types of financial services, meaning of leasing, importance of lease financing.

International Financial Management: Introduction, meaning of financial services, functions of financial services, characteristics or nature of financial services, importance of financial services, types of financial services, meaning of leasing, importance of lease financing. role of merchant bankers in managing public issue.

Job Opportunities after completion of Diploma in Financial Analyst course:

Graduates of the Diploma in Financial Analyst (DFA) program are equipped with the knowledge and skills required for analyzing financial data, assessing investment opportunities, and making strategic financial decisions. They are highly sought after in various sectors including banking, investment firms, consulting, corporate finance, and more.

Career Options and Salary Range

1. Financial Analyst

• Role: Analyze financial data, prepare reports, and provide insights for business decisions, including budgeting, forecasting, and financial planning.
• Salary: ₹4–₹8 LPA; senior analysts earn ₹10–₹15 LPA.

2. Investment Analyst

• Role: Research and analyze investment opportunities in stocks, bonds, and other financial assets to make recommendations.
• Salary: ₹5–₹10 LPA; senior analysts can earn ₹12–₹20 LPA.

3. Equity Research Analyst

• Role: Specialize in analyzing stocks, industries, and market trends to provide actionable investment advice.
• Salary: ₹5–₹9 LPA; experienced analysts earn ₹12–₹20 LPA.

4. Portfolio Manager

• Role: Manage investment portfolios, select assets, and track financial markets to maximize returns for clients or firms.
• Salary: ₹6–₹12 LPA; senior managers can earn ₹18–₹30 LPA.

5. Risk Analyst

• Role: Assess and manage risks related to investments, financial markets, and business operations.
• Salary: ₹5–₹8 LPA; senior analysts earn ₹10–₹15 LPA.

6. Corporate Finance Analyst

• Role: Evaluate and manage financial activities within companies, such as capital budgeting, mergers and acquisitions, and investment decisions.
• Salary: ₹6–₹10 LPA; senior analysts earn ₹12–₹20 LPA.

7. Credit Analyst

• Role: Assess the creditworthiness of individuals, companies, and organizations to determine loan approvals.
• Salary: ₹4–₹7 LPA; experienced analysts earn ₹8–₹12 LPA.

8. Financial Planner

• Role: Provide financial advice to individuals, helping them plan for retirement, tax optimization, and investment.
• Salary: ₹5–₹8 LPA; senior planners can earn ₹10–₹15 LPA.

9. Investment Banking Analyst

• Role: Assist in corporate finance functions such as mergers and acquisitions, underwriting, and capital raising.
• Salary: ₹7–₹12 LPA; senior roles earn ₹15–₹25 LPA.

10. Treasury Analyst

• Role: Manage the organization’s liquidity, investments, and financial risk, ensuring sufficient funds are available for operations.
• Salary: ₹5–₹9 LPA; senior analysts earn ₹10–₹15 LPA.

11. Financial Controller

• Role: Oversee financial operations, prepare financial statements, and ensure compliance with accounting standards and tax laws.
• Salary: ₹8–₹12 LPA; senior controllers earn ₹15–₹25 LPA.

12. Mergers and Acquisitions (M&A) Analyst

• Role: Analyze potential mergers and acquisitions, including due diligence, financial modeling, and risk assessment.
• Salary: ₹8–₹15 LPA; senior analysts can earn ₹20–₹35 LPA.

13. Tax Consultant (Financial Analysis)

• Role: Specialize in tax planning and strategy, helping clients minimize tax liabilities through efficient financial analysis.
• Salary: ₹5–₹9 LPA; senior consultants can earn ₹12–₹20 LPA.

14. Actuary

• Role: Analyze financial risks using mathematics, statistics, and financial theory, often for insurance or pension funds.
• Salary: ₹7–₹15 LPA; senior actuaries earn ₹20–₹30 LPA.

15. Business Analyst (Financial Sector)

• Role: Work in the financial services industry, analyzing business processes, identifying areas for improvement, and implementing strategies.
• Salary: ₹5–₹9 LPA; senior business analysts earn ₹10–₹15 LPA.

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Salary Growth Overview

• Entry-level: ₹4–₹6 LPA
• Mid-level: ₹6–₹12 LPA
• Senior-level: ₹15–₹30+ LPA

Salaries can vary significantly based on the type of organization (e.g., multinational banks, consulting firms, investment firms), the role, and geographic location (major cities like Mumbai, Delhi, Bengaluru, and Chennai offer higher salaries). Financial analysts working with multinational firms or in high-demand areas such as equity research, investment banking, and risk management tend to earn higher salaries.