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Diploma in Financial Services

Rs.6,000 Rs.3,000

IISDT Offers 50% discount on all courses. Enroll your course today to avail discount offer. Government Job Valid Diploma/Certificate.

The financial services sector consists of banking, investing, taxes, real estate, and insurance, all of which provide different financial services to people and corporations.


Course Name: Diploma in Financial Services
Course Id: DFS/Q1001.
Education Qualification: 12th Pass.

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 receive Study Material 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- 60 minutes in each Module.
No. of Questions- 30. (Multiple Choice Questions) in each Module.
Maximum Marks- 600, Passing Marks- 40%.
There is No Negative marking in this module.

Benefits of Certification:

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



Introduction to Financial Accounting- Meaning and Scope of Accounting, Accounting Principles and Standards, Journalizing Transaction, Ledger Posting and Real Balance, Bank Reconciliation Statement, Final Accounts- Determination of Business Income & Financial Profit, Inventory Valuation, Equities, Assets and Deprecation Accounting.

Financial Planning and Wealth Management- Objectives of financial Planning, Essentials of a Sound Financial Plan, Types of Capital Requirement, Foxed Capital, Factors Determing Fixed Capital Requirement, Working Capital, Factors Determing Working Capital Requirement, Capitialisation, Over- Capitalization, Under- Capitalization, Capital Structure.

Risk Management and Insurance- Introduction, Objectives, What is Risk, Sources of Risk, Natural Perils, Man Made Perils, Theft, Riots, Strikes and Malicious Damage, Accidents, Economic Perils, Physical Hazard, Moral Hazard, Types of Risks, Handling risks, Loss Prevention and Reduction.

Developing the Financial Plan- What Is Financial Planning, The Financial Planning Process, Managing your present and future finances, Common misconceptions about financial planning, Why do you need a financial plan, Assess your financial situation, Create a budget, Starting work, Financial priorities, Set your financial goals, When setting your financial goals, you have to consider.

Principles of Taxation Law- Introduction, Meaning, Characteristics and Definition of Tax, Meaning and Definition of Fee, Difference between the tax and fee, Conclusion,

Investment Management in financial Planning- Introduction, Definition of Investment, Definition-Economic sense, Characteristics of Investment, Capital growth, Purchasing power stability, Need and Importance of Investments, Longer life expectancy, Inflation, Investment channels, Objectives of Investment, Beginning period value, Hedge against Inflation.