Description
Course Name: Diploma in Financial Services
Course Id: DFS/Q1001.
Eligibility: Completion of 10+2 (higher Secondary) or equivalent.
Objective: This course aims to provide learners with comprehensive knowledge and skills related to various financial services including banking, insurance, investment, and wealth management. It focuses on financial products, customer relationship management, regulatory frameworks, risk assessment, and financial planning.
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 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.
Job Opportunities after Diploma in Financial Services
Graduates of the Diploma in Financial Services program are prepared for careers in banking, investment, insurance, taxation, corporate finance, and financial advisory services. The program equips learners with strong knowledge of financial management, investment analysis, risk assessment, and banking operations, enabling them to work across diverse financial sectors.
Top Roles: Financial Analyst, Investment Banker, Financial Planner / Wealth Manager, Bank Relationship Manager, Insurance Advisor / Manager, Credit Analyst, Corporate Finance Executive, Mutual Fund Advisor, Tax Consultant, Financial Auditor.
Key Skills: Financial management, investment analysis, banking operations, insurance and risk management, taxation and compliance, financial planning, budgeting, forecasting, portfolio management, financial reporting, credit analysis, and knowledge of financial products and markets.
Salary Range (India):
- Entry-level: ₹3 – 6 LPA
- Mid-level: ₹6 – 12 LPA
- Senior-level: ₹12 – 20+ LPA
- Specialized / High-End Roles (Investment Banking & Wealth Management): ₹20–30+ LPA (depending on experience, certifications, and industry type)
Scope: High demand across banking institutions, insurance companies, investment firms, stock markets, corporate finance departments, fintech companies, consultancy firms, and government financial bodies, with strong opportunities in metro cities, multinational banks, and global financial organizations offering long-term career growth and high earning potential.
