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CERTIFICATE IN FINANCIAL SERVICES MARKETING

Diploma in Financial Services

Rs.6,000 Rs.3,000

Enroll your course today to avail 50% discount offer, Diploma is valid for all type of Employment.

A Diploma in Financial Services is a specialized educational program that focuses on providing students with the knowledge and skills required to work in the financial services industry. This diploma covers a wide range of topics related to finance, banking, insurance, investment management, and financial planning.

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Description

Course Name: Diploma in Financial Services
Course Id: DFS/Q1001.

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

Objective: The Diploma in Financial Services provides students with the foundational knowledge and practical skills necessary for a successful career in the financial services industry. By covering various aspects of finance, banking, insurance, investment, and risk management, this diploma offers a comprehensive understanding of how financial institutions operate.

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.

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 completion of Diploma in Financial Services course:

After successful completion of the Diploma in Financial Services program, graduates have access to a wide range of career opportunities in the finance sector. The diploma program equips students with the knowledge and skills required for various roles within financial institutions, including banks, insurance companies, investment firms, and corporate finance. This program focuses on topics like financial management, investment analysis, banking operations, insurance, financial planning, and accounting.

Career Options for Graduates of the Diploma in Financial Services:

1. Financial Analyst

  • Role: Financial analysts assess financial data, trends, and performance to assist companies in making informed investment decisions. They provide insights on budgeting, forecasting, and financial planning. This role may be in investment banking, corporate finance, or at financial advisory firms.
  • Salary Range:
    • Entry-Level: ₹3,50,000 – ₹5,50,000 per annum
    • Mid-Level: ₹5,50,000 – ₹8,00,000 per annum
    • Senior-Level: ₹8,00,000 – ₹15,00,000+ per annum

2. Investment Banker

  • Role: Investment bankers help businesses raise capital by issuing stocks and bonds, facilitate mergers and acquisitions (M&A), and provide advisory services. This role requires an understanding of financial markets, corporate finance, and regulatory compliance.
  • Salary Range:
    • Entry-Level: ₹6,00,000 – ₹8,00,000 per annum
    • Mid-Level: ₹8,00,000 – ₹15,00,000 per annum
    • Senior-Level: ₹15,00,000 – ₹30,00,000+ per annum (with bonuses)

3. Financial Planner / Wealth Manager

  • Role: Financial planners help individuals manage their finances, investments, retirement planning, and tax strategies. Wealth managers handle the portfolios of high-net-worth individuals (HNWIs) and provide comprehensive financial advisory services.
  • Salary Range:
    • Entry-Level: ₹4,00,000 – ₹6,00,000 per annum
    • Mid-Level: ₹6,00,000 – ₹12,00,000 per annum
    • Senior-Level: ₹12,00,000 – ₹20,00,000+ per annum

4. Bank Relationship Manager

  • Role: Relationship managers in the banking sector manage customer accounts, promote bank products, and offer personalized financial solutions. They are the primary point of contact for clients and ensure customer satisfaction while achieving sales targets.
  • Salary Range:
    • Entry-Level: ₹3,00,000 – ₹5,00,000 per annum
    • Mid-Level: ₹5,00,000 – ₹8,00,000 per annum
    • Senior-Level: ₹8,00,000 – ₹12,00,000+ per annum

5. Insurance Advisor / Manager

  • Role: Insurance advisors or managers sell and promote insurance products (life, health, auto, etc.) to clients. They assess customer needs and provide tailored insurance solutions. This role requires a good understanding of insurance products and regulations.
  • Salary Range:
    • Entry-Level: ₹3,00,000 – ₹5,00,000 per annum
    • Mid-Level: ₹5,00,000 – ₹8,00,000 per annum
    • Senior-Level: ₹8,00,000 – ₹12,00,000+ per annum

6. Credit Analyst

  • Role: Credit analysts evaluate the creditworthiness of individuals and businesses by analyzing financial statements, credit reports, and market conditions. They work for banks, financial institutions, and credit rating agencies to assess the risk involved in lending.
  • Salary Range:
    • Entry-Level: ₹3,00,000 – ₹5,00,000 per annum
    • Mid-Level: ₹5,00,000 – ₹8,00,000 per annum
    • Senior-Level: ₹8,00,000 – ₹12,00,000+ per annum

7. Corporate Finance Executive

  • Role: Corporate finance professionals handle the financial activities of a company, including budgeting, forecasting, financial analysis, and decision-making related to investments and funding. They work closely with senior management to drive financial growth and sustainability.
  • Salary Range:
    • Entry-Level: ₹4,00,000 – ₹6,00,000 per annum
    • Mid-Level: ₹6,00,000 – ₹10,00,000 per annum
    • Senior-Level: ₹10,00,000 – ₹15,00,000+ per annum

8. Mutual Fund Advisor

  • Role: Mutual fund advisors provide clients with investment strategies and advice related to mutual funds, helping them invest based on their financial goals and risk tolerance. They work with asset management companies or as independent consultants.
  • Salary Range:
    • Entry-Level: ₹3,00,000 – ₹5,00,000 per annum
    • Mid-Level: ₹5,00,000 – ₹8,00,000 per annum
    • Senior-Level: ₹8,00,000 – ₹12,00,000+ per annum

9. Tax Consultant

  • Role: Tax consultants assist individuals or businesses with tax planning, filing, and compliance. They help optimize tax strategies, ensure compliance with regulations, and handle audits or disputes related to taxation.
  • Salary Range:
    • Entry-Level: ₹3,00,000 – ₹5,00,000 per annum
    • Mid-Level: ₹5,00,000 – ₹8,00,000 per annum
    • Senior-Level: ₹8,00,000 – ₹12,00,000+ per annum

10. Financial Auditor

  • Role: Financial auditors examine financial records and statements of organizations to ensure accuracy and compliance with laws and regulations. They identify financial discrepancies and suggest improvements for financial practices.
  • Salary Range:
    • Entry-Level: ₹3,50,000 – ₹5,00,000 per annum
    • Mid-Level: ₹5,00,000 – ₹8,00,000 per annum
    • Senior-Level: ₹8,00,000 – ₹12,00,000+ per annum

Skills Developed During the Program:

  • Financial Management: Budgeting, financial planning, and understanding cash flow management.
  • Investment Analysis: Evaluating investment opportunities in stocks, bonds, mutual funds, and other financial instruments.
  • Banking Operations: Knowledge of banking products, services, and regulatory frameworks.
  • Insurance and Risk Management: Understanding of insurance products and risk mitigation strategies.
  • Taxation and Compliance: Knowledge of tax regulations, filing processes, and compliance requirements.
  • Financial Products Knowledge: Deep understanding of various financial products such as loans, mutual funds, retirement planning, and investment vehicles.

Salary Growth Factors:

  • Experience: With greater experience in the financial services industry, professionals can move into higher-paying roles with more responsibilities, such as senior analyst positions, managerial roles, or specialized areas like wealth management.
  • Industry: Some industries such as investment banking or corporate finance typically offer higher salaries compared to retail banking or insurance.
  • Location: Salaries in metropolitan cities like Mumbai, Delhi, Bengaluru, and Hyderabad tend to be higher due to the presence of financial hubs and greater demand for financial professionals.
  • Certifications: Additional certifications such as CFA (Chartered Financial Analyst), CFP (Certified Financial Planner), or FRM (Financial Risk Manager) can boost career prospects and increase salary potential.

Conclusion:

Graduates of the Diploma in Financial Services program are well-equipped to enter the finance industry in a variety of roles across banking, insurance, investment, taxation, and financial advisory services. The salary potential varies depending on the role, level of experience, and location, but the financial services sector offers significant growth opportunities, especially with industry experience and additional qualifications. The program is ideal for those looking to build a strong foundation in finance, with a focus on practical and specialized financial skills.