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Diploma in Investment Planning and Management

Rs.7,000 Rs.3,500

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

This investment planning and management process is used to help you keep your future financial goals and investment objectives in focus and establish a clear set of milestones that you can use to track your progress as you pursue your financial goals and objectives.


Course Name: Diploma in Investment Planning and Management
Course Id: DIPM/Q1001.
Education Qualification: Graduate.

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:
191-100O (Outstanding)
281-90A+ (Excellent)
371-80A (Very Good)
461-70B (Good)
551-60C (Average)
641-50P (Pass)
70-40F (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.

Diploma In Investment Planning and Management

 Fundamental Equity Analysis- Determinants of Valuation, Differences in Valuation for different investors, Valuation methods/ Techniques, Dividend Discount Model, Multi Year Holding Period, Indefinite Investment Holding Period, Multiple Growth Rates, Relative Valuation Methods, Free Cash flow Discounting Method, Earnings Persistence, Objectives of Reca stion, General Recast ion Procedures, General Adjust ion Procedures, Specific (Typical) Adjust ion Procedures, Earnings Variability can be Measured.

Fixed Income Securities- Introduction, Annuities, Bonds, Bond valuation, how can we calculate this sum, Theorem, Example, Recall our example.

Securities Market- Security Market: Legal Environment, Security Market: Primary Market, Secondary Market, Depository, Stock Market Instruments, Primary market – its role and functions, Role, importance, organization of stock exchanges, Depository: Role and need, Capital Market Instruments, SEBI Act 1992, Securities Contract Regulation Act 1956, Companies Act 1956, RBI rules and guidelines for FII’s, What Is Securities Market, What Are Securities.

Risk and Return Concepts- Accounting, Information systems, Management, Marketing, Operations, Risk and Return Fundamentals, Risk Defined, Return Defined, Popular Sources of Risk Affecting Financial Managers and Shareholders, What About Moral Risk, Historical Returns, Risk Preferences, Risk of a Single Asset, Risk Assessment, Probability Distributions, Standard Deviation, Historical Returns and Risk, Coefficient of Variation.

Portfolio Management- Introduction to Security Analysis, Fundamental Analysis, Equity valuation models, Technical Analysis, Introduction to Portfolio Management, Portfolio Analysis, Capital Asset Pricing Theory, Arbitrage Pricing Theory, Models, Portfolio Performance Evaluation, Portfolio Revision, Introduction to Capital Market, Risk and Return, Derivatives, Portfolio Management, Functions of New Issue Market, Methods of Floating New Issues.

Fund management and investment- Introduction, Definition of Investment, Types of Investment, Definition-Economic sense, Characteristics of Investment, Liquidity, Marketability, Concealability, Capital growth, Types of Underwriting, Firm underwriting, Complete underwriting, Partial underwriting, Syndicate Underwriting, Joint Underwriting, Sub-underwriting, Supplying Valuable Information to Companies, Distribution of Securities, Increase in Goodwill of the Issuing Company, Service to Prospective Investors.