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Diploma in Investment Planning and Management

Rs.7,000 Rs.3,500

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

A Diploma in Investment Planning and Management is a specialized program designed to provide individuals with the knowledge and skills needed to effectively plan, manage, and optimize investment portfolios. The program typically covers both theoretical and practical aspects of investment planning, financial markets, asset management, and risk assessment, preparing individuals to advise clients or manage investments professionally.

Description

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

Eligibility: Candidates need to have completed a Bachelor’s degree or equivalent.

Objective: Upon completing a Diploma in Investment Planning and Management, individuals will be equipped with the expertise needed to assist clients in achieving their financial goals through well-structured investment strategies. Graduates will be capable of analyzing investment opportunities, managing portfolios, assessing risks, and advising clients on the best investment choices.

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.

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.

Job Opportunities after completion of Diploma in Investment Planning and Management course:

After completing a Diploma in Investment Planning and Management, graduates can explore a variety of career opportunities in financial services, banking, and investment sectors. Below is a detailed list of career options and their salary ranges in India:


1. Investment Advisor

  • Role: Provide personalized investment advice, develop portfolios, and help clients achieve financial goals.
  • Salary:
    • Entry-level: ₹3–5 LPA
    • Mid-level: ₹6–10 LPA
    • Senior-level: ₹10–20 LPA

2. Financial Planner

  • Role: Create financial strategies, manage wealth, and advise on savings, retirement, and insurance plans.
  • Salary:
    • Entry-level: ₹3–6 LPA
    • Mid-level: ₹7–12 LPA
    • Senior-level: ₹12–20 LPA

3. Portfolio Manager

  • Role: Manage client investment portfolios, analyze market trends, and maximize returns while minimizing risks.
  • Salary:
    • Entry-level: ₹4–7 LPA
    • Mid-level: ₹8–15 LPA
    • Senior-level: ₹15–30 LPA

4. Wealth Manager

  • Role: Provide comprehensive wealth management services, including investments, estate planning, and tax optimization.
  • Salary:
    • Entry-level: ₹4–8 LPA
    • Mid-level: ₹8–15 LPA
    • Senior-level: ₹15–25 LPA

5. Equity Analyst

  • Role: Conduct research on stocks, analyze financial statements, and provide insights to investors.
  • Salary:
    • Entry-level: ₹3.5–6 LPA
    • Mid-level: ₹7–12 LPA
    • Senior-level: ₹12–20 LPA

6. Mutual Fund Advisor

  • Role: Guide clients on mutual fund investments, risk profiles, and returns.
  • Salary:
    • Entry-level: ₹3–5 LPA
    • Mid-level: ₹6–10 LPA
    • Senior-level: ₹10–18 LPA

7. Risk Analyst

  • Role: Assess financial risks associated with investment decisions and recommend mitigation strategies.
  • Salary:
    • Entry-level: ₹3–6 LPA
    • Mid-level: ₹6–12 LPA
    • Senior-level: ₹12–20 LPA

8. Investment Banker (Junior Roles)

  • Role: Assist with mergers, acquisitions, and capital raising for companies, and provide financial advisory services.
  • Salary:
    • Entry-level: ₹5–10 LPA
    • Mid-level: ₹10–20 LPA
    • Senior-level: ₹20–50 LPA

9. Financial Analyst

  • Role: Analyze market conditions, prepare financial models, and evaluate investment opportunities.
  • Salary:
    • Entry-level: ₹3.5–6 LPA
    • Mid-level: ₹7–12 LPA
    • Senior-level: ₹12–20 LPA

10. Tax Planner

  • Role: Advise individuals and organizations on tax-saving investments and strategies while ensuring compliance.
  • Salary:
    • Entry-level: ₹3–5 LPA
    • Mid-level: ₹6–10 LPA
    • Senior-level: ₹10–15 LPA

Industries Employing Graduates

  • Banks and NBFCs
  • Wealth Management Firms
  • Asset Management Companies (AMCs)
  • Brokerage Firms
  • Financial Consulting Firms
  • Corporate Finance Departments

Key Factors Influencing Salaries in India

  1. Location: Metro cities like Mumbai, Bengaluru, and Delhi offer higher salaries.
  2. Certifications: Additional certifications like NISM, CFA, or CFP can significantly boost earning potential.
  3. Experience: Entry-level positions offer basic pay, with salaries increasing sharply for mid- and senior-level roles.
  4. Industry: Investment banking, private equity, and mutual fund companies pay the highest in this domain.

With India’s growing financial market, this diploma equips graduates with the skills to thrive in high-demand and lucrative roles.