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: 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.
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.
Career Options after Diploma in Investment Planning and Management
Graduates can build careers in financial services, banking, wealth management, investment advisory, and corporate finance.
Top Roles: Investment Advisor, Financial Planner, Portfolio Manager, Wealth Manager, Equity Analyst, Mutual Fund Advisor, Risk Analyst, Investment Banker (Junior Roles), Financial Analyst, Tax Planner.
Key Skills: Investment strategies, financial analysis, portfolio management, risk assessment, tax planning, market research, client advisory, regulatory compliance.
Salary Range (India):
- Entry-level: ₹3–6 LPA
- Mid-level: ₹6–15 LPA
- Senior-level: ₹10–50 LPA+
Scope: High demand across banks, wealth management firms, AMCs, brokerage firms, and corporate finance departments. Metro cities such as Mumbai, Bengaluru, and Delhi offer the best salary opportunities, with certifications like NISM, CFA, or CFP significantly boosting career prospects.
