Description
Course Name: Diploma in Investment & Portfolio Strategy
Course Id: DIPS/Q1001.
Eligibility: Completion of 10+2 (higher Secondary) or equivalent.
Objective: This course provides comprehensive knowledge of investment principles, portfolio management techniques, risk assessment, asset allocation, and financial markets. It covers strategies to build and manage diversified investment portfolios aligned with financial goals and market conditions. The program prepares learners to make informed investment decisions and optimize portfolio performance.
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 Investment Management: Definition and objectives of investment, Types of investors and investment avenues, Risk and return fundamentals, Time value of money and compounding, Financial markets and instruments, Primary vs secondary markets, Role of SEBI and stock exchanges, Mutual funds and ETFs overview, Behavioral finance basics, Ethical investing and ESG factors.
Financial Instruments and Markets: Equity shares and stock valuation, Bonds and fixed income securities, Derivatives – futures and options, Mutual funds – types and structure, Real estate and alternative investments, Commodities and currency markets, Money market instruments, Credit ratings and investment grade, Interest rates and yield curves, Role of financial intermediaries.
Portfolio Management Principles: Portfolio theory and diversification, Risk-return trade-off and efficient frontier, Capital Asset Pricing Model (CAPM), Arbitrage Pricing Theory (APT), Beta, alpha and portfolio performance metrics, Strategic vs tactical asset allocation, Core-satellite investment strategy, Rebalancing and portfolio optimization, Passive vs active management, Portfolio construction process.
Security Analysis and Valuation: Fundamental analysis of companies, Economic and industry analysis, Ratio analysis and financial statement reading, Technical analysis tools and charts, Candlestick patterns and trendlines, Indicators (RSI, MACD, moving averages), Intrinsic value vs market price, Valuation models (DCF, dividend discount), Company analysis and forecasting, Analyst recommendations and ratings.
Investment Risk Management: Types of investment risk (market, credit, liquidity, inflation), Risk measurement tools (VaR, standard deviation), Portfolio risk management techniques, Use of derivatives for hedging, Asset correlation and risk diversification, Stress testing and scenario analysis, Behavioral risk and investor psychology, Regulatory risk and compliance, Stop-loss and exit strategies, Insurance and hedging in investment planning.
Practical Applications and Strategy Building: Building investment portfolios for individuals, Retirement and wealth planning strategies, SIPs, SWPs and tax-saving instruments, Goal-based investment planning, Investment policy statement (IPS) drafting, Real-world portfolio case studies, Use of financial software and platforms, Portfolio monitoring and reporting, Regulatory framework for advisors, Career paths in investment advisory and wealth management.
Job Opportunities after Diploma in Investment & Portfolio Strategy
Graduates of this program gain expertise in managing investment portfolios, understanding asset classes, financial analysis, risk management, and investment strategies. This equips them for high-demand roles in finance, wealth management, and investment advisory.
Key Career Options: Portfolio Manager, Investment Analyst, Risk Manager, Financial Consultant, Investment Banker, Equity Analyst, Private Wealth Manager, Hedge Fund Manager, Mutual Fund Manager, Financial Risk Analyst.
Salary Range (India):
Entry-Level: ₹4–6 LPA
Mid-Level: ₹6–15 LPA
Senior-Level: ₹15–50+ LPA (including bonuses and performance incentives)
Industries Hiring Graduates: Asset management firms, investment banks, hedge funds, mutual fund companies, financial consultancies, private wealth management firms, corporate finance departments, and self-practice advisory services.
Skills Developed: Investment strategy formulation, portfolio diversification, asset allocation, financial and market analysis, risk management, performance evaluation, regulatory compliance.
Graduates of this diploma can pursue rewarding careers in portfolio management, investment banking, financial analysis, wealth management, and risk management. With growing investment opportunities and increasing financial sophistication, skilled professionals in this field are in high demand, with strong growth potential and lucrative compensation packages.
