Programme in Premier Banker

BY
IITM Pravartak via Infact Pro Trainers

With the Programme in Premium Banker online course, the candidates will start learning about the different concepts in the banking, and finance industries.

Mode

Online

Fees

₹ 94400

Inclusive of GST

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study, Virtual Classroom
Mode of Delivery Video and Text Based

Course overview

The Programme in Premium Banker certification course is a 6 months online course designed by the Indian Institute of Technology, Madras, and taught through their digital skill academy website. This online programme has been made to provide the learners with valuable insight into the banking, and finance sectors from the experienced IITM faculty. The candidates are also offered unrestricted access to the pre-recorded course lecture materials.

The Programme in Premium Banker training course holds online MCQ assignments that will help to understand the 250 hours of learning of the candidates, and these can be accessed at any time of the day or night. This banking programme will suit all individuals who are keen to learn how the Securities Market works. This knowledge through the certification will in turn help them on their investment journey.

The highlights

  • 250 hours of learning
  • 6 months course duration
  • Course certificate available
  • Programme taught in English
  • IIT Madras faculty

Program offerings

  • Pre-recorded course
  • Online assessment
  • Online certification
  • Exam reattempts
  • Unlimited course access
  • Expert faculty

Course and certificate fees

Fees information
₹ 94,400  (Inclusive of GST)

The Programme in Premium Banker certification fee is Rs. 94,400 including GST which can be reduced if the candidates have access to any special discount coupon code.

Programme in Premium Banker Fee Structure

Description

Amount

Certification Fee

Rs. 94,400

certificate availability

Yes

certificate providing authority

Infact Pro Trainers

Who it is for

The Programme in Premium Banker certification shall be ideal for the following:

Eligibility criteria

Academic Qualifications

  • The enrolling candidates must be undergoing graduation studies or must possess a bachelor's degree, and that too from some recognized Indian University. Also, some idea of the banking, and the finance-related sector is preferable.

Certification Qualifying Details

  • After the course exam completion, the candidates will be given the Programme in Premium Banker certification by IIT-M Pravartak, Technology Incubation of IIT Madras and Digital Skills Academy, Center for Outreach and Digital Education, IIT Madras.

What you will learn

Financial management Knowledge of equities

The Programme in Premium Banker certification syllabus will be teaching the following:

  • All the students shall get detailed knowledge and understanding of the different concepts in finance, banking, mutual funds, and more.
  • Every participant shall be gaining a thorough knowledge of the financial institution's functions,
  • The candidates will become capable of making quantitative managerial, and business decisions.
  • The students will also gain the ability to understand the different financial, and baking reports so that they can understand the health of the organization.
  • Finally the candidates will gain confidence in contributing to different discussions on banking, and decision-making.

The syllabus

Chapter 1: Banking and Finance

Overview of BFSI Industry
  • Key Players in BFSI Industry
  • Organised And Unorganised FI’s
  • Regulators of BFSI
Evolution of Money And Banking
  • Evolution of Money  From Barter System to Digita Banking
  • Functions of Money
  • Evolution of Banking
Role of Banks And Banking Products And Services
  • Business of Banking
  • Role of Banks
  • Bank Products and Services As Financial Intermediary
  • Bank Products and Services As Constituent of Payment And Settlement System
  • Bank Products And Services as Provider of Other Financial Service
Banking Technology And Trends
  • Role And Benefits of Technology
  • New Products And Services of Banking
  • Technology And Business of Banking
Types of Financial Services
  • Individual & Non-Individual Customers
Wealth Management
  • Concept of Wealth Management
  • Wealth Creation
Overview of Other Financial Products And Services
  • Equity
  • Mutual Fund
  • Fixed Income Securities
  • Derivatives
  • Commodities
  • Real Estate
  • Art
  • Insurance
  • Chapter 8: Careers in BFSI
  • Scope of Banking
  • Scope of Financial Services
  • Scope of Insurance

Chapter 2: Digital Banking

Digital banking Products
  • Introduction
  • Need for Digital Banking Products
  • Client Education for Digital Banking Products
Debit/Credit/ ATM Cards
  • Overview and brief history of Cards in BFSI Industry
  • Different types of cards
  • Product features
  • EMV Machine Technology
  • New Technologies – Tap and Go, NFC, etc.
  • Approval Processes for Cards
  • Profitability of Cards
  • Back End operations
  • Recovery and Follow up
ATMs
  • Overview and Brief History
  • Product Features
  • Instant Money Transfer Systems
  • Various Value-Added Services (e.g., bill payments, donations, etc.)
  • Proprietary, Brown Label and White Label ATMs
  • ATM Network Planning – Onsite/Offsite
  • Security and Surveillance of ATM Sites
  • Profitability of ATMs
  • Risk Management and Frauds
  • Back End Operations and Technology
Cash Deposit Machines
  • Overview and Brief History
  • Product Features
  • CDM Network Planning – Onsite/Offsite
  • Profitability of CDMs
  • Risk Management and Frauds
  • Back End Operations and Technology
Cash Recyclers
  • Overview
  • Product Features
  • Risk Management and Frauds
  • Back End Operations and Technology
Mobile Banking
  • Overview and Brief History
  • Product Features and Diversity
IMPS
  • Profitability of Mobile Banking
  • Risk Management and Frauds
  • Back End Operations and Technology
Internet Banking
  • Overview and Brief History
  • Product Features
  • Corporate and Individual Internet Banking
  • Integration with e-Commerce Merchant sites
  • Profitability of Internet Banking
  • Risk Management and Frauds
  • Back End Operations and Technology
Pos Terminals
  • Overview and Brief History
  • Product Features
  • Approval processes for POS Terminals
  • Profitability of POS business
  • Risk Management and Frauds
  • Back End Operations and Technology
Branchless Banking
  • Objectives
  • Introduction
  • Financial Inclusion – Logic and logistics
  • Vehicles for Financial Inclusion
  • Business Correspondents/Business facilitators
  • Digital Banking Products for Financial Inclusion
Marketing of Digital Banking Products
  • Objectives
  • Introduction
  • Product Planning
  • Structure for Marketing Digital Banking Products
  • Sales delivery to customers
  • Concept of e-Galleries
  • After sales service to customers
  • Marketing for Financial Inclusion
  • Dangers of Mis-selling
  • Use of analytics in marketing Digital Banking Products
Payment Systems
  • Overview of global payment systems
  • Overview of domestic payment systems
  • RuPay and RuPay Secure
  • Immediate Payment Service (IMPS) National Unified USSD Platform(NUUP)
  • National Automated Clearing House (NACH)
  • Aadhaar Enabled Payment System (AEPS)
  • e-KYC
  • Cheque Truncation System (CTS)
  • National Financial Switch (NFS)
  • RTGS
  • NEFT
  • Forex Settlements
  • Securities Settlement
  • Innovative Banking & Payment Systems

Chapter 3: Mutual Funds

  • Introduction to Mutual Funds
  • Mutual Funds structure
  • Products & Features – Overview
  •  Regulations
  • Offer Document & Investor Services
  • Debt Funds
  • Liquid Funds
  • Exchange Traded Funds
  • Equity Funds
  • Taxation
  • Performance of Mutual Funds
  • Financial Planning
  • Introduction to Advance MF & its Keywords
  • Financial Planning Advanced
  • Mutual Fund Structure – Advanced
  • Mutual Fund Products- Advanced
  • Investment & Risk Management
  • Valuation of Schemes & Accounting
  • Fund Distribution & Sales Practices
  • Investor/Investment Services
  • Scheme Evaluation
  • Legal & Regulatory
  • Investor Protection
  • Questions & Answers – Mock Test

Chapter 4: Financial Market Investment Basics

Securities
  • Regulator
  • Participants
Primary Market
Secondary Market
Derivatives
Depository
Mutual Funds
Miscellaneous
  • Products in the Secondary Markets
  • Corporate Action
  • Index
  • Clearing, Settlement And Redressal
Concepts & Modes of Analysis
Ratio Analysis

Chapter 5: Investment Advisory

Introduction to Financial Planning
  • Indian Economic Environment
  • Overview Of Indian Financial Markets
  • Participants, Intermediaries & Regulators Of The Indian Financial System
  • Basics Of Financial Planning
  • The Financial Planning Process 
  • Towards A Financial Plan
  • Recommending Financial Planning Strategies To Investors 
  • Effective Communication In Financial Counselling
Risk Analysis, Insurance and Retirement Planning
  • Basic Concepts Of Insurance And Risk Management
  • Insurance Organisation Structure And Functions  
  • Regulations And Legislations Applicable To Insurance 
  • Life Insurance: Analysis Of Life Cover, Strategies And Products 
  • General Insurance And Its Practice In India 
  • Life Cycle Analysis, Retirement Needs And Factors In Planning
  • Retirement Planning Process 
  • Employee Benefits And Super Annuation
  • Pension Products
  • Regulatory Framework Of Retirement Plans
Investment Planning, Tax Planning and Estate Planning
  • Investment Concepts, Asset Classes And Investment Products 
  • Investment Planning, Measuring And Analysis Of Returns 
  • Investment Strategies And Portfolio Management
  • Regulatory And Procedural Aspects Of Financial Products And Services 
  • Taxation Aspects Of Wealth 
  • Estate Planning Process And Strategies

Chapter 6: Securities Operations and Risk Management

Introduction to the Securities Market
  • Introduction
  • Securities Market
  • Money Markets
  • Products Traded in the Indian Securities Market
Market Participants in the Securities Market
Introduction to Securities Broking Operations
Risk Management
Clearing Process
Settlement Process
Investor Grievances And Fund Arbitration
Other Services Provided by Brokers

Chapter 7: Equity Derivatives

Basics of Derivatives
Understanding Index
Introduction to Forwards and Futures
  • Introduction to forward and futures Contracts Pay off Charts for Futures contract
  • Futures pricing
  • Commodity, Equity & Index Futures 
  • Uses of futures
Introduction to Options
  • Basics of options
  • Pay off Charts for Options
  • Basics of Option Pricing and Option Greeks Uses of Options
Option Trading Strategies
  • Option Spreads Straddle Strangle Covered Call Protective Put Collar 
  • Butterfly Spread
Introduction to Trading Systems
  • Trading System
  • Selection criteria of Stocks for trading 6.3 Selection criteria of Index for trading Adjustments for Corporate Actions
  • Position Limit
  • Using Daily Newspapers to Track Futures and Options  
Introduction to Clearing and Settlement System
  • Clearing Members
  • Clearing Mechanism Settlement Mechanism
  • Risk Management Margining and mark to market under SPAN
Legal and Regulatory Environment
  • Securities Contracts (Regulation) Act, 1956
  • Securities and Exchange Board of India Act, 1992 Regulation in Trading Regulations in Clearing & Settlement and Risk Management
  • Major recommendations of Dr. L.C.Gupta Committee
  • Major recommendations of Prof. J.R.Verma Committee
Accounting and Taxation
  • Accounting
  • Taxation of derivative transaction in securities
Sales Practices and Investors Protection Services
  • Understanding risk profile of the client Investors Grievance Mechanism

Admission details

To get enrolled in Programme in Premium Banker classes, go through these steps:

Step 1 - Go through the official URL:https://iit.infactpro.com/premier-banker/.

Step 2 - For admissions add the course to the cart by clicking directly on the 

‘Enroll Now’ button.

Step 3 - After the cart is filled, the candidates must pay the Programme in Premium Banker course fee fully after the application of any discount coupon.

Step 4: Admission is complete once the fee is submitted to IITM.

Evaluation process

To ensure that the candidates receive their certification, they must complete the final exam which will be held online in an MCQ mode. In case when the candidates fail the exam they shall get multiple reattempts. One month after the successful completion, the certificate shall be mailed.

How it helps

This Programme in Premium Banker certification benefits by offering the candidates entry into the high-potential industry of banking by giving them a comprehensive picture of the industry. Ultimately the candidates will be able to take part in the operational processes and understand the modern banking environment.

FAQs

What is the teaching duration of the Programme in Premium Banker online course?

The teaching duration is 6 months.

For extra quizzes do the participants need to pay anything extra?

No extra charges need to be paid to participate in extra quizzes.

What to do for enrolling into free career counselling?

For free career counselling, the candidates need to just submit their name, phone number and mailing address.

Does the Programme in Premium Banker course offer any placement support?

Placement support is not given as the certification is enough to get suitable jobs.

How many reattempts can be done for the final exam?

Until Programme in Premium Banker course validity, the candidates can sit for reattempts once every month.

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