PG in Banking and Wealth Management

BY
Imarticus Learning

The Certification in Banking and Wealth Management Bootcamp will guide students to explore the possible opportunities in the banking and finance sector.

Mode

Online

Duration

3 Months

Fees

₹ 72000 80000

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study, Virtual Classroom +1 more
Mode of Delivery Video and Text Based
Frequency of Classes Weekdays, Weekends

Course overview

The Banking and Wealth Management Bootcamp certification course includes detailed information on the domain of wealth management and banking with case studies and trading simulations. For understanding, each chapter is followed by multiple quizzes, assignments and tests to help them understand the key principles and concepts. The curriculum is industry-oriented and is also delivered by the industry experts and the faculty of Imarticus. The program is also guided by the “program mentors” and experienced faculty to help students choose a better career path.

In the Certification in Banking and Wealth Management Bootcamp by Imarticus students will be helped to build their job profiles and portfolios. They will also be guided in their placement calls and will be guided in their interview preparations. The certificate that the students will receive after the Banking and Wealth Management Bootcamp course will be accepted and acknowledged globally. Special emphasis will be given on topics related to investment, mobile banking, mutual fund, ratios, retail banking and others.

The highlights

  • Certification by Imarticus
  • Globally recognized certificate
  • Placement assistance
  • Industry certification
  • Industry Curriculum
  • Mentor guidance
  • EMI payment
  • Interview opportunities
  • Resume building
  • Interview grooming
  • 2 months course
  • 180 hour + course hours
  • Flexible weekday and weekend programs

Program offerings

  • Industry interactions
  • In class simulations
  • Case studies
  • Assessments and teachbacks online learning

Course and certificate fees

Fees information
₹ 72,000  ₹80,000
  • The amount that the student needs to pay for getting enrolled in the course is Rs.80,000/-
  • The students can also pay the desired amount in EMI.

Head

 Amount in INR

Course fee

 Rs.80,000/-

certificate availability

Yes

certificate providing authority

Imarticus

Who it is for

The Certification in Banking and Wealth Management Bootcamp by Imarticus can be pursued by candidates who want-

  • Candidates who want to learn and study more about the banking system can enroll in the session.
  • Students who want to build their careers as portfolio managers can also take up the course.
  • Students who desire to build their career in the field of Banking operations manager, Portfolio Manager, Business Management associate, Investment counselor, Asset management operations analyst, Regulatory monitoring associate, Private banker, Client servicing manager

Eligibility criteria

Certification Qualification Details

To qualify for the Banking and Wealth Management Bootcamp course all the participants have to complete the course in the given time frame. After that, they will be given a shareable certificate. 

What you will learn

Financial knowledge

All students who are willing to learn more about the basics of financing can take up the course in Certification in Banking and Wealth Management Bootcamp by Imarticus-

  • Students who want to learn more about wealth management.
  • Candidates interested to study asset evaluation can take up this course.
  • Aspirants who are interested to know more about mutual funds can get themselves enrolled.
  • He/she is willing to gather more knowledge about RBI and its operations.
  • Students who are eager to learn about the private banking system.
  • The topic of the income approach will also be covered during the program.
  • The chapters on global financial markets will also be taught during the course.
  • Students willing to learn about private equity can get themselves enrolled.
  • Aspirants who want to study more about real estate can pursue the session.
  • He/she who wants to develop more skills in GDP can take this course.

The syllabus

Economic system

  • Investment advise and economics 
  • Economic tools and central banks 
  • GNP and GDP
  • Expenditure approach 
  • Measuring GDP 
  • Value-added approach 
  • Expenditure, investment and private Borrowing
  • Nominal vs real GDP 
  • Income approach 
  • Key macroeconomic concepts

Finance and finance sector

  • Role of the financial sector in the intermediation of flows 
  • Method of capital formation 
  • Need for capital in an economy 
  • Harnessing of capital

Other investments

  • Portfolio management services 
  • Alternative investments 
  • Index linked debenture 
  • Private equity
  • Real estate  
  • Venture capital 
  • Post office savings schemes 
  • Aspirational assets 
  • National savings certificate 
  • Senior citizen's savings scheme 
  • Public provident fund 
  • New pension scheme 
  • Infrastructure and tax savings bond

Fundamentals of global financial markets

  • Role of market participants 
  • Introduction to capital markets 
  • Types of markets - by-products 
  • Risk and surveillance in markets 
  • Types of markets - by regulations

Reading financial statement

  • Transaction analysis 
  • Expenses and understanding revenues
  • Financial statements - profit and loss, cash flow and balance sheet
  • The recording process

Financial products

  • Equities - trading
  • Derivatives – futures, forwards options  
  • Currencies 
  • Commodities 
  • Fixed income

Financial mathematics for wealth managers and accounting

  • The concepts and principles underpinning the four key elements of accounts - income, assets, expenses and liabilities
  • Accounts terminology 
  • Power of compounding 
  • Balance sheets and profit and loss accounts 
  • NPV and IRR 
  • Time value of money 
  • EMI and other modes of repayment 
  • Methods of depreciation 
  • Double-entry book-keeping 
  • Valuation of inventory

Ratios

  • Limitations of ratios 
  • Objectives of ratio analysis 
  • Introduction to ratio analysis 
  • Dupont analysis 
  • Profitability ratios 
  • Types of ratios 
  • Activity ratios 
  • Solvency ratios 
  • Liquidity ratios
  • Valuation ratios

Corporate finance

  • Mergers and acquisitions 
  • Capital budgeting 
  • Financial analysis and planning 
  • Cost of capital 
  • IPOs 
  • Capital structure and dividend policy 
  • Corporate restructuring

Central bank and regulation

  • Role of the central bank 
  • Reserve bank and its functions 
  • Banking regulation

Introduction to banking sector

  • Structure of banking – how banks function 
  • Global banking systems
  • Nature of intermediation by banks in the financial sector 
  • Types of banks: retail banking, commercial banking

Retail banking

  • How is it different 
  • Overview of retail banking 
  • Entity/individual/Entity -partnership, trust, partnership, society, proprietorship/HUF/Pvt Ltd/KYC public limited companies of each entity
  • Deposit products process 
  • Asset products

Retail lending- operations and loan products

  • Understanding terms related to loans 
  • Types of loans - secured and unsecured 
  • NPA classification
  • Mortgage, pledge/hypothecation 
  • The relevance of information in documents 
  • Documentation in loan proposals 
  • Collections 
  • Repayment of loans

Operations and deposit products

  • Regulations governing deposit product 
  • Deposit account operations 
  • Saving/certificate of deposits/checking
  • Interest calculations in deposit accounts 
  • Mfs/finance planning/insurance products 
  • Third-party products and services 
  • Operations and transactions in deposit accounts

Services and other products

  • Digital and other types of banking 
  • Types of cards 
  • Payments and fund transfers investments solutions 
  • Basics of a cheque - parties and implications 
  • Cash transactions 
  • Features of a negotiable instrument 
  • Cash withdrawals using cheques 
  • Types of cheque and their implications 
  • Due diligence

Internet banking

  • Back end operations and technology
  • Product features 
  • Overview and a brief history 
  • Corporate and individual internet banking 
  • The profitability of internet banking 
  • Integration with e-commerce merchant sites
  • Risk management and frauds

Depository operations

  • Registration procedure
  • The need for and features of depository system in India 
  • Functions of the depository and its depository participants (DPs) 
  • Basics of the Indian securities market and the depository system 
  • Structure of the depository system in India
  • Eligibility criteria 
  • Regulatory framework 
  • Rights and obligations etc

Introduction to corporate farming

  • What is corporate banking? 
  • Basic eight banking business lines 
  • Features of corporate banking 
  • Complete corporate loans life cycle 
  • Corporate banking credit assessment process 
  • Corporate banking products

Funding, product classification

  • NBFC overview 
  • Products portfolio of NBFCs + funding
  • Classification of NBFCs

Mobile banking

  • Product features and diversity 
  • Overview and a brief history 
  • IMPS 
  • Risk management and frauds 
  • The profitability of mobile banking 
  • Back end operations and technology

Debt product

  • MSME loans 
  • Types of working capital loans 
  • Categorization of debt products 
  • Computing a company's working capital needs 
  • Project finance loans 
  • Capital expenditure (Capex) loans 
  • Trade finance 
  • Refinancing 
  • Term loans 
  • Rural/agricultural loans 
  • Structured finance

Investment planning framework

  • Legal framework and regulations 
  • Tax benefits and tax-exempt investment schemes 
  • Taxation of investments 
  • Withholding tax and estate planning 
  • Investment advisor consideration 
  • Ethical dilemmas and investment risk 
  • AML, KYC, and risk profiling

Banking risks and types

  • Systematic risk
  • Sources of risk for a banking corporation 
  • Risk in banking - a background 
  • Types of risk 
  • Interest rate risk 
  • Unsystematic risk 
  • Currency risk
  • Inflation risk 
  • Liquidity risk 
  • Credit risk

Overview of non-banking financial companies

  • How are they different from banks?
  • Overview of NBFCs 
  • Types of NBFCs 
  • Fintech in the NBFC sector  
  • Overview of NBFC products

Liability products

  • Fixed deposits (FD) 
  • Current accounts and their features
  • Account monitoring 
  • Salary accounts

Digital innovations in NBFCs

  • Introducing customized products 
  • Customer data acquisition and management 
  • Savvy customer reach and expansion of customer base 
  • Lower costs with digitization 
  • Better customer service offering

Introduction to wealth management

  • What is wealth management? 
  • The concept of wealth and savings 
  • Evolution 
  • Equity 
  • Derivatives 
  • Fixed income 
  • Types and differentiation 
  • Roles a wealth manager plays 
  • Important terms

Equity stock selection process

  • Fundamental analysis and technical analysis 
  • Equity as an asset class 
  • Corporate action

Fixed income securities- investment evaluation

  • Risks 
  • Fixed income securities 
  • Bond strategies and bond theorems 
  • Yield curve
  • Modified duration 
  • Duration 
  • Weighted average maturity

Measures of return

  • CAGR 
  • Holding period return 
  • Absolute return 
  • Relative return 
  • Rolling return

Mutual funds

  • The legal and regulatory environment 
  • Mutual fund basics and structure 
  • Offer document 
  • Selecting the right mutual fund 
  • Fund distribution

Market risk

  • Understanding volatility 
  • Measuring market risk 
  • What is market risk 
  • MTM model 
  • VaR/Monte Carlo simulation

Portfolio management

  • Types of asset allocation 
  • Constraints to asset allocation 
  • Portfolio construction
  • Application of portfolio objective

Financial planning

  • Defining client-advisor relationship 
  • Principles of financial planning 
  • Financial planning process
  • Investor risk management 
  • Investment objectives and strategy 
  • Investment calculations 
  • Relationship manager reporting
  • Financial goals 
  • Lifetime cash flow projections 
  • Asset allocation 
  • Personal financial ratios 
  • Diversification of portfolio and model portfolios 
  • Inflation adjusted/tax adjusted return

Retirement planning

  • Stages to generate retirement income 
  • PPF, national pension system and insurance company schemes 
  • Introduction to the pension industry
  • Mutual fund schemes 
  • Senior citizen, monthly income plan and reverse mortgage 
  • Defined benefit schemes and defined contribution scheme 
  • Impact of intended retirement age 
  • Estimating retirement corpus

Law and practice of banking

  • Role and objective of banking codes and standards boards of India 
  • Supervisory Functions of SLR, MSF, RBI, reverse repo, monetary policy, repo, CRR, LAF 
  • Role of SEBI, RBI, and IRDA
  • Three pillars of Basel, components of capital as per Basel

Admission details


Filling the form

The candidates may easily get themselves enrolled in the course by following the steps given below.

Step 1:  To get enrolled visit the official page by clicking the mentioned URL- https://www.imarticus.org/banking-and-wealth-management-bootcamp/

Step 2: Students are requested to fill the place where it is asking to provide “first name”.

Step 3: Candidates need to mention their “last name”.

Step 4: Please provide the details of your email address in the place given.

Step 5: Kindly provide the information on contact details.

Agree to the terms and conditions of “Imarticus” and click on the Next button. Fill up all your professional credential details and click on the submit icon to get registered successfully.

How it helps

The certificate earned by all the candidates will enhance their skills and knowledge thereby helping them pursue better career options. During the program, all the students will be provided with assistance in their placement. Students will also be groomed and trained for interviews during the Banking and Wealth Management Bootcamp certification course. The certificate will be issued by Imarticus and will be acknowledged as an industry certificate. 

The received certificate can be included in the job profile of the aspirants in their- CV or resume or in their portfolios. The certification details can also be shared in professional accounts namely- Monster India, Shine.in, LinkedIn and others. Therefore the job opportunities of the appearing candidates will increase profoundly. Throughout the Banking and Wealth Management Bootcamp, course students will be guided by the professors and experienced faculty of Imarticus. 

The Certification in Banking and Wealth Management Bootcamp by Imarticus will take place for a period of 2 months during which students can learn at their own pace. Assignments and projects will be assigned to every student so that they develop more skills. The availability of the course materials 24*7 will allow the students to access materials more easily. 

Instructors

Sagar Pandya
Instructor
Freelancer

Ms Neha Idnany
Instructor
Freelancer

Ms Jyoti Thimmappaiah
Manager
HDFC Life Insurance ...

Mr Ajith Waliya
Advisor
HDFC Bank Ltd.

FAQs

What is the program format?

The entire program will have a 180+ hour class that will help students to learn more wealth management and its related operations.

For how long will the program continue?

The certification course will continue for a period of 2 months from the date of commencement.

Will study materials be provided during the course?

Yes, printed and e- materials will be provided to every student once they get themselves enrolled in the program.

Will there be placement assistance?

Yes, all the students will be assisted and groomed for their placements. They will be helped to secure a good job.

How can the course amount be paid?

All the students using their credit or debit card can pay the Banking and Wealth Management Bootcamp course fee. They can also pay the amount through EMI.

How can I be selected for placement?

Students who secure a minimum of 60% of marks in their examinations conducted by Imarticus and have an attendance of 80% will get to apply for placement offers.

What are the job opportunities I will have if I completed the course?

Once the students complete the Banking and Wealth Management Bootcamp course then they can apply for the job of- asset and wealth manager, portfolio manager, relationship manager, business management associate, etc.

When will the course begin?

The starting date of the program will soon be announced on the website.

Can you please provide me the application form?

All interested candidates can avail of the application from the official page of Imarticus-https://www.imarticus.org/banking-and-wealth-management-bootcamp

How will the classes be conducted?

The classes will be conducted live during the program so that the students learn in a better way.

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