Programme in Investment Advisory Services

Program Description

  • To provide an overview of Indian Financial System
  • Roles and Responsibilities of various Participants, Intermediaries and Regulators in functioning of Indian Financial System
  • To explain Financial Planning, Its process and different strategies in detail
  • Understand in detail about Life Insurance, General Insurance and Risk Management practices
  • Know about Retirement Needs, Planning process, Pension Products, Employee benefits,  Superannuation and regulatory framework that guide them.
  • What are different types of Asset Classes, Investment Products, Investments Strategies.
  • What is Portfolio Management
  • Different ways of measuring and analysis of returns
  • Know Taxation rules guiding different products
  • What is Estate Planning, its process and different strategies
Course enrollment data

Learning Format

Online

Duration

Certified by

Certificate of Completion by IIT-MADRAS

Program Fee

₹ 14160 (inclusive of tax)

Downloads

Program Description

Program Brochure

Sample Certificate

Education Qualification

A bachelor's degree from a recognised Indian University or students pursuing graduation

Suggested Prerequisites

Basic understanding on Indian Banking

Teaching Hours

50 Teaching hours and 3 hours of Case Study

Lead Faculty

Mrs. Rekha Ramanadhan

Course Offered By

Learning Schedule

SUBJECT I INTRODUCTION TO FINANCIAL PLANNING
Chapter 1: Indian Economic Environment
Chapter 2: Overview Of Indian Financial Markets 
Chapter 3: Participants, Intermediaries, and Regulators Of The Indian Financial System
Chapter 4: Basics Of Financial Planning 
Chapter 5: The Financial Planning Process
Chapter 6: Towards A Financial Plan
Chapter 7: Recommending Financial Planning Strategies To Investors
Chapter 8: Effective Communication In Financial Counselling

SUBJECT II RISK ANALYSIS, INSURANCE AND RETIREMENT PLANNING


Chapter 1: Basic Concepts Of Insurance And Risk Management
Chapter 2: Insurance Organisation Structure And Functions
Chapter 3: Regulations And Legislations Applicable To Insurance
Chapter 4: Life Insurance: Analysis Of Life Cover, Strategies And Products
Chapter 5: General Insurance And Its Practice In India
Chapter 6: Life Cycle Analysis, Retirement Needs And Factors In Planning
Chapter 7: Retirement Planning Process
Chapter 8: Employee Benefits And Super Annuation
Chapter 9: Pension Products
Chapter 10: Regulatory Framework Of Retirement Plans


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 

SUBJECT III INVESTMENT PLANING, TAX PLANING AND ESTATE PLANNING


Chapter 1: Investment Concepts, Asset Classes, and Investment Products
Chapter 2: Investment Planning, Measuring, and Analysis Of Returns
Chapter 3: Investment Strategies And Portfolio Management
Chapter 4: Regulatory And Procedural Aspects Of Financial Products And Services
Chapter 5: Taxation Aspects Of Wealth
Chapter 6: Estate Planning Process And Strategies



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