Program

Programme in Investment Advisory Services

English

Program Description


  1. To provide an overview of Indian Financial System

  2. Roles and Responsibilities of various Participants, Intermediaries and Regulators in functioning of Indian Financial System

  3. To explain Financial Planning, Its process and different strategies in detail

  4. Understand in detail about Life Insurance, General Insurance and Risk Management practices

  5. Know about Retirement Needs, Planning process, Pension Products, Employee benefits,  Superannuation and regulatory framework that guide them.

  6. What are different types of Asset Classes, Investment Products, Investments Strategies.

  7. What is Portfolio Management

  8. Different ways of measuring and analysis of returns

  9. Know Taxation rules guiding different products

  10. What is Estate Planning, its process and different strategies

Program Fee

  • 5900 (inclusive of tax)

Educational Qualification

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

Suggested Prerequisites

Basic understanding on Indian Banking

Certificate

Certificate of Completion by IIT-MADRAS

Teaching Hours

50 Teaching hours and 3 hours of Case Study

Lead Faculty

  • Mrs. Rekha Ramanadhan

Learning Schedule

S.No Modules
1

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

2

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


 

3

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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