Post Graduate Certificate Programme in Private Banking (PGCPPB) – ICFL & IMI New Delhi

International Management Institute (IMI), New Delhi one of the top B-schools having gold standard benchmark and ICICIdirect Centre for Financial Learning an educational initiative of ICICI Securities announce the launch of Post Graduate Certificate Programme in Private Banking.
As per a Business Standard report (December 2016) Wealth Management business in India is poised to grow by 17-18% each year, for the next few years. Private banking is an in-demand and highly dynamic area of Finance, with demanding expectations from Professionals working in this field. The PGCP in Private Banking will help address these high expectations with a focused curricula & by covering topics that are fundamental to the field.

private banking

International Management Institute (IMI) New Delhi was established in 1981 in collaboration with IMI Geneva (now IMD Lausanne). IMI is India’s first corporate sponsored Business School with sponsorship from corporate houses like RPG Enterprises, Nestle, ITC, SAIL, Tata Chemicals, BOC and Williamson & Magor, etc. In the last 36 years, this institute has truly managed to acquire a global status.

ICICIdirect Centre for Financial Learning is an educational initiative of ICICI Securities Ltd. ICFL is committed to enhance financial literacy amongst all existing and prospective stakeholders in the society by empowering them to make better and more informed decisions. ICFL is also committed to lead the path to create next-generation leaders who would catalyse the growth of financial markets in India, by expanding the pool of qualified and certified professionals for the industry.

Post Graduate Certificate Programme in Private Banking

Courses in Private Banking provide an insight into what it takes to operate successfully in this field. Private banking is an in-demand and
highly dynamic area of finance, with demanding expectations from professionals working in the field. This course will not only address these high standards with a focused curricula on these areas, but also cover topics that are fundamental to the field. Due to the fact that private bankers work extensively with private persons and high-net-worth individuals (HNIs), regulatory fluency and practical expertise is required in investment and banking services. These include estate planning, tax advisory services and managing investment portfolios. As a result, a private banking course leads to a wide and varied range of skills. It is worth noting that private bankers are sometimes referred to as wealth, investment or relationship managers, which is mirrored in the titles of some professional training courses on offer. While some argue that these are synonyms, others maintain that the growing complexity of the industry has resulted in the relationship side of the role (focusing on sales and customer service) becoming distinct from the investment side, which focuses on the more technical responsibilities related to managing different asset classes on behalf of the client.

This programme is designed to be both practical and interactive, with structured discussions allowing participants and expert speakers to freely share insights. This programme will address key issues through lively session discussions based on case studies/workshops. This certification programme will provide participants a unique opportunity to interact with seasoned experts and leading practitioners in the industry, while exposing them to competing approaches and strategies in the new challenging environment.

Who Should Attend?

  • Executives working the BFSI sector
  • Professionals working as Private Bankers, Wealth Managers, Relationship Managers, Trust Managers, Investment Managers, etc.
  • Family Office Managers
  • Department Heads working in the Banking and Financial Services Industry
  • Graduates who want to make a career in the BFSI sector

Eligibility

  • Graduates / Post Graduates from a recognised university

Fees

  • Rs 200000 + taxes (EMI options available)

Course Activity

course activity

Course Architecture

  • Campus visit – Orientation Programme at IMI New Delhi for 5 days (30 hours)
  • Training of 11 Core Modules through ICFL Virtual Classrooms (170 hours)
  • Certification from IMI New Delhi
  • IMI New Delhi Alumni Status

Detailed Course Curriculum

  1. Orientation programme at IMI New Delhi for 5 days (30 Hours)
    For Residential Participants:
    Rs 3,000 per day per participant.
    i.e. Total Rs 15,000 for 5 days (inclusive of single-seated AC accommodation with all meals, teas, snacks each day plus applicable tax)
  2. For Non-Residential Participants:
    Rs 1,200 per day per participant.
    i.e. Total Rs 6,000 for 5 days (inclusive of breakfast, lunch, tea, snacks during the teaching hours plus applicable tax)

Basics of Accounting at IMI New Delhi Delhi – 30 hours

  1. Understanding Financial Statements (10 Hours)
    Accounting Concepts and Conventions
    Introduction to Financial Statements
    Basic understanding of Financial Statements; Balance Sheet and P&L Account
    Understanding of Financial Analysis; Horizontal and Vertical
    Ratio Analysis
  2. Business Mathematics (10 Hours)
  3. Basics of Excel (10 Hours)

core modules

For more details on the course, please contact ICFL Branches at

Bengaluru – Cunningham Road      +91 9108683683
Delhi – Jhandewala Extension        +91 8588816146
Mumbai – Andheri East                  +91 8451943442
Pune – F C College Road                 +91 8390904865
Hyderabad – Somajiguda                +91 8427484084
Kolkata – Shakespeare Sarani Road +91 8697748207

Email – learning@icicisecurities.com
Website – learning.icicidirect.com
SMS – PGCPB to 5676766

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The State of Education in Croatia

Those who are planning on moving to Croatia for any purpose should be aware of how the education system in the country works. This is especially for families that plan on entering the country. While anyone can find quality real estate Croatia spots, it is another story to find education services that are sensible and easy to work with. Fortunately, the Croatian government has made it easy for students to receive educational support.

books

Children will be required to attend school in Croatia for a certain period of time. The educational standards that come with studying in Croatia are extensive as students will have to ensure that they perform their studies for a certain period of time.

The Basic Arrangement

The arrangement of the education system in Croatia works with the following points as children from ages six to fifteen are required to attend classes:

  • Compulsory education starts at six years of age. Children can attend private kindergartens or nurseries.
  • From the first to fourth grades of study, students will learn math, fine arts, physical education and a foreign language from the fourth grade.
  • From the fifth to eighth grades, students take more advanced courses in technology, history, math, geography and various sciences.

statistics

  • Secondary education occurs following the eighth grade. Art and vocational schools are among the more prominent types of secondary education schools that students can attend.
  • Universities or other schools of higher education are available to those who graduate from secondary education.

The setup for education in Croatia was designed as a means of ensuring that children can get the education that they need. It was particularly designed to ensure that children will not struggle with finding work in the future while also improving upon the international stature of Croatia.

Also, it is free for students to attend courses at primary and secondary schools. The schools are funded by the national government to ensure that students will be able to get to these schools and that their parents will not have any problems with trying to get them to attend.

Key Statistics

  • About 99 percent of children in Croatia attend the compulsory education sites in the country.
  • Around 90 percent of all children attend some kind of secondary education school in their live. About 93 percent of girls and 88 percent of boys do this on average.

croatia flag

  • The literacy rate within Croatia is around 99.6 percent for both boys and girls.
  • The typical pupil-teacher ratio for classes in Croatia is at 13.83 students for each teacher. This is according to UNESCO research statistics. That number goes down to eight students for each teacher at the secondary level.

What Language Is Used?

The Croatian language is used at schools around the country. Some smaller minority schools do allow for lessons to be taught in the language of a particular national minority. These include schools that teach in Italian, German and English. The Croatian language is taught at schools although the general international language requirement does work in that a student can choose to learn one of various common foreign languages based on what a particular school has to offer.

  • Alex Dragas (Guest Writer)

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NCFM Exams – Advanced Modules

The Advanced modules consists of 13 certifications

1. Algorithmic Trading Module

For understanding the importance and approach towards algorithmic trading. It focusses on equity, index futures, options and commodities. Click here for the course outline

Exam Details
Duration 60 minutes
Questions 100
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 3 years
Fees Rs 6900

 

2. Financial Markets (Advanced) Module

To understand and gain comprehensive and indepth knowledge about the financial markets. Click here for the course outline

Exam Details
Duration 120 minutes
Questions 60
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

3. Securities Market (Advanced) Module

To understand the role in mobilizing savings for investment in productive assets. To understand and transform the economy into an efficient, innovative and competitive marketplace. Click here for the course outline

Exam Details
Duration 120 minutes
Questions 60
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

4. Derivatives (Advanced) Module

To understand the role and presence of derivatives in the overall financial sector strategy. Click here for the course outline

Exam Details
Duration 120 minutes
Questions 55
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

5. Mutual Funds (Advanced) Module

To understand and gain an indepth knowldged into the working of the Indian Mutual Fund industry. Click here for the course outline

Exam Details
Duration 120 minutes
Questions 60
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

6. Options Trading (Advanced) Module

To gain knowledge and understand the workings of the options market. Click here for the course outline

Exam Details
Duration 120 minutes
Questions 35
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

7. Modules of FPSB (Certified Financial Planner – CFP)

The Financial Planning Standards Board (FPSBIndia) conducts exams for the following 5 modules which leads to the CFP certification.

  • Risk Analysis & Insurance Planning
  • Retirement Planning & Employee Benefits
  • Investment Planning
  • Tax & Estate Planning
  • Advance Financial Planning

For a detailed information about the course, a new CFP page is being created which will contain all the details.

 

8. Equity Research Mode

Finitiatives Learning India Pvt Ltd offers a range of e-learning and certification programs for the Banking and Financial Services (BFS) sector for both freshers and working professionals.  Follow the below mentioned steps to register, study and get ceritfied

  • Register with FLIP
  • Purchase the Equity Research E-Learning Module
  • Complete training, pay the NCFM examination fees and book the exam date
  • Fees is Rs 4950 + service tax for the interactive e-learning course and Rs 1726 for the NCFM certification exam

 

9. Issue Management Module

This course is also offered by Finitiatives Learning India Pvt Ltd for both freshers and working professionals. They offer e-learning and certification programs for the Banking and Financial Services (BFS) professionals.  This module covers the issues faced by Indian corporates who want to raise funds directly from the market locally or overseas.

Follow the below mentioned steps to register, study and get ceritfied

  • Register with FLIP
  • Purchase the Equity Research E-Learning Module
  • Complete training, pay the NCFM examination fees and book the exam date
  • Fees is Rs 4950 + service tax for the interactive e-learning course and Rs 1726 for the NCFM certification exam

 

10. Market Risk Module

This course is also offered by Finitiatives Learning India Pvt Ltd for both freshers and working professionals. They offer e-learning and certification programs for the Banking and Financial Services (BFS) professionals. Market Risk measurement is highly quantitative in nature, and requires a strong foundation in mathematics and statistics.

Follow the below mentioned steps to register, study and get ceritfied

  • Register with FLIP
  • Purchase the Equity Research E-Learning Module
  • Complete training, pay the NCFM examination fees and book the exam date
  • Fees is Rs 4950 + service tax for the interactive e-learning course and Rs 1726 for the NCFM certification exam

 

11. Financial Modeling Course

This course prepared by IMS Proschool prepares graduates, CA, MBAs for roles in

 

  • Equity Research Analyst
  • Project Finance Report Preparation
  • Credit Rating Analysis
  • Financial Analyst
  • Business Analyst
  • Financial Research

You need to be a Commerce Graduate, CA inter passed, ICWA, Graduates, Post Graduates with first class, MBAs with excellent accounting skills.

Apply for the IMS Program here and download the brochure for more information here.

 

12. Business Analytics Module

This course offered by IMS Proschool covers areas like Business Intelligence, Big Data, Data Mining, etc and prepares Graduates, Post Graduates, MBAs to become

  • Analytics Manager
  • Analytics Consultant
  • Business Analyst
  • Business Intelligence Manager
  • Data Scientist

Apply here to enroll for the course and click here to access the brochure of the course.

 

13. Investment Banking Operations – International

This program is developed by Finitiatives Learning Pvt Ltd

for both freshers and working professionals. They offer e-learning and certification programs for the IT Professionals engaged in the Banking and Financial Services (BFS). This course equips you with the necessary domain knowledge to interact with customers confidently and better understand their requirements. This course is relevant for professionals in the field of KPO, BPO & IT companies.

Follow the below mentioned steps to register, study and get ceritfied

  • Register with FLIP
  • Purchase the Equity Research E-Learning Module
  • Complete training, pay the NCFM examination fees and book the exam date
  • Fees is Rs 9500 + service tax for the interactive e-learning course and Rs 1726 for the NCFM certification exam

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NCFM Exams – Intermediate Modules

The intermediate module of NCFM Exams comprises of 25 certifications

 

  1. Capital Market (Dealers) Module (CMDM)

This gives an understanding of the capital market trading operations, clearing, settlement and risk management process. Click here for the course outline.

Exam Details
Duration 105 minutes
Questions 60
Maximum Marks 100
Passing Marks 50
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

2. Derivatives Market (Dealers) Module (DMDM)

This module gives an insight into the different types of equity derivatives, their trading, clearing and settlement.  Click here for the course outline.

Exam Details
Duration 120 minutes
Questions 60
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 3 years
Fees Rs 1726

 

3. Investment Analysis & Portfolio Management 

To create a better understanding of the various concepts and principles of investment analysis and portfolio management. Click here for the course outline.

Exam Details
Duration 120 minutes
Questions 60
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

4. Fundamental Analysis Module

Its to understand the stock valuation methodology by performing security analysis. Click here for the course outline.

Exam Details
Duration 120 minutes
Questions 60
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

5. Options Trading Strategies Module

To understand the objectives and strategies and conditions under which options trading are successful.  Click here for the course outline.

Exam Details
Duration 120 minutes
Questions 60
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

6. Operations Risk Management Module

To understand the methodology for risk assessment, risk decision making and implementing risk controls. Click here for the course outline.

Exam Details
Duration 120 minutes
Questions 75
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

7.  Banking Sector Module

To gain requisite skills and significant knowledge in banking in this fast moving and globalized financial markets. Click here for the course outline.

Exam Details
Duration 120 minutes
Questions 60
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

8. Treasury Management Module

To understand liquidity, meeting obligations while managing payments, reciepts and financial risks effectively.  Click here for course outline.

Exam Details
Duration 120 minutes
Questions 60
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

9. Insurance Module

To understand both life and non life sections of insurance and to cater to the need for qualified candidates who possess the skills and knowledge to power the insurance industry. Click here for course outline.

Exam Details
Duration 120 minutes
Questions 60
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

10. Macroeconomics for Financial Markets Module

To understand the intricate linkages between various economic factors and financial variables which can have both direct and indirect impact on the financial markets.  Click here for course outline.

Exam Details
Duration 120 minutes
Questions 60
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

11. NSDL – Depository Operations Module

To provide deep insight into the functioning of the depository and outlines the various operational issues.  Click here for course outline.  Candidates securing 80% or more marks in NSDL-Depository operations module only will be certified as ‘TRAINERS’.

Exam Details
Duration 75 minutes
Questions 60
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

12. Commodities Market Module

To provide beginners as well as the dealers with both theoretical and applied knowledge pertaining to commodities trading.  Click here for course outline.

Exam Details
Duration 120 minutes
Questions 60
Maximum Marks 100
Passing Marks 50
Negative Marking Yes
Certificate Validity 3 years
Fees Rs 2070

 

12. Surveillance in Stock Exchanges Module

To understand the inter exchange market surveillance group of SEBI and surveillance issues.  Click here for course outline.

Exam Details
Duration 120 minutes
Questions 50
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

13.  Corporate Governance Module

To impart knowledge about the evolution of the corporate governance in India and the regulatory framework governing it.

Exam Details
Duration 90 minutes
Questions 100
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

The Study material for this module is available at the following ICSI’s offices:
ICSI-Centre for Corporate Research & Training
Plot No. 101, Sector 15, Institutional Area, CBD Belapur,
Navi Mumbai 400614
Phone – 27577814 – 16, Extn. 406. Fax no. 27574384
email ccrt@icsi.edu, ccrt@vsnl.com.

Western Indian Regional Council (WIRC) of the ICSI
13 Jolly Makers Chambers – II, First Floor,
Nariman Point, Mumbai 400021
Phone 22047569, Contact person: Mr. Mani
Fax No. 22850109
email : wiro@icsi.edua

 

14. Compliance Officers (Brokers) Module

To understand the rules, statutes and regulations of the stock market.  Click here for course outline.

Exam Details
Duration 120 minutes
Questions 60
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

15. Compliance Officers (Corporates) Module

To understand knowledge of the legal and regulatory requirements for carrying out the business of that company.  Click here for course outline.

Exam Details
Duration 120 minutes
Questions 60
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

16. Information Security Auditors Module (Part-1) & Information Security Auditors Module (Part-2)

To understand one of the best ways to determine the security of an organization’s information and do security audits.  Click here for course outline.

Exam Details  Per module
Duration 120 minutes
Questions 90
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 2 years
Fees Rs 2587

 

17. Technical Analysis Module 

To learn and understand comprehensive and in depth knowledge about technical analysis. Click here for course outline.

Exam Details
Duration 120 minutes
Questions 60
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

18. Mergers & Acquisitions Module

To provide a comprehensive and in depth knowledge about mergers and acquisitions. Click here for course outline.

Exam Details
Duration 120 minutes
Questions 60
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

19. Back Office Operations Module

To provide a comprehensive and in depth knowledge about the back office operations in the securities markets. Click here for course outline.

Exam Details
Duration 120 minutes
Questions 60
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

20. Wealth Management Module

To provide a comprehensive and in depth knowledge about wealth management. Click here for course outline.

Exam Details
Duration 120 minutes
Questions 60
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

21. Project Finance Module

This module addresses commercial and policy issues related to setting up commercial projects and national infrastructure.  Click here for course outline.

Exam Details
Duration 120 minutes
Questions 60
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

22. Venture Capital & Private Equity Module

To understand the role of private equity in the country and the difference between various forms of early stage finance.  Click here for course outline.

Exam Details
Duration 120 minutes
Questions 70
Maximum Marks 100
Passing Marks 60
Negative Marking Yes
Certificate Validity 5 years
Fees Rs 1726

 

23. Financial Services Foundation

To help students to get an overview of the financial world with an emphasis on careers related to financial analysis. Click here for course outline.  This course is offered by IMS Proschool. Helps you in building a career in Investment Banking, Equity Research and Portfolio Management.

Classroom study is currently available in Mumbai, Pune, Delhi, Hyderabad, Chennai, Bhubaneshwar, Bangalore, Navi Mumbai.  Distance learning is also available.  To enroll for the course, click here or go to the IMS Proschool website.

 

24. NSE Certified Qualified Analyst Module

This course is developed by SSA Business Solutions. This is for students to develop quality tools and their uses and is involved in quality improvement projects.  Tools such as Lean, 7 Steps of Problem Solving, Data Analysis Tools, and basics of Six Sigma.

This course is aimed at finance professionals from industries like Banking, NBFC, IT, Outsourcing, Auditing, Broking etc.  And anyone interested in enhancing their quality and analytics skills.

Click here to register at the SSA website, complete the course, register for NCQA exam on the NSE website.  Course costs Rs 3278 for the courseware and training.  Exam fees is Rs 1726.  The certificate is valid for lifetime.

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2 months hence

What have i been doing in India 2 months since coming back from Singapore?  Studying, taking a break from work at the same time.  But things are still as busy as when i was in Singapore.

Have suffered one of my worst summer in a decade.  Its always 40-42 degrees daily and i suffer the most on my way back home from my classes daily.  Once i reach home, am so drained that i just dont seem to have the time and inclination to do anything else.

Just cant wait for the rains, but looking at the screwed up weather, i foresee very bad monsoon this time too.  Hopefully iam wrong.  The winter in December was extreme and so has been the summer.  I experienced both of them this year.  Just hope that the monsoons are also extreme.  I promise not to complain 🙂

So much to write, so little time.  Becoming a full time student after working nonstop for 15 years has been a refreshing experience.  The course would end by mid of this month.  See how things go ahead from here on.

Will write soon on my experiences after moving back to India.

Above picture courtesy: Chase’s blog

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