Institute of Finance, Banking and Insurance
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Post Graduate Diploma in Financial Planning and Relationship Man
Course Details
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Post-Graduate Diploma in Financial Planning & Relationship Management (PGDFPRM) is a 6 month full-time program with 3 months of full-time classwork and 3 months of supervised internship. It aims to create industry ready professionals at entry level endowed with knowledge, skills and attitudes required for financial planning and wealth management through relationship management. At the end of the program, the learner will be able to * Appreciate the need for professional financial planning and advisory services * Appreciate market linkages * Explain various financial products * Explain the financial planning process * Apply quantitative tools for investing * Construct a portfolio - Devise scenarios considering the risk return trade off * Demonstrate ability to implement the proposal * Demonstrate communication skills * Appreciate the need for grooming and inculcate the habit * Demonstrate selling skills * Demonstrate relationship management skills
Course Specialisaton
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  • Financial Planning & Relationship Management
    • Eligibility
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    Graduate
    # 50% of marks # Age limit less than 26 years of age # Work Experience 0-2years
    Other Details
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    Placement Assistance
    Placement Assistance is offered for the entry-level long-duration programs. Institute of Finance, Banking and Insurance also has tie-ups with banks that provide guaranteed employment at the end of select programs for select students, before the program begins.
    Scholarship
    Institute of Finance, Banking and Insurance offers limited merit-cum-means scholarship during select admission cycles in a year. The scholarship selection process begins after the student has been selected for a program.
    Educational Loan
    Candidates who enroll for the programs under the Pre-Employment Offer plan will have the option to avail an education loan for two-thirds of the program fees (for eligible students) at very attractive terms and conditions. However, the terms of the loan are between the student and the bank and it is the responsibility of the student to ensure that all requirements are met within the stipulated deadlines.
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