Certificate in Insurance & Financial Planning

About The Certificate in Insurance and Financial Planning Program

With the massive boom in Financial Markets & Financial Instruments, thanks to the vision of Sh. Narendra Modi, there is bound to be massive demand of Genuine Financial Planners and Portfolio Advisors who could technically and scientifically design and manage Wealth Portfolios of Masses and Riches. In order to cater to the Prospective learners from Insurance and Other Financial Industry, Department of Banking & Financial Services has been formed wherein, practically woven programs have been designed and are delivered by Industry Practitioners and Experts under the able guidance and vision of its key Stakeholders namely CA Aman Chugh and Dr. RK Shetty along with a team of Advisory Board Members comprising of Senior Industry Experts.

The Program on Insurance and Financial Planning is first of its kind in India and has been designed and is delivered by Industry Experts to handhold and assist the Prospective Learners or Ready to be Experts in the domain of Wealth Management or Portfolio Management.

Each of the Subjects in each semester have been carefully designed with utmost care to give an overall practical learning experience so that the Participants act and perform as soon as they are out of the class room coaching and virtual learning and in turn lessens down the learning curve and increases the delivery potential of the Participants. It aims to develop genuine Industry ready Portfolio and Wealth Managers who are experts in any and all domains of Financial Planning with sound knowledge of latest fields of knowledge.

The Real Edge and Objectives of the Program:

• To enable the participants with the tools and techniques useful for financial planning in today’s dynamic economic scenario.
• To equip the candidates with innovative models and practically woven techniques to design the Portfolio of their Clients along with apt fitment of their flagship products into such Portfolios.
• To refine the candidates’ technical and interpersonal skills through the use of case studies and live projects.
• To nurture and groom the candidates in strengthening their Networking with clients based on sheer knowledge and technical skill sets.
• To transform the Insurance Agents and Sub Brokers into becoming a Complete Portfolio Advisor & Financial Planner.

Apart from the subjects mentioned above the Case studies and projects on current and relevant topics form a major part of the curriculum. The candidates shall be given Assignments which they shall have to submit within prescribed time and format.