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5-YEAR INTEGRATED BBA- MBA in INSURANCE & FINANCIAL PLANNING

ABOUT THE INTEGRATED BBA-MBA 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 CA (Dr) Aman Chugh 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 equip the candidates with the tools and techniques useful for financial planning in today’s financial and 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.
Subjects Name Semesters Time Duration Fee in Rs.
Fundamentals of IT Essentials Sem-1 Year 1 40,000
Fundamentals of Digital Marketing
Managerial Accounts
Semester – 1 End Project
Business Communication & Etiquetes Sem-2 40,000
Mutual Fund Analysis
Investment Products & Services
Semester – 2 End Project
Financial Products Marketing Sem-3 Year 2 40,000
Introduction to Taxation
Introduction to Investments in Portfolio
Semester – 3 End Project
Introduction to Risk in Portfolio Sem-4 40,000
Wealth Creation
Financial Planning
Semester – 4 End Project
Project Financing & MSME Banking Sem-5 Year 3 40,000
MSME Listing
Capital Budgeting &Decisions
Semester – 5 End Project
Real Estate Financing Sem-6 40,000
Pitchbook Essentials
Financial Management
Semester – 6 End Project
IT Essentials for Managers Sem-7 Year 4 40,000
Digital Marketing & Analytics
Fundamental of Financial Statement Analysis
International Financial Markets & Institution
Fundamental of General Insurance
Semester – 7 End Project
Corporate Communication Sem-8 40,000
Financial Modeling
Contemporary Issues
Introduction to Financial Instruments
Semester – 8 End Project
Insurance Marketing Sem-9 Year 5
Tax Planning
Fundamentals of Portfolio & Risk Management
Fundamentals of Derivatives, Futures & Options
Semester – 9 End Project
Insurance Products & Services Sem-10
Advanced Portfolio & Risk Management
Wealth Management
Estate & Retirement Planning
Semester – 10 End Project
Total Fees (In Rs.) 3,20,000

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.

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