IMI - Post Graduate Certificate Programme in Private Banking (0-30 yrs)

IMI, New Delhi and ICICIdirect Centre for Financial Learning launch PG Certificate Programme in Private Banking.

Course Snapshot
  • FeeINR 2,00,000 + Taxes
  • Work Experience0 - 30 Years
  • Duration12 Months
  • Delivery MethodBlended- Online
Course Detail

About International Management Institute (IMI) New Delhi

Nestled in the Qutab Institutional Area, International Management Institute (IMI) New Delhi was established in 1981in collaboration with IMI Geneva (now IMD Lausanne). IMI is India's 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. IMI has also received UNDP assistance for various international linkages with bodies like World Bank, UNDP, ILO, UNCTAD, Asian Productivity Organization, etc.
IMI is impaneled with the Ministry of External Affairs and GOI for special Commonwealth Assistance programmes under which the Institute gets Executive MBA students from various Afro-Asian countries for its 15-month Executive Post Graduate Programme in Management. Today, IMI enjoys a place of esteem among other leading management institutions, and the patronage of reputed business organisations in the country.

About ICICIdirect Centre for Financial Learning (ICFL)

ICICIdirect Centre for Financial Learning (ICFL) is an initiative of ICICI Securities Ltd., set up with an objective of simplifying financial knowledge and increasing financial literacy amongst prospective or experienced investors & knowledge seekers. ICFL training programmes are categorised under Investment Education Programmes and Professional Certification & Development Programmes. The repository of domain knowledge includes a host of in-house developed seminars, workshops, certifications and training programmes leading to reputed certifications. These programmes are in the area of Stock Investing, Derivatives, Mutual Funds, Financial Planning, Wealth Management, Corporate Finance, etc.

About 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
wide and varied range of skills.

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 program 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.

Designed by renowned experts, apart from the basic foundation courses in private banking, this course focuses on topics like private equity, risk management, legal and regulatory environment, and project evaluation.
This online programme is convenient because you can access the programme from any location, thereby saving travel time and cost. With the added bonus of being able to interact with experts and peers.

Salient features are as follows:
- A crucial overview of best practices in private banking
- Key management skills to be a private banking professional
- Insights from seasoned academicians and industry experts
- The opportunity to network with peer group across the country
- Information on the latest and alternate investment options

Course Schedule

Detailed Course Curriculum

Part A: Orientation programme at IMI New Delhi for 5 days (30 Hours)
Basics of Accounting:
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)

Part B: Training of 11 Core Modules through ICFL Virtual Classroom
- Fundamentals of Banking & Financial Services (15 Hours)
- Equity Research & Portfolio Management (15 Hours)
- Financial Markets & Services (10 Hours)
- Fixed Income Securities (15 Hours)
- Cost of Capital and Project Evaluation (15 Hours)
- Alternative Investments (10 Hours)
- Private Equity (15 Hours)
- Financial & Commodity Derivatives (15 Hours)
- Wealth Management (30 Hours)
- Legal & Regulatory Environment for Banking & Financial Services (15 Hours)
- Risk Management in Banking and Financial Services (15 Hours)

Desired Candidate Profile

Who Should Attend?
- Fresher's who want to make a career in the BFSI sector
- 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

Eligibility
- Graduates / Post Graduates in any discipline with or without experience.

Certification
On successful completion of the programme, a student will be awarded "Post Graduate Certificate Programme in Private Banking" offered by the IMI New Delhi in association with the ICFL as a Strategic Partner.