financial certification courses

15
Your Journey To A Successful Career In Financial Services By Madhavi Reddy M.B.A ,NCFM ,CFP ,AMFI Managing Director Of MIFS

Upload: madhavi-reddy

Post on 30-Oct-2014

25 views

Category:

Documents


0 download

DESCRIPTION

for all MBA, M.COM. B.COM. and all others who are interested to enter into financial services..and who re working professionals in financial services this ppt will enhance more opportunities

TRANSCRIPT

Page 1: financial certification courses

“ Your Journey To A Successful Career In Financial Services “

By Madhavi Reddy M.B.A ,NCFM ,CFP ,AMFI Managing Director Of MIFS

Page 2: financial certification courses

NSE’s Certification in Financial Markets, NSE Certified Market Professional

A prerequisite industry recognized certification programs for entry and career in financial sector.

Offered by: National Stock Exchange of India Limited, a leading stock

exchange in India. Study area: Securities Market (Basic) Module, Capital Market (Dealers)

Module, Derivatives Market (Dealers) Module, FIMMDA-NSE Debt Market (Basic) Module, Investment Analysis and Portfolio Management, Fundamental Analysis Module, Securities Market (Advanced) Module, Banking Sector Module, Insurance Module, Macroeconomics for Financial Markets Module, Options Trading Strategies Module, Commodities Market Module.

Page 3: financial certification courses

Conducted by: NSE at NSE centers across the country, Computer based online objective type multiple choice questions with negative marking for wrong answers.

How much time it takes: 15 days to one month per each module

How much it costs: Rs. 4500/- [1500 + 3000] per each moduleOpportunities : Securities brokerage companies, asset

management companies, investment advisory companies, wealth management companies, KPOs, BPOs, etc.

Job profiles: Financial analyst, stock market analyst, investment analyst, equity dealer, derivatives market dealer, commodities markets dealer, financial research analyst, sales officer, sales manager, relationship officer, relationship manager, stock broker, etc.

Salaries: Entry level salaries starts from Rs 1 to 2 lakh pa

Page 4: financial certification courses

NISM-Series-V-A: Mutual Fund Distributors Certification

A prerequisite certification program for entry and career in mutual fund companies.

Offered by : National Institute of Securities Markets, an educational initiative by Securities and Exchange Board of India.

Study area : Essential concepts on mutual funds and its operation.

Examination : Conducted by NISM at NSE centers across the country, Computer based online objective type multiple choice questions with negative marking of 25% of the marks assigned to a question for wrong answer.

Page 5: financial certification courses

How much time it takes : 15 days to one monthHow much it costs : Rs. 5000/- [1000 + 4000]Opportunities : Banks, mutual fund companies, securities brokerage companies, KPOs, BPOs, etc.Job profiles : Mutual fund distributor, Sales officer, Sales manager, relationship officer, relationship manager, mutual fund analyst, etc.Salaries : Entry level salaries starts from Rs 1 to 2 lakh p.a

Page 6: financial certification courses

Diploma in Banking & Finance (DB&F)

Entry level professional qualification for a career in banking and finance.

Offered by : Indian Institute of Banking & Finance, Estd. 1928, a professional body of banks and financial institutions and the largest institute in the world.

Study area : Principles & Practices of Banking, Accounting & Finance for Bankers, Legal & Regulatory Aspects of Banking.

Examination : Conducted by IIBF across the country, Computer based online objective type multiple choice questions with no negative marking for wrong answers.

Page 7: financial certification courses

How much time it takes : 3 monthsHow much it costs : Rs. 13200/- [3200 + 10000]Opportunities – Employment : Banks, KPOs, BPOs, etc. Diploma holders are preferred and given weightage over others at the time selection by banks.Job profiles: Bank Clerk, Bank Probationary Officer, Financial Analyst, etc.Salaries : Entry level salaries starts from Rs 1.8 to 3.5 lakh p.a

Page 8: financial certification courses

Certified Personal Financial Advisor (CPFA)

Entry level certification in financial advisory services.Offered by: National Institute of Securities Markets, an educational initiative by Securities and Exchange Board of IndiaStudy area : Introductory topics related to personal financial advisory.Examination: Conducted by NISM at NSE centers across the country, Computer based online objective type multiple choice questions with no negative marking for wrong answers.How much time it takes: One month

Page 9: financial certification courses

How much it costs: Rs. 8000/- [4000 + 4000]Opportunities – Employment : Banks, Mutual fund companies, Insurance companies, securities brokerage companies, wealth management companies, financial planning firms, KPOs, BPOs, etc.Job profiles: Relationship officer, sales officer, financial consultant, financial advisor, investment advisor, wealth advisor, etc.Salaries: Entry level salaries starts from Rs 1 to 2 lakh pa

Page 10: financial certification courses

CERTIFIED FINANCIAL PLANNERCM (CFPCM)

International professional certification in personal financial planning, wealth management and financial advisory services.

Offered By: Financial Planning Standards Board India, an affiliate of FPSB Ltd. USA

Study area: Introduction to Financial Planning, Risk Analysis & Insurance Planning, Retirement Planning & Employee Benefits, Investment Planning, Tax & Estate Planning, Advanced Financial Planning.

Page 11: financial certification courses

EXAMINATION : Conducted at NSE centers across the country. Computer based online objective type multiple choice questions with no negative marking for wrong answers.Duration : 4 to 6 monthsHow much it costs: Rs. 53000/- [10000 + 13000 + 30000]Opportunities: One can set up practice on their own or work as consultants for firms. Employment: Banks, Mutual fund companies, Insurance companies, securities brokerage companies, wealth management companies, financial planning firms, KPOs, BPOs, etc.

Page 12: financial certification courses

Job Profiles: Relationship officer, relationship manager, tax consultant, sales officer, sales manager, mutual fund analyst, insurance analyst, financial consultant, financial analyst, stock broker, equity analyst, wealth manager, investment analyst, retirement specialist, financial planner, financial advisor, etc.

Salaries: Entry level salaries starts from Rs 2 to 3 lakh P.A

Page 13: financial certification courses

List of few companies that recruit the certificantsBanks:

Axis BankBarclays Bank PLCCitibank N.ADeutsche Bank AGDhanlaxmi BankHSBC ICICI Bank LimitedKotak Mahindra Bank LimitedStandard Chartered BankState Bank of IndiaBNP Paribas

Insurance Companies: Birla Sun Life Insurance Company

Limited ICICI Prudential Life Insurance

Company LimitedL&T General Insurance Company

LimitedLife Insurance Corporation of IndiaMetLife India Insurance Company

LimitedReliance Life Insurance Company

LimitedSBI Life Insurance Company LimitedTATA AIG Life Insurance Company

Limited

Page 14: financial certification courses

Asset Management / Mutual Fund Companies:

  Daiwa Asset Management (I)

Pvt. Ltd. FIL Fund Management Private

Limited Franklin Templeton Asset

Management (India) Private Limited

HDFC Asset Management Company Limited

ICICI Prudential Asset Management Company Limited

L&T Mutual Fund Mirae Asset Global

Investments (I) Private Ltd TATA Asset Management

Limited UTI AMC Limited SBI Funds Management

Private Limited Principal PNB AMC Private

Limited Reliance Capital Asset

Management Limited 

Stock Broking Companies:  ICICI Securities Limited SKP Securities Limited Motilal Oswal Securities

Limited Networth Stock Broking

Limited Reliance Securities Limited Karvy Stock Broking

Limited KZen Equities Services

Private Limited Dynamic Equities Private

Limited  Financial Services

Companies:  Aditya Birla Money Mart

Limited Alliance Bernstein

Corporation ASK Wealth Advisors Private

Limited Bajaj Capital Limited

Destimoney Edelweiss Financial

Services Ltd. FPI Padmakshi Financial

Planning & Wealth Management

Geojit BNP Paribas Financial Services Limited

ING Financial Services Private Limited

Religare Enterprises Limited World Gold Council  KPO / BPO Companies:

Capital IQ Bank of America

Continuum Services GENPACT Cognizant Accenture Deloitte DuPont

Page 15: financial certification courses

THANK YOU BY MADHAVI INSTITUTE OF FINANCIAL SERVICES (MIFS) at AMEERPET.. Further Details Feel Free To Contact :

visit us:www.mifs.in 9700003595/9908301949