Programme in Financial Planning & Wealth Management@ National Institute of Bank Management (NIBM), Pune

NIBM is recognized by the University of Pune as an approved centre for Post-Graduate Research and also by the Department of Scientific and Industrial Research, Ministry of Science & Technology, Government of India.

Institute: National Institute of Bank Management (NIBM), Pune

Programme: Programme in Financial Planning & Wealth Management

Programme highlights:

10 day training in financial planning and wealth management, will equip the participants with:

• Comprehensive knowledge and operational skills in financial planning and wealth management.
• Understanding the customer's perspective on savings, financial planning and wealth management including retirement planning and delivery of a comprehensive suite of this new service.

In addition to professional inputs from NIBM faculty, eminent guest speakers from the wealth management industry will share their knowledge and expertise. Besides officers and executives of banks who are interested in obtaining the NISM Series-V-A: Mutual Funds Distributors Certification Examination (NISM Series-V-A: MFD Examination) and/or NISM Series-VII CPFA (Certified Personal Financial Advisor) Certification will find the programme content very helpful.

Course Outline

1. Introduction to Wealth Management and Financial Planning
2. The Concept of Financial Planning
3. Investment Return and its Measurement
4. Investment Risk and its Measurement
5. Asset Classes
6. Mutual Funds: Concept, Role, Structure and legal Framework
7. Legal and Regulatory Environment
8. Fund Distribution and Channel Management Practices
9. Accounting, Valuation and Taxation
10. The Indian Scenario: Wealth Management Division
11. Retirement Planning
12. Insurance Planning
13. Tax and Estate Planning
14. Wealth Management Divisions: Organizational Structure and Operation
15. Marketing of Financial Planning Services

Who should Attend:

• Officers or Executives working in financial planning/wealth management divisions/retail divisions of banks.
• Executives looking forward to establish themselves as certified financial planners.

Faculty
In addition to NIBM Faculty, professionals from banks and financial institutions will be a part of the programme.

Programme Coordinators

• Dr Elizabeth James
• Ms Smita Roy

Hostel Accommodation: The Programme is fully residential. Participants will be provided well furnished single room AC accommodation in the Institute's renovated hostel complex on the Campus. Participants will not be permitted to bring their family members to stay on the campus.

Note: Nominations and enquiries should be addressed along with the fees to Dr Elizabeth James/Ms Smita Roy. Participants interested to appear for the NISM Series-V-A: Mutual Funds Distributors Certification Examination (NISM Series-V-A: MFD Examination) and NISM Series-VII CPFA(Certified Personal Financial Advisor) online can do so at the Pune NSE-IT Centre, arrangements for which will be made by NIBM if intimation is given to course coordinators by February 10, 2012.

Transport Facilities at Pune: Prepaid Taxi/Auto services are available at the Pune airport/railway station (16/9 Km. distance from NIBM Campus). As such participants are expected to make their own transport arrangements at Pune to reach the NIBM Campus. However, if requested well in advance, NIBM shall arrange for hired transport (to and fro from the Campus) on actual cost basis.

Duration: February 20-29, 2012-01-31

Venue: NIBM Campus, Kondhwe Khurd, Pune

Accomodation: The programme is fully residential. Participants will be provided well furnished single AC rooms in the institute's campus.

Click here to view application and payment details.

Last date for receiving nominations: February 15, 2012

Address:
NIBM P. O., Kondhwe Khurd,
Pune 411 048    
Tel: 0091-20-26716000 or, 0091-020-26833080

E-mail: elizabeth@nibmindia.org, smita@nibmindia.org

Website: http://nibmindia.org