PGCPB Brochure new - ICICI Directcontent.icicidirect.com/idirectcontent/Financial...2. Application...
Transcript of PGCPB Brochure new - ICICI Directcontent.icicidirect.com/idirectcontent/Financial...2. Application...
IMI New Delhi & ICFL present Post Graduate Certificate Programme in Private Banking
About International Management Institute(IMI) New DelhiNestled in the Qutab Institutional Area, International
Management Institute (IMI) New Delhi was established in 1981
in collaboration with IMI Geneva (now IMD Lausanne). IMI is
India’s first 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 empanelled 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.
IMI New Delhi has received an exclusive international
accreditation of the Association of MBAs (AMBA) UK; which is
the gold standard benchmark in management education. IMI
was the fifth management institute in the country to obtain this
accreditation. IMI is constantly rated as one of the top
B-Schools in the country.
About ICICIdirect Centre for Financial Learning (ICFL)ICICIdirect Centre for Financial Learning is an educational
initiative of ICICI Securities Ltd. ICFL is committed to enhance
financial literacy amongst all existing and prospective
stakeholders in the society by empowering them to make
better and more informed decisions. ICFL is also committed to
lead the path to create next-generation leaders who would
catalyse the growth of financial markets in India, by expanding
the pool of qualified and certified professionals for the
industry.
ICFL operates under the broad segments of investment
education and professional certification and development. Over
a period, ICFL has trained more than 4.5 lakh students and
investors across India through one or more programmes. The
repository of domain knowledge includes a host of in-house
developed seminars, workshops, certifications and training
programmes, leading to reputed certifications. ICFL has offices
and training facilities across India aided by technological
capabilities to deliver trainings through e-learning, classrooms
and virtual classrooms.
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 a
wide and varied range of skills.
It is worth noting that private bankers are
sometimes referred to as wealth, investment
or relationship managers, which is mirrored
in the titles of some professional training
courses on offer. While some argue that
these are synonyms, others maintain that the
growing complexity of the industry has
resulted in the relationship side of the role
(focusing on sales and customer service)
becoming distinct from the investment side,
which focuses on the more technical
responsibilities related to managing different
asset classes on behalf of the client.
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 programme 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.
About Post Graduate Certificate Programme in Private Banking
The IndustryThere is an increasing demand for professionals, due to strategic
considerations for evolving wealth transformation, addressing how
industry leaders are approaching the unprecedented
transformation affecting current business practices, particularly
with growing wealth in emerging markets and rapidly increasing
flow of funds in economy.
Private banking courses are a first-rate choice for professionals in
the finance sector. As the private banking field expands its reach
and relevance in the financial world, professionals must dig into
the nuances of private banking and develop practical expertise in
the area.
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:
Key Features
A crucial overview of best practices in
private banking
The opportunity to network with
peer group across the country
Insights from seasoned academicians
and industry experts
Information on the latest and alternate
investment options
Key management skills to be a
private banking professional
Who Should Attend? Eligibility• 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
• Graduates who want to make a career in the BFSI sector
• Graduates / Post Graduates from a recognised university
Admission Procedure1. Application Form:
All interested candidates should fill out the application form.
The completed application form along with the commitment
fee of `10,000 (plus taxes as applicable) must be submitted
or couriered to ICFL Centre or Authorised Learning Centres
before the last date for acceptance of applications.
2. Application Screening:
Upon submission of the completed application form, the
application will be screened based on the candidate’s
academic performance.
3. Personal Interview:
Short-listed candidates will be invited for a personal
interview. It will be conducted through video conferencing
and the student can attend the same from the study centre
or his / her home.
4. Selection:
The selection to the programme is based on the candidate’s
performance in the personal interview.
Note: The commitment fee is refundable if the student is not
offered admission in the programme. If the student decides
not to go ahead with the programme after the payment of
commitment fee, then the fee is non- refundable.
Course Architecture
Campus Visit -
Orientation Programme at IMI
New Delhi for 5 days (30 Hours)
IMI New Delhi
Alumni status
Certification from
IMI, New DelhiTraining of 11 Core Modules
through ICFL Virtual
Classrooms (170 Hours)
CLASS
Programme CurriculumThe course aims to comprehensively cover all aspects of private
banking through different topics across the areas related to their role.
• Understanding Financial Statements
• Fundamentals of Banking & Financial Services
• Financial Markets & Services
• Cost of Capital and Project Evaluation
• Legal & Regulatory Environment for Banking & Financial Services
• Equity Research & Portfolio Management
• Fixed Income Securities
• Alternative Investments
• Financial & Commodity Derivatives
• Private Equity
• Risk Management in Banking and Financial Services
• Wealth Management
Detailed Course CurriculumOrientation 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)
• Introduction of Financial Systems
• Financial Services; Fund-based, Non-fund based
• Brief of Various Services
• Concept of Central Banking and its Function
• Basics of Banking Services and Products
Fundamentals of Banking & Financial Services (15 Hours)
• Introduction to Equity Research
• Fundamental Analysis - EIC
• Valuation of Equity Shares
• Technical Analysis
• Concept of Risk Diversification and Portfolio Management
• Performance Evaluation of Portfolios
Equity Research & Portfolio Management (15 Hours)
• Introduction and Basics of Financial Markets
• Capital Market; Primary, Secondary, Securities and
Instruments; Equity Shares, Bonds / Debentures
• Stock and Commodities Market; Basic terms and Functioning
• Money Market, Instruments and Securities
• Call Money Market
Financial Markets & Services (10 Hours)
• Introduction to Fixed Income Securities
• Types of Fixed Income Securities
• Valuation and Pricing of Fixed Income Securities
• Risks in Fixed Income Securities; Concept of Duration and
Convexity
• MBS, ABS, CDOs and CMOs
Fixed Income Securities (15 Hours)
• Basic Understanding of Concept of Cost of Capital
• Cost of Equity, Cost of Debt etc.
• Evaluation of Projects; Estimation of Cash Flows
• Evaluation Techniques; Discounting and
Non-discounting (Pay-back, NPV, IRR, etc.)
Cost of Capital and Project Evaluation (15 Hours)
• Real Estate Investment
• Investment in Commodities
• Hedge Funds
• Venture Capital
• Private Equity
• LBOs
Alternative Investments (10 Hours)
Training of 11 Core Modules through ICFL Virtual ClassroomCLASS
• Private Equity Process
• Valuation and Term Sheets
• Deal Structuring
• Harvesting
• Public-Private Partnerships
• Legal, Ethical and Governance Issues in Private Equity
• Settings
Private Equity (15 Hours)
• Introduction to Derivatives; Financial and
Commodity Derivatives
• Futures and Forwards; Types of Future, Future Pricing,
Future Trading
• Options; Types of Options, Option Pricing, Option Writing
and Buying
• SWAPs
Financial & Commodity Derivatives (15 Hours)
• Risk - Concept
• Risk in Banks
• Risk Management Framework
• Risk Identification; Risk Measurement
• Stress Testing; Risk Monitoring and Control - Risk Reporting -
Market Risk Identification
• Measurement and Management / Credit Risk
• Operational and Integrated Risk Management
• Basel-II; Current Guidelines on Risk Management
Risk Management in Banking and Financial Services (15 Hours)
• Introduction to Personal Financial Planning
• Investment Planning
• Insurance Planning
• Retirement Planning
• Succession Planning
Wealth Management (30 Hours)
• Basic understanding of laws relevant in Banking and
Financial Services
• RBI Act, Banking Evidence, Law of Limitation, Banking
Ombudsman Act
• Securitization Act, DRT, DRAT
• Companies Act, Contract Act
Legal & Regulatory Environment for Banking &
Financial Services (15 Hours)
Programme DeliveryThis programme will address key issues through lively session
discussions based on case-study workshops and class
discussions. The programme 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.
The entire programme would be delivered through ICFL’s virtual
classrooms. ICFL virtual classrooms would be enabled with the
technology whereby the programme faculties or trainers will
deliver the lectures from one or more studios and the students
enrolled in the programme could attend it from different points,
for eg: ICFL classrooms and even from their locations through
any device like desktop, laptop, tablet or mobile. In the event
that student misses attending live lectures on the Virtual
Classroom for some reason, students can request for access to
Examination StructureMultiple choice questions (MCQs) based examination
Duration12 months
CertificationOn 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
Programme FeeThe Programme fee is `2,00,000 plus applicable tax. All payments to be made in favour of “ICICI Securities Limited”
Campus Visit Fee (payable to IMI, Delhi)For Residential Participants:
`3,000 per day per participant.
i.e. Total ̀ 15,000 for 5 days (inclusive of single-seated AC accommodation with all meals, teas, snacks each day plus applicable
tax)
For Non-Residential Participants:
`1,200 per day per participant.
i.e. Total `6,000 for 5 days (inclusive of breakfast, lunch, tea, snacks during the teaching hours plus applicable tax)
ICICI Centre for FinancaI Learning is a part of ICICI Securities Ltd.( I-Sec). Registered office of I-Sec is at ICICI Securities Ltd. - ICICI Centre, H. T. Parekh Marg, Churchgate, Mumbai - 400020, India, Tel. No.: 022 - 2288 2460, 022 - 2288 2470. The contents herein above shall not be considered as an invitation or persuasion to trade or invest. These programmes do not guarantee any job or placements with ICICI Group or any other organization. Participants should make independent judgements with regards to suitability, profitability, and fitness of any programme offered herein above. I-Sec and affiliates accept no liabilities for any loss or damage of any kind arising out of any actions taken in reliance thereon.
Our Authorised Financial Learning Partner / Business Associate:
Email: [email protected] | Website: learning.icicidirect.com | SMS 'PGCPB' to 5676766
ICFL Branches:
Contact Us
Bengaluru - Cunningham Road +91 9108683683
Delhi - Jhandewala Extension +91 8588816146
Mumbai - Andheri East +91 8451943442
Pune - F C College Road +91 8390904865
Hyderabad - Somajiguda +91 8427484084
Kolkata - Shakespeare Sarani Road +91 8697748207
ICFL Authorised Learning Centres:
Bengaluru - Kormangala +91 9742273109
Chennai - T Nagar +91 9742273109
Delhi - Gurgaon +91 7838352716
Delhi - Pitampura +91 7838352716
Delhi - Kirti Nagar +91 7838352716
Hyderabad - Kukatpally +91 9742273109
Indore - Khajarana Road +91 9619359592
Kolkata - Kasba +91 9477884429
Mumbai - Kharghar +91 9619359592
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