Certificate in Banking and Finance Management

Description

Course Name: Certificate in Banking and Finance Management
Course Id: CBFM/Q0001

Eligibility: 10+2 Grade(Higher Secondary) or Equivalent.

Objective: A Certificate in Banking and Finance Management is a specialized program designed to provide individuals with a comprehensive understanding of the financial sector, particularly focusing on banking operations, financial management, and investment strategies. This course is ideal for individuals looking to start or advance their careers in banking, finance, or investment management.

Duration: Three Months.

 How to Enroll and Get Certified in Your Chosen Course:

 Step 1: Choose the course you wish to get certified in.

 Step 2: Click on the “Enroll Now” button.

 Step 3: Proceed with the enrollment process.

 Step 4: Enter your billing details and continue to course fee payment.

 Step 5: You will be redirected to the payment gateway. Pay the course and exam fee using one of the following methods:
Debit/Credit Card, Wallet, Paytm, Net Banking, UPI, or Google Pay.

 Step 6: After successful payment, you will receive your study material login ID and password via email within 48 hours of fee payment.

 Step 7: Once you complete the course, take the online examination.

 Step 8: Upon passing the examination, you will receive:
• A soft copy (scanned) of your certificate via email within 7 days of examination.
• A hard copy (original with official seal and signature) sent to your address within 45 day of declaration of result.

 Step 9: After certification, you will be offered job opportunities aligned with your area of interest.

Online Examination Detail:

Duration- 60 minutes.
No. of Questions- 30. (Multiple Choice Questions).
Maximum Marks- 100, Passing Marks- 40%.
There is no negative marking in this module.

Marking System:
S.No.	No. of Questions			Marks Each Question		Total Marks
1	10			5		50
2	5			4		20
3	5			3		15
4	5			2		10
5	5			1		5
	30					100
How Students will be Graded:
S.No.		Marks	Grade
1		91-100	O (Outstanding)
2		81-90	A+ (Excellent)
3		71-80	A (Very Good)
4		61-70	B (Good)
5		51-60	C (Average)
6		40-50	P (Pass)
7		0-40	F (Fail)

 Key Benefits of Certification- Earning a professional certification not only validates your skills but also enhances your employability. Here are the major benefits you gain:

 Practical, Job-Ready Skills – Our certifications are designed to equip you with real-world, hands-on skills that match current industry demands — helping you become employment-ready from day one.

 Lifetime Validity – Your certification is valid for a lifetime — no renewals or expirations. It serves as a permanent proof of your skills and training.

 Lifetime Certificate Verification – Employers and institutions can verify your certification anytime through a secure and reliable verification system — adding credibility to your qualifications.

 Industry-Aligned Certification –All certifications are developed in consultation with industry experts to ensure that what you learn is current, relevant, and aligned with market needs.

 Preferred by Employers – Candidates from ISO-certified institutes are often prioritized by recruiters due to their exposure to standardized, high-quality training.

 Free Job Assistance Based on Your Career Interests – Receive personalized job assistance and career guidance in your preferred domain, helping you land the right role faster.

Syllabus:

Introduction to Banking and Financial System: Evolution and History of Banking, Functions of Banks, Types of Banks and Financial Institutions, Banking Regulations and Compliance, Role of Central Banks, Financial Markets and Instruments, Banking Technology and Digital Banking, Non-Banking Financial Companies (NBFCs), International Banking and Foreign Exchange, Challenges in Modern Banking.

Financial Accounting and Reporting: Basics of Financial Accounting, Accounting Principles and Standards, Financial Statements: Balance Sheet, Income Statement, and Cash Flow Statement, Bank Reconciliation Statement, Loan Accounting and Provisioning, Credit Risk Accounting, Banking Bookkeeping and Journal Entries, IFRS and Banking Sector, Regulatory Reporting in Banking, Auditing in Banking Sector.

Retail and Corporate Banking: Introduction to Retail Banking, Retail Banking Products and Services, Credit Cards and Personal Loans, Mortgage and Auto Loans, Introduction to Corporate Banking, Trade Finance and Letter of Credit, Treasury and Risk Management in Corporate Banking, Loan Syndication and Project Financing, Corporate Relationship Management, Emerging Trends in Retail and Corporate Banking.

Financial Markets and Institutions: Structure of Financial Markets, Money Market and Capital Market, Role of Stock Exchanges, Mutual Funds and Asset Management, Bond Market and Government Securities, Foreign Exchange Market, Derivatives and Risk Management, Role of SEBI and RBI in Financial Markets, FinTech and Financial Market Innovations, Financial Market Regulations and Compliance.

Risk Management in Banking and Finance: Types of Risks in Banking, Credit Risk and Credit Appraisal, Market Risk and Liquidity Risk, Operational Risk and Fraud Prevention, Risk-Based Capital Framework, Asset-Liability Management (ALM), Basel Norms and Regulatory Compliance, Stress Testing and Risk Modelling, Cybersecurity Risks in Banking, Risk Management Strategies.

Investment Banking and Wealth Management: Introduction to Investment Banking, Mergers and Acquisitions, Initial Public Offering (IPO) Process, Private Equity and Venture Capital, Wealth Management Services, Portfolio Management Strategies, Alternative Investments, Behavioral Finance and Investor Psychology, Financial Advisory Services, Ethics in Investment Banking.

After completing a Certificate in Banking and Finance Management, graduates unlock a wide range of career opportunities in the financial sector, which includes banking, insurance, investment, and non-banking financial companies (NBFCs). This certification provides foundational knowledge in banking operations, financial markets, risk management, and regulatory frameworks.

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✅ Career Options After Certificate in Banking and Finance Management (India)

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🔍 Top Employers

• Banks: SBI, HDFC, ICICI, Axis, Kotak Mahindra, Yes Bank

• NBFCs: Bajaj Finserv, Muthoot Finance, Shriram Finance

• Insurance Companies: LIC, HDFC Life, ICICI Prudential, SBI Life

• Investment Firms: Zerodha, Motilal Oswal, Groww, Upstox

• FinTech Companies: Paytm, PhonePe, Razorpay, Cred

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📈 Career Growth Path

You may start in entry-level roles but can grow significantly with experience and further certifications (like CFA, CFP, NISM, or MBA Finance):

• Bank Clerk → Probationary Officer (PO) → Branch Manager

• Financial Analyst → Senior Analyst → Finance Manager → CFO

• Loan Officer → Credit Manager → Risk Head