Description
Course Name: Diploma in Investment Planning and Management
Course Id: DIPM/Q1001.
Eligibility: Candidates need to have completed a Bachelor’s degree or equivalent.
Objective: Upon completing a Diploma in Investment Planning and Management, individuals will be equipped with the expertise needed to assist clients in achieving their financial goals through well-structured investment strategies. Graduates will be capable of analyzing investment opportunities, managing portfolios, assessing risks, and advising clients on the best investment choices.
Duration: Six 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- 120 minutes.
- No. of Questions- 60. (Multiple Choice Questions).
- 10 Questions from each module, each carry 10 marks.
- Maximum Marks- 600, Passing Marks- 40%.
- There is no negative marking in this module.
| 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 | 41-50 | P (Pass) |
| 7 | 0-40 | F (Fail) |
Benefits of Certification:
- Government Authorized Assessment Agency Certification.
- Certificate Valid for Lifetime.
- Lifetime Verification of Certificate.
- Free Job Assistance as per your Interest Area.
Diploma In Investment Planning and Management
Fundamental Equity Analysis- Determinants of Valuation, Differences in Valuation for different investors, Valuation methods/ Techniques, Dividend Discount Model, Multi Year Holding Period, Indefinite Investment Holding Period, Multiple Growth Rates, Relative Valuation Methods, Free Cash flow Discounting Method, Earnings Persistence, Objectives of Reca stion, General Recast ion Procedures, General Adjust ion Procedures, Specific (Typical) Adjust ion Procedures, Earnings Variability can be Measured.
Fixed Income Securities- Introduction, Annuities, Bonds, Bond valuation, how can we calculate this sum, Theorem, Example, Recall our example.
Securities Market- Security Market: Legal Environment, Security Market: Primary Market, Secondary Market, Depository, Stock Market Instruments, Primary market – its role and functions, Role, importance, organization of stock exchanges, Depository: Role and need, Capital Market Instruments, SEBI Act 1992, Securities Contract Regulation Act 1956, Companies Act 1956, RBI rules and guidelines for FII’s, What Is Securities Market, What Are Securities.
Risk and Return Concepts- Accounting, Information systems, Management, Marketing, Operations, Risk and Return Fundamentals, Risk Defined, Return Defined, Popular Sources of Risk Affecting Financial Managers and Shareholders, What About Moral Risk, Historical Returns, Risk Preferences, Risk of a Single Asset, Risk Assessment, Probability Distributions, Standard Deviation, Historical Returns and Risk, Coefficient of Variation.
Portfolio Management- Introduction to Security Analysis, Fundamental Analysis, Equity valuation models, Technical Analysis, Introduction to Portfolio Management, Portfolio Analysis, Capital Asset Pricing Theory, Arbitrage Pricing Theory, Models, Portfolio Performance Evaluation, Portfolio Revision, Introduction to Capital Market, Risk and Return, Derivatives, Portfolio Management, Functions of New Issue Market, Methods of Floating New Issues.
Fund management and investment- Introduction, Definition of Investment, Types of Investment, Definition-Economic sense, Characteristics of Investment, Liquidity, Marketability, Concealability, Capital growth, Types of Underwriting, Firm underwriting, Complete underwriting, Partial underwriting, Syndicate Underwriting, Joint Underwriting, Sub-underwriting, Supplying Valuable Information to Companies, Distribution of Securities, Increase in Goodwill of the Issuing Company, Service to Prospective Investors.
Job Opportunities after completion of Diploma in Investment Planning and Management course:
After completing a Diploma in Investment Planning and Management, graduates can explore a variety of career opportunities in financial services, banking, and investment sectors. Below is a detailed list of career options and their salary ranges in India:
1. Investment Advisor
- Role: Provide personalized investment advice, develop portfolios, and help clients achieve financial goals.
- Salary:
- Entry-level: ₹3–5 LPA
- Mid-level: ₹6–10 LPA
- Senior-level: ₹10–20 LPA
2. Financial Planner
- Role: Create financial strategies, manage wealth, and advise on savings, retirement, and insurance plans.
- Salary:
- Entry-level: ₹3–6 LPA
- Mid-level: ₹7–12 LPA
- Senior-level: ₹12–20 LPA
3. Portfolio Manager
- Role: Manage client investment portfolios, analyze market trends, and maximize returns while minimizing risks.
- Salary:
- Entry-level: ₹4–7 LPA
- Mid-level: ₹8–15 LPA
- Senior-level: ₹15–30 LPA
4. Wealth Manager
- Role: Provide comprehensive wealth management services, including investments, estate planning, and tax optimization.
- Salary:
- Entry-level: ₹4–8 LPA
- Mid-level: ₹8–15 LPA
- Senior-level: ₹15–25 LPA
5. Equity Analyst
- Role: Conduct research on stocks, analyze financial statements, and provide insights to investors.
- Salary:
- Entry-level: ₹3.5–6 LPA
- Mid-level: ₹7–12 LPA
- Senior-level: ₹12–20 LPA
6. Mutual Fund Advisor
- Role: Guide clients on mutual fund investments, risk profiles, and returns.
- Salary:
- Entry-level: ₹3–5 LPA
- Mid-level: ₹6–10 LPA
- Senior-level: ₹10–18 LPA
7. Risk Analyst
- Role: Assess financial risks associated with investment decisions and recommend mitigation strategies.
- Salary:
- Entry-level: ₹3–6 LPA
- Mid-level: ₹6–12 LPA
- Senior-level: ₹12–20 LPA
8. Investment Banker (Junior Roles)
- Role: Assist with mergers, acquisitions, and capital raising for companies, and provide financial advisory services.
- Salary:
- Entry-level: ₹5–10 LPA
- Mid-level: ₹10–20 LPA
- Senior-level: ₹20–50 LPA
9. Financial Analyst
- Role: Analyze market conditions, prepare financial models, and evaluate investment opportunities.
- Salary:
- Entry-level: ₹3.5–6 LPA
- Mid-level: ₹7–12 LPA
- Senior-level: ₹12–20 LPA
10. Tax Planner
- Role: Advise individuals and organizations on tax-saving investments and strategies while ensuring compliance.
- Salary:
- Entry-level: ₹3–5 LPA
- Mid-level: ₹6–10 LPA
- Senior-level: ₹10–15 LPA
Industries Employing Graduates
- Banks and NBFCs
- Wealth Management Firms
- Asset Management Companies (AMCs)
- Brokerage Firms
- Financial Consulting Firms
- Corporate Finance Departments
Key Factors Influencing Salaries in India
- Location: Metro cities like Mumbai, Bengaluru, and Delhi offer higher salaries.
- Certifications: Additional certifications like NISM, CFA, or CFP can significantly boost earning potential.
- Experience: Entry-level positions offer basic pay, with salaries increasing sharply for mid- and senior-level roles.
- Industry: Investment banking, private equity, and mutual fund companies pay the highest in this domain.
With India’s growing financial market, this diploma equips graduates with the skills to thrive in high-demand and lucrative roles.
