Description
Duration:
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3 to 6 months (varies by institution)
Eligibility:
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10+2 (High School) or equivalent
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Basic understanding of finance (preferred but not mandatory)
Course Modules / Syllabus
1. Introduction to Banking
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Overview of the banking sector
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Types of banks (Retail, Commercial, Investment, Central Banks)
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Banking products and services (Savings, Loans, Credit Cards)
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Regulatory framework (RBI, SEBI, Basel Norms)
2. Banking Operations & Services
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Core banking functions (Deposits, Lending, Payments)
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Digital banking and fintech innovations
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KYC, AML, and fraud prevention
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Customer relationship management (CRM) in banking
3. Financial Markets & Instruments
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Overview of financial markets (Money Market, Capital Market, Forex)
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Bonds, Debentures, and Fixed Income Securities
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Equity markets and stock exchanges
4. Mutual Funds & Investment Management
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Introduction to mutual funds (Types: Equity, Debt, Hybrid, ETFs)
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NAV (Net Asset Value), SIP (Systematic Investment Plan), and lumpsum investments
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Risk and return analysis in mutual funds
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SEBI regulations for mutual funds
5. Wealth Management & Financial Planning
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Basics of financial planning
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Retirement planning, tax-saving instruments (ELSS, PPF, NPS)
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Portfolio management strategies
6. Practical Training & Case Studies
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Mutual fund analysis using real-world data
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Banking software and tools (Finacle, Tally)
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Industry guest lectures and workshops
Career Opportunities
After completing this certification, students can explore roles such as:
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Banking Associate / Officer
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Mutual Fund Advisor / Distributor
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Wealth Manager
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Financial Consultant
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Relationship Manager (Banks/NBFCs)
Certification & Assessment
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Examinations: Theory + Practical Assignments
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Certification: Awarded upon successful completion (by the institute/banking body)
Why Pursue This Course?
✅ Industry-relevant curriculum
✅ High demand for banking and mutual fund professionals
✅ Pathway to certifications like NISM (Mutual Funds), JAIIB/CAIIB (Banking)
