Diploma in Financial Services

Description

Program Duration

• Full-time: 12–18 months

• Part-time/Online: 18–24 months (flexible options available)

Eligibility Criteria

• Minimum high school diploma or equivalent

• Basic proficiency in mathematics and English

• No prior finance experience required (suitable for beginners)

Course Modules

1. Introduction to Financial Services

   • Overview of banking, insurance, and investment sectors

   • Role of financial institutions in the economy

2. Principles of Banking & Finance

   • Types of bank accounts, loans, and credit systems

   • Payment systems and digital banking

3. Insurance Fundamentals

   • Life, health, and general insurance products

   • Risk assessment and underwriting

4. Investment & Wealth Management

   • Basics of stocks, bonds, and mutual funds

   • Portfolio management strategies

5. Financial Planning & Advisory

   • Personal financial planning

   • Retirement and tax planning

6. Regulatory Environment & Compliance

   • Key financial regulations (e.g., AML, KYC)

   • Ethical practices in finance

7. Fintech & Digital Finance

   • Blockchain, digital payments, and robo-advisory

   • Impact of technology on financial services

Assessment & Certification

• Examinations: Written tests and case study analysis

• Assignments: Practical projects and presentations

• Certification: Awarded upon successful completion

Career Opportunities

• Banking: Teller, customer service representative

• Insurance: Sales agent, claims processor

• Investments: Junior financial advisor, mutual fund agent

• Fintech: Digital finance support roles

Why Choose This Diploma?

✔ Industry-aligned curriculum
✔ Hands-on training with real-world case studies
✔ Pathway to professional certifications (e.g., CFP, CFA Level 1)
✔ Opportunities for internships/job placements

Fee Structure

• Varies by institution (scholarships/installment options may be available)