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: learning@icicisecurities.com | Website: learning.icicidirect.com | SMS 'PGCPB' to 5676766

ICFL Branches:

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