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Services Industry (IBFSI)
International Banking & Financial Services Industry (IBFSI) certification program
The International Banking & Financial Services Industry (IBFSI)-Wealth Management certification program offered by PGP Academy is your passport to a global career in the Banking & Financial Services Industry.
Overview
The International Banking & Financial Services Industry (IBFSI)-Wealth Management certification program offered by PGP Academy is your passport to a global career in the Banking & Financial Services Industry.
The program brings together learnings from the best national and international bodies, enabling you to earn multiple certifications and make your mark in the Banking and Financial Sevices Industry.
Who Should Enroll
- Anyone who wants a Career in the Banking &
Financial Services industry - Undergraduates: who want to understand basics
of finance & evaluate Investment & Finance as a
career. - Fresh graduates: who are ready to start working in
finance or those planning for further studies in
Finance/CFA. - B.Com students and Graduates
- Professionals from non-finance background: who
want to gain basic knowledge in Finance to help
them in their fields or to evaluate if they would
want to transition to a career in finance. - BE/BCA/ BSC graduates: who are planning to
make a career in financial domain in IT companies.
Key Learning Outcomes
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Indian financial landscape
The evolving landscape of finance in India presents unique opportunities and challenges for wealth management.
Client discovery
Understanding client needs is crucial for tailoring effective wealth management strategies.
Investment management
Strategic investment management is essential for building and preserving wealth over time.
Insurance planning
Effective insurance planning is a key component of a robust wealth management strategy.
Financial planning
Comprehensive financial planning is vital for achieving long-term financial security.
Retirement planning
Retirement planning is essential for ensuring a comfortable and secure future.
Estate Planning
Estate planning is crucial for preserving wealth and ensuring it is passed on according to one's wishes.
Program Benefits
- Global Recognition: Enhance your credentials with internationally recognized certifications.
- Comprehensive Curriculum: Gain in-depth knowledge of wealth management tailored to India’s financial landscape.
- Career Advancement: Position yourself as a top-tier financial professional in a competitive market.
- Orients you for career in fields such as Financial Analysis,
- Investment Banking, Equity Research and Portfolio Management.
- Helps you to take first steps towards global qualification in Investments – CFA (US).
- Equips you for a role in the Investment Industry or Financial KPOs.
- Also prepares you for Investment Foundations certification from CFA Institute
Enhance your credentials with internationally recognized certifications.
Gain in-depth knowledge of wealth management tailored to India's financial landscape.
Position yourself as a top-tier financial professional in a competitive market.
In fields such as Financial Analysis,
Investment Banking, Equity Research and Portfolio
Management.
Helps you to take first steps towards global qualification in
Investments - CFA (US).
Equips you for a role in the Investment Industry or Financial
KPOs
Also prepares you for Investment Foundations certification
from CFA Institute
Award in International Wealth Management, offered by Moody’s and PGP Academy
Preparations Assistance for the CFA Institute Investment Foundations Certificate
Introduction to the Banking Industry
Masterclass in Portfolio Management
Masterclass in Financial Assets
Fees for the entire IBFSI program paid upfront: Rs. 50,000 + GST
The fees include the following:
- Live online sessions spread over 6 months
- Recordings of live sessions will be made available
- Course materials can be accessed through your computer, laptop, tablet, or phone.
- Learning objectives that help you to keep the learning focused
- Knowledge check questions
- Online examinations
Refund and Cancellation policies:
- Fees once paid are non-refundable
- Fees paid for are non-transferrable
Representatives from the following companies have participated in the CIWM® programme:
- ABN AMRO Bank
- AIG Private Bank
- Bank Julius Baer
- Bank Sarasin
- Bank Vontobel
- Banque Cantonale de Genève
- Banque Cantonale Vaudoise
- Basler Kantonalbank
- Berner Kantonalbank
- BNP Paribas
- BSI
- Citigroup
- Clariden Leu
- Cornèr Bank
- Crédit Agricole
- Credit Suisse
- Deloitte & Touche Experta
- Deutsche Bank
- Dresdner Bank
- Fortis Banque
- HSBC
- KBL Richelieu
- LGT Bank
- Liechtensteinische Landesbank
- Lloyds TSB Bank
- Lombard Odier Darier Hentsch
- Merrill Lynch
- Mirabaud
- Natixis Securities
- Neue Zürcher Bank NZB
- Nordea Bank
- Pictet
- Rahn & Bodmer
- RBS Coutts Bank
- Reuters
- Rothschild Bank
- Swiss Life
- UBS
- Union Bancaire Privée
- Zürcher Kantonalbank
Common Questions About this Program...
Got more questions? Feel free to reach out to our team at support@pgpacademy.com!
Can I sign up for multiple banking courses at the same time?
For sure! You can sign up for as many courses as you want and tackle them whenever it suits you.
How to Enroll in Different Banking Courses
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What kind of help can I get from my banking instructors?
For sure! You can sign up for as many courses as you want and tackle them whenever it suits you.
How to Enroll in Different Banking Courses
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Are the banking courses self-paced, or do they have set start and end dates?
For sure! You can sign up for as many courses as you want and tackle them whenever it suits you.
How to Enroll in Different Banking Courses
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Do I need any prior knowledge before taking these banking courses?
For sure! You can sign up for as many courses as you want and tackle them whenever it suits you.
How to Enroll in Different Banking Courses
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Can I download the materials for the banking courses to study offline?
For sure! You can sign up for as many courses as you want and tackle them whenever it suits you.
How to Enroll in Different Banking Courses
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Here is a few testimonials from our students over the past couple of years.
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Mark Johnson
CEO, Tech Innovations Inc.
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Emily Chen
Marketing Director, Global Solutions Ltd.
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Alex Thompson
Communications Manager, Stellar Foods Co.
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