Are you ready to take control of your financial future and make informed investment decisions? Enroll in our Diploma Course in Investment Management, a comprehensive 60-hour program designed to equip you with the essential tools for smart financial planning and investing. Whether you're just starting out or looking to deepen your understanding, this course will guide you through key areas like personal financial planning, strategic investment choices, and equity and mutual fund investments. Learn how to balance risk, maximize returns, and develop a diversified portfolio tailored to your goals. With expert instructors and practical examples, you'll gain valuable insights into building long-term wealth, preparing for retirement, and achieving financial security. This course is perfect for aspiring investors, working professionals, or anyone interested in making their money work harder for them. Take the first step towards mastering investment management—join us today and unlock your financial potential!

MODULE 1: PERSONAL FINANCIAL PLANNING (15 Hours)

Introduction; Objectives of Personal Financial Planning; Areas in Personal Financial Planning –

Insurance, Emergency Funding, Retirement Planning, Housing, Extinguishing Debt, Investment,

Other objectives

MODULE 2: PERSONAL INVESTMENT PLANNING (15 Hours)

Need for Personal Investment Planning; Basics of Personal Investment – Objectives of Personal

Investment – Wealth, Tax Efficient Income, Liquidity, Safety – Diversification, Investment Time

Horizons, Systematic Investment, Reviews, where to invest? where not to invest?

MODULE 3: EQUITY INVESTMENT MODEL FOR THE COMMON INVESTOR (15 Hours)

Need for Equity Investment; Six Rules and a Recommendation; The Equity Model; Risk; Equity

Investment Advisors; Equity Investment versus Real Estate; Equity Investment Strategies – Buy &

Hold, Systematic Investment, Systematic Transfer; Stock Selection versus Strategy Selection;

Booking Profits; Timing the market versus Negotiation with the market; Margin of Safety

MODULE 4: MUTUAL FUNDS (15 Hours)

Introduction – meaning; Regulatory and organisational structure; What to watch out for in mutual

funds? Malpractices, NFO’s, Costs, Loads, Annual Recurring Expenses, Churning, Mutual Fund

Statutory Warnings; Mutual Funds as trust securities; Types of Mutual Funds; Systematic Investment

Plans; Systematic Transfer Plans; Lumpsum versus SIP; Asset Allocation