Financial Services Marketing
Financial Services Marketing
The program will help you:
- Gain Skills to compare financial products
- Understand Customer needs for Financial Products
- Understand Customer decision making process while choosing the financial products
- Increase cross selling opportunities with existing customers
Who should take the course
- All professionals working in the Financial Services Industry, who are directly responsible for day-to-day operations and customer relationships.
- Graduates seeking to get a job in Banks & Insurance companies and want to be industry ready by acquiring knowledge about the industry and various aspects of the financial products.
Description
The entire program has been designed and developed with inputs from the industry making it relevant and practical. Emphasis is more on teaching the students on how they should apply the knowledge than just gathering knowledge. This would be done by teaching with lot of examples and by adopting the case-study method. Those attending the classroom program will have an additional benefit of interacting with the faculty who are professionals in the financial services sector.
Online reference material will be provided for all modules to all students immediately on enrolment. All students will be provided user id and password to access the course content from Proschool website. Students will be required to read the specific online reference material, attempt online quizzes, attend workshops and submit assignments / projects to become eligible to appear for the final examination. Students may also be required to do some additional reading and collate information from the internet as a part of the exercise during the program.
The program comprises of the following courses. Each course includes topics which are relevant providing conceptual as well as practical knowledge required for the job.
- Personal Financial Analysis
- Understanding Insurance
- Understanding Investments
- Basics of Estate Planning
- Tax Planning Basics
- Other Financial Products
- Selling Skills
To know more about our course and cost click here.
Certification Criteria
Candidates will be granted the certification only if they fulfill the following criteria.
Education: Candidate must be at least a graduate or equivalent. Those in the final year will receive the certification only after they provide the proof of graduation. Candidates must successfully complete Proschool’s Program and pass in all mandatory internal quizzes/tests conducted by Proschool.
Sales Assessment Workshop: Candidates must attend the 3 – day sales assessment workshop after successful completion of all mandatory internal tests/quizzes with in one year from the date of registration. The workshop will be conducted by Proschool.
Final Examination: Those candidates who have attended the sales assessment workshop and have successfully cleared the requisite internal quizzes/tests of Proschool can register for the final exam with Proschool. The candidate must get 50% in the final exam to be eligible for the certificate.
Final Examination
- The final examination will be conducted at NSE Centres in select cities.
- The examination is normally conducted in last week of March, June, Sept, Dec. Students can therefore pace themselves accordingly and target for any of the above mentioned exam months. One will have to register for the exam at least 45 days prior to the exam date.
- The students will have to register for these exams at Proschool.
- The examination will be a computer based test and will comprise of multiple choice questions. The exact paper structure will be communicated to the students by Proschool before every exam since the paper structure is subject to change.
- The students will receive their scores immediately after the exam.
- Those who fail the examination can reappear for the exam by paying a repeat fee of Rs.3000/- . There is no limit on number of attempts.
Steps to fulfill the Certification criteria
Step 1: Register with Proschool for it’s Program in Financial Services Marketing.
Step 2: Successfully complete Proschool’s Program, pass in all internal tests of Proschool and attend the mandatory sales workshop conducted by Proschool.
Step 3: Register for the final examination by sending your form to Proschool.
Step 4: Pass the examination with at least 50% marks.
Step 5: Obtain the certificate. (if graduation certification is pending, the certificate will be withheld, till the graduation certificate is submitted).
In which cities is the classroom program offered?
The program is currently offered in Mumbai.
Academic Cycle
Classroom Program: Contact your nearest Proschool Centre for the batch details.
Distance Learning Program: The batches are conducted throughout the year.
NOTE: IMS Proschool reserves the right to postpone or cancel the program. It also reserves the right to modify or cancel any module in the curriculum.
How to Enrol for the Program?
You can Enrol Online OR download the Application Form from here [Download Application Form] OR obtain the same from your nearest Proschool centre and submit the duly filled Application Form along with the following documents to Proschool Centre (Mumbai or Pune) where you would like to attend the program.
i. Two passport size colour photographs.
ii. Self-attested photocopies of the highest qualification till date.
iii. The payment has to be made by Demand Draft. The DD should be drawn in favour of “IMS Proschool Pvt Ltd.” payable in Mumbai.
iv. Those applying for waivers, need to attach the supporting documents for the waiver
Note: 1) Proschool reserves the right to accept or reject any application without assigning any reason thereof.
2) Incomplete application forms or application forms which are not accompanied with relevant documents will not be processed.
