IIBF Diploma in Advanced Wealth Management Exam 2016

 

Important : IIBF Diploma Examination will be Online Only.

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IIBF Diploma in Advanced Wealth Management Exam 2016

Indian Institute Of Banking & Finance,
Kohinoor City,
Commercia – II, Tower – 1, 2nd Foor,
KirolRoad, Kura ( West ),
Mumbai – 400 070,
Website : www.iibf.org.in.

Indian Institute Of Banking & Finance invites applications for admission to the Diploma in Advanced Wealth Management Courses for the session January , 2016.

IIBF Advanced Wealth Management Exam Date 2016

Last date for applying for examination : 09th October, 2015

ParticularsDate
Date of Advertisement and availability of application form
30th March, 2014 ( Sunday )
Last date to receipt filled Application Form31st May, 2014 ( Saturday )
Date of Written ILBS Entrance Examination 6th July, 2014 ( Sunday )
Departmental Assessment 7th July, 2014 ( Monday )
Date of Commencement of the Course 1st August, 2014 ( Friday )

Revised Examination Fees inclusive SERVICE TAX @14% with effect from 1st June, 2015.

Home PageMBA Admission

IIBF Wealth Management Eligibility 2016

  • The applicant should be graduate of a recognized university.

IIBF Exam Centre 2016

Mode of Payment
Online Payment by
Credit Card / Debit Card
Online Payment by
NetBanking
Cash Deposit in any SBI Branch using the prescribed challan
Applying for 1 Program[rupee] 920/-[rupee] 920/-[rupee] 900/- + Bank Charges
Applying for 2 Programs[rupee] 1,840/-[rupee] 1,840/-[rupee] 1,800/- + Bank Charges
Applying for 3 Programs[rupee] 2,760/-[rupee] 2,760/-[rupee] 2,700/- + Bank Charges
Applying for 4 Programs[rupee] 3680/-[rupee] 3680/-[rupee] 3600/- + Bank Charges
Applying for 5 Programs[rupee] 4600/-[rupee] 4600/-[rupee] 4500/- + Bank Charges

IIBF Wealth Management Application Form 2016

IIBF examination application forms will be available at the Institute’s website : www.iibf.org. in which could be downloaded and field in.

IIBF Exam Pattern 2016

1. Each Question Paper will contain approximately 120 objective type multiple
choice questions.

2. The examination will be held in online mode only.

3. The duration of the examination will be of two hours.

4. Examination will be conducted in English only.

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IIBF SME Exam Center 2016

ProgramEligibility Criteria
PhD ( Engineering )1. Minimum 60% marks or 6.5 CGPA ( in a 10 - point scale ) in M. Tech. / M.E. or equivalent degree in appropriate discipline with a valid GATE score in the year of admission into the M. Tech. program. ( OR )
B. Tech. / B.E. or equivalent degree in appropriate discipline with minimum 70% marks or 7.5 CGPA ( in a 10 - point scale ) with a valid GATE score or having secured a UGC / CSIR - NET JRF. All candidates must have a consistently good academic record. Provisional certificate is acceptable. ( OR )
Minimum 60% marks or 6.5 CGPA ( in a 10 - point scale ) in Master of Science or equivalent degree in appropriate discipline with consistently good academic record and a valid GATE score or having secured a UGC / CSIR - NET JRF. Provisional certificate is acceptable.
2. Minimum 60% marks or 6.5 CGPA ( in 10 point scale ) is required in all other examinations. A single relaxation up to 10% marks either at Xth or XIIth level examination or equivalent is permitted.
PhD ( Basic Science )1. Minimum 60% marks or 6.5 CGPA ( in a 10 - point scale ) in the Master’s or equivalent degree in appropriate discipline with consistently good academic record. Provisional certificate is acceptable.
2. Minimum 55% marks or 6.0 CGPA ( in a 10 - point scale ) in the Bachelor of Science or equivalent degree in appropriate discipline with consistently good academic record. Provisional certificate is acceptable.
3. Minimum 60% marks or 6.5 CGPA ( in a 10 - point scale ) is required in all other examinations. A single relaxation up to 10% marks either at Xth or XIIth level examination or equivalent is permitted.
4. The candidate must have a valid GATE score or have secured a UGC / CSIR - NET JRF.
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PhD ( Geoscience )1. Minimum 60% marks or 6.5 CGPA ( in a 10 - point scale ) in the Master's or equivalent degree in Geology / Geophysics / Earth Science. Provisional certificate is acceptable.
2. Minimum 55% marks or 6.0 CGPA ( in a 10 - point scale ) in the Bachelor of Science or equivalent degree in appropriate discipline with consistently good academic record. Provisional certificate is acceptable.
3. Minimum 60% marks or 6.5 CGPA ( in a 10 - point scale ) is required in all other examinations. A single relaxation up to 10% marks either at Xth or XIIth level examination or equivalent is permitted.
4. The candidate must have a valid GATE score or have secured a UGC / CSIR - NET JRF / INSPIRE.
PhD ( Climate Sciences )1. Minimum 60% marks or 6.5 CGPA ( in a 10 - point scale ) in the Master's or equivalent degree in Physics / Chemistry / Mathematics / Oceanography / Meteorology / Marine Science / Earth Science / Mechanical / Civil / Electrical / ECE / Geoinformatics / Remote Sensing / Computer Science. Provisional certificate is acceptable.
2. Minimum 55% marks or 6.0 CGPA ( in a 10 - point scale ) in the Bachelor of Science or equivalent degree in appropriate discipline with Mathematics as a compulsory subject. Provisional certificate is acceptable.
3. Minimum 60% marks or 6.5 CGPA ( in a 10 - point scale ) is required in all other examinations. A single relaxation up to 10% marks either at Xth or XIIth level examination or equivalent is permitted.
4. The candidate must have a valid GATE score or have secured a UGC / CSIR - NET JRF / INSPIRE.
PhD ( HSS )1. Minimum 55% marks or 6.0 CGPA ( in a 10 - point scale ) in the Master’s degree in appropriate discipline. Provisional certificate is acceptable.
2. Minimum 60% marks or 6.5 CGPA ( in a 10 - point scale ) is required in all other examinations. A single relaxation up to 10% marks either at Xth or XIIth level examination or equivalent is permitted.
3. The candidate must be UGC - NET qualified.

Notification of AP EAMCET 201629th January, 2016
Commencement of Submission of AP EAMCET Online Application form2nd February, 2016
Last date for submission of AP EAMCET online applications21st March, 2016
Correction of AP EAMCET Online Application data already submitted by the candidate03rd April, 2016 to 09th April, 2016
Last date for Submission of AP EAMCET Online Application with late fee of [rupee] 500/-02nd April, 2016
Last date for Submission of AP EAMCET Online Application with late fee of [rupee] 1,000/-11th April, 2016

EventDate
KMAT Registration Opens07th June, 2018 Thursday
KMAT Online Registration Closes10th July, 2018 Tuesday
Offline Registration closes ( payment by DD )17th July, 2018 Tuesday
KMAT Admit Card Download17th July, 2018 Tuesday
KMAT Test Date22nd July, 2018 Sunday
KMAT Result Date31st July, 2018 Tuesday

ProgrammesTotal IntakeCourse DurationAcademic year
D.Pharm1202 Years5th July, 2018
B.Pharm1004 Years ( 8 Semesters )
II B.Pharm ( Lateral Entry )103 Years ( 6 Semesters )
Pharm-D306 Years
Pharm-D ( PB )103 Years
B. Pharm Practice402 Years
*M Pharm1082 Years ( 4 Semesters )

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IIBF Advanced Wealth Management Syllabus 2016

Paper – 1 : Introduction to Financial Planning :

  • ABC of the Indian Financial and Investment Industry
  • Participants in the Indian Finance System
  • Indian Economic Environment
  • Indian Social Environment and Financial Panning
  • Effective Communication in Financial Counseling
  • Introduction to Investments
  • Meeting Cents’ needs through Financial Panning
  • Recommending Financial Panning Strategies to Investors
  • Regulation of the Indian Financial System
  • Risk Management and Insurance Products
  • Fundamental Investment Concepts
  • The Economic Environment
  • Asset Casses
  • Investment Products
  • Taxation – Part 1
  • Taxation – Part 2
  • Estate Panning
  • Towards a Financial Pan

Paper – 2 : Managing and Marketing of Financial Services

  • Strategic Business Panning
  • Marketing – The Starting Point
  • Marketing – Segmentation and Product Development
  • Marketing – Communications
  • Marketing – Distribution and Pricing
  • Organizational Behavior and Human Resource Management
  • Communication
  • Conflict Resolution
  • Team leadership
  • Case Study

Paper – 3 : Securities Market & Products

a) Securities Market & Products : 

  • Investment Concept and Approaches
  • Asset Casses
  • Statistical Tools
  • Risk and Return
  • Efficient Market Theory
  • Portfolio Analysis and Selection
  • Securities Market / Equity Market
  • Depository
  • Regulatory Framework

b) Technical & Fundamental Analysis of Companies :

  • Investment decision making process
  • Introduction to Efficient Market Hypothesis
  • Introduction to Technical & Fundamental Analysis
  • Economic Analysis
  • Industry Analysis
  • Company Analysis
  • Valuation
  • Technical Analysis

c) Bond & Money Markets :

  • Debt-Instruments – Concepts
  • Indian Debt Market
  • Government Securities
  • Treasury Bis
  • State Govt. Bonds
  • Call Money Market
  • Corporate Debt
  • Commercial Paper : Certificate of Deposit
  • Secondary Markets for Government Securities
  • Bond Market Indies and Benchmarks
  • Ready Forward Contracts (Repos)
  • Secondary Market and Trading in Govt. Securities
  • Regulatory and Procedural Aspects
  • Yield Curve
  • Bond Valuation
  • Duration
  • Fixed Income Derivatives

 

Paper – 4 : Insurance Products (Including Pension Products )

a) Insurance products :

  • Introduction to insurance and its fundamental principles
  • Insurance organization structure and functions
  • Regulation and legislation applicable to insurance
  • Life Insurance and its practice in India
  • Group life Products
  • Rural Social Insurance
  • Theory and practice of banking
  • Liability Insurance
  • Heath Insurance
  • Motor Insurance
  • Fire Insurance
  • Marine Insurance
  • Genera Insurance and its practice in India
  • Risk Management & Financial panning with insurance
  • Marketing and selling of insurance
  • Insurance business environment

b) Pension products : 

  • Need for Retirement Panning
  • Measuring Needs
  • Pension Schemes in India
  • Investing your Savings
  • Taxation
  • Pension Reforms in Organised Sector

Paper – 5 : Mutual Funds Products & Service

  • Mutual Funds – Concept and role
  • Mutual Fund Industry
  • Formation and Organization
  • Fund Accounting and Valuation
  • Portfolio Management : Managing Unit holder’s money
  • Performance Measurement and Evaluation of Mutual Fund Schemes
  • Mutual Fund as an investment
  • Developing a Model Portfolio for the investor
  • Unit holders Protection

Paper – 6 : Banking Products & Services

  • Introduction
  • Types of Deposit Accounts
  • Modes of Creating Charge on secured advances
  • Retail Banking
  • Wealth Management
  • Banking Products

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