Ingreted Diploma in Wealth Management (BAJAJ CAPITAL IDWM Programme)

IDWM program curriculum is highly focused on Investments, Portfolio Management & Wealth Management thereby making students job ready for Banks, Brokerage Houses, Mutual Funds, Investment Firms, Investment Advisory, IFAs etc. IDWM Program has been designed exclusively with Bajaj Capital Ltd, India’s best known wealth management companies.

Integrated Diploma in Wealth Management (IDWM) is a job guaranteed 6 months wealth management diploma course which integrates Industry Internship and Final Placement as a part of the program itself. The program has a unique 2 tier structure – first 2 months are for intensive study and the next 4 months for on-the-job training / paid internship. The course is offered Online with the classes being offered on Weekdays.

The program has been designed to provide opportunity to young graduates who wish to pursue their career in Wealth Management and become a wealth manager. Apart from the purely traditional classroom- teaching methods, this program seeks to open up the Personal Finance & Investments world to the students bringing together the forces of academics, self-development, professional development and real work experiences into a comprehensive learning experience.

This program will prepare the students to work in various facets of Wealth Management. It intends to develop ready- to- work professionals who have relevant knowledge to fulfil the need of the current market.

PROGRAMME  OVERVIEW

• • 6 Months Diploma Program in Finance at ICOFP, comes in 2 tier of learning. The program begins with a quick intro to the basics of Accounting & Finance and then in the 1st tier of the program, for first 2 months you get to study the core subjects on Personal Finance, Investments, Wealth Management and then for next 4 months you get to practically implement your learnings on the job while doing a paid internship with Bajaj Capital. IDWM program not only gives you intense conceptual learning but also builds your practical skills and makes you job ready. At the end of 6 months, you get placed with Bajaj Capital as a Trainee Wealth Manager / Wealth Officer. 

• • The course content that you study integrates top global and national level industry certifications and makes it really unique. The program has been designed specifically for graduates aspiring for a growing career in Wealth Management. The Program comprises of specialized modules on Financial Planning, Mutual Funds, Insurance, Investment Regulations, Case studies, Portfolio Management etc., which lead to industry recognised certifications/ exams of CFP Level1 & NISM.

PROGRAMME OBJECTIVE

• • The primary objective of Integrated Diploma in Wealth Management (IDWM) course is to give you a career start. It aims at building in you the relevant knowledge and skills, giving you practical learning & exposure and finally a job.

• • IDWM program has a guaranteed job placement feature and more interestingly the guarantee is not just to assure but it is given to you at the time of your admission itself by way of an offer letter from Bajaj Capital. When you join the IDWM finance diploma program, at the time of your admission itself, you get a Pre-Placement Offer Letter from Bajaj Capital, which confirms your employment well in advance at the time of joining the course itself.

• • IDWM being a program which incorporates curriculum of globally recognised CFP Level 1- Investment Specialist – World’s topmost certification in Investments offered by FPSB USA, at its core and has relevant industry certifications recognised by SEBI, NISM, IRDA, AMFI , makes you industry ready. You become an Investment Specialist with exactly the knowledge and skills which industry looks for hiring.

• • The program is ideal for :

     Graduates/ final year students 

 Young Graduates Finishing your graduation this year or completed it recently , now want to begin a career. But you know that your college education has not given you the knowledge, skills and expertise required for the professional world. IDWM is for you !

     MBAs & Masters

 Already did your M.Com/ MBA and still struggling with career? Then you know that the generic knowledge is not going to help. IDWM helps you fill that gap and makes your career a kick start that too in just 6 months. On top of that an International Certification from FPSB USA adds value too !

CAREER SCOPE

• • 100% Placement Guarantee.

• • You get your Job Placement Offer Letter at the time of Admission to the Course

If you are a GRADUATE or POSTGRADUATE, looking to build a career after graduation in BFSI industry, Integrated Diploma in Wealth Management Course will lead you to begin your career in in the shortest possible time. A super rich knowledge, practical learning by way of paid internships & multiple Global & national level Certifications sets you miles ahead of any other post graduates or MBAs. You start your career as Wealth Managers, Portfolio Managers, Investment Advisors, Bankers, Investment Managers, Investment Planners across BFSI with some of the top financial companies.

On day 1 when you join the program, you get a guarantee to start your career with Bajaj Capital & depending on the performance & in line with the HR policies at Bajaj Capital, the future career growth opportunities would be as follows:

PROGRAMME STRUCTURE

Term 01 (2 Month)

Online Classroom Learning of Financial Markets & Wealth Management

Term 02 (4 Month)

Paid Internship with stipend of ₹ 10,000/- to ₹ 15,000/- per month

Monthly Stipend of  10,000/- to 15,000/- pm

Term 03 (6 Month)

Placement at a CTC of Up to ₹6.25 LPA + Retention Bonus + Perfomance Linked Incentive + R&R Contests

CURRICULUM

The total duration of the program is 6 Months:

• •  

• • 2 Months of Live Instructor Led Classes by ICOFP. The classes would be done online for 4 days a week over a period of 2 months (8 weeks).

• • 4 Months of OJT/Internship with Bajaj Capital, candidates will be paid stipend of ₹10000/- + upto ₹5,000/- per month during internship.

• • On successful completion of the program, candidates will be absorbed by Bajaj Capital into Wealth Management / Distribution verticals with a consolidated annual CTC between ₹3.55 to ₹6.25 Lacs PA + Annual Bonus + Performance Linked Incentives.

SELECTION  PROCESS

1. 1. Fill  Application  Form

1. 1. Pay Application Fee

1. 1. Online AssessmentTest

1. 1. Online Presonal Interview

1. 1. Document verification