Diploma in Treasury, Investment & Risk Management

Sector:

BFSI

A brief note about the course:

With the advent of market oriented approach to banking, globalization, financial sector reforms and competition in the financial sector, finance/ banking professional face the challenge to continuously innovate and improve their products and services. This calls for excellence in the performance and specialization. One of the areas which are crucial to banks performance and profits is Treasury, which Bank has to educate and train a number of staff. The Institute has therefore introduced the Diploma & Treasury, Investment and Risk Management to help the staff of financial institutions to acquire the required competence.

After passing this diploma examination, the candidate will be in a position:

To understand and appreciate the instruments and intricacies of operation in the money market, capital market and foreign exchange market including risk management.

To acquire proficiency in management of funds in relation to short-term, medium term and long term investment operations with liquidity/ maturity planning.

To manage foreign exchange (front and back offices) in the context of regulatory framework and recent liberalization and autonomy given to banks.

To acquire skills for Asset Liability Management in the context of risk, control and hedging operations.

PASSING CRITERIA:

Minimum marks for pass in the subject is 50 out of 100.

Candidates securing at least 45 marks in each subject with an aggregate of 50% marks in all subjects of examination in a single attempt will also be declared as having completed the Examination.

Candidates will be allowed to retain credits for the subject they have passed in a attempt till the expiry of the time limit for passing the examination as mentioned below

TIME LIMIT FOR PASSING THE EXAMINATION:

Candidates will be required to pass the examination within a time limit of 2 years (i.e. 4 consecutive attempts).

Candidates not able to pass examination within stipulated time period of two years are required to re-enroll themselves afresh. Such candidates will not be granted credit/s for subject/s passed, if any, earlier.

Time limit of 2 years will start from the date of application for first attempt.

Total 150 hours of e-learning specially designed for the course. In order to enhance the practical utility of the course to be bankers the Institute has tied up with KESDEE Inc. a leading e-learning and reference solutions provider for the global finance professionals located in USA to offer 8 e-learning courses/ calculators as part of the Diploma examination.

The following are the calculators/ courses:

Financial Mathematics, Futures & Forwards, Swaps, Options, Money Markets, Fixed Income Markets, Foreign Exchange Markets

Treasury Analytics KESDEE will host the e-learning materials in its website with a separate window for the institute. Candidates will be given a separate login id & password with 150 hours or six months whichever is earlier for browsing the above course through internet. Need based Lectures/ Tutorial/ Contact programmes will be organized by the Institute/ accredited Institutions

Syllabus:-

FINANCIAL MARKETS- MONEY MARKET -CAPITAL MARKETS - FOREIGN EXCHANGE MARKETS- DEBT MARKETS AND FIXED INCOME SECURITIES- INTEREST RATE QUOTATIONS AND MARKET TERMINOLOGY - DERIVATIVES - TREASURY MANAGEMENT - LIQUIDITY MANAGEMENT - RISK ANALYSIS AND CONTROL - FRONT OFFICE/ MID OFFICE/ BACK OFFICE - REGULATIONS, SUPERVISION AND COMPLIANCE OF TREASURY OPERATIONS - ROLE OF INFORMATION TECHNOLOGY IN TREASURY MANAGEMENT - INTRODUCTION TO RISK MANAGEMENT - RISK MANAGEMENT PROCESS - SETTING UP A RISK ORGANIZATION - ASSETS LIABILITIES MANAGEMENT - SOME IMPORTANT CONCEPTS- UNDERSTANDING BASEL ACCORD AND ITS IMPLICATIONS

Detailed Syllabus

Date of Class Commencement:

01 October 2021

Eligibility:

Graduate in any discipline (students currently in the final year of graduation can also join)

Course Duration:

120 hours (over a period of 6 months)

Course Fees:

Training fees as 1st instalment – Rs.10266/- (including GST)

Examination fees as 2nd instalment – Rs. 20500/- (excluding GST)

Key recruiters:

PayAsia, Kia India, Shiprocket, Aditya Birla, Amazon, ABB, Schneider Electric, TCS, Ola, Iris Software, Goldman Sachs, HDFC

Average Annual Salary:

2 lakhs to 10 lakh

Certification:

Indian Institute of Banking and Finance (IIBF)

Career Options:

Senior Executive-Treasury operations, Assistant Treasury manager, Treasury Associate, Risk Analyst-Treasury Mid Office.

Course Highlights:

Risk management professionals are expected to possess excellent analytical skills, and should be comfortable with understanding and interpreting data and taking risk-based decisions across the entity. A grasp of business, and the specific sector they work in, are also important as this helps in making better-informed decisions to benefit the organization. People skills such as communication, diplomacy and negotiation are also valued highly, as risk professionals often need to engage with different stakeholders who have distinct requirements and constraints that need to be addressed. Traditionally, risk management was limited in scope to finance and insurance. However, events like the financial crisis, the Covid-19 pandemic and multiple corporate failures, have brought the need and importance of enterprise risk management to the forefront. Salaries for risk analysts can range from INR 51 thousand to INR 10 lakh per annum, while remuneration for risk managers ranges between INR 10-20 lakh per annum.

General Details about IIBF examinations

Register Here