Diploma in Financial Analyst

Description

Course Name: Diploma in Financial Analyst

Course Id: DFA/Q1001.

Eligibility: Completion of 10+2 (higher Secondary) or equivalent.

Objective:

• To equip students with the necessary skills to become proficient financial analysts.
• To develop a strong understanding of financial markets, investment strategies, and economic principles.
• To prepare students for roles in investment analysis, risk management, financial planning, and corporate finance.

Duration: Six Months.

 How to Enroll and Get Certified in Your Chosen Course:

 Step 1: Choose the course you wish to get certified in.

 Step 2: Click on the “Enroll Now” button.

 Step 3: Proceed with the enrollment process.

 Step 4: Enter your billing details and continue to course fee payment.

 Step 5: You will be redirected to the payment gateway. Pay the course and exam fee using one of the following methods:
Debit/Credit Card, Wallet, Paytm, Net Banking, UPI, or Google Pay.

 Step 6: After successful payment, you will receive your study material login ID and password via email within 48 hours of fee payment.

 Step 7: Once you complete the course, take the online examination.

 Step 8: Upon passing the examination, you will receive:
• A soft copy (scanned) of your certificate via email within 7 days of examination.
• A hard copy (original with official seal and signature) sent to your address within 45 day of declaration of result.

 Step 9: After certification, you will be offered job opportunities aligned with your area of interest.

Online Examination Detail:

• Duration- 120 minutes.
• No. of Questions- 60. (Multiple Choice Questions).
• 10 Questions from each module, each carry 10 marks.
• Maximum Marks- 600, Passing Marks- 40%.
• There is no negative marking in this module.

 Key Benefits of Certification- Earning a professional certification not only validates your skills but also enhances your employability. Here are the major benefits you gain:

 Practical, Job-Ready Skills – Our certifications are designed to equip you with real-world, hands-on skills that match current industry demands — helping you become employment-ready from day one.

 Lifetime Validity – Your certification is valid for a lifetime — no renewals or expirations. It serves as a permanent proof of your skills and training.

 Lifetime Certificate Verification – Employers and institutions can verify your certification anytime through a secure and reliable verification system — adding credibility to your qualifications.

 Industry-Aligned Certification –All certifications are developed in consultation with industry experts to ensure that what you learn is current, relevant, and aligned with market needs.

 Preferred by Employers – Candidates from ISO-certified institutes are often prioritized by recruiters due to their exposure to standardized, high-quality training.

 Free Job Assistance Based on Your Career Interests – Receive personalized job assistance and career guidance in your preferred domain, helping you land the right role faster.

                                                        Syllabus

Introduction to Financial analyst: Introduction, objectives of financial statement analysis, procedure of financial statement analysis, type of financial statement analysis, sources of financial information, role of financial analyst, limitations of financial statement analysis, problems with financial statement analysis.

Security Analysis And Portfolio Management: Elements of investment, portfolio analysis, portfolio performance evaluation, fundamental analysis and valuation, technical analysis, market efficiency, market model, capital market theory.

Financial planning & Control: Introduction, the purposes of budgeting, budgetary planning and control, the preparation of budgets, preparing cash budgets, budgetary control information.

Merchant Banking: Introduction to merchant banking, merchant banking in India, regulation of merchant bankers in India, services provided by merchant banking in India, recent development of merchant banks, future of merchant banks.

Financial Services: Introduction, meaning of financial services, functions of financial services, characteristics or nature of financial services, importance of financial services, types of financial services, meaning of leasing, importance of lease financing.

International Financial Management: Introduction, meaning of financial services, functions of financial services, characteristics or nature of financial services, importance of financial services, types of financial services, meaning of leasing, importance of lease financing. role of merchant bankers in managing public issue.

Job Opportunities after completion of Diploma in Financial Analyst course:

Graduates of the Diploma in Financial Analyst (DFA) program are equipped with the knowledge and skills required for analyzing financial data, assessing investment opportunities, and making strategic financial decisions. They are highly sought after in various sectors including banking, investment firms, consulting, corporate finance, and more.

Career Options and Salary Range

1. Financial Analyst

• Role: Analyze financial data, prepare reports, and provide insights for business decisions, including budgeting, forecasting, and financial planning.
• Salary: ₹4–₹8 LPA; senior analysts earn ₹10–₹15 LPA.

2. Investment Analyst

• Role: Research and analyze investment opportunities in stocks, bonds, and other financial assets to make recommendations.
• Salary: ₹5–₹10 LPA; senior analysts can earn ₹12–₹20 LPA.

3. Equity Research Analyst

• Role: Specialize in analyzing stocks, industries, and market trends to provide actionable investment advice.
• Salary: ₹5–₹9 LPA; experienced analysts earn ₹12–₹20 LPA.

4. Portfolio Manager

• Role: Manage investment portfolios, select assets, and track financial markets to maximize returns for clients or firms.
• Salary: ₹6–₹12 LPA; senior managers can earn ₹18–₹30 LPA.

5. Risk Analyst

• Role: Assess and manage risks related to investments, financial markets, and business operations.
• Salary: ₹5–₹8 LPA; senior analysts earn ₹10–₹15 LPA.

6. Corporate Finance Analyst

• Role: Evaluate and manage financial activities within companies, such as capital budgeting, mergers and acquisitions, and investment decisions.
• Salary: ₹6–₹10 LPA; senior analysts earn ₹12–₹20 LPA.

7. Credit Analyst

• Role: Assess the creditworthiness of individuals, companies, and organizations to determine loan approvals.
• Salary: ₹4–₹7 LPA; experienced analysts earn ₹8–₹12 LPA.

8. Financial Planner

• Role: Provide financial advice to individuals, helping them plan for retirement, tax optimization, and investment.
• Salary: ₹5–₹8 LPA; senior planners can earn ₹10–₹15 LPA.

9. Investment Banking Analyst

• Role: Assist in corporate finance functions such as mergers and acquisitions, underwriting, and capital raising.
• Salary: ₹7–₹12 LPA; senior roles earn ₹15–₹25 LPA.

10. Treasury Analyst

• Role: Manage the organization’s liquidity, investments, and financial risk, ensuring sufficient funds are available for operations.
• Salary: ₹5–₹9 LPA; senior analysts earn ₹10–₹15 LPA.

11. Financial Controller

• Role: Oversee financial operations, prepare financial statements, and ensure compliance with accounting standards and tax laws.
• Salary: ₹8–₹12 LPA; senior controllers earn ₹15–₹25 LPA.

12. Mergers and Acquisitions (M&A) Analyst

• Role: Analyze potential mergers and acquisitions, including due diligence, financial modeling, and risk assessment.
• Salary: ₹8–₹15 LPA; senior analysts can earn ₹20–₹35 LPA.

13. Tax Consultant (Financial Analysis)

• Role: Specialize in tax planning and strategy, helping clients minimize tax liabilities through efficient financial analysis.
• Salary: ₹5–₹9 LPA; senior consultants can earn ₹12–₹20 LPA.

14. Actuary

• Role: Analyze financial risks using mathematics, statistics, and financial theory, often for insurance or pension funds.
• Salary: ₹7–₹15 LPA; senior actuaries earn ₹20–₹30 LPA.

15. Business Analyst (Financial Sector)

• Role: Work in the financial services industry, analyzing business processes, identifying areas for improvement, and implementing strategies.
• Salary: ₹5–₹9 LPA; senior business analysts earn ₹10–₹15 LPA.

Salary Growth Overview

• Entry-level: ₹4–₹6 LPA
• Mid-level: ₹6–₹12 LPA
• Senior-level: ₹15–₹30+ LPA

Salaries can vary significantly based on the type of organization (e.g., multinational banks, consulting firms, investment firms), the role, and geographic location (major cities like Mumbai, Delhi, Bengaluru, and Chennai offer higher salaries). Financial analysts working with multinational firms or in high-demand areas such as equity research, investment banking, and risk management tend to earn higher salaries.