Financial Planning and Advisory Services in Banking Course in Delhi

Financial Planning and Advisory Services in Banking Training Course in Delhi

Henry Harvin® Ranks in Top 30 most Trusted Companies by Insight Success

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  • 1.1 Million Learners
  • 1511 Learner’s Rating
  • 81% Report Career Benefits

Learn financial planning and advisory services in banking from Henry Harvin®'s online course | Develop a clear understanding of compliance and regulatory aspects in banking schemes, Ethical and Responsible Banking Practices, and many such concepts | Get the finest training on financial planning and advisory services in banking from the best trainers

Starts In 4 day

13 May 2024

Learning Period

28 Hours

Book a Live Class, For Free!

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Placed Learners

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There's a reason that 95% of our alumni undertake 3+ courses as a minimum with Henry Harvin®

Know the complete offerings of our Financial Planning and Advisory Services in Banking Course in Delhi

Key Highlights

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10 in 1 Course
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Integrated Curriculum
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Qualified and Experienced Trainers
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100% Practical Training
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1-year Gold Membership
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24x7 Learner Assistance and Support

Upcoming Cohorts

Our Placement Stats

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Average salary hike

2100+

Access the best jobs in industry

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Maximum salary hike

Access the best jobs in the industry

You Get 10-In-1 Program

Two-way Live Training Course

Two-way Live Online Interactive Classroom Sessions

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Certification

Distinguish your profile with global credentials and showcase expertise with our Hallmark Completion certificate

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Projects

Facility to undergo various projects along with the course.

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Guaranteed Internship

Get a guaranteed Internship with Henry Harvin® and in top MNCs like J.P. Morgan, Accenture & many more via Forage.

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Placement

Get 3 in 1 Placement support through Placement Drives, Premium access to Job portal & Personalized Job Consulting

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Student Engagement & Events

Free Access to #AskHenry Hackathons and Competitions & many other facilities from Henry Harvin®

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Masterclass

Access to 52+ Masterclass Sessions for essential soft skill development

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Membership

Get Free Gold Membership of Henry Harvin®

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E-Learning Access

Free access to the E-learning Portal and future updates. Get access to PPTs, Projects, Quizzes, self-paced Video-based learning, a question bank, a library, practice tests, final assessment, a forum, and doubt sessions.

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Entrepreneurship Mentorship

Mentorship from Young Successful Entrepreneurs to set up a sustainable & scalable Business from scratch at both Freelance and entrepreneur levels

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About the Financial Planning and Advisory Services in Banking Course

Financial Planning and Advisory Services in Banking Course

The financial planning and advisory services in banking course will allow working professionals to learn about Compliance and Regulatory Aspects in Banking Schemes, Ethical and Responsible Banking Practices, and many more.

9 in 1 Course

  • Training: 28 Hours of live Two-way interactive online sessions
  • Projects: Facility to undergo projects in the related fields of Financial Planning, Ethical Banking Practices, and many more
  • Internship: Get Internship Support to gain experiential learning
  • Certification: Get Course Completion Certification of Financial Planning and Advisory Services in Bankingt Course from Henry Harvin® a Govt of India recognized & Award-Winning Institute
  • Placement: 100% Placement Guarantee For 1-Year post successful Completion 
  • E-Learning: Free access to E-learning Portal, video content, assessments, and future updates.
  • Masterclass: Access to 52+ Masterclass Sessions for soft skill development
  • Hackathons: Free Access to #AskHenry Hackathons and Competitions
  • Membership: 1-Year Gold Membership of Henry Harvin® Finance Academy

Trainers at Henry Harvin®

  • Most renowned industry experts with 15+ years of work experience and recognized by various organizations over the years for their work.
  • Have been invited to 350+ keynote classes for Financial Planning and Advisory Services in Banking Course
  • Have delivered 510+ lectures and are currently enlisted as domain experts with Henry Harvin® Finance Academy

Alumni Status

Become a part of the Elite Finance Academy of Henry Harvin® and join the 4,60,000+ large Alumni Network Worldwide.

Gold Membership Benefits

  • Avail 1-Year Gold Membership of Henry Harvin® Finance Academy that includes E-Learning Access through recorded Videos
  • Free Masterclass Sessions access.
  • Earn the Prestigious Henry Harvin®️ Alumni Status and become one of the reputed 4,60,000+ Alumni across the globe.
  • Guaranteed Internship with Henry Harvin®️ or partner firms
  • Weekly 10+ job opportunities offered.
  • Experience Industry Projects during the training

Learning Benefits

  • Role of Financial Advisors and Relationship Managers
  • Learn about Components of Financial Planning and various factors
  • Get thorough knowledge in Retirement and Investment Planning
  • Gain access to demos on Regulatory Compliance in Banking
  • Anti-Money Laundering (AML) and Know Your Customer (KYC) Guidelines
  • Role of Central Banks and Financial Regulators

Know the complete offerings of our Financial Planning and Advisory Services in Banking Training Course in Delhi

Financial Planning and Advisory Services in Banking Course Curriculum

  • Module 1: Financial Planning and Advisory Services

    Learn about financial planning and advisory services offered by banks. Understand the role of financial advisors in helping customers achieve their financial goals. Explore the importance of personalized financial planning based on individual circumstances.
    • Role of Financial Advisors and Relationship Managers
    • Components of Financial Planning
    • Retirement and Investment Planning
  • Module 2: Compliance and Regulatory Aspects in Banking Schemes

    Gain insights into the regulatory framework and compliance requirements for banking schemes. Understand the importance of adherence to legal and ethical standards in banking operations. Explore the role of central banks and financial regulators in overseeing banking activities.
    • Regulatory Compliance in Banking
    • Anti-Money Laundering (AML) and Know Your Customer (KYC) Guidelines
    • Role of Central Banks and Financial Regulators
  • Module 3: Ethical and Responsible Banking Practices

    Understand the principles of ethical and responsible banking. Explore the concept of sustainable finance and its impact on society and the environment. Learn how banks can incorporate social and environmental considerations into their operations.
    • Ethical Banking Principles and Values
    • Sustainable Finance and Green Banking Initiatives
    • Corporate Social Responsibility (CSR) in the Banking Sector
  • Module 4: Managing Risks in Banking

    Explore the different types of risks faced by banks and financial institutions. Understand risk management strategies and tools used to mitigate potential threats. Learn about the importance of stress testing and contingency planning in the banking sector.
    • Types of Financial Risks (Credit, Market, Liquidity, Operational)
    • Risk Management Techniques and Best Practices
    • Stress Testing and Business Continuity Planning
  • Module 5: Customer Relationship Management in Banking

    Understand the significance of customer relationship management (CRM) in the banking industry. Learn how banks can improve customer engagement and loyalty through effective CRM strategies. Explore the use of data analytics and customer feedback in enhancing banking services.
    • Importance of Customer Relationship Management (CRM)
    • Customer Engagement and Loyalty Programs
    • Data Analytics in CRM and Personalization
  • Module 6: Innovation and Future Trends in Banking

    Explore the latest technological innovations shaping the future of banking. Understand the impact of artificial intelligence, blockchain, and other emerging technologies. Learn about the concept of open banking and its potential benefits for customers.
    • Technological Innovations in the Banking Sector
    • Open Banking and API Integration
    • The Future of Banking and Digital Transformation
  • Module 7: Enhancing Cybersecurity in Banking

    Understand the cybersecurity challenges faced by banks in the digital age. Explore best practices and strategies to protect sensitive financial information. Learn about the role of employees and customers in maintaining cybersecurity.
    • Cyber Threats and Vulnerabilities in Banking
    • Cybersecurity Measures and Protocols
    • Cyber Awareness Training for Employees and Customers
  • Module 8: Banking and Financial Regulations in Different Countries

    Explore the variations in banking and financial regulations across different countries. Understand the impact of international financial standards on the global banking industry. Learn about the challenges and opportunities of operating in diverse regulatory environments.
    • Comparative Analysis of Banking Regulations
    • International Financial Standards and Basel Accords
    • Adapting to Regulatory Changes and Compliance Requirements
  • Module 9: Banking Ethics and Compliance

    Understand the importance of ethics in banking operations and decision-making. Explore the role of compliance officers and internal controls in maintaining ethical standards. Learn about anti-money laundering (AML) regulations and the fight against financial crime.
    • Ethics in Banking and Ethical Decision Making
    • Compliance Management and Internal Controls
    • AML Regulations and KYC Procedures
  • Module 10: Mergers, Acquisitions, and Consolidation in Banking

    Learn about mergers and acquisitions (M&A) in the banking sector. Understand the reasons for bank consolidation and its impact on the financial industry. Explore the regulatory aspects and challenges of bank mergers.
    • M&A in the Banking Industry: Reasons and Considerations
    • Bank Consolidation and Systemic Risk
    • Regulatory Approval and Post-Merger Integration
  • Module 11: Governance and Board Oversight in Banks

    Explore the importance of corporate governance in the banking sector. Understand the role of the board of directors in overseeing bank operations and risk management. Learn about the responsibilities of bank executives and governance best practices.
    • Corporate Governance Principles in Banking
    • Board Oversight and Risk Committees
    • Executive Compensation and Incentives
  • Module 12: Case Studies and Practical Application

    Apply the knowledge gained throughout the course to real-world scenarios. Analyze case studies related to banking products, services, and regulatory compliance. Develop critical thinking and problem-solving skills in the context of banking operations.
    • Case Studies on Banking Products and Services
    • Regulatory Compliance and Ethical Dilemmas in Banking
    • Practical Application of Financial Planning and Risk Management

Know the complete offerings of our Post Graduate Program in Financial Planning and Advisory Services in Banking Course

Book a Live Class, For Free!

svg-seat Limited seats left

By continuing you agree to Henry Harvin® Terms & conditions and Privacy Policy

Skills Covered

Financial Planning

Advisory Services

Regulatory Aspects

Banking Compliance

Managing Risks

CRM

Certifications

Get Ahead with Henry Harvin® Financial Planning and Advisory Services in Banking Course in Delhi Certification

What you'll Learn in this course

Earn your Certification

Post-successful completion of the course, earn Henry Harvin® Certification. You can post it on social media, get it framed, and increase your value in the industry.

Differentiate Yourself with Henry Harvin®

The practical knowledge and actionable skillset you've gained working on projects, simulations, and case studies will set you ahead of the competition.

Share your achievement

Talk about it on LinkedIn, WhatsApp, Instagram, Facebook, and Twitter, boost your resume, or frame it - tell your friends and colleagues about it.

Training Certification

Get Course Completion Certification in Financial Planning and Advisory Services in Banking from Henry Harvin®

Our courses and Course Certificates are trusted by these industry leaders

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Know more about the value of this certificate in the industry

Career Services By Henry Harvin®

Career Services
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Placement Drives

We are dedicated to supporting our students throughout their career journey. Join us, and let's embark on a journey towards a successful and fulfilling career together.

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Premium access to Henry Harvin® Job portal

Exclusive access to our dedicated job portal and apply for jobs. More than 2100+ hiring partners’ including top start–ups and product companies hiring our learners. Mentored support on job search and relevant jobs for your career growth.

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Personalized Job Consulting

Share what kind of job you are looking for and we will provide you with verified job openings that match your requirement.

Related Jobs

Financial Advisor, Banking Operations Expert, Asset Manager, Finance Portfolio Expert, Stock Specialist

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