Post Graduate Certificate Programme in Private Banking (PGCPPB) – ICFL & IMI New Delhi

International Management Institute (IMI), New Delhi one of the top B-schools having gold standard benchmark and ICICIdirect Centre for Financial Learning an educational initiative of ICICI Securities announce the launch of Post Graduate Certificate Programme in Private Banking.
As per a Business Standard report (December 2016) Wealth Management business in India is poised to grow by 17-18% each year, for the next few years. Private banking is an in-demand and highly dynamic area of Finance, with demanding expectations from Professionals working in this field. The PGCP in Private Banking will help address these high expectations with a focused curricula & by covering topics that are fundamental to the field.

private banking

International Management Institute (IMI) New Delhi was established in 1981 in collaboration with IMI Geneva (now IMD Lausanne). IMI is India’s first corporate sponsored Business School with sponsorship from corporate houses like RPG Enterprises, Nestle, ITC, SAIL, Tata Chemicals, BOC and Williamson & Magor, etc. In the last 36 years, this institute has truly managed to acquire a global status.

ICICIdirect Centre for Financial Learning is an educational initiative of ICICI Securities Ltd. ICFL is committed to enhance financial literacy amongst all existing and prospective stakeholders in the society by empowering them to make better and more informed decisions. ICFL is also committed to lead the path to create next-generation leaders who would catalyse the growth of financial markets in India, by expanding the pool of qualified and certified professionals for the industry.

Post Graduate Certificate Programme in Private Banking

Courses in Private Banking provide an insight into what it takes to operate successfully in this field. Private banking is an in-demand and
highly dynamic area of finance, with demanding expectations from professionals working in the field. This course will not only address these high standards with a focused curricula on these areas, but also cover topics that are fundamental to the field. Due to the fact that private bankers work extensively with private persons and high-net-worth individuals (HNIs), regulatory fluency and practical expertise is required in investment and banking services. These include estate planning, tax advisory services and managing investment portfolios. As a result, a private banking course leads to a wide and varied range of skills. It is worth noting that private bankers are sometimes referred to as wealth, investment or relationship managers, which is mirrored in the titles of some professional training courses on offer. While some argue that these are synonyms, others maintain that the growing complexity of the industry has resulted in the relationship side of the role (focusing on sales and customer service) becoming distinct from the investment side, which focuses on the more technical responsibilities related to managing different asset classes on behalf of the client.

This programme is designed to be both practical and interactive, with structured discussions allowing participants and expert speakers to freely share insights. This programme will address key issues through lively session discussions based on case studies/workshops. This certification programme will provide participants a unique opportunity to interact with seasoned experts and leading practitioners in the industry, while exposing them to competing approaches and strategies in the new challenging environment.

Who Should Attend?

  • Executives working the BFSI sector
  • Professionals working as Private Bankers, Wealth Managers, Relationship Managers, Trust Managers, Investment Managers, etc.
  • Family Office Managers
  • Department Heads working in the Banking and Financial Services Industry
  • Graduates who want to make a career in the BFSI sector


  • Graduates / Post Graduates from a recognised university


  • Rs 200000 + taxes (EMI options available)

Course Activity

course activity

Course Architecture

  • Campus visit – Orientation Programme at IMI New Delhi for 5 days (30 hours)
  • Training of 11 Core Modules through ICFL Virtual Classrooms (170 hours)
  • Certification from IMI New Delhi
  • IMI New Delhi Alumni Status

Detailed Course Curriculum

  1. Orientation programme at IMI New Delhi for 5 days (30 Hours)
    For Residential Participants:
    Rs 3,000 per day per participant.
    i.e. Total Rs 15,000 for 5 days (inclusive of single-seated AC accommodation with all meals, teas, snacks each day plus applicable tax)
  2. For Non-Residential Participants:
    Rs 1,200 per day per participant.
    i.e. Total Rs 6,000 for 5 days (inclusive of breakfast, lunch, tea, snacks during the teaching hours plus applicable tax)

Basics of Accounting at IMI New Delhi Delhi – 30 hours

  1. Understanding Financial Statements (10 Hours)
    Accounting Concepts and Conventions
    Introduction to Financial Statements
    Basic understanding of Financial Statements; Balance Sheet and P&L Account
    Understanding of Financial Analysis; Horizontal and Vertical
    Ratio Analysis
  2. Business Mathematics (10 Hours)
  3. Basics of Excel (10 Hours)

core modules

For more details on the course, please contact ICFL Branches at

Bengaluru – Cunningham Road      +91 9108683683
Delhi – Jhandewala Extension        +91 8588816146
Mumbai – Andheri East                  +91 8451943442
Pune – F C College Road                 +91 8390904865
Hyderabad – Somajiguda                +91 8427484084
Kolkata – Shakespeare Sarani Road +91 8697748207

Email –
Website –
SMS – PGCPB to 5676766