Taxmann Publications Pvt Ltd
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The Indian Institute of Banking & Finance is a professional association of banking and financial organizations. This organization also offers many professional courses in banking and finance for professionals in the industry and for aspirants who want to work in these industries.
The IIBF designs and conducts these courses and also conducts examination for awarding diplomas and certificates. One of the prestigious courses offered by IIBF is the Post Graduate Diploma in Financial Advising (PGDFA).
This diploma course has been designed in collaboration with the Securities Institute, Australia. The course covers all aspects of financial products and services. It aims to create a competent group of professionals capable of offering informed financial advice.
The syllabus for this course covers Financial Planning, Marketing and Management of Financial Services, Securities Markets, Mutual Funds Products and Services, Insurance Products (Including Pension Plans), and Banking Products and Services.
Insurance Products: Including Pension Products is a book that focuses on one of the subjects for this syllabus. It thoroughly covers the rules and regulations in relation to insurance, and choices in pension plans. The book is divided into two parts, for focused coverage.
The first part of the book explains the organization structure, functions, principles and legislations pertaining to insurance, both life and non-life insurance. The second part focuses on discussing the need to plan for life after retirement. It also goes into the various pension products available in the market.
Insurance Products: Including Pension Products has been designed by a team of industry experts, led by the former chairman of UTI, Dr. S. A. Dave. While it is aimed primarily at candidates preparing for the PGDFA exams, It is a comprehensive resource that can also serve as reference for professionals and for retirees who want to learn about insurance and pension plans.