Plan overview

Structure: 3 subjects over 3 months; each subject contains 4 modules. Each module is taught across a single week (Mon–Sat). Sundays are reserved for revision and doubt clearing. The fourth month is reserved for intensive revision, mock tests and weekly sessions covering RBI/SEBI circulars and recent regulatory updates in the week preceding each exam.

MonthsSubjectModule cadenceSunday
Month 1IE & IFS (Indian Economy & Indian Financial System)4 modules — 1 module per week (Mon–Sat)Revision + doubt clearing
Month 2PPB (Principles & Practices of Banking)4 modules — 1 module per week (Mon–Sat)Revision + doubt clearing
Month 3RBWM (Retail Banking & Wealth Management)4 modules — 1 module per week (Mon–Sat)Revision + doubt clearing
Month 4 (Exam month)All subjectsRevision, mocks, and focused sessions on RBI/SEBI circulars in the week before each examDaily doubt clinics + full-length mocks

Weekly teaching pattern (each module week)

Mon–Sat sessions are 1 hour each, scheduled after 6 PM. Sundays are 60–90 minute revision & doubt sessions. The below study plan is not exhaustive, we will cover all the topics listed in the sylabus provided by IIBF

Month 1 — IE & IFS (Indian Economy & Indian Financial System)

Week 1 — Module A : Indian Economic and Architecture

Mon Indian Economy, Economic Planning
Tue Sectors of the Indian Economy
Wed Globalisation - Impact on India
Thu Foreign Trade Policy
Fri International Economic Organizations (World Bank, IMF etc.)
Sat Sustainable Development Goals (SDGs)

Week 2 — Module B : Economic Concepts Related to Banking

Mon Microeconomics, Macroeconomics, Types of Economies
Tue Money Supply and Inflation
Wed Theories of Interest
Thu Monetary Policy and Fiscal Policy
Fri National Income and GDP Concepts
Sat Union Budget

Week 3 — Module C : Indian Financial Architecture

Mon Indian Financial System – Overview
Tue Indian Banking Structure
Wed DFIs, MFIs, NBFCs
Thu Insurance Companies
Fri Regulators & their roles
Sat Reforms & Developments in the Banking sector

Week 4 — Module D : Financial Products and Services

Mon Money Markets, Capital Markets, Bond Markets
Tue Stock Exchanges- BSE, NSE, MCX
Wed Derivatives - Futures, Options
Thu Credit Rating agencies
Fri Mutual Funds
Sat Pension Funds, REITs, InvITs
Sunday: 60–90 min revision + doubt clearing for the week's module.

Month 2 — PPB (Principles & Practices of Banking)

Week 1 — Module A : General Banking Operations

Mon AML, KYC, CKYC
Tue Various Types of Customers
Wed Banker’s Special Relationship
Thu Foreign Currency Accounts
Fri Ancillary Services
Sat Schemes and Acts

Week 2 — Module B - Functions of Banks

Mon Principles of Lending
Tue Loan Accounts, Collaterals
Wed Non-Performing Assets
Thu Credit Cards, Home Loans, Personal Loans, Consumer Loans
Fri Priority Sector Advances
Sat MSMEs, Schemes

Week 3 — Module C : Banking Technology

Mon Essentials of Bank Computerisation
Tue Alternate Delivery Channels
Wed Data Communication Network and EFT Systems
Thu Digital Payment Systems – NPCI
Fri Information System Security
Sat Technology trends in Banking

Week 4 — Module D : Ethics in Banks and Financial Institutions

Mon Ethics, Business Ethics & Banking
Tue HRM Ethics
Wed Whistleblowing Law
Thu Data Security and Privacy
Fri Buffer Class for missed topics
Sat Buffer Class for missed topics
Sunday: 60–90 min revision + doubt clearing for the week's module.

Month 3 — RBWM (Retail Banking & Wealth Management)

Week 1 — Module A: Retail Banking

Mon Retail Banking: Introduction
Tue Business Models
Wed Corporate/Wholesale Banking
Thu Branch Profitability
Fri ROA, ROE
Sat Buffer Class for missed topics

Week 2 — Module B: Retail Products and Recovery

Mon Maslow’s Theory
Tue Product Development Process
Wed Credit Scoring
Thu RTGS, NEFT, IMPS, UPI, SWIFT
Fri Recovery of Retail Loans
Sat Role of AI and Technology

Week 3 — Module C: Support Services – Marketing of Banking Services/Products

Mon Marketing – An Introduction
Tue Delivery Channels, Delivery Models
Wed Customer Relationship Management (CRM)
Thu Service Standards, BCSBI
Fri Marketing Information Systems (MKIS)
Sat Buffer Class for missed topics

Week 4 — Module D: Wealth Management

Mon Importance of Wealth Management
Tue Investment Management
Wed Tax Planning
Thu Portfolio Management Services
Fri Buffer Class for missed topics
Sat Buffer Class for missed topics
Sunday: 60–90 min revision + doubt clearing for the week's module.

Month 4 — Exam month (Revision & Regulatory Circulars)

This month is exam-focused. Plan includes full-length mocks, topic-wise revision and a weekly slot dedicated to RBI/SEBI circulars and regulatory updates relevant to the subject in the week before that subject's exam.

  1. Week 1: RBI/SEBI circular highlights, Daily doubt clinics for IE & IFS, error review and targeted revision.
  2. Week 2: RBI/SEBI circular highlights, Daily doubt clinics for PPB, error review and targeted revision.
  3. Week 3: RBI/SEBI circular highlights, Daily doubt clinics for RBWM, error review and targeted revision.

During the regulatory circulars week we provide concise summaries, explain implications for exam questions and run short practice drills linking circulars to syllabus topics.

Guidelines for learners