Study Guide: Diploma in Treasury, Investment and Risk Management

Intro: Treasury, Investment & Risk Management


Treasury Management: Every firm, no matter how big or little, depends on the Treasury as a fundamental financial function. Treasury is the area of a firm where money and financial risks are managed. Its first objective is to make sure that the company has the resources necessary to meet its ongoing financial responsibilities while also assisting in the development of its long-term financial strategy and policies.

Investment Management: In general, investing is the process of putting money to work over time in a project or endeavour with the goal of achieving positive returns (earnings that outweigh the initial expenditure). It’s the act of allocating resources, typically capital (i.e., money), with the hope of earning money, making gains, or thereby rendering a profit.

Risk management: Identification, assessment, and control of economic, legal, strategic, and safety hazards to the assets and profits of an organisation constitute the process of risk management.

Treasury, Investment and Risk Management combined together forms a diploma course which is really beneficial in the professional growth as well as in the career aspect of a person’s life.

Contents: Treasury& Investment Management

  • Financial Market and Money Market
  • Interest Rate Quotations and Market Terminology
  • Derivatives – An Overview
  • Capital Market
  • Foreign Exchange Market
  • Debt Markets and Fixed Income Securities
  • Treasury Products
  • Liquidity Management
  • Risk Analysis and Control
  • Front Office/Mid Office/Back Office
  • Regulations, Supervision and Compliance of Treasury Operations
  • Role of Information Technology in Treasury Management

Contents: Risk Management

  • Introduction to Risk Management
  • Risk Management Process
  • Setting up a Risk Organisation
  • Assets/Liabilities Management (ALM)
  • Some Important Concepts and Notes of Risk Management
  1. PART-1
  2. PART-2
  • Understanding BASEL Accords and its Implications

Scope after Diploma in Treasury, Investment& Risk Management

A diploma in treasury, investment, and risk management will open up a number of job options for you in the financial sector. Consider the following possible opportunities of study and job paths:

Treasury Analyst: Analysing and improving a company’s cash flow, liquidity, and risk management techniques would be your job as a treasury analyst. To maximise returns while lowering risks, you would analyse financial information, track fluctuations in the market, and create investing strategies.

Financial Planner: You would collaborate extensively with the clients you serve as a financial planner to create individualised financial plans based on their objectives and willingness to take risks.  You would offer guidance on risk management, tax reduction, retirement planning, and investment ideas. Financial planners frequently have consulting or full-time employment positions at banks or investment firms.

Investment Analyst: Investment analysts assess potential investments and offer clients or businesses advice. To find possible investments, they examine financial information, market trends, and economic indicators. They prepare investment reports, do valuation analyses, and undertake financial modelling as part of their employment.

Risk Manager: In detecting, evaluating, and managing risks within an organisation, risk managers are essential. They create risk management guidelines, put risk reduction plans into action, and keep an eye on legal compliance. Risk managers are employed by a variety of industries, such as banking, insurance, and corporate finance.

Officer of Compliance: Compliance officers make ensuring that banks and credit unions follow all applicable regulations, norms, and guidelines.  They create and carry out regulatory programmes, perform risk analysis, and maintain track of internal processes.  A crucial part in order to guarantee ethical behaviour and preventing financial inappropriate behaviour is played by compliance officers.

This diploma course provide the diploma holder with multiple benefits such as:

  • Excellent salary with high prospects of growth.
  • Opportunities in multiple sectors.
  • Requires critical thinking and promotes constant skill development.

Free Learning Study Material

Learning Sessions is a dedicated platform that offers free study material in the field of treasury, investment, and risk management.

Our goal is to deliver thorough materials, in order to help learners improve, comprehend and acquire an understanding of various areas in this particular course.

Here is the study material provided by Learning Sessions to help the students prepare for their diploma in treasury, investment and risk management.

S.NO. Paper Module Chapter Action
1 TIRM 2.1 To 2.4 Money Market Download
2 TIRM 4.1 To 4.4 Foreign Exchange Markets Download
3 TIRM 4.5 To 4.7 Relationship with Money Market Operations Download
4 TIRM 4.8 To 4.12 Risks in Foreign Trade Download


Our platform is made to be easily accessible and user-friendly. On a variety of devices, including computers, laptops, and mobile phones, students may simply navigate through the study materials, keep track of their progress, and take advantage of the services provided by Learning Sessions.

The mission of Learning Sessions is to advance learning and transmit knowledge  in the fields of risk management, investing, and treasury. We think we can help students achieve in their academic and professional endeavours by supplying them with free study materials and useful resources.

Learning Sessions: Your Helping Hand

You will receive a range of educational resources and assistance, such as:

  • Study aids that lead you step-by-step through the learning process. If you prefer to learn offline, you can download these as well.
  • After each lesson, there are practise progress exams that you can complete as well for:
  1. Treasury Management
  2. Investment Management
  3. Risk Management
  • Webinars that go into greater detail about specific concept.
  • Podcasts to support your educational efforts exams
  • It acts as a platform for student discussion where you can clear your queries and ask the professional tutors of learning sessions your doubts and other questions as well. You can also connect with other like-minded students.
  • Live specialised sessions that allow you to learn about the subject and engage in real-time Q&A with your instructor and classmates.

The essential treasury, investment and risk management methods are covered in the study material provided by Learning Sessions. Due to the expansion of the Indian Financial Markets internationally, the topic has gained more and more significance. Banks are currently vulnerable to a wide range of dangers. In order to keep up with the most recent advancements in the field, it is crucial that bank workers working in the treasury and risk management divisions completely update, retool, and equip themselves. The team of Learning Sessions specialists used their extensive experience to create these Pdfs which guarantees you with sure success in the diploma course which you have opted for.

We here at Learning Sessions, upgrade our study materials time to time which will make you have a brief and fresh knowledge about the subject. Learning Sessions, also promise you with an interactive and engaging experience which will help you to reach and touch new heights in your career.

Also Like:


Please enter your comment!
Please enter your name here

🤩 🥳 JAIIB NEW BATCH START 🥳 🤩spot_img
🤩 🥳 JAIIB CAIIB CLASSES 🥳 🤩spot_img



Continue to the category


JAIIB FREE NOTES OF PPB 2024 | BANKING OMBUDSMAN SCHEME In this article, we will discuss the Banking Ombudsman Scheme (which falls under the syllabus...


FREE BANK PROMOTION NOTES FOR 2024 | RISK MANAGEMENT So, the next session has already begun & there should not be anything that does not...


FREE RISK MANAGEMENT MOCK TEST 2024 | CAIIB 2024 This post contains IIBF CAIIB’s paper - Risk Management Mock Tests as per the CAIIB Syllabus...

JAIIB Principles and Practices of Banking Study Material Live Class Previous Year Questions Part 12

JAIIB PPB STUDY MATERIAL LIVE CLASS | PREVIOUS YEAR QUESTIONS PART 12   JAIIB exam is one of the premium flagship courses offered by IIBF twice...