Jalpan Patel, FMVA®, FPWM®

Senior Executive Member at Beta Gamma Sigma Committee, IMT-Ghaziabad
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Contact Information
us****@****om
(386) 825-5501
Location
Ahmedabad, Gujarat, India, IN
Languages
  • English Professional working proficiency
  • Hindi Native or bilingual proficiency
  • Gujarati Native or bilingual proficiency

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Credentials

  • Completed CFA Level 1
    CFA Institute
    Oct, 2023
    - Sep, 2024
  • Level 4 Diploma in Investment Banking Sales and Trading
    AmplifyME
    Aug, 2023
    - Sep, 2024
  • Capital Markets & Securities Analyst (CMSA)®
    Corporate Finance Institute® (CFI)
    Apr, 2023
    - Sep, 2024
  • Financial Planning and Wealth Management (FPWM)®
    Corporate Finance Institute® (CFI)
    Jan, 2023
    - Sep, 2024
  • Virtual Business Professional - 2022
    University of Southern California - Marshall School of Business
    Dec, 2022
    - Sep, 2024
  • Financial Modeling & Valuation Analyst (FMVA)®
    Corporate Finance Institute® (CFI)
    Sep, 2022
    - Sep, 2024
  • CFA Institute Investment Foundations
    CFA Institute
    Feb, 2021
    - Sep, 2024
  • Photography Basics and Beyond: Specialization
    Coursera
    Aug, 2020
    - Sep, 2024

Experience

  • Beta Gamma Sigma Committee, IMT-Ghaziabad
    • India
    • Higher Education
    • 1 - 100 Employee
    • Senior Executive Member
      • Jun 2023 - Present

    • Junior Executive Member
      • Aug 2022 - Jul 2023

  • Prudent Corporate Advisory Services Ltd.
    • India
    • Financial Services
    • 700 & Above Employee
    • Mutual Fund research Intern
      • Apr 2023 - May 2023

      In January 2023, I acclaimed my FPWM (Financial Planning and Wealth Management) certification from Corporate Finance Institute (CFI). Through this project and with great help from my mentors, I was able to use the knowledge from the course in the practical world and hone my skills. During this project, I got exposed to multiple domains of taxation, mutual funds, insurance, and others. I also learned about how economic events impact the lives of individual citizens of a country. Academically, I have been exposed to the institutional side of the banking and financial services industry, but through this project, I got to know about the workings of the retail side of this industry. Show less

Education

  • Institute of Management Technology, Ghaziabad
    PGDM (Financial Management)
    2022 - 2024
  • IÉSEG School of Management
    Master of Business Administration - MBA, Finance and Financial Management Services
    2023 - 2023
  • L.J. INSTITUTE OF ENGG AND TECH., AHMEDABAD 728
    Bachelor of Engineering - BE, Mechanical Engineering
    2018 - 2022

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