20+
Years Of Experience

4000+
Professionals Trained

500+
Hours Of Training
Basics of Equity Research
Equity research fundamentals for Beginners 4 Week Course
NISM Certified Trainer, 20+ yrs work experience, trained 4,000+ professionals
You are confused about the different career options in finance
You don’t know the scope of these careers
You don’t have a clear cut career plan
You don’t know how to get started
So what’s the way out?
Introducing Certified Financial Professional Program
A 3-Month Certified Program
that helps you take your first step in your Career
Time Value of Money
Compounding and Discounting in Finance
Nominal Return vs Real Return
Concept of Annuities
Time Value of Money in Real World
Structure of Indian Financial Market
Banking System
Securities Market
Commodities Market
Foregn Exchange Market
Insurance Market
Pension Market
Participants of Financial Markets and their role
Regulators of the Financial Market
Fixed Deposits
Fixed Income
Small Saving Schemes
Pension- EPF, VPF and NPS
Equity
Gold as an investment
Real Estate
Derivatives
Currency
Types of Mutual Fund
Risk – Return and Performance
How to select suitable Mutual Funds
Taxation for Mutual Funds
Precautions to be taken
Case Studies
Types of Risk
Health Insurance
Life Insurance
General Insurance
Amount of cover needed
Other types of it
How to select Insurance
Policy Documents explanation
Taxation
Case studies
Home Loan
Car Loan
Personal Loan
Education Loan
Credit Card
Personal Finance Canvas
Personal Balance Sheet and Income Statement
Return Goals of client
Risk Management
Time Horizon
Tax Planning
Legal Concerns
Liquidity concerns
Unique Circumstances
Barriers to Money Management
Day to Day Cash Management system for Client
Emergency Fund Management
Insurance Needs management
Investment Planning based on Client profile
Different types of investors
Pan and KYC
Dematerialisation of Securities
Maintenance of investors account
Special Investor Category
Where to find clients
How to approach clients
Language Templates to connect and get business
FAQs asked by clients
Tips and Tricks
Dealing with specific conditions
PMLA, 2002
Regulation
Investor Complaint Redressal
Entry level candidates also get paid a good amount in this industry.
Current Job openings that are listed on Linkedin. Have a look!
These many professionals have built a solid career in this field
Take a Free Trial
3 Month Certified Program
Enter the Industry
Take other Certifications
Grow Your Base after 2-3 Years
Meenakshi Verma is an industry veteran as a Financial Advisor with 20+ years experience, NISM Trainer since last 4 years.
She was formerly the Sr Vice President at IFAN Finserv, also been associated with companies like RR Investors, Cholamandalam Mutual funds, ING Investment management Pvt. Ltd.
Years Of Experience
Professionals Trained
Hours Of Training
This is a 13 Week Live Program. We conduct 4 sessions per week, 2 hours each. These sessions are conducted post working hours on weekdays and on weekends. Apart from this students are given live projects and assignments to work on
You will be in a position to grab the most lucrative opportunities in banking, insurance, mutual funds, wealth management and other allied domains. You will have a strong base and understand of how all these domains work. Later, you will be able to become a financial advisor, financial planner, or a wealth manager.
Colleges have trained you and given you a base in finance. With this Program, we will delve deeper into all the different finance niches, equip you with practical skills you need to get job ready. Yes, you should consider this Program even if you have a college degree. You may talk to our team, if you want to discuss further.
Yes you will. By the end of the program, you will have portfolio for yourself
No, we don’t offer placement directly. However, the Program will help you to build your Profile and a strong base in finance that will help you in your job search
Yes, if you have been working in the industry for less than 3 years, you should consider this Program. It will help you upskill in your current role or get you promoted
Yes, the recordings of all the classes will be available for the students so they can watch the batches they missed. However, it is recommended to attend the live classes to interact with everyone
Yes, we offer a 100% refund guarantee until 1 week of training
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Have a Look at the Program Curriculum!
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