Basics of Equity Research

Equity research fundamentals for Beginners 4 Week Course

Makes you Job-Ready

Certified Program

13 Week Live Program

Start from 1st Week of May

Meenakshi Verma

NISM Certified Trainer, 20+ yrs work experience, trained 4,000+ professionals


Hours of Live Training


Curated Modules


High Quality Sessions


* indicates required

Worth 2990/- FREE

Early Bird Registration Offer. Ends Soon

Let’s Face It

When it comes to your Career

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

Trained by a

Certified Instructor

What Will You Learn?

  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        


  Gold as an investment        

  Real Estate        



  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      


  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    


  Investor Complaint Redressal      

But Why Build a Career as a Financial Advisor

2.5-6L Avg Salary

Entry level candidates also get paid a good amount in this industry.

12,000+ Open Jobs

Current Job openings that are listed on Linkedin. Have a look!

4L+ Professionals

These many professionals have built a solid career in this field

Career Plan after this Course

Take a Free Trial



3 Month Certified Program


Enter the Industry


Take other Certifications


Grow Your Base after 2-3 Years

Meet Your Instructor

Meenakshi Verma

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

Program Fees


Early Bird Registration Offer. Ends Soon

Book Your Trial Now

Grab your seat now!

FAQs: Here’s everything you may ask…

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

Hey There!

Have a Look at the Program Curriculum!

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