20+
Years Of Experience
4000+
Professionals Trained
500+
Hours Of Training
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
130+
Hours of Live Training
13
Curated Modules
52+
High Quality Sessions
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
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
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
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
- Discover a Complete Career Path for yourself
- Learn about Mutual Funds in Detail
01
02
3 Month Certified Program
- Master the ‘skills’ to kickstart your journey
- 13 Detailed Module
- Case-studies & Portfolio Building
- Makes you Job-Ready
03
Enter the Industry
- Grab a job based on your Portfolio
- Work with Banks, Insurances, Mutual Funds, Wealth Managers
- Learn Everything with your Job for 2-3 yrs
04
Take other Certifications
- Get Other CFP, CWM, NISM Certifications alongside your Job
- Get empanelled with Companies, increases earning potential
05
Grow Your Base after 2-3 Years
- By now you have a strong experience base, all required certifications
- Choose between Corporate life or start your own venture as a Financial Advisor
Meet Your Instructor
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.
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