Studies and Surveys conducted by various organizations has shown that the Banking & Financial Services Sector is one of the fastest growing sectors in our economy, and there is a large gap in skilled human resources available for employment. With almost all major banks and financial institutions starting and growing their Wealth Management division, there is much need for Investment Advisors. To meet the growing need of certified professionals and to gain an edge in acquiring the requisite skills, this certification is offered.
Know the basics of investment advisory, steps in the advisory process, making and implementation of financial plan.
Understand how to evaluate different financial products, their suitability and how the recommendation of the same can impact investment risks, returns and strategies in a personal finance environment for investors and prospective investors in the market.
Learn Tax ,Wealth and Succession planning for High Networth Individuals,
Get acquainted with financial planning as an approach to investing, insurance, retirement planning as an aid for advisers to develop long term relationships with their clients.
Understand the Asset Allocation process based on the Life and Wealth Cycle of the investor
This training program will be conducted by Highly Skilled and Experiences Trainers and Wealth Managers.
This capital market training program is a 15 Hour Hands on Training program that will be conducted in the college itself.
An assessment will be done after the training and successful students will be issued a certificate.
Students also have the option to take up an additional IAP- NISM certification exam by themselves.(* Fees Extra- FINMARK will assist in helping them register for the exam)
This capital markets certification courses will give you an edge in terms of excellent career opportunities.
This capital markets certification courses is well recognized by the Banking and Financial Industry.
COST OF THE PROGRAM ( INCLUDING ACCESS TO OUR ONLINE LEARNING MODULE)- INDIA- Rs 1800 , UAE – 200 Dhs.
Finmark’s E-Learning module is probably India’s first complete E-Learning solution for Financial and Capital markets education. Our first e-learning module is the INVESTMENT ADVISOR MODULE . This module is designed for knowledge enhancement in terms of Financial planning, Retirement planning, Insurance planning, Succession planning etc.This module with its easy to understand examples, mock tests and “learning- tracking” feature will help students who aspire to clear the NISM- INVESTMENT ADVISOR (LEVEL 1) module.
To know about these E-LEARNING modules and to register for the same , kindly contact Benitta@finmark.co.in or moorthy@finmark.co.in.
The Fundamentals of the Capital Markets (FCM) is a two day program aimed at students pursuing Graduate and Post Graduate programs in any stream. It fast tracks them into understanding the nature and use of the Capital Markets and the various products traded in the Capital Markets.
Increasingly, all employers are expecting students to be conversant with Capital Market concepts irrespective of the stream of specialization.
The program is such that the students do not need any background in finance to benefit from it. Both Computer Science and Commerce, Economics and MBA stream students will benefit from this program.
Some of the highlights of the program are:
Students gain a sound understanding of the need for capital markets.
They understand the concepts of Risk and Reward.
They gain knowledge of the different products which are traded in capital markets.
They will understand the various asset classes and its risk vs reward.
They learn about the derivative market and the various derivative products.
Students gain understanding of the various financial statements and Ratio’s from a company valuation.
The program is such that the students do not need any background in finance to benefit from it. Both Computer Science and Commerce, Economics and MBA stream students will benefit from this program.
The program will be delivered in the class rooms by experienced practitioners from the financial markets. There will be inter-active sessions involving talks, quizzes and games. The students will have to take up a written test. Successful students will be awarded certificates from Finmark.
This is a two- three day program comprising of sessions Totalling 10 hours. Students will be awarded certificates from Finmark on successful completion of an online examination conducted by the NSE .
Click here to register for this program.
The Mutual Fund Investing (MFI) is a two day program aimed at students pursuing Graduate and Post Graduate programs in any stream. It fast tracks them into understanding the nature and use of Mutual Funds as a powerful investment vehicle. Besides, this program also improves the employability of the students.
Some of the highlights of the program are:
Students learn to appreciate the significance of Financial Planning.
Students get a good insight into the characteristics of different asset classes.
Students understand volatility and its relationship with reward.
Students will learn the importance of Volatility, Liquidity and Returns.
Students will understand the need for asset allocation.
Students will understand the different kinds of Mutual Funds and their uses.
The program is so designed that the students do not need any background in finance to benefit from it. Science, Commerce, Economics , MBA and even Engineering stream students will benefit from this program.
The program will be delivered in the class rooms by experienced practitioners from the financial markets. There will be inter-active sessions involving talks, quizzes and games.
This is a two day program and will be spread over 12 hours. There will be a test conducted by Finmark. Successful students will be awarded certificates from Finmark.
*Students can also optionally appear for the NISM – Series – V-A- Mutual Fund Distributors Certification Examination conducted by the National Institute of Securities Market by paying the requisite fee to the NISM Read More.
Click here to register for this program.
The Basics of Derivatives (BOD) is a two day program aimed at the students pursuing Graduate and Post Graduate programs in Commerce, Economics and Tax. It has also been found extremely useful for students who are doing their BBA or MBA.
This program gives a solid foundation on Financial Market Derivatives. It explains how these financial tools are used to mitigate risk.
Some of the highlights of the program are:
Students learn about the origin of and the need for the financial markets.
Students understand the significance and the need for Hedging.
Students learns about different Derivative tool.
Students will learn the importance of Volatility, Liquidity and Returns.
Students learn about Margins and how they are used to safeguard market integrity.
Students get to understand different kinds of Options.
Students get to understand simple Option Strategies.
Students gain an understanding of the Operational Mechanism of the Equity Derivatives market.
The program will be delivered in the class-rooms by experienced practitioners from the financial markets. There will be inter-active sessions involving talks, quizzes and games.
This is a two day program and will be spread over 12 hours. There will be a written test conducted by Finmark. Successful students will be awarded certificates from Finmark.
*Students can also optionally appear for the NISM-Series-VIII: Equity Derivatives Certification Examination conducted by the National Institute of Securities Market by paying the requisite fee to the NISM.
Click here to register for this program.
The Securities Operations and Risk Management (SORM) is a two day program aimed at the students pursuing Graduate and Post Graduate programs in Commerce, Economics and Tax. It has also been found extremely useful for students who are doing their BBA or MBA.
Some of the highlights of the program are:
Students understand the role of regulators and the legal framework within which the Capital markets operate.
Students gain a sound understanding of the different market participants and their roles.
Students get a good understanding of the different products traded in the capital markets.
Students learn to appreciate the differences between the Front, Middle and the Back Offices.
Students learn about Margins and how they are used to safeguard market integrity.
Students learn about the Trade Life Cycle and the role of the market participants in the different stages. They will also understand the functions of the back office of a securities firm.
Students understand how Investor Grievances can be redressed.
The program will be delivered in the class rooms by experienced practitioners from the financial markets. There will be inter-active sessions involving talks, quizzes and games.
This is a two day program and will be spread over 12 hours. There will be a written test conducted by Finmark. Successful students will be awarded certificates from Finmark.
*Students can also optionally appear for the NISM-Series-VII: Securities Operations and Risk Management Certification Examination conducted by the National Institute of Securities Market by paying the requisite fee to the NISM.
Click here to register for this program.