Course Details

BFSI Sector is one of the most complicated industries as it has various segments, products, regulations etc.

Single workshop covering many aspects of BFSI sector

Relationship Manager / Wealth Manager is one of the most lucrative jobs in BFSI sector 

72% of fresher's accepted that they did not have much knowledge about Banking products, Markets, Insurance & Portfolio Management.  


Why?

  • Maximum finance & Marketing jobs in BFSI sector
  • Financial Analysis of Bank
  • Banking / Mutual Funds / Insurance / Equities / Assets
  • In-depth Product Insight 
  • Portfolio/Investment/ Wealth Management / Advisory
  • Asset Allocation / Returns
  • Live Examples & Real Cases
  • 20+ hours of learning
  • Lifetime Access to Online Course
  • Completion Certificate


Course Brochure for more details - 06. Banking Fundamentals.pdf

Course curriculum

  • 1

    Introduction to Banking

    • Introduction to Banking Industry

    • Business of Banking

    • Lending Rates

    • Loan Calculations
  • 2

    Banking Financial Statements & Analysis

    • Decoding Income Statement

    • Decoding Balance Sheet

    • Other Information for Analysis

    • CAMELS Analysis

    • Capital Adequacy - Overview

    • Capital Adequacy - Ratio Calculation

    • Asset Quality - Account Categorization

    • Asset Quality - Ratio Calculations

    • Asset Quality - Dealing with NPAs

    • Management Capability - Business Growth Ratios

    • Management Capability - Productivity Ratios

    • Management Capability - Return & Shareholder Ratios

    • Earning - Ratio Calculation

    • Liquidity - Ratio Calculation
  • 3

    Mutual Funds

    • Business of Mutual Funds

    • Type of Mutual Funds

    • Overview of Mutual Fund Industry

    • NAV & Return Calculations

    • Analyzing Mutual Fund Performance

    • Analyzing Mutual Fund Performance - 2
  • 4

    Equity Markets

    • Fundamental vs Technical Analysis

    • Identifying Trends

    • Candle Stick Charts

    • Indicators
  • 5

    Insurance

    • Business of Insurance

    • Overview of Insurance Industry

    • Types of Life Insurance

    • Premium Calculation Simplified

    • Types of General Insurance

    • Types of Health Insurance

    • Types of Commercial Insurance
  • 6

    Alternative Investment Funds (AIF) & Portfolio Management Services (PMS)

    • Introduction to AIFs

    • AIF - Real Estate Fund Strategy

    • AIF - Hedge Fund Strategy

    • Portfolio Management Services - 1

    • Portfolio Management Services - 2
  • 7

    Wealth Management

    • Financial Planning

    • Risk Profiling & Model Portfolios

    • Portfolio Management Excercise

    • Distribution vs Advisory Business Models

    • Revenue Sharing / Commission