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

  • 3

    Mutual Funds

  • 4

    Equity Markets

  • 5

    Insurance

  • 6

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

  • 7

    Wealth Management