Program
Investment & Wealth Products
Mutual funds, wealth products, risk profiling and advisory ethics.
Eligibility
Graduates, final-year students, and early-career professionals seeking BFSI roles.
Curriculum
1. BFSI workplace context
2. Product and customer fundamentals
3. Sales practice and documentation
4. Compliance, ethics and assessments
5. Placement readiness
Certification
Digital certificate issued after course completion and assessment clearance.
Placement Support
Resume review, mock interview practice, sales simulations and hiring partner alignment.
Career Opportunities
Branch banking, sales, relationship management, operations and customer acquisition roles.
Curriculum
Orientation and BFSI Context
Demo module for investment & wealth products.
Orientation and BFSI Context Chapter
Orientation and BFSI Context - Lesson 1 (youtube)
11 min
Orientation and BFSI Context - Lesson 2 (youtube)
13 min
Orientation and BFSI Context - Lesson 3 (pdf)
15 min
Orientation and BFSI Context - Lesson 4 (youtube)
17 min
Orientation and BFSI Context - Lesson 5 (external link)
19 min
Wealth Product Fundamentals
Demo module for investment & wealth products.
Wealth Product Fundamentals Chapter
Wealth Product Fundamentals - Lesson 1 (youtube)
11 min
Wealth Product Fundamentals - Lesson 2 (youtube)
13 min
Wealth Product Fundamentals - Lesson 3 (pdf)
15 min
Wealth Product Fundamentals - Lesson 4 (youtube)
17 min
Wealth Product Fundamentals - Lesson 5 (external link)
19 min
Customer Conversation Practice
Demo module for investment & wealth products.
Customer Conversation Practice Chapter
Customer Conversation Practice - Lesson 1 (youtube)
11 min
Customer Conversation Practice - Lesson 2 (youtube)
13 min
Customer Conversation Practice - Lesson 3 (pdf)
15 min
Customer Conversation Practice - Lesson 4 (youtube)
17 min
Customer Conversation Practice - Lesson 5 (external link)
19 min
Documentation and Compliance
Demo module for investment & wealth products.
Documentation and Compliance Chapter
Documentation and Compliance - Lesson 1 (youtube)
11 min
Documentation and Compliance - Lesson 2 (youtube)
13 min
Documentation and Compliance - Lesson 3 (pdf)
15 min
Documentation and Compliance - Lesson 4 (youtube)
17 min
Documentation and Compliance - Lesson 5 (external link)
19 min
Assessment and Placement Readiness
Demo module for investment & wealth products.
Assessment and Placement Readiness Chapter
Assessment and Placement Readiness - Lesson 1 (youtube)
11 min
Assessment and Placement Readiness - Lesson 2 (youtube)
13 min
Assessment and Placement Readiness - Lesson 3 (pdf)
15 min
Assessment and Placement Readiness - Lesson 4 (youtube)
17 min
Assessment and Placement Readiness - Lesson 5 (external link)
19 min