Course Curriculum

Detailed, industry-aligned syllabi for our flagship programs. Every module is designed around what BFSI employers actually look for.

🏦
COURSE 1

Banking & Financial Services

⏱ 3 Months 👥 Live + Recorded 📜 NISM VA Certified

A comprehensive program equipping you with the certifications, skills, and knowledge needed for a successful career in banking and financial services.

01
📊

Role of Banks & Banking Principles

Build a strong foundational understanding of how banks operate — their structure, functions, and the regulatory framework that governs the Indian banking system.

  • Introduction to Mutual Funds & Types
  • Legal & Regulatory Framework (SEBI, AMFI)
  • Fund Selection & Risk Assessment
  • Investor Service & KYC Process
  • NAV Calculation & Performance Metrics
  • Mock Exam Practice Sessions
Certification: NISM VA Certificate
02
💰

Financial Basics & Banking Fundamentals

Build a strong foundation in financial concepts, banking operations, and the BFSI ecosystem.

  • Time Value of Money & Interest Calculations
  • Types of Banks & Financial Institutions
  • Banking Products: Loans, Deposits, Cards
  • Credit Appraisal & Loan Processing
  • Financial Statements & Ratios
  • RBI Guidelines & Monetary Policy Basics
Skill: Banking Domain Knowledge
03
🔍

AML / KYC & POSH Certification

Mandated compliance training — understand anti-money laundering laws, customer due diligence, and workplace conduct standards.

  • Prevention of Money Laundering Act (PMLA)
  • Know Your Customer (KYC) Norms & Process
  • Customer Due Diligence (CDD) & Enhanced Due Diligence
  • Suspicious Transaction Reporting (STR)
  • POSH Act — Prevention of Sexual Harassment
  • Compliance Case Studies
Certification: AML/KYC + POSH Compliant
04
🤝

Customer Relationship Management (CRM)

Master the art of building, managing, and growing client relationships — a core skill for every banking professional.

  • Understanding Customer Lifecycle & Needs
  • Banking CRM Tools & Systems
  • Cross-selling & Up-selling Strategies
  • Complaint Handling & Resolution
  • Retention Techniques for High-Value Clients
  • NPS Score & Customer Satisfaction Metrics
Skill: Client Management & Revenue Growth
05
🗣️

Soft Skills & Professional Communication

Develop the professional demeanor, communication skills, and corporate etiquette expected by top BFSI employers.

  • Business Communication — Written & Verbal
  • Presentation & Public Speaking Skills
  • Email & Report Writing Etiquette
  • Corporate Grooming & Professionalism
  • Team Collaboration & Leadership Basics
  • Stress Management & Time Management
Skill: Corporate Readiness
06
📋

Banking Operations & Digital Banking

Hands-on understanding of day-to-day banking operations, digital banking platforms, and regulatory compliance in operations.

  • Branch Operations & Cash Management
  • NEFT, RTGS, IMPS & Digital Payments
  • Internet Banking & Mobile Banking Systems
  • Account Opening & Maintenance Procedures
  • Trade Finance & LC Basics
  • Fintech Innovations & UPI Ecosystem
Skill: Banking Operations Proficiency
07
💼

Sales, Business Development & RM Skills

Learn the sales framework used by top relationship managers to acquire customers, manage portfolios, and achieve targets.

  • Lead Generation & Prospecting Techniques
  • Sales Pitch & Objection Handling
  • CASA, FD & Loan Sales Strategies
  • Wealth Products & Advisory Sales
  • Pipeline Management & CRM Usage
  • Target Achievement Psychology
Role: Relationship Manager / Sales Executive
08
🚀

Interview Preparation & Placement Support

Dedicated placement-readiness module — resume building, mock interviews, and direct referrals to 120+ BFSI hiring partners.

  • Resume & LinkedIn Profile Optimization
  • Banking Interview Q&A — HR + Technical
  • Mock Interview Sessions (3 rounds)
  • Group Discussion & Assessment Centers
  • Offer Negotiation & Joining Formalities
  • Direct Referrals to Hiring Partners
Outcome: Placement in Top Bank/NBFC

Ready to begin your banking career?

Join the next batch — limited seats available.

Enroll in Banking Course
🛡️
COURSE 2

Wealth Management

⏱ 3 Months 👥 Live + Recorded 📜 IC 38 Certified

A complete program covering IC 38 certification, MF advisory, insurance planning, and customer management — designed for careers in insurance and wealth management.

01
📝

IC 38 Exam Preparation

The mandatory IRDAI examination for every insurance agent. Our structured prep ensures first-attempt success.

  • Principles of Insurance & Risk Management
  • Types of Life & Non-Life Insurance
  • IRDA Act & Regulatory Framework
  • Policy Documentation & Claim Process
  • Underwriting Basics & Policy Conditions
  • IC 38 Mock Tests & Past Paper Practice
Certification: IRDAI / IC 38 Qualified
02
🏥

Insurance Basics & Product Knowledge

Deep understanding of all insurance categories — life, health, general, and unit-linked products — essential for advisory roles.

  • Term Life vs Whole Life vs ULIPs
  • Health Insurance Plans — Individual & Floater
  • Critical Illness & Disability Riders
  • Motor, Travel & Property Insurance
  • Premium Calculation Methods
  • Policy Comparison & Customer Suitability
Skill: Complete Insurance Product Expertise
03
📈

Mutual Fund Advisory (MF)

Understand mutual fund products to offer bundled financial planning solutions combining insurance and investment advisory.

  • MF Product Types — Equity, Debt, Hybrid
  • SIP, SWP & Lump Sum Investment Strategies
  • Risk Profiling of Investors
  • Portfolio Construction for Different Goals
  • AMFI Norms & Compliance
  • Presenting MF + Insurance as a Wealth Plan
Skill: Integrated Financial Planning
04
🎯

Customer Acquisition & Sales Process

A structured, certified process for converting leads into long-term clients — covering prospecting, pitching, and closing.

  • Prospecting Methods — Cold Call, Referrals, Social
  • Needs Analysis & Goal-Based Selling
  • Presenting Insurance Solutions Effectively
  • Overcoming Common Objections
  • Closing Techniques & Follow-up Strategies
  • Ethical Selling & IRDAI Code of Conduct
Certification: Process Certified — Customer Acquisition
05
🤝

Customer Relationship Management

Build lasting client relationships through systematic portfolio reviews, renewal management, and proactive service.

  • Client Portfolio Tracking & Reviews
  • Policy Renewal & Premium Collection Process
  • Upselling Insurance Riders & Add-ons
  • Handling Complaints & Claim Assistance
  • Building Referral Networks from Existing Clients
  • Digital CRM Tools for Insurance Agents
Skill: Long-Term Client Retention
06

Customer Service Excellence

Deliver exceptional, consistent customer experiences that build trust, loyalty, and referrals in the insurance sector.

  • Service Standards & SLA Management
  • Claims Support & Assistance Process
  • Post-Sale Engagement Strategies
  • Digital Service Channels — WhatsApp, Email, App
  • Grievance Escalation & Resolution Framework
  • CSAT & NPS in Insurance Context
Skill: Service Excellence & Retention
07
🗣️

Soft Skills & Professional Development

Build the interpersonal skills and professional presence needed to succeed in client-facing insurance and wealth roles.

  • Confident Business Communication
  • Active Listening & Empathy Training
  • Negotiation & Persuasion Techniques
  • Personal Branding for Insurance Advisors
  • Digital Presence — LinkedIn & Social Selling
  • Goal Setting & Self-Motivation Frameworks
Skill: Professional Advisor Presence
08
🚀

Interview Preparation & Placement Support

End-to-end placement assistance — from crafting your resume to acing insurance company interviews and getting your first offer.

  • Insurance-Specific Resume Building
  • Common Interview Questions — LIC, HDFC Life, ICICI Pru
  • Mock Interview Rounds (3 sessions)
  • License & Agency Code Registration Guidance
  • Freelance vs Employment Models in Insurance
  • Referrals to Hiring Partners & Insurers
Outcome: Placed as Insurance Advisor / Wealth Manager

Ready to build your insurance career?

Join the next batch — limited seats available.

Enroll in Insurance Course