Banking, Financial Services, Insurance (BFSI) - Certifications

IndiaSkills offers a Level 2 Diploma in Financial Advisory and Marketing Services (9805–01) qualification, a 187-hour programme that has been specially designed to provide learners with the skills and knowledge required to meet industry standards. Led by qualified and experienced faculty, the interactive classroom sessions provide learners with essential knowledge, while the practice sessions prepare learners for real life situations enabling them to test, practice and anchor key skills. The programme reaches out to learners from varying backgrounds through clearly and simply sculpted modules and through value additions such as financial planning sessions and interactive modules on personal effectiveness and selling skills.

The learner will gain the following skills after the course:
» Understanding of financial concepts.
» Financial planning ability.
» Understanding of Banking, Financial Services, Insurance (BFSI) industry and products.
» Understanding of insurance domain and products.
» Understanding of mutual funds industry and products.
» Documentation and compliance knowledge.
» Selling skills.
» Relationship management skills.

Levels	Level 2
Qualification	Diploma in Financial Advisory and Marketing Services
Eligibility	Age -18 yrs or above. Education-12th pass.
Duration in hours	187
Assessment	Formative assessment: Assessment of specific units, where underpinning knowledge is tested with MCQs and skills are tested through assignments.   Summative assessment: Assessment at the end of the course, where underpinning knowledge is tested with MCQs and skills are tested through synoptic assignments.
Career	Entry-level feet-on-street executive for marketing financial products at supervisory levels; executives who handle High Net Worth Individuals (HNWI) and have a team of feet-on- street professionals working for them.   The learners can later do higher level courses with IndiaSkills for managerial or supervisory roles.