Chartered Financial Expert

BY
FinX

Initiate your career in the banking, financial services and insurance (BFSI) sector by taking the short term course titled Chartered Financial Expert.

Mode

Online

Duration

3 Months

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study, Virtual Classroom
Mode of Delivery Video and Text Based

Course overview

The course titled Chartered Financial Expert is a short-term professional certification tailored for individuals seeking to initiate a successful career within the Banking, Financial Services, and Insurance Industry. Developed with a practitioner's perspective in mind, the curriculum is strategically designed to cultivate a pertinent skill set and practical knowledge essential for establishing a competitive advantage in the industry.

Through a structured approach, the Chartered Financial Expert certification by FinX equips participants with the necessary expertise to excel in their careers. Emphasizing hands-on learning and real-world applications, the program imparts essential skills that directly translate into effective performance within the industry. By focusing on practical knowledge, the Chartered Financial Expert course prepares candidates to navigate the complex landscape of the financial sector.

The Chartered Financial Expert training is tailored to provide a solid foundation, enabling individuals to confidently navigate the nuances of banking, financial services, and insurance. The curriculum encompasses a diverse range of topics, ensuring that participants develop a well-rounded understanding of the industry dynamics and practices.

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The highlights

  • Hybrid Learning
  • 250 Hours of Modules
  • Self-Paced Course
  • Offered by FinX
  • 3-Months Course

Program offerings

  • Placement support
  • Certificate
  • Classroom lessons
  • Expert faculty

Course and certificate fees

certificate availability

Yes

certificate providing authority

FinX

Who it is for

The Chartered Financial Expert certification course offers a range of employability options in the Banking, Financial Services and Insurance industry. Few of these career options include:

Eligibility criteria

Academic Qualifications

  • Individuals who are in their final year of graduation or have completed their graduation are eligible for the Chartered Financial Expert online course.
  • They should have a minimum score of 50% in 10th, 12th, and graduation.

Certification Qualifying Details

Participants must successfully complete the course in order to qualify for Chartered Financial Expert certification.

What you will learn

By completing the Chartered Financial Expert certification syllabus, participants will acquire a multifaceted skill set and a comprehensive understanding of essential concepts within the Banking, Financial Services, and Insurance (BFSI) Industry. This program is designed to equip individuals with the practical knowledge and expertise required to excel in their careers and gain a competitive edge in the field.

Through the syllabus of the Chartered Financial Expert certification course, participants will develop a deep understanding of various aspects of the industry, including banking operations, financial services, and insurance practices. The curriculum covers topics such as risk management, financial analysis, investment strategies, and regulatory compliance. Participants will also gain insights into customer relationship management, financial products, and market trends.

Furthermore, the Chartered Financial Expert online course focuses on fostering critical skills, such as data analysis, problem-solving, and effective communication, all of which are crucial for success in the financial sector. Participants will learn to navigate complex financial scenarios, interpret market trends, and make informed decisions that align with industry best practices.

By the end of the course, participants will have a solid grasp of financial concepts, tools, and strategies. They will be well-equipped to contribute meaningfully to the banking, financial services, and insurance sectors, positioning themselves as valuable assets to employers in an industry characterized by dynamic challenges and opportunities.

The syllabus

Technical Skills

  • Introduction To Securities Markets
  • Securities: Types, Features And Concepts
  • Primary Markets
  • Secondary Markets
  • Derivative Markets
  • Mutual Fund
  • Banking
  • Lending
  • Insurance Concepts And Life Insurance
  • Health Insurance
  • General Insurance
  • Financial Planning

Behavioural Skills

  • Growth Mindset
  • Grit, Purpose and Resilience
  • Communication
  • Grooming
  • Time Management
  • Excellence and process orientation
  • Work Ethics

Business and Selling Skills

  • What is Selling?
  • Customer Needs
  • Sales Process
  • Steps of Sales -II
  • Territory Coverage
  • Relationship Management
  • Sales Data Analytics
  • Virtual sales

Admission details

To enrol for the Chartered Financial Expert classes, participants are required to follow these steps:

Step 1. Register to www.finxpert.com 

Step 2. Upload your resume to the website.

Step 3. Pay the CFX fees. 

Step 4. Take the online aptitude test.

The course material can then be accessed by the participants.

Scholarship Details

Deserving candidates have the opportunity to receive financial support through either the ID Finxperts Skilling Foundation or their respective employers.

How it helps

Chartered Financial Expert certification benefits the participant by providing the with a thorough understanding of the BSFI industry in order to kickstart their career in the same. The certification validates their expertise and readiness to tackle the complexities of the financial sector.

The practical approach of the course equips individuals with real-world skills that are directly applicable in their professional roles. This enables them to navigate industry challenges, make informed decisions, and contribute effectively to their organizations. Additionally, the recognition and credibility associated with the Chartered Financial Expert certification enhance participants' employability and potential for career growth.

Moreover, FinX guarantees 100% placement after the completion of the course. Individuals are only required to pay the complete course fees after placement.

FAQs

What is the mode of delivery of this course?

The course is delivered in hybrid mode.

Is the Chartered Financial Expert online course trainer-led or self-paced?

There are about 250 hours of study modules that can be approached at the learner’s pace. Additionally, there are also trainer-led classroom sessions and live virtual sessions.

Will I receive a certificate for the Chartered Financial Expert online programme?

Learners will be provided with a certificate after completion of the course.

Does the programme allow EMI payment option?

Yes, the programme fees can be paid through EMI.

What are the career options available after completing the programme?

Graduates of the programme can pursue a career in the field of BFSI Industry.

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