BFSI Academy Program

Investment & Wealth Products

The premium track — sell mutual funds, equity and wealth products.

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Duration

45 Hours

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Mode

Classroom / Online

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Location

Nashik / PAN India

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Target

Wealth & Investment Advisory Roles

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Program Overview

About This Program

As India's middle class grows, so does demand for investment advice. This 45-hour premium program trains you in mutual funds, equity products, portfolio concepts and SEBI guidelines — preparing you for wealth management, MF distribution, and relationship banking roles. Includes NISM Series V-A exam preparation.

What Sets This Apart

✓ NISM Series V-A Exam Preparation included
✓ Mutual Funds — complete product training
✓ Portfolio advisory concepts covered
✓ SEBI compliance and investor protection
✓ SIP selling techniques and goal-based planning
✓ Highest growth sector in Indian BFSI

How to Join

Admission Process

Enquire

Share your profile and investment knowledge background.

Counselling

Confirm this is the right track for your goals.

Enrolment

Secure your seat in the next batch.

45-Hour Training

Deep sessions on products, regulations and advisory skills.

NISM Prep + Placement

Appear for NISM exam and access career opportunities.

What You'll Learn

Course Curriculum

1. Mutual Fund Fundamentals

What is a Mutual Fund?
Types of Mutual Funds — Equity, Debt, Hybrid
NAV, AUM and Fund Structure
AMC and Distributor Roles
SEBI Regulations for MFs
SIP vs Lump Sum
2. Equity & Markets
Stock Market Basics
BSE / NSE — How They Work
Primary vs Secondary Market
Sensex and Nifty Explained
Demat and Trading Account
Basics of Fundamental Analysis
3. Wealth Products
Portfolio Management Services (PMS)
Alternative Investment Funds (AIF)
Bonds and NCDs
NPS — National Pension System
Gold as Investment — ETFs, SGBs
Real Estate Investment Trusts (REITs)
4. SEBI & Compliance
SEBI — Role & Powers
Investor Protection Guidelines
KYC / Risk Profiling
Anti-Money Laundering (AML)
Mis-Selling Prevention
NISM Certification Framework
5. Wealth Advisory Skills
Goal-Based Financial Planning
Risk Profiling Customers
Asset Allocation Basics
SIP Pitch and Objection Handling
Reviewing & Rebalancing a Portfolio
Wealth Relationship Building

Who Should Apply

Eligibility

✓ Graduate in any discipline (Commerce / Finance preferred)

✓ Basic understanding of savings and investments

✓ Strong interest in financial markets

✓ Good communication and client-facing skills

After Graduation

Where This Can Take You

🎯 Mutual Fund Distributor (ARN Holder)

🎯 Wealth Relationship Manager

🎯 Investment Advisor (Trainee)

🎯 Portfolio Services Executive

🎯 Financial Planning Associate

🎯 Equity Sales Officer — Broking Firm

What You Earn

Certifications

🏅 BFSI Academy — Investment & Wealth Certificate

🏅 NISM Series V-A: Mutual Fund Distributors Certificate (exam-based)

🏅 Assessment Completion Certificate

Get In Touch

Apply for Investment & Wealth Products

Our counselling team will contact you within 24 hours.

📞 +91-8806664444 📞 +91-8308406968 ✉ info@bfsiacademy.in

Program Fee

NISM exam fee is separate and payable directly to NISM. Ask our team for details.

Common Questions

FAQs

It's a SEBI-mandated certification for mutual fund distributors in India. This program fully prepares you for this exam.

Yes — this is our premium track, best suited for those with some interest in financial markets.

Yes — once you pass NISM V-A and get your ARN number, you can legally distribute MFs in India.

Very high — especially for MF distributors with growing AUM and wealth RMs at private banks.