Entrepreneurship in Financial Products -Udyogwardhini.

Become a financial advisor, manage portfolios, insurance policies & mutual funds to grow your wealth

Duration 3 Weeks
Batch Start Will inform you soon
Fees 6000/- Live Online
Duration : 3 Weeks
Batch Start : Will inform you soon
Fees : 6000/- Live Online

About Courses

Our course, Entrepreneurship in Financial Products, has been conceptualized to imbibe the learner with the knowhow of becoming a successful entrepreneur in the financial sector. The course content provides comprehensive knowledge of the financial industry as well as the business acumen to set up your own enterprise centered on financial products. In the first step, the curriculum involves training on the project selection, business analysis, industry assessments, and planning business strategy. In the second step, the course enables you to execute your strategy in the context of shares, futures and options, commodity, currency exchanges, deposits, mutual funds, bank investments, and different types of loans. With this course, you will be able to sell your financial products with high returns on negligible investments.

NEED

Finance is the most significant pillar of any modern institution, including households, companies, and even the entire nation. The Indian finance sector is highly diversified and has registered rapid growth in the past few years with fast-developing established firms and infiltration of novel financial services powered by innovative ideas. The industry comprises commercial banks, insurance firms, non-profit financials, cooperatives, investment funds, mutual funds, and many smaller entities. The recent approval for the formation of payment banks has also contributed to building the country's strong financial standing.

With the support of the government and transforming the mindset of the public for credit, insurance, savings, and deposits, the financial sector is one of the fastest-growing industries in Indian as well as the world. The global market capitalization in 2019 is USD 90 trillion, out of which USD 7.9 trillion is from the global banking sector, which includes only the publicly traded banks. Even in India, commercial banks account for 64 % of the total assets of the entire financial industry. The AUM or Assets under Management of Mutual Funds Industry of India has inflated from USD 156.82 billion in October 2014 to USD 339.55 billion in April 2020. Even the insurance sector has been booming with a total first-year premium of life insurance companies reaching USD 36.73 billion in FY20. The expanding secondary market recorded USD 2.5 billion across 17 IPOs in 2019. In current times, India is one of the strongest economies with secure banking and insurance organizations. It is predicted that by 2028 India will become the 4th largest private wealth market.

About Program

Our course, Entrepreneurship in Financial Products, has been conceptualized to imbibe the learner with the knowhow of becoming a successful entrepreneur in the financial sector. The course content provides comprehensive knowledge of the financial industry as well as the business acumen to set up your own enterprise centered on financial products.

In the first step, the curriculum involves training on the project selection, business analysis, industry assessments, and planning business strategy. In the second step, the course enables you to execute your strategy in the context of shares, futures and options, commodity, currency exchanges, deposits, mutual funds, bank investments, and different types of loans. With this course, you will be able to sell your financial products with high returns on negligible investments.

Finance is the most significant pillar of any modern institution, including households, companies, and even the entire nation. The Indian finance sector is highly diversified and has registered rapid growth in the past few years with fast-developing established firms and infiltration of novel financial services powered by innovative ideas. The industry comprises commercial banks, insurance firms, non-profit financials, cooperatives, investment funds, mutual funds, and many smaller entities. The recent approval for the formation of payment banks has also contributed to building the country's strong financial standing.

With the support of the government and transforming the mindset of the public for credit, insurance, savings, and deposits, the financial sector is one of the fastest-growing industries in Indian as well as the world. The global market capitalization in 2019 is USD 90 trillion, out of which USD 7.9 trillion is from the global banking sector, which includes only the publicly traded banks. Even in India, commercial banks account for 64 % of the total assets of the entire financial industry. The AUM or Assets under Management of Mutual Funds Industry of India has inflated from USD 156.82 billion in October 2014 to USD 339.55 billion in April 2020. Even the insurance sector has been booming with a total first-year premium of life insurance companies reaching USD 36.73 billion in FY20. The expanding secondary market recorded USD 2.5 billion across 17 IPOs in 2019. In current times, India is one of the strongest economies with secure banking and insurance organizations. It is predicted that by 2028 India will become the 4th largest private wealth market.

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Syllabus

  • Start-up Process
  • Entrepreneurial Personality Development in Financial Sector
  • Project Selection Tool
  • Business Opportunities
  • Market Survey Techniques
  • Preparation & Execution of Business Plan
  • Preparation of Project Reports / Documentation.
  • Goal Setting & Planning
  • How to overcome challenges
  • Business Growth Mantra
  • Communication Skills- Convincing People
  • Time Management
  • Financial Management: Introduction, Meanings and Goals of Financial Management
  • Financial Planning: Introduction, Objectives, Benefits, Guidelines, Steps in Financial Planning, Factors Affecting Financial Planning
  • Time Value of Money: Introduction, Rationale, Future Value, Present Value, Valuation of Bonds and Share.
  • Cost of Capital: Introduction, Meaning of Cost of Capital, Cost of Different Sources of Finance, Weighted Average Cost of Capital
  • What is investment planning?
  • Setting your investment goals
  • How We Make Investment Decisions
  • Understanding your investment personality
  • Managing and monitoring the portfolio
  • Mutual Funds & Related Products
  • Retirement Planning
  • Basic Concept & Terminologies of Share Market
  • Introduction to shares, Indian Share Market NSE,BSE
  • Basic Requirements for share trading/investment
  • Factors influencing Prices Changes of stocks & commodities
  • Commodity, Currency, Future & Options trading strategies
  • Fundamental & Technical Analysis in Stock Market
  • Selection of funds
  • Awareness about ETF, liquid funds, Mutual Fund,etc
  • Systematic Investment Plan & Portfolio Management
  • Insurance Legislation
  • The Insurance Market
  • Fire and Marine Coverage
  • Miscellaneous Coverage’s
  • Life Insurance Organization
  • Annuities
  • Group Insurance
  • Assignment, Nomination, Loans, Surrenders, Foreclosure Policy Claims
  • Commercial - Consumer - Leases
  • Home - Vehicle - Personal loan
  • Loan against Property Business Commercial etc
  • Credit Card & Letters of Credit
  • Risk Management
  • Credit and Operational Risk
  • Allowance for Loan and Lease Losses
  • Reserves
  • Asset/Liability Management (e.g., pricing, liquidity)
  • Trading Market
  • Role of Money and Banking
  • Effect of Interest Rate Movements
  • Monetary Management Theories
  • Bank Rate
  • CRR
  • SLR
  • Repo rate
  • Rev. Repo Rate
  • E.Bankers View towards customers
  • Introduction to Real Estate Marketing
  • Types of Accounting, Taxation & Finance
  • Proprietorship firm
  • Partnership firm
  • LLP
  • Private Limited
  • Public Limited
  • Tax Deduction at Source (TDS)
  • GST & Registration under GST

syllabus

In this program, you will learn both the entrepreneurial and technical aspects. After the fulfillment of the program, you can start your own business of selling Financial Products offered by various NBFCs.

    EDP INPUTS

  • Start-up Process
  • Entrepreneurial Personality Development in Financial Sector
  • Project Selection Tool
  • Business Opportunities
  • Market Survey Techniques
  • Preparation & Execution of Business Plan
  • Preparation of Project Reports / Documentation.
  • Goal Setting & Planning
  • How to overcome challenges
  • Business Growth Mantra
  • Communication Skills- Convincing People
  • Time Management

FINANCIAL INPUTS

  • Financial Management: Introduction, Meanings and Goals of Financial Management
  • Financial Planning: Introduction, Objectives, Benefits, Guidelines, Steps in Financial Planning, Factors Affecting Financial Planning
  • Time Value of Money: Introduction, Rationale, Future Value, Present Value, Valuation of Bonds and Share.
  • Cost of Capital: Introduction, Meaning of Cost of Capital, Cost of Different Sources of Finance, Weighted Average Cost of Capital
  • What is investment planning?
  • Setting your investment goals
  • How We Make Investment Decisions
  • Understanding your investment personality
  • Managing and monitoring the portfolio
  • Mutual Funds & Related Products
  • Retirement Planning
  • Basic Concept & Terminologies of Share Market
  • Introduction to shares, Indian Share Market NSE,BSE
  • Basic Requirements for share trading/investment
  • Factors influencing Prices Changes of stocks & commodities
  • Commodity, Currency, Future & Options trading strategies
  • Fundamental & Technical Analysis in Stock Market
  • Selection of funds
  • Awareness about ETF, liquid funds, Mutual Fund,etc
  • Systematic Investment Plan & Portfolio Management
  • Insurance Legislation
  • The Insurance Market
  • Fire and Marine Coverage
  • Miscellaneous Coverage’s
  • Life Insurance Organization
  • Annuities
  • Group Insurance
  • Assignment, Nomination, Loans, Surrenders, Foreclosure Policy Claims
  • Commercial - Consumer - Leases
  • Home - Vehicle - Personal loan
  • Loan against Property Business Commercial etc
  • Credit Card & Letters of Credit
  • Risk Management
  • Credit and Operational Risk
  • Allowance for Loan and Lease Losses
  • Reserves
  • Asset/Liability Management (e.g., pricing, liquidity)
  • Trading Market
  • Role of Money and Banking
  • Effect of Interest Rate Movements
  • Monetary Management Theories
  • Bank Rate
  • CRR
  • SLR
  • Repo rate
  • Rev. Repo Rate
  • E.Bankers View towards customers
  • Introduction to Real Estate Marketing
  • Types of Accounting, Taxation & Finance
  • Proprietorship firm
  • Partnership firm
  • LLP
  • Private Limited
  • Public Limited
  • Tax Deduction at Source (TDS)
  • GST & Registration under GST

MENTORS

MENTORS

Key Highlights

Join the alumni Network of 3000 Financial Advisors
Connects with organizations offering financial products
Consultancy on managing your portfolio
Recommendations for promoting business growth
Assistance in developing impressive reports

Key Highlights

Join the alumni Network of 3000 Financial Advisors
Connects with organizations offering financial products
Consultancy on managing your portfolio
Recommendations for promoting business growth
Assistance in developing impressive reports
Learn about the basics of financial management.
Practical explanations by financial advisors
Individual support until the establishment
Extensive knowledge of the financial products
In house training on staying motivated always

Success Stories

LEARNING OUTCOMES

After successful completion of this course, you will be able to:

LEARNING OUTCOMES

After successful completion of this course, you will be able to:

  • Understand the dynamics of the financial sector
  • Furnish ideas of coming up with innovative financial products
  • Get a holistic view of your business from finance, operations, and marketing aspects.
  • Stabilize your business and grow exponentially
  • Start your career as a financial planner, investment advisor, portfolio manager, Mutual Fund Analyst, or stockbroker.

Registration form

Course Fees
Live Online: 6000/-
Time: 7:30 - 9 AM
Offline: 10500/-
Time:

^Registrations will open as soon as a new batch is launched. Fill the enquiry form to get a notification on batch launch date.

ADDITIONAL BENEFITS

Live interactive online session with host support

Limited batch size of 30 participants

6 months live session recording and study material access

Handholding support after the course

GET CERTIFIED

Upon the successful completion of this course, you will be awarded a certificate.

Credible

Gain Credibility And Stand Out From The Rest!

Authenticated

Get An Director-signed Certificate To Boost Your business Prospects.

Shareable

Add The Certificate To Your CV Or Professional Profile.

Here's What Our Participants Say

LEARNING OUTCOMES

With this course, you will be able to :-

Course eligibility

Age Limit : 18 to 55 years

Educational Qualification : 12th Pass

Course language

  • English
  • Marathi
  • Hindi

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