Empowering Corporates
Elevating Individuals

• 50hours
• 7modules
• 50tests — one an hour
• 90days access

Module 1 is free to read before you buy

What you will cover

• Module 1: Genesis and Landscape
• Module 2: Liability Products and Channels
• Module 3: Retail Assets and Credit
• Module 4: Branch Operations and Controls
• Module 5: Regulation and Compliance
• Module 6: Sales and Relationship Management
• Module 7: Metrics Technology Cases and Career

• 100hours
• 10modules
• 100tests — one an hour
• 90days access

Module 1 is free to read before you buy

What you will cover

• Module 1: Financial Statement Foundations
• Module 2: Financial Ratio & Statement Analysis
• Module 3: Excel for Financial Analysts
• Module 4: Budgeting, Forecasting & Variance Analysis
• Module 5: Building the Three-Statement Model
• Module 6: Working Capital & Treasury Management
• Module 7: Capital Budgeting & Investment Appraisal
• Module 8: Business Valuation
• Module 9: The Finance Business Partner
• Module 10: Capstone & Career Launch

• 50hours
• 7modules
• 50tests — one an hour
• 90days access

Module 1 is free to read before you buy

What you will cover

• Module 1: Foundations and the NAV Engine
• Module 2: Public Funds
• Module 3: Private Funds
• Module 4: Tiered Structures
• Module 5: Valuation and Instruments
• Module 6: Allocations Reporting Tax Performance Controls
• Module 7: Integrated Capstones

• 61hours
• 5modules
• 61tests — one an hour
• 90days access

Modules 1–2 are free to read before you buy

What you will cover

• Module 0: Orientation & Curriculum Map
• Module 1: Credit Analysis Fundamentals & Lending Products
• Module 2: The Bank Credit Lifecycle — Appraisal to Recovery
• Module 3: Credit Rating Agencies & the Rating Process
• Module 4: Applied Analysis, Sector Labs & Capstone

• 59hours
• 7modules
• 59tests — one an hour
• 90days access

Modules 1–2 are free to read before you buy

What you will cover

• Module 0: Course Orientation & Study Guide
• Module 1: Excel & Modelling Foundations
• Module 2: Building an Integrated Three-Statement Model
• Module 3: Forecasting, Analysis & Outputs
• Module 4: Company Valuation — DCF & Comparables
• Module 5: Deal Modelling — M&A, LBO & Start-ups
• Module 6: Best Practice & the Capstone

• 75hours
• 12modules
• 75tests — one an hour
• 90days access

Module 1 is free to read before you buy

What you will cover

• Module 1: The Indian Wealth Management Landscape And Where PMS Sits
• Module 2: Regulatory Architecture SEBI PMS Regulations And APMI Standards
• Module 3: The Client Lifecycle Prospect To Exit
• Module 4: Investment Strategy And Portfolio Construction
• Module 5: The Excel Bootcamp Financial Models A PMS Analyst Ships
• Module 6: Performance Measurement And Benchmarking
• Module 7: Fees Costs And The Economics Of PMS
• Module 8: Operations Technology And Compliance In Motion
• Module 9: Taxation Of PMS In India
• Module 10: Client Facing Craft Communication Sales And Ethics
• Module 11: Staying Current Regulatory Pipeline Reports And Sector Radar
• Module 12: Capstone Case Studies And Day 1 Readiness

• 50hours
• 8modules
• 50tests — one an hour
• 90days access

Modules 1–2 are free to read before you buy

This programme is designed for aspiring insurance sales professionals in India. It provides a comprehensive understanding of insurance principles, risk management, and the Indian insurance market, enabling executives to effectively address customer needs.

What you will cover

• Module 1: Foundations of Risk, Insurance, and the Indian Market
• Module 2: Life Insurance Products and Customer Needs
• Module 3: Health, General, and Motor Insurance Products & Claims
• Module 4: The Mathematics of Insurance
• Module 5: Regulatory Framework for Insurance Sales
• Module 6: Selling Insurance to Retail Customers: The Process
• Module 7: The Sales Flow and Documentation
• Module 8: Integrated Case Studies and Sales Conduct

• 50hours
• 7modules
• 50tests — one an hour
• 150days access

Modules 1–2 are free to read before you buy

This certification course provides a comprehensive understanding of fund accounting, detailing how investment fund positions are measured, recorded, and reported. It covers both public and private fund structures, explaining how net asset value (NAV) is determined for investor transactions. Participants will gain expertise in the operational and regulatory aspects of the fund universe.

What you will cover

• Module 1: Foundations And The NAV Engine
• Module 2: Public Funds
• Module 3: Private Funds
• Module 4: Tiered Structures
• Module 5: Valuation And Instruments
• Module 6: Allocations Reporting Tax Performance And Controls
• Module 7: Integrated Capstones

• 50hours
• 8modules
• 50tests — one an hour
• 90days access

Modules 1–2 are free to read before you buy

This certification course is designed for finance professionals in India, focusing on the principles and practices of wealth management. It covers the essential aspects of the business, client engagement, financial planning, and the responsibilities of a sales executive in the Indian market. The programme aims to equip learners with the knowledge and skills to effectively serve non-institutional clients and navigate the financial landscape.

What you will cover

• Module 1: Foundations of Wealth Management
• Module 2: Core Investment Products
• Module 3: Advanced and Alternative Products for Affluent Clients
• Module 4: Portfolio Construction and Investment Strategy
• Module 5: Portfolio Review and Monitoring
• Module 6: Regulatory Framework and Professional Conduct
• Module 7: The Distribution Business and Its Mathematics
• Module 8: Client Relationships in Practice

• 76hours
• 9modules
• 76tests — one an hour
• 90days access

Modules 1–2 are free to read before you buy

What you will cover

• Module 0: Course Concept Note
• Module 1: Foundations
• Module 2: FDD And QoE
• Module 3: NWC NetDebt Price
• Module 4: Full DD Spectrum
• Module 5: Valuation And Modelling
• Module 6: Debt And Credit
• Module 7: Deal Execution Professional Skills
• Module 8: Capstone Simulation

• 75hours
• 10modules
• 75tests — one an hour
• 90days access

Module 1 is free to read before you buy

What you will cover

• Module 1: Foundations (Hours 1-8)
• Module 2: NAV Costs BER (Hours 9-14)
• Module 3: Equity And Passive (Hours 15-22)
• Module 4: Debt And Bond Math (Hours 23-30)
• Module 5: Hybrid SIF International (Hours 31-37)
• Module 6: Distribution (Hours 38-46)
• Module 7: Ops RTA Compliance (Hours 47-54)
• Module 8: Taxation And Regulation (Hours 55-60)
• Module 9: Analytics And Research (Hours 61-68)
• Module 10: Workplace And Capstones (Hours 69-75)

• 75hours
• 9modules
• 75tests — one an hour
• 90days access

Module 1 is free to read before you buy

What you will cover

• Module 1: The AIF Landscape & Fund Economics
• Module 2: Structure, Registration & Regulation
• Module 3: Fund Economics, Returns & Deal Origination
• Module 4: Investing Across Alternative Asset Classes
• Module 5: The Ecosystem — Operations, Ethics & Careers
• Module 6: Category III in Practice — Risk & Performance
• Module 7: Fund Administration, Compliance & Tax
• Module 8: Fundraising, Governance & Conduct
• Module 9: Exits, Wind-Down & Capstones

• 75hours
• 10modules
• 75tests — one an hour
• 90days access

Module 1 is free to read before you buy

What you will cover

• Module 1: Foundations
• Module 2: SIF Regulatory Framework
• Module 3: Markets And Instruments
• Module 4: SIF Strategy Categories
• Module 5: Portfolio Construction And Quant
• Module 6: Operations NAV Tax
• Module 7: Product Distribution Client
• Module 8: Market Intelligence
• Module 9: Case Studies
• Module 10: Capstone And Day1 Readiness