Financial Advisor
- Certification: IFTP Certified Professional in BFSI Sector
- Duration: 3 Months
- Eligibility as under-
- (a): Graduation in any stream
- (b): Age: (20 - 26) Year
- (c): Assessment / Interview By IFTP
Financial planning is no longer a luxury—it is a necessity. From saving taxes to planning retirement, individuals and businesses need expert guidance. The Financial Advisor course transforms students into professionals who can guide clients on investments, mutual funds, insurance, and wealth management.
This program prepares Our Trainee to:
- Understand Mutural Funds and their Regulatory Compliance
- Knowledge of primary & secondary market
- Conceive the process of NFO(MF), IPO(shares) and Portfolio Management Services(PMS)
Career Opportunities
- Relationship Manager in Banks and Investment Firm
- Independent Financial Consultants/Advisors
