#Entrepreneurship
In Financial Products

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

Duration

3 Weeks

Batch Starts From

Will inform you

Fees

₹ 6,000

Mode

Online

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.

Join the alumni Network of 3000 Financial Advisors

Connects with organizations offering financial products

Consultancy on managing your portfolio

Recommendations for promoting business growth

#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
FINACIAL INPUTS

Financial Planning & Its Importance

  • 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

Investment Planning

  • 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

Basics Of Share Market

  • 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

Mutual Fund & its importance

  • Selection of funds
  • Awareness about ETF, liquid funds, Mutual Fund,etc
  • Systematic Investment Plan & Portfolio Management

INSURANCE

General

  • Insurance Legislation
  • The Insurance Market
  • Fire and Marine Coverage
  • Miscellaneous Coverage’s

Life

  • Life Insurance Organization
  • Annuities
  • Group Insurance
  • Assignment, Nomination, Loans, Surrenders, Foreclosure Policy Claims

BANKING AND VARIOUS PRODUCTS

Loans/Lending

  • Commercial - Consumer - Leases
  • Home - Vehicle - Personal loan
  • Loan against Property Business Commercial etc
  • Credit Card & Letters of Credit

Processes

  • Risk Management
  • Credit and Operational Risk
  • Allowance for Loan and Lease Losses
  • Reserves
  • Asset/Liability Management (e.g., pricing, liquidity)
  • Trading Market

Money and Banking

  • Role of Money and Banking
  • Effect of Interest Rate Movements
  • Monetary Management Theories

RBI Tools

  • Bank Rate
  • CRR
  • SLR
  • Repo rate
  • Rev. Repo Rate
  • E.Bankers View towards customers
  • Introduction to Real Estate Marketing
  • Types of Accounting, Taxation & Finance

TYPES OF ORGANISATION

  • Proprietorship firm
  • Partnership firm
  • LLP

TYPES OF COMPANIES

  • Private Limited
  • Public Limited
  • Tax Deduction at Source (TDS)
  • GST & Registration under GST

Time is running out,
Grab your spot #NOW

  • Hours
  • Minutes
  • Seconds

Meet Our #Mentors

Learn from Entrepreneurs

#Webinar Recording

Watch Latest Webinar

Our #Success Stories

They make us proud!

#

Yogita Jagdhane

President - BMJ Foundation, Motivational speaker

Yogita, a woman with big dreams, got married at a young age. But she always wanted to complete her education. Currently, Yogita is a life coach. As she had an urge to complete her studies, with dedication, she completed her post-graduation. Yogita faced various financial challenges in her life. These challenges inspired her to stand on her own feet. Yogita got an opportunity to work in Udyogwardhini, she took this opportunity and proved herself. She got trained under Entrepreneurship Development

Additional #Benefits

What to expect on completion of course?

Live interactive online session with host support.

Limited batch size of 30 participants.

Lifetime Access of Course Recordings & Study Material.

Handholding support after the course.

#Testimonials

From our Participants' Experience


Feedback Videos

Kishor Chavhan

Nikhil Joshi

kishor chavhan

Ramkisan

#FAQs

From our Participants' Experience

A) We will provide a access to community of entrepreneurs of finacial products & also our mentors will guide you after training also.

A) Yes, we have designed this course with an all-inclusive approach so that right after training you will be confident enough to start your business after completing the necessary documentation.

A) Live session timing will be evening 7 pm - 8:30 pm & also we will provide recordings of all sessions

A) 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.

Course Language
  • Hindi

Registration Form

Course Fees
Live Online: 6000
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