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Assessments

Why Assessments?

Discover a unique approach to skill assessment with FinX. Our diverse skill tests are strategic tools that enable you to evaluate, enhance & showcase your skills.
Life after graduation is a perpetual learning curve, marked by the acquisition of both behavioural and technical skills. Whether it's honing your communication, team-building, or problem-solving abilities, or mastering technical skills, your professional journey is a testament to your evolving expertise.

Why are skill tests important?
In the evolving and competitive BFSI industry, validating your proficiency is crucial, especially when pursuing your dream job. FinX understands this and offers a comprehensive solution for certifying your skills. Take control of your career trajectory by proving your capabilities through our renowned skill tests.

Highlights:

  • Showcase Your Expertise
  • Industry-Relevant Skill Testing
  • Enhance Job Readiness
  • Secure a Competitive Edge in Your Career
  • Assessments Conducted by Experts

skill assessment - Wealth Management

The Wealth Management Basic Diagnostic Test is a comprehensive assessment toolbthat will help the participant to understand their existing conceptual and practical knowledge and identify areas that may require attention or improvement. It covers key components of wealth management, including financial goals, investment portfolio review, risk management, tax planning, and estate planning.

Duration : 30 min

Level : Basic

Category : Financial Planning

Pass Percentage : 60%

skill assessment - Mutual Fund

The Mutual Fund Diagnostic Assessment Test is a specialized evaluation designed to assess an individual's knowledge and understanding of mutual funds, related investment concepts and regulatory framework governing mutual funds and their compliance with relevant laws. This test is particularly relevant for financial professionals, investors, and individuals looking to enhance their expertise in mutual fund investments.

Duration : 120 min

Level : Advanced

Category : Mutual Funds

Pass Percentage : 60%

skill assessment - Insurance

Functional diagnostic tests tailored for individuals with 0 to 3 years of experience in the insurance sector, encompassing life insurance, health insurance, and general insurance, are customized assessments aimed at evaluating essential industry knowledge and skills. This test typically covers vital aspects such as regulatory compliance under the Insurance Regulatory and Development Authority of India (IRDAI), insurance product types, policy issuance and servicing, claims handling, and risk assessment specific to the Indian market. For life insurance, candidates to be tested on understanding regulations, mortality tables, product offerings specific policies like term plans and ULIPs, while health insurance assessments may delve into understanding government schemes, healthcare terminology, coverage types and the intricacies of Mediclaim policies. In the realm of general insurance, topics could include motor, home, and commercial insurance, with a focus on local laws and market trends. These diagnostic tests play a crucial role in nurturing a well-informed and proficient workforce within India's insurance sector, ensuring that professionals are equipped to meet the unique challenges and opportunities presented in the country's dynamic insurance landscape.

Duration: 60 minutes

Level- Intermediate

Category- Insurance

Percentage- 60%

skill assessment - equity

The CMX Diagnostic Test is a comprehensive assessment tool that will help the participant to understand their existing conceptual and practical knowledge and identify areas that may require attention or improvement. It covers key components of Equity Investing, ETF, Fundamental Analysis, Technical Analysis and Future and Option Strategies.

Duration: 60 minutes

Level- Basic

Category- Equity Investing and Trading

Percentage- 60%

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Creating a sustainable stream of skilled & employable resources for BFSI industry

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