Certified Financial Expert
This is a specialised program makes students job-ready for a variety of roles in the BFSI sector. Customized to meet industry demands, CFX helps students acquire critical skillsets to become employable in Mutual Funds, Banks, Insurance, Broking and Wealth Management. CFX is recognized by the General Insurance Council , Indian Banks Association (IBA) & Association of Mutual Funds of India (AMFI).
- NISM Certification Support
- 100% Placement Assistance
- Industry-ready, hands-on skills
Master Class sessions
conducted by industry experts.
125 hours live training by
industry experts
Certified Financial Expert
Certification Overview
- Curriculum is based on 4 Principles of Learning
- Doing – Workshops and Simulations
- Experiencing – Case studies, role plays
- Observing – Master Classes
- Implementing – Group Discussion & Presentation
- Learning and mentorship by senior industry practitioners
- Receive training in Regulatory NISM Certification
- Practical relevance of financial concepts in real life job roles
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Program Benefits
Avail a Diagnostic Test at Rs 499 only
Industry-ready, hands-on skills
Covers both Technical and Soft Skills
NISM VA Training & Certification
Industry-Ready Curriculum for Career Success
Technical
- Overview of Securities Markets
- Types, Features & Concepts of Securities
- Primary, Secondary & Derivative Markets
- Mutual Funds, Banking & Lending Basics
- Introduction to Insurance
- (Life, Health & General)
- Fundamentals of Financial Planning
- NISM Series VA Certification Training
Behavioural Skills
- Growth, Mindset
- Grit, Purpose, and Resilience
- Communication and Grooming
- Time Management
- Excellence and Process Orientation
- Work Ethics behavioural pattern.
Business & Selling Skills
- What is Selling?
- Customer Needs
- Sales Process and Steps involved in sales
- Territory Coverage
- Relationship Management
- Sales Data Analytics
- Virtual sales.
Upon successful completion of the Certified Financial Expert & NISM VA Certification— you’ll earn credentials that strengthen your professional profile, enhance your credibility, and fast-track your career growth in financial services.
These certifications strengthen your profile, enhance your credibility, and accelerate your career growth in BFSI and allied sectors.
FACULTY
Nikunj Sharma
Corporate trainer, Published author & Motivational Speaker with over 27 years of experience in business development, investments & sales training.
Sankha Mukherjee
CFP, Corporate trainer with over 20 years experience in Equity investing & trading
FAQ
1. What is Certified Financial Expert (CFX)?
The Certified Financial Expert (CFX) course is an industry recognized, short-duration financial certification to kick-start your career in BFSI sector. It is supported by Indian Banks Association (IBA), Association of Mutual Funds of India (AMFI), General Insurance Council (GIC), & Centre for Investment Education and Learning (CIEL). This course includes training and operational support to clear the mandatorythe mandatory NISM-Series-V-A: Mutual Fund Distributors Certification Examination.
2. What is the duration of the CFX course?
3. Where is the training conducted?
The training is conducted both online and offline.
4. What is the credibility of the CFX course?
5. How does FinX help with placements?
Upon completion of the CFX certification, FinX provides comprehensive placement support, including interview facilitation, role-specific preparation sessions, and post-interview feedback to ensure a successful transition into the BFSI industry.
