FinXpert

Chartered Financial Expert (CFX)
Certification Program

Certification Overview

The Chartered Financial Expert (CFX) is a specialized certification program which 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 designed as per the industry requirements and is recognized by the General Insurance Council , Indian Banks Association (IBA) & Association of Mutual Funds of India (AMFI).

CFX Certification Highlights

Who Should Avail The CFX Certification?

CFX Course Details ​

Conceptual Learning

Practical Learning

Program Content

The program content is structured in three categories – Technical Skills, Behavioural Skills, and Business & Selling Skills.

  1. Introduction To Securities Markets
  2. Securities: Types, Features, And Concepts
  3. Primary Markets, Secondary Markets and Derivative Markets
  4. Mutual Fund Banking and Lending
  5. Insurance Concepts
  6. Life Insurance
  7. Health Insurance
  8. General Insurance
  9. Financial Planning
  10. NISM Series VA Certification
  1. Growth, Mindset
  2. Grit, Purpose, and Resilience
  3. Communication and Grooming
  4. Time Management
  5. Excellence and Process Orientation
  6. Work Ethics behavioural pattern.

 1. What is Selling? 

2. Customer Needs 

3. Sales Process and Steps involved in sales 

4. Territory Coverage 

5.  Relationship Management  

6. Sales Data Analytics 

7. Virtual sales.

Career Prospects After Obtaining The CFX Certification

Master Class With Industry Experts

Our CFX certification program goes beyond conventional curriculum to offer an exclusive Master Class series led by experts.

Topics Covered in the Master Class series

Student Testimonials

Frequently Asked Questions

The Chartered 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.

The duration of the CFX training course is 250 hours. 125 hours are trainer led and the remaining 125 hour are for self-study. The course can usually be completed in 3 months.

The training is conducted both online and offline.

We have a three-tier governing structure comprising of the Governing Council, Academic Council, and content advisory council. The members include representatives of industry bodies, heads of co- certification partners, industry leaders, noted academicians and senior industry professionals.

Once the student acquires the CFX certification, FinX arranges interviews for the students with its placement partners. A training and grooming session is conducted before each interview to help candidates prepare for the particular role. A feedback session is also conducted after the interview.

For the BFSI sector, essential skills include understanding basic concepts in Lending, Investment, Protection and Savings. In addition to these positive mindset, strong communication skills and superior grooming is needed.

The National Institute of Securities Market (NISM) is a public trust formed by SEBI that conducts various examinations in the financial domain. Some of these certifications are mandatory for the professionals working in BFSI.

Yes, the Master Classes are an integral part of the CFX certification and are included in the course fee.

 Yes, the Master Classes come with practical exercises & case studies to ensure a complete  learning experience.

Yes, you will receive an industry- recognized “Chartered Financial Expert” (CFX) certification on clearing both the CFX final assessment exam and the mandatory regulatory NISM-Series-V-A: Mutual Fund Distributors Certification exam.

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

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