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
- A job oriented, short duration financial certification program.
- Opportunity to get skilled by Industry experts and senior practitioners.
- Opportunity to get trained for the NISM Regulatory Certification.
- Tremendous opportunity to experience application-based learning.
- Master Class sessions conducted by industry experts.
- 100% placement assistance upon completion of the course.
Who Should Avail The CFX Certification?
- Final year graduate students, Graduates or candidates who want to build strong career in Lending, Investing, Protection (insurance), and Savings (Banking).
- Working professionals who wish to upskill themselves for better career growth.
- Working professionals who want to switch careers to the BFSI sector
CFX Course Details
Conceptual Learning
- Enables the candidates to confidently apply the knowledge of concepts to the dynamics of life around them.
- Conceptual enrichment for developing required soft skills for various job roles in BFSI sector.
Practical Learning
- Hands-on, application-based learning.
- Enriches learning experience by offering a peek into real-life and business situations.
- Experiential learning with the help of experienced trainers to help candidates navigate the complex corporate world.
Program Content
The program content is structured in three categories – Technical Skills, Behavioural Skills, and Business & Selling Skills.
- Introduction To Securities Markets
- Securities: Types, Features, And Concepts
- Primary Markets, Secondary Markets and Derivative Markets
- Mutual Fund Banking and Lending
- Insurance Concepts
- Life Insurance
- Health Insurance
- General Insurance
- Financial Planning
- NISM Series VA Certification
- Growth, Mindset
- Grit, Purpose, and Resilience
- Communication and Grooming
- Time Management
- Excellence and Process Orientation
- 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
- Client Servicing
- Credit & Compliance
- Research Analyst
- Equity Trading
- Mutual fund Distribution
- Relationship Management
- Treasury Management
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
- Fixed Income
- Equity Research
- Financial Planning
- How To Ace an Interview?
- Build Your Personal Brand
- How To Transition from College Life to Work Life
Student Testimonials
Frequently Asked Questions
What is Chartered Financial Expert (CFX)?
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.
What is the duration of the CFX course?
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.
Where is the training conducted?
The training is conducted both online and offline.
What is the credibility of the CFX course?
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.
How does FinX help with placements?
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.
What skills are essential for the BFSI sector?
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.
What is a NISM certification & what is the eligibility for the exam?
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.
Are the Master Classes included in the course fee?
Yes, the Master Classes are an integral part of the CFX certification and are included in the course fee.
Will there be projects or assignments as part of the Master Class?
Yes, the Master Classes come with practical exercises & case studies to ensure a complete learning experience.
Will I get a certificate on completing the CFX Course?
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.
- Duration - 120 Hours
- Eligibility - UG/PG/Diploma
- Accessibility - Self Study & Live Sessions
