FinXpert

Value Added Courses

Certification Overview

Value added courses are short term training courses designed to teach individuals coreĀ  concepts of finance & investment along with their importance. These certification courses cater to students and professionals aiming to enhance their skills and gain a competitiveĀ  edge in the BFSI sector.

Highlights Of The Value Added Courses

Key Features

List Of Value Added Courses

1. Stock Trading Certification

This course is a beginnerā€™s guide to the stock market. You will learn how the stock marketĀ  works, how to buy and sell stocks, and how to read stock charts to analyse trends and selectĀ  stocks.Ā 

You learn how to analyse stocks and evaluate companiesā€™ financial health, the types of risksĀ  associated with stock market investing, and how to manage those risks. You will also learnĀ  the different investment strategies such as value, growth, and income investing for stockĀ  trading.Ā Ā 

This financial certification course introduces freshers to key stock market terms andĀ  concepts. It is ideal for those new to equity trading, investors looking to diversify with stocks,Ā  and job aspirants in the BFSI sector.

Course Content

  • Equity Markets Level 1
  • Equity Trading ā€“ 1
  • Equity Trading ā€“ 2
  • Equity Market Indicators
  • Introduction to Derivatives ā€“ Future
  • Introduction to Derivatives ā€“ Options
  • Margin Lending and Trading

Exam & Certification

  • Final online MCQ examination.
  • Candidates who fulfil all the learning requirements for the course and clear the final examination successfully will be issued a Stock Trading Certification.

2. Mutual Fund Basics

The course focuses on mutual fund products and attempts to fill gaps in mutual fundĀ  product knowledge.Ā Ā 

It will help you understand the basics of mutual funds, their advantages and disadvantages,Ā  how they work, and what are the different types of mutual funds available in the marketĀ  such as equity funds, debt funds, hybrid funds, and index funds.Ā 

Learn how to evaluate mutual funds based on factors such as historical performance, risk,Ā  and fees. Also, learn the tax implications of mutual funds through illustrations. This course is suitable for investors, financial advisors, employees of a financial services firm, and job seekers in the BFSI industry.

Course Content

  • Mutual Fund Product Primer
  • Mutual Fund Process Primer
  • Mutual Fund Product Positioning
  • Mutual Fund Factsheets
  • Taxation Aspects for Mutual Funds

Exam & Certification

  • Final online MCQ examination.
  • Candidates who fulfil all the learning requirements for the course and clear the final examination successfully will be issued a Mutual Fund Certification.



3. Mutual Funds Advanced

This course teaches the various types of Equity, Debt, and Hybrid fund products and theirĀ  positioning.Ā Ā 

You will learn how mutual funds are classified into different categories that align with theirĀ  investment goals and risk tolerance as well as best practices to analyse historical returns,Ā  risk-adjusted returns, and how to compare fund performance against benchmark indices.Ā  Understand the concepts and benchmarks, performance analytics of risk & return. This course explains the various measures of return, risk & risk-adjusted performance ratiosĀ  and how to evaluate a mutual fund portfolio while making informed investment decisionsĀ  and building a well-diversified portfolio.Ā 

This advanced course is best suited for financial advisors and financial firm employees whoĀ  are an active part of the Financial Services Industry.

Course Content

  • Equity Funds: Products and Positioning
  • Debt Funds: Products and Positioning
  • Debt funds: Risk, return, and Performance
  • Fund Selection and Suitability
  • Performance Evaluation of Mutual Funds

Exam & Certification

  • Final online MCQ examination.
  • Candidates who fulfil all the learning requirements for the course and clear the final examination successfully will be issued a Mutual Fund Certification.

Ā 

Frequently Asked Questions

Value added coursesĀ are short term training courses that teach core concepts of finance & investment. They are designed for both students and professionals looking to enhance their skills in the BFSI sector.

Individuals who have completed their graduation in any field can apply for these courses.

Some key features include online interactive self-study modules, online videos, infographics, glossary terms, articles, comprehensive e-workbooks, and quizzes/tests to monitor progress. The program also offers mentorship from domain experts in the BFSI sector.

Students are evaluated through final online MCQ examinations. Successful candidates will be issued a financial certification on completion.

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