Course curriculum

  • 1

    Introduction to Banking

    • Banking Industry Overview

    • Business of Banking

    • Lending Rates

    • Loan Calculation

  • 2

    Banking Financial Statements & Analysis

    • Decoding Banks Income Statement

    • Decoding Banks Balance Sheet

    • Other Information & Analysis

    • CAMELS Analysis

    • Capital Adequacy - Overview

    • Capital Adequacy - Ratio Calculation

    • Asset Quality - Account Categorization

    • Asset Quality - Ratio Calculations

    • Asset Quality - Dealing with NPAs

    • Management Capability - Business Growth Ratios

    • Management Capability - Productivity Ratios

    • Management Capability - Return & Shareholder Ratios

    • Earning - Ratio Calculation

    • Liquidity - Ratio Calculation

  • 3

    Mutual Funds

    • Business of Mutual Funds

    • Types of Mutual Funds

    • Overview of Mutual Fund Industry

    • NAV and Returns Calculation

    • Analyzing Mutual Fund Performance 1

    • Analyzing Mutual Fund Performance 2

  • 4

    Insurance

    • Business of Insurance

    • Overview of Insurance Industry

    • Types of Life Insurance

    • Premium Calculation Simplified

    • Types of General Insurance

    • Types of Health Insurance

    • Types of Commercial Insurance

  • 5

    Alternative Investment Funds (AIF) & Portfolio Management Services (PMS)

    • Introduction of AIFs

    • Real Estate Fund Strategy

    • Hedge Fund Strategy

    • Portfolio Management Services 1

    • Portfolio Management Services 2

  • 6

    Wealth Management

    • Financial Planning

    • Risk Profiling & Model Portfolios

    • Portfolio Management Excercise

    • Distribution Vs Advisory Business Model

    • Revenue Sharing / Comission

What you'll learn

✔ Banking Products, Mutual Funds, Insurance, Wealth Management, Portfolio Management, AIF

Course Description

BFSI Sector is one of the most complicated industries as it has several branches, various products, regulations etc. People spend their lives working in one small segment of the entire industry and are unaware of the holistic picture.

With the growing Economy, Consumerism & Digitization, BFSI Sector is poised for unprecedented changes. Relationship Manager / Wealth Manager is one of the most lucrative jobs in BFSI sector. It combines knowledge of Finance & Marketing to deliver best results.


Course focuses on in depth understanding various Banking & Wealth products (Indian markets).

  • Overview of BFSI Sector / Banking, Mutual Funds , Insurance, Equities

  • Banking Financial Analysis

  • Banking Products

  • Wealth Management – Business Model / Portfolio Building / Asset Allocation

  • Portfolio Management Services

  • Calculating Real Returns for Investors

  • Investment Recommendations / Churn

  • Selling Techniques

  • Market Simulations

  • Extensive hands on learning

  • Industry case studies

Who this course is for:
  • Finance students
  • Individuals
  • Working Professional
  • Financial Planners

Instructor

Senior Instructor

ForeVision Academy

ForeVision is a Mumbai, India based company offering its expertise in Learning & Business Solutions. We conduct Knowledge & Skill Building Training for individuals & organizations providing practical, relevant & hands on learning experience. We have trained 12000+ Students and Working Professional in Advanced Microsoft Excel, Equity Research & Financial Modeling, Capital Markets, Data Analytics, Digital Marketing, FMCG Sales and Managerial Soft Skills. These trainings have helped them in enhancing productivity & accelerating career growth. ForeVision Academy is a platform which shall help making learning very effective in a seamless manner.

What people say

All Basics Covered

Sneha B

It was in smooth and good flow with Basics to technical jargon's. All by basic related to banking and wealth management were covered in the course.

Value for Money Course

Harsh Jain

I wanted to learn wealth management. I searched online as I wanted to learn at my own convenience and came across Koppr. The course was very well done, I got a certificate on completing it. Really value for money.

How to purchase this course

Stripe: All purchases made using Stripe require a credit / debit card. You get immediate access to the course on purchase.

Buy now at ₹ 3200 with  


Razorpay: Razorpay supports multiple payment methods including credit / debit cards, Net banking, UPI. You get course access within 24 hours of purchase.

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