Devendra Negi, CFP®

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 NISM Equity Derivatives

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BFSI Courses Academy provides latest NISM Certification Exam Study Material/Workbook in PDF Download. Get recent free NISM Mock Test, Practice free NISM Mock test to check your current level of knowledge. Buy Paid NISM Mock test to pass NISM Certification Exams. We help individuals to clear CFP Certification Exam in India. Our expertise also in IIBF Exam Preparation. Get BFSI Skill based courses.

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Join us for an enlightening webinar that delves into the world of Certified Financial Planner (CFP) certification in India. This comprehensive session is designed to provide aspiring financial professionals with a thorough understanding of the CFP certification process, its significance in the Indian financial landscape, and the myriad of opportunities it presents.

In recent years, India has witnessed a surge in demand for qualified financial planners. As the economy grows and personal wealth increases, more individuals and families are seeking professional guidance to manage their finances effectively. The CFP certification stands out as a globally recognized credential that equips professionals with the knowledge and skills to meet this growing demand. 
Event Details:

<ul>
	<li>Date: Tuesday, October 8, 2024</li>
	<li>Time: 7:30 PM Indian Standard Time (IST)</li>
	<li>Duration: 1 hour</li>
	<li>Format: Online webinar</li>
	<li>Recording: A recording of the webinar will be available for registered participants</li>
</ul>

Our webinar will cover the following key areas:

<ol>
	<li>Overview of CFP Certification: We&#39;ll introduce you to the CFP certification, its history, and its relevance in the Indian financial services sector.</li>
	<li>Certification Requirements: Gain a clear understanding of the education, examination, experience, and ethics requirements for obtaining the CFP certification in India.</li>
	<li>The CFP Curriculum: Explore the core knowledge domains covered in the CFP program, including financial planning, risk management, investment planning, tax planning, retirement planning, and estate planning.</li>
	<li>Examination Process: Learn about the structure of the CFP exam, including its format, duration, and scoring system. We&#39;ll also discuss effective preparation strategies tailored for Indian candidates.</li>
	<li>Benefits of CFP Certification: Discover how the CFP credential can enhance your credibility, expand your knowledge base, and set you apart in the competitive Indian financial services market.</li>
	<li>Career Opportunities: Explore the diverse career paths available to CFP professionals in India, including roles in banks, wealth management firms, insurance companies, and opportunities for independent practice.</li>
	<li>Regulatory Environment: Understand the regulatory framework governing financial planning in India and how the CFP certification aligns with these regulations.</li>
</ol>

This webinar is ideal for finance graduates, working professionals in the financial services sector, career changers considering a move into financial planning, and anyone interested in understanding the value of CFP certification in the Indian context.

Don&#39;t miss this opportunity to gain valuable insights into one of the most prestigious certifications in the financial planning industry. Register now to take the first step towards a rewarding career as a Certified Financial Planner in India!

FAQs

&nbsp;

<ul>
	<li>Q: Is CFP certification recognized in India? 
	A: Yes, CFP certification is recognized and highly regarded in India. The Financial Planning Standards Board India (FPSB India) is the marks licensing authority for the CFP certification program in the country.</li>
	<li>Q: How long does it take to complete the CFP certification process in India? 
	A: The duration can vary depending on your pace, but typically it takes&nbsp; 9-12 months to complete the education program and pass the examination.</li>
	<li>Q: How does CFP certification differ from other financial certifications available in India? 
	A: CFP is a comprehensive certification that covers all aspects of financial planning. It is globally recognized and focuses on practical application of knowledge, setting it apart from more specialized or theoretical certifications.</li>
	<li>Q: Will I be able to ask questions during the webinar? 
	A: Yes, there will be a Q&amp;A session at the end of the presentation where you can ask your questions.</li>
	<li>Q: What if I can&#39;t attend the live webinar? 
	A: Don&#39;t worry! A recording of the webinar will be made available to all registered participants, so you can watch it at your convenience.</li>
</ul>

Introduction to CFP Certification: Requirements, Benefits, and Career Opportunities

This comprehensive webinar is designed to equip aspiring financial professionals with the crucial mathematical tools and formulas necessary for success in three key certification examinations:

<ol>
	<li>NISM V-A Mutual Fund Distributor Certification Exam</li>
	<li>NISM Series-VIII Equity Derivatives Certification Exam</li>
	<li>NISM Investment Adviser Certification Exam</li>
</ol>

Led by industry experts, this session will demystify complex financial calculations and provide a solid foundation for understanding the quantitative aspects of mutual funds, equity derivatives, and investment advisory practices. Participants will gain hands-on experience with essential formulas, learn their practical applications, and develop the confidence needed to tackle numerical problems in these certification exams.

Key Topics Covered

<ul>
	<li>Mutual Fund Calculations: NAV, expense ratio, exit load, total return</li>
	<li>Equity Derivatives: Option pricing, Greeks, futures pricing, margin calculations</li>
	<li>Investment Advisory: Portfolio return, risk measures, asset allocation formulas</li>
	<li>Time Value of Money: Present value, future value, annuities, perpetuities</li>
	<li>Risk and Return: Standard deviation, Sharpe ratio, beta, correlation</li>
	<li>Performance Metrics: Alpha, information ratio, tracking error</li>
</ul>

This webinar is ideal for:

<ul>
	<li>Finance professionals preparing for NISM certification exams</li>
	<li>Recent graduates looking to start a career in mutual funds, derivatives, or investment advisory</li>
	<li>Experienced professionals seeking to refresh their quantitative skills</li>
	<li>Anyone interested in deepening their understanding of financial calculations</li>
</ul>

Q: Do I need advanced mathematical skills to benefit from this webinar? 
A: While a basic understanding of mathematics is helpful, the webinar is designed to cater to participants with varying levels of mathematical proficiency. We&#39;ll start with fundamentals and progressively move to more complex concepts.

Q: Will the webinar cover all the formulas needed for the three certification exams? 
A: The webinar focuses on the most essential and frequently tested formulas. While it may not cover every single formula, it will provide a strong foundation and teach you how to approach different types of calculations.

Q: Is there any pre-work required before attending the webinar? 
A: No pre-work is required, but familiarity with basic financial concepts will be beneficial. We&#39;ll provide a list of recommended readings for those who wish to prepare in advance.

Q: Will there be opportunities for practice during the webinar? 
A: Yes, the webinar includes interactive elements and practice problems to reinforce learning. Participants will have chances to apply the formulas in real-time.

Q: Can I ask questions during the webinar? 
A: Absolutely! We encourage active participation. There will be designated Q&amp;A sessions throughout the webinar.

Q: Will I receive any materials after the webinar? 
A: Yes, all participants will receive a comprehensive formula sheet and a recording of the webinar for future reference.

Essential Financial Formulas for success in Mutual Funds, Equity Derivatives and Investment Adviser Exams

Overview

Join our exclusive webinar on &quot;Mastering Data Analytics using Microsoft Excel&quot; and get a sneak peek into our comprehensive live online course starting on 19th August 2024. This webinar is designed to provide an overview of the course, highlight key takeaways, and demonstrate what you will learn during the course.

Date and Time

<ul>
	<li>Date: 10th August, 2024 [Updated]</li>
	<li>Time: 4:00 PM</li>
</ul>

Registration

<ul>
	<li>Price: Free</li>
	<li>Registration Link: Click on &quot;Claim your free seat&quot; button to register</li>
</ul>

Key Takeaways of the Webinar

1. Introduction to Data Analytics

<ul>
	<li>Overview: Understand the importance and scope of Data Analytics in today&rsquo;s data-driven world.</li>
	<li>Benefits: Learn how mastering data analytics can open new career opportunities and improve decision-making skills.</li>
</ul>

2. Introduction to Microsoft Excel for Data Analytics

<ul>
	<li>Overview: Discover why Excel is a powerful tool for data analysis.</li>
	<li>Capabilities: Explore the functionalities and versatility of Excel in handling data.</li>
</ul>

3. Course Structure and Content

<ul>
	<li>Overview: Get a detailed breakdown of the course content.</li>
	<li>Modules: Learn about the different modules covered in the course and their relevance.</li>
</ul>

4. Exclusive Discounts and Offers

<ul>
	<li>Overview: Learn about the special discounts and offers available for the course.</li>
	<li>How to Avail: Step-by-step guide on how to avail the discount using the coupon code GET500.</li>
</ul>

How to Register for the Webinar

<ol>
	<li>Visit the Registration Link: Click on the registration link</li>
	<li>Fill in Your Details: Provide your name, email address, and other required information.</li>
	<li>Submit the Form: Complete the registration by submitting the form.</li>
	<li>Join the Webinar: You will receive a confirmation email with the webinar link. Join the webinar on the scheduled date and time.</li>
</ol>

Don&rsquo;t Miss This Opportunity!

This webinar is a great opportunity to get a preview of our comprehensive &quot;Mastering Data Analytics using Microsoft Excel&quot; course. Reserve your seat today and take the first step towards becoming a data analytics expert!

Mastering Data Analytics using Microsoft Excel

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