Planned Programmes
NISM Certification Programs
Structured preparation and guidance for NISM Series V-A (Mutual Fund Distributors), Series X-A/X-B (Investment Adviser), Series VII (Securities Operations), and other NISM modules — the gateway to a SEBI-regulated financial career.
- ✔ NISM Series V-A — Mutual Fund Distributor
- ✔ NISM Series X-A/X-B — Investment Adviser
- ✔ NISM Series VII — Securities Operations
- ✔ Study material, mock tests & mentoring
Stock Market Education
A structured programme covering equity market basics, fundamental analysis, technical analysis, reading financial statements, and building a long-term investment mindset — for both retail investors and aspiring market professionals.
- ✔ Equity market basics & terminology
- ✔ Fundamental analysis — reading balance sheets
- ✔ Technical analysis — charts & indicators
- ✔ Portfolio building & risk management
Trading Programs
Structured education on derivatives (F&O), options strategies, intraday trading discipline, risk management, and trading psychology. Suitable for those who want to understand active trading, not just passive investing.
- ✔ Futures & Options explained simply
- ✔ Options strategies (Covered Call, Straddle)
- ✔ Risk management & position sizing
- ✔ Trading psychology & discipline
Financial Planning Certification
A comprehensive programme for individuals pursuing a career as a financial planner or advisor. Covers financial plan creation, goal mapping, cash flow analysis, retirement planning, tax planning, estate planning, and client communication.
- ✔ Financial plan creation end-to-end
- ✔ Retirement, tax & estate planning
- ✔ Insurance planning & risk analysis
- ✔ Client profiling & communication skills
Why These Programmes?
Career-Focused
Each programme is designed around real job roles and SEBI/IRDAI/NISM certification requirements — not just theory.
Expert-Led
Sessions led by Satyajeet Das, NCFE Certified Trainer, with deep experience in financial planning and education.
Certification-Ready
We help you understand and prepare for the right certifications that open doors in the BFSI and investment industry.
Register Your Interest
Be the first to know when these programmes launch. Fill in your details and mention which programme interests you most — we'll reach out with details and early access.