Who Is This For?
Students
Pursuing graduation or post-graduation who want to build industry-relevant skills alongside their studies and explore a career in BFSI.
Homemakers
Looking to utilise their time productively, gain financial knowledge, and create a flexible income stream at their own convenience.
Retired Professionals
With experience and time to contribute — looking to stay active, share knowledge, and earn through a structured referral and advisory model.
Our Approach
Educate
Learn the fundamentals of financial products, markets, and advisory through structured training.
Implement
Apply your knowledge through real-world exposure, client interactions, and practical exercises.
Earn
Generate income through incentives, referrals, and advisory opportunities within our ecosystem.
Training in Investment Avenues
Mutual Funds
SIP, STP, SWP, fund categories, and how to guide investors towards goal-based investing.
Insurance
Life, health, and general insurance products — understanding coverage, premiums, and advisory.
Stock Market Basics
Equity markets, demat accounts, trading fundamentals, and investment principles.
Financial Products & Advisory
Fixed deposits, bonds, P2P lending, and holistic financial planning concepts.
Regulatory Examinations
Guidance for NISM, IRDAI, and AMFI certifications to build professional credibility.
Client Relationship Skills
How to communicate financial concepts clearly and build trust with clients.
What You Can Expect
Structured Training
Step-by-step skill development programme covering all key BFSI segments.
Certifications & Exams
Guidance and support for relevant regulatory examinations (NISM, IRDAI, AMFI).
Ecosystem Association
Opportunity to get associated under our ecosystem — EUIN, Insurance advisory support, and more.
Incentive-cum-Stipend
Earn while you learn through a structured incentive and stipend-based model.
Referral Earnings
Additional income through referral opportunities and multiple income models.
BFSI Career Guidance
Mentorship and guidance for career opportunities in the Banking, Financial Services & Insurance segment.
Build a Career in the BFSI Segment
The Banking, Financial Services & Insurance (BFSI) sector is one of India's fastest-growing industries. Whether you're a student exploring career options or a professional looking to transition — this programme gives you the foundation to enter and grow in this field.
* Career outcomes depend on individual effort, certifications obtained, and market conditions.
Register Your Interest
If you're in Cuttack and want to learn industry-relevant skills while creating income opportunities — fill in your details and we'll get in touch.
Your Journey in Finance Starts Here
Join PlanUrDream's ecosystem and take the first step towards a rewarding career and income in the BFSI industry — right from Cuttack.