Breadcrumbs Image

Certified Financial Expert

About Certified Financial Expert

The Certified Financial Expert (CFX) is a specialized certification program that makes students job-ready for a variety of roles in the BFSI sector. Customized to meet industry demands, CFX helps students acquire critical skillsets to become employable in Mutual Funds, Banks, Insurance, Broking, and Wealth Management. CFX is designed as per the industry requirements and is recognized by the General Insurance Council, Indian Banks Association (IBA) & Association of Mutual Funds of India (AMFI).

Eligibility Criteria

  • Final year graduate students, Graduates, or candidates who want to build a strong career in Lending, Investing, Protection (insurance), and Savings (Banking).
  • Working professionals who wish to upskill themselves for better career growth.
  • Working professionals who want to switch careers to the BFSI sector.
  • • Introduction To Securities Markets
  • • Securities: Types, Features, And Concepts
  • • Primary Markets, Secondary Markets, and Derivative Markets
  • • Mutual Fund Banking and Lending
  • • Insurance Concept
  • • Life Insurance
  • • Health Insurance
  • • General Insurance
  • • Financial Planning
  • • NISM Series VA Certification
  • • Growth, Mindset
  • • Grit, Purpose, and Resilience
  • • Communication and Grooming
  • • Time Management
  • • Excellence and Process Orientation
  • • Work Ethics behavioural pattern.
  • • What is Selling?
  • • Customer Needs
  • • Sales Process and Steps involved in sales
  • • Territory Coverage
  • • Relationship Management
  • • Sales Data Analytics
  • • Virtual sales

Program Highlights

Existing since
1989
300+ World-Class
Practitioners
Expansive Global
Reach
20000+ Students Trained
150+
Courses
Cutting-Edge
Curriculum

Sutirtha Das

4.5
I am grateful for the faculty guidance, diverse curriculum, hands-on learning, networking, and career support. The guidance and mentorship I have received from the faculties have been invaluable in shaping my career aspirations and preparing me for the dynamic business landscape.

Afreen Afzal

4.5
FinX Institute (Formerly BSE Institute Ltd) is an outstanding example of educational quality, blending practical and intellectual learning and ensuring graduates are industry ready. Highly recommended for students.

Yash Jadhav

4.5
FinX Institute (Formerly BSE Institute Ltd) offers an exceptional academic experience. The faculty members are highly knowledgeable and supportive, providing valuable insights and guidance. The curriculum is well-designed, keeping in mind industry trends and ensuring relevance in today's job market. The institute has a vibrant learning environment, encouraging student engagement through various activities and events.

Siddhi Vyas

4.5
As a student at FinX Institute (Formerly BSE Institute Ltd), I'm impressed by our practical curriculum and supportive mentors. They prepare us for real-world scenarios. I highly recommend it! FinX Institute (Formerly BSE Institute Ltd) truly offers a dynamic learning environment that nurtures curiosity, critical thinking, and leadership qualities, preparing students like myself to become future-ready professionals in the world of finance and business.

Rutuja Tajne

4.5
FinX Institute (Formerly BSE Institute Ltd) provided me with the skills and knowledge I needed to excel in the real business world. The curriculum challenged me to think critically and prepared me for the demands of my chosen career path. Thanks to FinX Institute (Formerly BSE Institute Ltd), I graduated feeling confident and ready to hit the ground running.

Durga Sawant

4.5
Enrolling at FinX Institute (Formerly BSE Institute Ltd) surpassed my expectations. Hands-on learning, networking with industry pros during internships, and top-notch curriculum enhanced my education. Personalized career guidance and placement support greatly influenced my professional development.

Sheil Kowadkar

4.5
What makes my experience at FinX Institute (Formerly BSE Institute Ltd) unique is its focus on practical learning alongside academic excellence. With live trading sessions, simulations, and real-world case studies, I gained valuable insights directly applicable to my professional journey.
Partner University
Program Highlights
  • Eligibility UG/PG/Diploma
  • Level Intermediate
  • Duration 120 Hours
  • Mode Online Learning