Are you ready to build a robust foundation in financial advisory? Designed as the essential stepping stone for the FYDAA Young Investment Advisor & Entrepreneurship Program (NISM Series Levels 1 & 2), this exclusive Short Masterclass breaks down the core pillars of wealth management.

Led by Prof. Sheetal Kunder, a registered SEBI® Research Analyst (INH000013800), this session moves beyond textbook theory. You will explore complex financial concepts through real-world, live examples that you can immediately apply to market scenarios.

 

What You Will Learn (The 5 Core Modules):

1. Investment Planning: Strategies for wealth creation and portfolio diversification.
2. Taxation Planning: Optimizing tax liabilities within legal frameworks.
3. Retirement Planning: Securing long-term financial independence.
4. Estate Planning: Managing and transferring wealth across generations.
5. Insurance Planning: Risk management and protecting financial assets.

 

Your Pathway to a Guaranteed Career:

At the end of this masterclass, you will complete a brief assessment. Successful candidates will unlock the opportunity to enroll in our Detailed 4-Month Certification Program, which includes:

1. Comprehensive preparation for the NISM 10A & 10B certifications.
2. Intensive on-field practical training.
3. Candidate evaluation and direct job placement assistance upon completion.