This course is a comprehensive program that combines key concepts of financial products like insurance and mutual funds with the art of delivering effective presentations. Participants will gain insights into the structure, benefits, and types of insurance and mutual fund products, ensuring a solid foundation for personal and professional financial management. The course also focuses on building confidence and clarity in presentation skills through practical exercises and feedback.
Whether you aim to become a financial advisor, sales professional, or business communicator, this course provides the knowledge and skills to excel.
Intended audience
Financial Advisor, Insurance Agent/Consultant, Mutual Fund Advisor, Relationship Manager (Financial Products), Business Development Executive, Corporate Trainer (Finance & Communication), Customer Service Executive (Financial Services), Marketing and Sales Professional in Insurance or Mutual Funds
Prerequisites
- 12th Pass, Students pursuing graduation, UG graduates, Early career working
Assessment & certification
- Assessment fee: Included — no extra fee
- Assessment mode: Online
- Assessment type: MCQ
- Assessment provider: TIMESPRO
- Certificate provider: SWAYAM Plus and TIMESPRO
