This beginner-level course is designed to help you build a strong foundation in financial literacy and personal finance. Through relatable examples and practical steps, you’ll learn how to budget effectively, set realistic goals, and make smarter investment choices. Whether you're a student, a young professional, or someone looking to take charge of your finances, this course will help you take your first confident steps in the world of investing.
Intended audience
Customer Service Executive (Banking/Finance), Sales Executive – Financial Products, Insurance Sales Agent, Junior Financial Associate, Loan Processing Assistant, Banking Support Staff, Mutual Fund Sales Representative, Field Executive – Financial Services, Financial Literacy Trainer (Entry Level), Microfinance Executive.
Prerequisites
- All individuals such as School & College Students, Students of Vocational and Technical Institutions and Prospective Investors. Basic literacy and familiarity with English Language is must.
Assessment & certification
- Assessment fee: Included — no extra fee
- Assessment mode: Online
- Assessment type: MCQ
- Assessment provider: NISM
- Certificate provider: SWAYAM Plus and NISM
