The CFX (Certified Financial Expert) Certification caters to various BFSI roles in India, emphasizing upskilling, mentorship, and preparation for banking, insurance, wealth management, and financial services. Recognized by regulatory bodies like the General Insurance Council, Indian Banks Association, and AMFI, it’s approved by NSDC, tailored to industry needs.
Driven individuals, from recent graduates to seasoned professionals, eager to embark on careers in finance, insurance, and banking. Current financial and banking sector professionals seeking skill enhancement and career advancement. Additionally, working professionals contemplating a transition into the BFSI sector.
Emphasizes experiential learning with real-world applications, fostering comprehensive understanding. Provides practical exposure for seamless navigation of the BFSI industry.
The program content is organized into three key categories: Technical Skills, Behavioural Skills, and Business & Selling Skills.
After earning the CFX Certification, individuals can pursue careers in client servicing, credit and compliance, risk management, data analytics, mutual fund distribution, relationship management, treasury management, and trading, offering diverse opportunities across financial sectors.
Our CFX certification program extends beyond traditional curricula, providing an exclusive Master Class series led by experts from the BFSI sector.
The Certified Financial Expert (CFX) course is an industry recognized, short-term financial certification to kick-start your career in BFSI sector. It is supported by Indian Banks Association (IBA), Association of Mutual Funds of India (AMFI), General Insurance Council (GIC), & Centre for Investment Education and Learning (CIEL). This course includes training and operational support to conduct mandatory NISM-Series-V-A: Mutual Fund Distributors Certification Examination
The CFX training course spans a total of 250 hours, divided into 125 hours of instructor-led sessions and an additional 125 hours dedicated to self-study. Typically, participants can complete the course within a timeframe of three months.
The training sessions are conducted through both online and offline platforms. For further details, feel free to contact us.
Our three-tier governing structure consists of the Governing Council, Academic Council, and Content Advisory Council. Its members encompass representatives from industry bodies, heads of co-certification partners, industry leaders, distinguished academicians, and senior professionals within the industry.
Upon the successful completion of the financial certification, FinX facilitates candidates by arranging interview opportunities with its placement partners. Prior to each interview, a training and grooming session is organized to assist candidates in preparing for their specific roles. Additionally, a feedback session follows each interview.
In the BFSI sector, crucial skills involve a comprehension of financial regulations, the ability to analyze financial data, and effective communication skills for engaging with clients and collaborating with teams.
The National Institute of Securities Market (NISM), established by SEBI, operates as a public trust responsible for administering diverse examinations within the financial domain. These exams are open to all individuals without any specific eligibility requirements concerning age or educational qualifications.
Certainly, the Master Classes include hands-on projects and assignments, incorporating practical exercises and case studies to enhance the overall learning experience.
Upon successful completion of the CFX Course, you will be awarded an industry-recognized certification as a “Certified Financial Expert” (CFX). This certification is granted upon clearing both the CFX final assessment exam and the mandatory regulatory NISM-Series-V-A: Mutual Fund Distributors Certification exam.