Practical skills.
A stronger foundation.
A 12-month program in financial services. Build a working understanding of products, eligibility, documentation, customer conversations and business development.
Understand the whole journey.
Explore ten connected subject areas, taught through industry-oriented examples and practical exercises. Topics may be sequenced flexibly to support learning.
01Financial industry foundations
Understand the banking and NBFC ecosystem, the role of distributors, financial product terminology, customer journeys, and process and regulatory awareness.
02Credit & risk analysis
Read CIBIL and credit reports. Explore customer profiling, income and obligations, documentation, financial ratios, bank statements and common reasons for case rejection.
03Personal & professional lending
Explore personal loans, doctor loans and other professional lending: eligibility, documentation, customer needs and case presentation.
04Home loans & mortgage
Understand home loan journeys and Loan Against Property, property documents, valuation, legal and technical review, documentation challenges and lender criteria.
05Business & MSME finance
Learn about secured and unsecured business loans, business profiles, turnover and cash flow, government scheme awareness, and project and startup funding concepts.
06Working capital & trade finance
Explore overdraft, cash credit, term loans, bank guarantees, letters of credit, financial statements, bill discounting and supply chain finance.
07Other lending products
Compare customer needs with gold, new and used car, education, commercial vehicle, equipment, machinery and loans against securities.
08Insurance & wealth
Build foundations in life, health and general insurance, mutual funds and wealth management concepts, with responsible customer conversations.
09Sales & business building
Practise communication, customer handling, relationship management, lead generation, digital marketing, ethical sales, distribution operations and entrepreneurship.
10Practical exposure
Work with case studies, documentation checklists, tools and templates, guided exercises and live case processing exposure where available.
From understanding
to doing.
Finance makes more sense when you see it in practice. Build confidence with examples, exercises, tools and customer cases.
A paid internship opportunity may be available from month 4 to month 12, subject to eligibility, selection, availability and written terms. Placement support does not guarantee a particular job.
Learn the essentials
Understand financial products, customer needs and how decisions are made.
Practise with purpose
Work through cases, documentation checklists and guided exercises.
Explore your next step
Build career readiness and explore relevant internship opportunities.
Apply what you learn.
Explore what’s next.
Eligible learners may be considered for a paid internship opportunity from the 4th to the 12th month. Placement, duration, stipend and responsibilities depend on availability, selection and written terms.
Placement support and career preparation help you explore relevant opportunities. Outcomes depend on your performance and employer requirements.
Your next chapter starts
with a conversation.
Tell us where you are today. Let’s explore where you could go.