This certification provides foundational knowledge about investment advisory services, covering topics like financial planning, asset allocation, risk profiling, investment products, and regulatory frameworks. It equips candidates with the skills to assess client needs and offer suitable financial advice in compliance with SEBI regulations.
This advanced-level certification builds on Level 1 concepts, focusing on practical aspects such as portfolio construction, product selection, behavioral finance, taxation, and compliance procedures. It prepares professionals for in-depth client management and advisory execution.
Benefits:
NTL Academy has always believed in helping and guiding its students and it was no difference during the placement season. Regular guidance by the expert faculty and the management helped me to grab a secure carrier in Banking Industry. This course has added a lot of value to my profile in the Industry.
NTL Academy is the platform where my knowledge and understanding of my future career increased daily under the guidance of some of the best Industry professionals. Getting placed in my desired preference is one of the biggest achievements for my career and New Tons helped me to reach this milestone.
It has been a matter of pride for me to be a part of NTL Academy Online PDBF programme. Their PD and Interview sessions has helped me a lot in my placement. Because of their effort only I have been placed in Ashlar Securities with a handsome package. I am very thankful o them for giving me the golden chance to start my career with such nice company.
I was directionless before joining New Tons Learning. I never thought that an online course can help me out. But after joining now my direction and aim are focused. I give the entire credit to this institute and its faculties. Because of their guidance, I not only got my target, but now I got a job as well that I love and I am enjoying it with all of my heart.
After joining online PDBF programme in New Tons I got an excellent command over Capital Market, Derivatives, Banking Law and Guidelines, Information Technology in Banking, Mutual Funds, ect. Now I am in a position to explain these topics to anyone in layman’s language. I give entire credit to this institute and its excellent faculties.
Team possesses a unique combination of corporate experience as well as Domain expertise
Himanshu Arora, an Analyst, a Trader, an Investor with more than 10 years of rich experience in the Financial Markets. Awarded thrice by Bombay Stock Exchange as one of the exemplary trainers across India.
Total Experience : 17 Years
Training Experience : 10 Years
Sapna Tiwari is a CERTIFIED FINANCIAL PLANNER with over one and half decade's experience into training industry. Apart from holding CFP certification, she is a post graduate in Economic...
Total Experience : 15 Years
Training Experience : 7 Years
B.Sc. (Maths), Certified associate of Indian Institute of bankers (CAIIB),Certified Courses in Prevention of Cyber Crime in financial sector by DRBT, RBI and by MSME /IDEMI, Mumbai.
Total Experience : 25 Years
Training Experience : 11 Years
Chetna Jain is a seasoned English Language and internationally certified Soft Skills Trainer with over 10 years of experience. Her expertise lies in designing engaging, learner-centric lesson plans that address individual needs, helping participants excel in Spoken English, Public Speaking, and Soft Skills.
Total Experience : 13 Years
Training Experience : 10 Years
Educator and keen learner in the field of financial markets with CFA from CFA Institute US. Has more than 12 years of experience including 5 years of full time experience in BFSI with banks...
Total Experience : 11 Years
Training Experience : 6 Years
Retired as a Chief Manager from State Bank Of India
Total Experience : 40 Years
Training Experience : 7 Years
