Course catalogue

Layer 3 — Industry Domain Mastery

Practitioner-grade coverage of mutual funds, equity, fixed income, taxation, retirement, behavioural finance — for the working professional.

All (55)L1Financial Literacy(7)L2NISM Certifications(8)L3Industry Domain Mastery(5)L4Professional Certifications(35)

Layer 3

Industry Domain Mastery

Practitioner-grade coverage of mutual funds, equity, fixed income, taxation, retirement, behavioural finance — for the working professional.

courses

Mutual Funds

(1 course)

✓ Live30 hrs

Mutual funds — a working professional's deep dive

Beyond the NISM syllabus — fund construction, factor exposure, expense drag, tax efficiency, and the realities of distribution in India.

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Equity & Derivatives

(1 course)

✓ Live50 hrs

Equity & derivatives mastery

Reading balance sheets, valuing companies, understanding the option chain — practitioner-grade skill.

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Taxation

(1 course)

✓ Live25 hrs

Personal taxation for portfolios

Capital gains, debt taxation post-Budget 2024, NRI taxation, gifting, and inheritance — what every advisor must know cold.

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Retirement & Estate

(1 course)

✓ Live25 hrs

Retirement & estate planning in India

NPS, EPF, annuities, wills, trusts, succession — the long-tail of personal finance most advisors skim over.

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Behavioural Finance

(1 course)

✓ Live20 hrs

Behavioural finance — why investors do what they do

Loss aversion, overconfidence, recency bias, herding — the cognitive traps that turn 12% fund returns into 9% investor returns. The edge most professionals never develop.

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See all 55 courses across all layers

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