This document provides an overview of careers in the field of finance. It outlines professional courses such as CFA, CFP, and MBAs with a finance specialization that can help start a career in finance. It also lists value added courses from organizations like NISM, NSE, and CFA Institute. Careers in finance include roles as equity analysts, financial analysts, credit officers, fund managers, and financial advisors at institutions like investment banks, mutual funds, insurance and banking companies. Skills like communication, computer skills, analytical abilities are important for careers in finance.

2. SHAPING CAREER IN THE FIELD
OF FINANCE
Prepared By: Ghanshyam Gondaliya
MBA Finance and NISM certified Mutual Fund Distributor

3. • Overview of finance
• Why Finance? (Objectives)
• When and How can start
• Professional courses
• Value added courses
• Institutes offers professional courses
• Competence required
• Future Employers
• Roles & Responsibilities

4. Overview
Finance talks about money and all such things
connected with money.
• Money management (Budget)
• Financial services
• Analysis
• Stock market
• Investment (Risk & Return)
• Accounting & Economics principles
• Profit & Loss
WHAT?

5. GOAL IN THE
LIFE
Miami Florida Beach

6. Why Finance?
The objectives for career in finance are…………….
• To manage your day to day financial needs.
• To achieve your personal financial goal.
• To achieve wealth maximization goal.
• To have a better financial freedom in your life.
• To have a better retirement life.

7. When & How I can start?
• After completion of bachelor degree from
recognised university.
• Apply for entrance exam for the specific course.
(if any required)
• Register yourself with institute and start learning.

8. Professional Courses
• CFA- Chartered Financial Analyst
(https://www.cfainstitute.org)
• CFP- Certified Financial Planner (www.cfp.net)
• M.B.A.- Master of Business Administration with
Finance Specialization
• Post Graduate Diploma in Insurance Management
(PGDIM)

9. Value Added Courses
• NISM Module courses
• NSE’s certification in financial market (NCFM)
• Certificate in Investment Performance
Measurement (CIPM) (www.cfainstitute.org)
• Risk management programme (such as Financial
Risk Manager certification programme)

10. Courses offered by Institutes
• National Institute of Bank Management
(NIBM)
• Indian Institute of Bank Management
• Insurance Regulatory and Development
Authority (IRDA)
• Association of Mutual Funds of India
(AMFI)
• Institute Of Insurance and Risk
Management (IIRM)

11. Skills
• Skills required……….
Good communication skills (Both Written and verbal)
Computer knowledge (Basic MS office Package)
Marketing skills
Analytical skills (Numerical ability)
Relationship building skills
Market and industry trends analysis
Monitor financial details of companies and review
company reports.

12. Knowledge
Knowledge Requires………….
•Products & Processes knowledge.
•BANK & Insurance: CRR,SLR,LAF,IMPS, types of loan,
NPA, Mortgage, Life & general insurance types and so on.
•Mutual Fund: AMC, Sponsor, Trustee, NFO and so on.
•Stock Market: Bullish trend, capitalization,
Intermediaries, floor and so on.
•Credit Rating: CR Agencies, Credit report, Analysis of
Annual report of companies.
Simultaneously it is advisable to have clarity in
concepts of Economics and accounting.

13. Future Employers
This includes various financial institutions such as……..
• Investment banking companies
• Banking, MF and insurance companies
• Stock broking firm/Capital market advisory firm
• Housing finance companies
• Micro finance institutes
• Credit rating agencies

14. Roles in Field of Finance
• Equity research analyst
• Financial analyst and credit rating analyst
• Merger & Acquisition analyst
• C.F.O., Finance manager, credit officer
• Fund manager at reputed mutual fund companies
• Financial planner
• Personal financial advisor
• Financial services sales executive

15. Abbreviations
• NISM-National Institute of Securities Market
• MF-Mutual Fund
• CRR-Cash Reserve Ratio
• SLR-Statutory Liquidity Ration
• LAF-Liquidity Adjustment Facility
• NPA-Non Performing Asset
• SENSEX-Sensitivity Index (Nifty- index of 50 companies)
• NSE-National Stock Exchange
• AMC-Asset Management Company
• NFO- New Fund Offer
• RTGS-Real Time Gross Settlement