This document provides an overview of a seminar about getting a career start in the financial services industry. The seminar agenda includes an overview of financial services, typical job profiles and required skill sets, and how to develop those skills. It discusses past and current opportunities in areas like retail banking, insurance, mutual funds, and investment analysis. The summary also outlines qualifications like Certified Financial Planner certification that can help open doors to higher salaries, better career opportunities, and entrepreneurship in the financial field.

1. Jump StartHow to move ahead with a Career in Financial Services

2. Why Financial Services?Financial Services is one of the fastest growing sectors today with some of the best career opportunities

3. Why this seminar?You are on the threshold of your career with many choices of jobs. We shall help you take informed decisions, so you can have a “jump start”Agenda: Next 90 minutesFinancial Services – An overview

4. Job Profiles

5. Skill Sets required

6. How to get those skills

7. DiscussionsMoney or……..?In business what is more important than money or cash?

8. Financial ServicesThe financial services incorporates organisations that deal with the management of money. It consists of an intricate network of financial institutions and markets.

9. Financial Services….The industry plays a vital role in the functioning of the economy, facilitating the flow of fundsbetween savers and investors.

10. Numbers???

11. Numbers???

12. Numbers39 – 8,07,546 Crores?23---21----137,218?

13. Opportunities unlimited“The financial services industry is full of opportunities and varied areas to work in.

14. The PastRetail BanksMoney lendersLife Insurance Corporation of IndiaIndustrial credit companies

15. The No(e)wMutual fundsPrivate Life insurersCredit ratingDerivatives dealersInvestment analysis

16. Micro financingRural bankingFinancial PlannersM&AsReal EstateEstate planningVenture capitalCost accounting

17. Opportunities for FreshersTechnicalSalesOperations

18. Typical jobs out of collegeInsurance industryMutual fund industryBanksLoans and AssetsEquity Services

19. A little differentFactoring companiesSecuritizationForex TradingCredit rating agenciesResearch analystRisk and credit analyst

20. For the EntrepreneurPortfolio ManagementConsultingServices

21. Skill setsNumerical abilityStatistical abilityObservation and eye for detail

22. Skill sets Contd…Extensive knowledge of marketsKnowledge of International FinanceCertifications

23. Professional Qualifications for SuccessBasic QualificationsAdvanced QualificationsProfessional QualificationsThe Star among the Certifications – CFPCM

24. Basic QualificationsPurpose: License to Practice Certifications of NSE & BSEEquity Market Debt MarketDerivatives Market – Basic, Currency, Commodity, ForexIRDA Certification – Life & General Insurance AdvisorAMFI Certification – MF Industry

25. Advanced QualificationsPurpose: License to Earn Increments Licentiate, Associate & Fellowship of the Insurance Institute of IndiaAdvanced Certifications of NSE & BSECompliance OfficersInformation Security Auditors Surveillance in Stock ExchangesIRDA Certification – Brokers

26. Professional QualificationsPurpose: License to Go For The Kill CA – Chartered AccountantCS – Company SecretaryCFPCM – Certified Financial Planner

27. The Star among the Certifications – CFPCM Accessible to everyone irrespective of the educational backgroundAccess to clients easier – Individuals Hardly any existing competition in India International AccreditationAvailable to you now

28. Benefits of CFPCMHigher Starting SalariesBetter ProfilesHuge Opportunities for Entrepreneurship