The document provides a summary of a freelance trainer's qualifications and experience in NISM, mutual funds, and insurance. It lists the trainer's professional qualifications including various NISM certifications. It details 10 years of experience as the head of mutual funds and insurance for a financial consultancy and training organization. It also outlines extensive past training experience, having conducted over 100 NISM sessions, trained over 5000 individuals, and imparted education across 20 cities. The trainer has experience working with various educational and financial organizations.

1. Freelance NISM / Mutual Fund / Insurance Trainer
T.Srinivasan, B.E
94, First Floor, TPK Road, Andalpuram, Madurai – 625003.
Cell: 91 - 98949 49988. Email: aim_cus@yahoo.co.in. Web: www.modelexam.in
Professional Qualifications
1) Investment Adviser – Level 1 and Level 2
2) NISM Depository Operations, Licentiate in Life Insurance
3) NISM Mutual Fund Distributors Exam
4) NISM Currency Derivatives
5) NISM SORM
6) NISM RTA MF
Employment details
Name of Organization : AKSHAYA INVESTMENT MANAGERS
Nature of work : FINANCIAL CONSULTANCY & TRAINING
Designation : HEAD – MUTUAL FUNDS & INSURANCE
Total work experience : 10 years
Past training experience
1) Empanelled as a trainer with the following organizations
1) NISM CPE TRAINER for Mutual Funds and Depository Operations
2) IACE Trainer for Reliance Edge Academy
3) NATIONAL STOCK EXCHANGE for School Financial Literacy & CPE
4) BOMBAY STOCK EXCHANGE for IAP
5) RELIANCE EDGE LEARNING ACADEMY
6) ICICI Prudential AMC
7) NJ Fundz
8) BAJAJ CAPITAL
9) ADITYA BIRLA MONEY
10) GEOJIT BNP PARIBAS
11) ICICI Securities
2) Conducted nearly 100 NISM CPE Sessions.
3) Trained individuals in NISM, NCFM and BCFM modules for the past ten years.
4) Delivered over 5000 hours of mass outreach education in the last 10 years to Financial
Intermediaries, Bankers, IFA and Students spanning over 20 cities.
5) Imparted NSDL Depository Operations Training for 500 ICICI Bank Employees.
6) Imparted training in NCFM/NISM/BCFM certifications for students of
1) Madurai Kamaraj University 2) Lady Doak College
3) Sourashtra College for women 4) NPR College of Arts & Science

2. Freelance NISM / Mutual Fund / Insurance Trainer
5) VIT University 6) Vivekananda College for Women – Tiruchengode
7) Imparted NSDC – Equity Dealers Training for Vivekananda College Students – Tiruchengode
8) Trained the employees of the following organizations
1) Reliance Mutual Fund 2) ICICI Bank 11) LAKSHMI VILAS BANK
3) ICICI Prudential Mutual Fund 4) Aditya Birla Money 12 ) STAN CHART BANK
5) NJ India Invest 6) Bajaj Capital
7) Bluechip Investments 8) HDFC Bank
9) Geojit BNP Paribas 10) Indian Bank
Topics taken
1. Investment Advisor Level 1 and Level 2
2. NISM Certifications.
3. Risk Analysis & Insurance Planning.
4. Insurance & Retirement Planning
5. Investment Planning.
6. Tax Planning.
7. Debt Markets.
8. Equity and Derivatives Markets.
9. Financial Planning Mathematics