About FoFP 3-Month Online Program

The objective of VAXEL’s 2020 FoFP Level 1 is to not only train existing and potential entry level professionals (0-3 years work ex) to clear NISM’s Investment Adviser X-A & X-B certification exams but also to provide them with the knowledge, skills and outlook required to be successful FoFPs and /or work in FoFP firms.

Course Features
  • 48 hours of live online classes
  • Weekend (Fri-Sun) evening batches
  • Over 40 learning resources
  • 1 Year access to class recordings
  • Access to placement/internships*
  • Certificate of Completion

Top 3 Benefits of Our FOFP Level 1 Program

 FoFP Level 1 candidates have cleared NISM Investment Adviser X-A & X-B exams, thus making them eligible to work in an SEBI RIA firm.

Post clearing NISM IA X-A & X-B exams learners can access career opportunities in SEBI RIAs as they have an RIA specific qualification with starting salaries ranging from Rs3 lakhs and above!

The program has a significant component of soft skills, MS Excel based financial mathematics applications and practice management concepts thus ensuring that learners not only pass their exams but are also job ready!

Test Lead Gen Form

What you’ll get

  • 28 hours online training for NISM IA X-A Exam
  • 20 hours training for NISM IA X-B Exam
  • Addl Practice Management guest lectures by participating RIAs/Fee Only Financial Planners
  • Indepth MS Excel and Open Office based financial planning, investment analysis and case study problem solving
  • Access to dedicated online question bank with 750 questions updated to latest 2024 syllabus with 8 mock tests for comprehensive test prep

Eligibility

1. Post Graduation (Updated SEBI RIA Criteria)
Full time (minimum 2 years) Post Graduation or Post Graduate Diploma (minimum 2 years duration) from a university or an institution recognized by the Central Government or any State Government or a recognized foreign university or institution full time degree, with minimum 60% or CGPA of 3.0/4.0 in Commerce, Economics, Finance, Business Management, Law, Accounting, Costing, Capital Markets, Banking, Insurance and Actuarial Sciences.

Pedagogy

Live Online Classes of 1-2 hours duration on weekend evenings

Flip learning model with pre session readings shared with learners and online classes devoted to financial calculations and case study analysis

Minimum 90% attendance required

Minimum 60% passing in internal exams and quizzes

Minimum 2 hours daily for course studies over 3 month program duration

Fee Structure

VAXEL Training Fees: RS50,000/- (plus GST) per participant

NISM IA-X-A (Level 1) Exam Fees: Rs3,000/- (Payable directly to NISM)

NISM IA X-B (Level 2) EXam Fees: Rs3,000/- (Payable directly to NISM)

Notes
NISM IA-X-A & X-B Exam fees are payable to NISM at the time of exam registration.

Candidates need to have own laptop with broadband Internet access and Microsoft Office and Open Office software installed.

Everything You Need

  • 48 hours of weekend live online classes
  • PDF learner handouts, PPT Session decks and practice MS Excel files
  • Pre session mini quizzes to gauge learner retention and comprehension to ensure optimal learning.
  • 1 Year access to all lessons, files, PDF and videos.
  • Access to 750 mock questions (incld caselet questions) in 8 mock tests