Finx Learning
Nikunj Sharma is a finance professional with extensive experience in investment education and business development. Currently serving as Director and Head of Investor Awareness & Training at CIEL since January 2019, Nikunj focuses on financial empowerment for diverse groups through free awareness programs. As Partner and Head of the CFX program at Finxpert since May 2018, Nikunj enhances the skills of sales professionals in the banking and insurance sectors. Additionally, as Managing Partner at Moneyogi Corporation, Nikunj is dedicated to investment training and financial education. Previous roles include Head of Business Development at Reliance Mutual Fund, AVP Equity Sales at Reliance Mutual Fund, Zonal Head at Tata Mutual Fund, and Sales Manager at ITC Threadneedle AMC, accumulating significant expertise in sales, customer engagement, and team development throughout the investment management industry. Educated with an M.B.A. in Finance from Maharshi Dayanand University, Nikunj combines academic knowledge with practical experience to advance financial literacy and professionalism.
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Finx Learning
Chartered Financial Expert (CFX): A First in India, unique collaboration to create skilled Ntrepreneurs – Entrepreneurs and Relationship Managers, for the BFSI industry. The CFX program is a comprehensive certification giving a 360-degree view of the BFSI sector – Savings, Protection, Investment, and Lending. It is a course that is designed with a practical industry-focused curriculum and adopts an all-around approach of technical, domain, behavioral, selling skills along with on-job industry exposure. Know more: https://finxpert.org/cfx/ CFX (Wealth): It is a specialized version of CFX with an astute focus on Wealth Management. CFX Wealth is designed for entry-level roles in the wealth management and financial advisory space. The objective of the certification is to develop a strong foundation of investment concepts and products and instill a sound understanding of goal-based financial planning and asset allocation. Know more: https://finxpert.org/cfx-wealth/ Regulatory Certifications: These are highly valued by the corporates operating in Banking Financial Service and Insurance (BFSI) sector as they are viewed as a minimum benchmark, which every individual operating in that space is expected to possess. For all practical purposes, regulatory certifications are the gatekeepers for almost all specialized roles in BFSI, and possessing them improves an individual’s employment prospects vastly. These regulatory certifications are recommended for students pursuing graduation, post-graduation, or MBA. It will enhance their resume and improve their job prospects. There are two Regulatory Certifications that we offer: NISM-Series-V-A: Mutual Fund Distributors Certification Course NISM-Series-VIII: Equity Derivatives Certification Course Know more: https://finxpert.org/nism-certification/