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EDUCATION

We at UFI Wealth Management work with Educational Institutes in helping them making their students more employable and updated as per the requirements of Industries ,UFI Wealth Management also partners organizations in achieving their mission critical goals, through enhanced effectiveness of their people and processes, using proven methodologies.

1. Financial Markets: A Beginners' Module
2. Mutual Funds : A Beginners' Module
3. Currency Derivatives: A Beginner’s Module
4. Equity Derivatives: A Beginner’s Module
5. Derivatives Market (Dealers) Module
6. Capital Market (Dealers) Module
7. Securities Market (Basic) Module
8 Commodities Market Module
9. Commercial Banking in India : A Beginner's Module
10.AMFI - Mutual Fund (Advisors) Module
11.Corporate Governance Module
12.Investment Analysis and Portfolio Management Module
13.Options Trading Strategies Module
14.Wealth Management Module
15.Fundamental Analysis Module
16.Macroeconomics for financial Market Module
17.Banking Sector Module
18.Insurance Module
19.Treasury Management Module
1) Campus to Corporate
2) Lean Six Sigma
3) Sales Skills
4) Soft Skills
o Stress Management
o Leadership & Self Improvement
o Time Management
o Managerial Effectiveness
o Conflict Management
o Change Management
o Soft Skills & Personality Development
o Effective Negotiation Skills
o Body Language
o Emotional Excellence
o Work Life Balance
o Motivation
o Leadership & Team Bonding through Outdoor
o Business Ethics & Professionalism
1) Licentiate (life/general)
2) Associate (life/General)
3) Fellow (Life/General)
4) IC-33 ( life Insurance Agency Exam)
5) IC -34 (General Insurance Agency Examination