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CERTIFICATE In BFSI (Banking, Financial Services and Insurance)(S-CB(FSAI-4577)

  • Last updated Sep, 2026
  • Certified Course
₹5,000 ₹6,500

Course Includes

  • Duration3 Months
  • Enrolled1
  • Lectures60
  • Videos0
  • Notes0
  • CertificateYes

What you'll learn

The BFSI course is designed to provide practical knowledge of the banking, financial services and insurance sectors. Students learn banking products, financial services, insurance, digital banking, customer service, KYC/compliance and basic professional skills required for entry-level BFSI roles.

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Course Syllabus

  • Introduction to BFSI SectorBanking, Financial Services & Insurance overview
  • Structure of BFSI industry
  • Career opportunities
  • Banking FundamentalsTypes of banks
  • Savings & Current Accounts
  • KYC
  • Deposits and loans
  • ATM, debit/credit cards
  • Banking Products & ServicesFD/RD
  • Personal, home & business loans
  • UPI and digital banking
  • Internet & mobile banking
  • Financial ServicesMutual Funds
  • SIP
  • Demat accounts
  • Stock market basics
  • Financial planning
  • InsuranceLife insurance
  • Term insurance
  • Health insurance
  • General insurance
  • Insurance products & claims
  • Regulatory & Compliance BasicsRBI
  • IRDAI
  • SEBI
  • KYC/AML
  • Customer documentation
  • Customer Service & CommunicationCustomer handling
  • Professional communication
  • Telephone etiquette
  • Email etiquette
  • Complaint handling
  • Digital Financial ServicesUPI
  • Digital payments
  • Net banking
  • Mobile banking
  • FinTech basics
  • Practical TrainingBanking forms
  • KYC/document verification practice
  • Customer-service case studies
  • Role plays
  • Basic interview preparation
  1. Final Assessment / Project
  • Practical assignment
  • Case study
  • Viva/interview practice
  • Final assessment

Career Roles

  • Banking Customer Service Executive
  • Banking Executive
  • Relationship Executive
  • Loan/Finance Executive
  • Insurance Advisor/Executive
  • Financial Services Executive
  • Customer Support Executive

Eligibility

Who can apply for this course

12th Pass

Course Fees

Course Fees
:
₹6500/-
Discounted Fees
:
₹ 5000/-
Course Duration
:
3 Months

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