Phoenix WEALTH MANAGEMENT

Developing people, Delivering Results

Management Training for Freshers

Campus to corporate (placement Assistance )
Sales Skills
Soft Skill
NCFM / NISM MODULES TRAINING

Capital Market (Dealers Module)
Derivative Market (Dealers Module)
AMFI - Mutual funds Adviser Module
Certified Banking Professional

NCFM TRAINING FOR STUDENTS AND PROFESSIONALS

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EDUCATION

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

LIST OF TRAINING PROGRAMS WE OFFER FOR STUDENTS /PROFESSIONAL S

NCFM/NISM MODULES

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

14.Options Trading Strategies Module

15.Wealth Management Module
16.Fundamental Analysis Module
17.Macroeconomics for financial Market Module
18.Banking Sector Module
19.Insurance Module

20.Treasury Management Module

Management Training Programs

1) Campus to Corporate

2) Lean Six Sigma

3) Sales Skills

4) Soft Skills

Subjects Covered under various Modules

Stress Management
Leadership & Self Improvement
Time Management
Managerial Effectiveness
Conflict Management
Change Management
Soft Skills & Personality Development
Effective Negotiation Skills
Body Language
Emotional Excellence
Work Life Balance
Motivation
Leadership & Team Bonding through Outdoor
Business Ethics & Professionalism

Training Modules for Insurance Institute of India Examinations

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)

For more details kindly contact us at :- [email protected]

Professional Education Facilitation

Our expertise and enthusiasm for professional development result in an innovative and dynamic approach to training, ensuring program content is current and relevant to the specific needs of clients. As a Professional education Facilitator with over eight years experience, We brings a wealth of knowledge gained through work with some of India's largest and most prestigious corporations.

Wealth Management

At Phoenix consultancy Services , we essentially operate as your financial concierge helping to manage your cash flow, design your estate plan, evaluate your insurance policies, manage your investment portfolio, construct your succession plan, and strategize on the many financial and life decisions you encounter. We strive to both simplify your life and construct a comprehensive plan that will effect the happiness, prosperity, and well-being of you and your family. Our strength lies in our deep client relationship, attention to detail, and independent business model.

An Asset is something that puts money in my pocket.A liability is something that takes money out of my pocket

Robert kiyosaki

Professional Education Wealth Management

We are the leading NCFM Training providers in central India ,along with we provide training for NISM and III Modules , We also help our students for securing best jobs in the industry through our Placement Consultancy Vertical ,we strongly believe in the strength of the new generation so by giving them adequate training and placement support ,we are aiming to became No -1 in Freshers Job placement domain.

With our experience and expertise in Wealth Management and Financial Products we help our customers to achieve their financial goals by recommending Mutual funds ,General Insurance, Health Insurance and Life Insurance products.