Enroll for VAXEL's Fee Only Financial Planner Level 1 Program
Benefit #1: Clear NISM X-A & X-B Exams in the 1st attempt within 2 months (Weekend Classes)!
Benefit #2: Placement opportunity in leading boutique wealth management firms with annual CTC from Rs 2 to 3.5 Lakhs as entry level Para Planner, Investment Adviser, Relationship Executive / Manager, Client Service Executive / Manager!
Benefit #3: Next weekend batch of 2 months duration starting in 15th Feb 2020 onwards!
Boutique wealth management firms require entry level (freshers / max 1 year work ex)para planners / relationship executives / client servicing executives who can:
1. Help customers with their personal financial planning requirements related to Investments, Insurance, Tax, Estate, Retirement and Children's Education.
2. Must be willing and able to work long hours (including on weekends), travel extensively and work on the go while dealing with multiple internal and external stakeholders to ensure your clients financial wellbeing.
3.Must have good written and verbal communication skills, presentation and client servicing skills to listen attentively to clients dreams, goals, aspirations, expectations, fears and challenges; reassure them that you are qualified (NISM X-A & X-B); and knowledgeable ( 360 degree understanding of Investments, Insurance,Retirement, Kids Education, Tax &Estate Planning), to hand hold them in their journey to secure their finances and achieve their life goals (Secure retirement, house purchase, major vacation, kids education and marriage funding etc).
Program in Applied Financial Planning (PAFP)
The PAFP are targeted at fresh graduates and MBAs to enable them to work in boutique wealth management firms. PAFP aspirants will undergo comprehensive training for:
- Module 1: NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination (24 hours)
- Module 2: NISM-Series-X-B: Investment Adviser (Level 2) Certification Examination (24 hours)
- Module 3: Grooming, Etiquette and Communication Skills (16 hours)
- MS Excel based Financial Planning Training (Learn by Doing)
Here’s What You’ll Get When You Enroll!
Once you enroll,our we will contact you within 24 hours to explain the course benefits in details, verify your program-profile suitability and ensure that it meets your requirements.Post receipt of fees, you will attend a information session with the program facilitator and post that, we will enroll you in the upcoming 15th Feb 2020 batch and share details of the batch schedule with you.
Gain SEBI Recognized RIA Certification
After clearing NISM IA X-A and X-B certification examinations, you will get preference over non-certified candidates for various entry level wealth management / para planner / Investment Advisor roles!
Get Certified in <2 months
The PAFP program not only trains you for clearing the NISM Series X-A & X-B certification exams, but also trains participants in critical soft skills and MS Office skills to enable them to be job ready from Day 1!
Increase Earning Potential by Atleast 30%*
Successful PAFP aspirants can potentially earn 30% more than non-PAFP aspirants, as firms prefer hiring NISM qualified, MS Office skilled & soft skills trained PAFP participants.
Intensive 1 Month Weekend Batch
PAFP program are weekend classes (Sat & Suns) from 15th Feb 2020 to 29th Mar 2020 and post training, aspirants can apprear for their NISM X-A & X-B exams in April 2020.
So what all does PAFP prepare you for?
Module 1: NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination (24 hours)
Module 2: NISM-Series-X-B: Investment Adviser (Level 2) Certification Examination (24 hours)
Module 3: Grooming, Etiquette, Resume & Job Interview Prep and Communication Skills (16 hours)
PAFP Eligibility Criteria
- Minimum 21 years of age and maximum age at the time of enrollment is 25 years with graduation/PG/MBA completed from AICTE/UGC recognized institutions and courses.candidates who have completed distance learning based graduation are not eligible for PAFP.
- Candidate should hold a Graduation degree at the time of applying for PAFP.
- Both graduates and Post Graduates from any stream with:
- A. 50% and above in their final year of graduation or post graduation OR
- B. Aggregate of 50% and above in all years of graduation.
- Only Mumbai MMRDA (Mumbai, Navi Mumbai and Thane) based candidates eligible for applying to upcoming Mumbai batch.
- Selected candidates need to have own laptop, with webcam and Microsoft Office applications (Word, Excel & Powerpoint) installed.Candidates are expected to be conversant with usage of Microsoft Word, Excel and Powerpoint.
- Selection will be based on resume review, interview and past academic track record.
What's so Unique About PAFP?
Freshers / Entry level candidates who are Graduates/Post Graduates and have cleared both NISM X-A and X-B exams, are proficient in MS Excel based financial planning and have good communication, presentation and client servicing skills; typically earn 30% more than candidates who are just graduates.
Further PAFP candidates undergo further training in soft skills, resume building and interview preparation, thus giving them an edge over candidates who have just cleared both exams.
VAXEL Academy has designed this program after taking inputs from practicing CFPs (Certified Financial Planners), SEBI RIAs (Registered Investment Advisers) and experienced IFAs (Independent Financial Advisers) who need entry level para planners, client servicing executives and investment advisers, who are:
- Qualified (NISM IA X-A & X-B)
- Have Good Communication, Client Servicing and Presentation Skills
- Job Ready (Trained on MS Excel based Personal Financial Planning)
Consequent to the above criteria, we have ensured that experienced faculty and trainers, who themselves have substantial industry experience, conduct the sessions, thereby ensuring that PAFP aspirants get real world, practical, on the job relevant instruction.
This program combines SEBI mandated statutory certification (NISM X-A & X-B); MS Excel based financial planning and Soft Skills training in one package, thus ensuring that candidates are job ready post successful course completion.
NISM Exam Fees (payable separately to NISM at the time of exam registration post training completion)
Frequently Asked Questions
What is the duration of the program?
The program is spread over 2 months with weekend classes scheduled to start from 15th Feb 2020 till 29th Mar 2020.
Do you offer 100% job guarantee?
"The only things guaranteed in life are death & taxes" - Benjamin Franklin
We DO NOT offer any kind of job guarantee. We have designed this program with industry inputs and endeavour to place all successful PAFP participants within 6 months of program completion on a best effort basis.
Can I attend classes online?
For the upcoming PAFP batch, we currently offer only classroom option, however we intend to launch online batches for non-Mumbai participants in future.
If you are not based out of Mumbai, then we suggest you email us at [email protected] and we will inform you when the next PAFP online batch is open for enrollment.
What is the structure of NISM Exams Series X-A & X-B?
Both exams are conducted online at NSE test centres. Both have a duration of 2 hours each. Details w.r.t. curriculum, FAQs, testing criteria, exam regulations can be viewed at the following URLs:
Is PAFP a recognized certification by SEBI / NISM / Government of India?
PAFP is a short term, practical, job training program to enable freshers to get well paying and meaningful jobs in boutique wealth management firms, NBFCs, Banks, Insurance Companies, Fintech , Brokerages, Mutual Fund Distributors, Independent Financial Advisors and Financial Planners.
Although the foundation part comprises of training for passing NISM Series IA X-A & X-B examinations, the primary focus of this program is to prepare aspiring entry level financial planners, investment advisers and client servicing executives, through job based training i.e. train candidates for actual jobs rather than just clearing exams!
Why should I enroll for PAFP when I can simply register with NISM directly?
NISM only conducts the Series X-A and X-B exams it does not provide training for the same.The PAFP program not only provides training for clearing both exams in the 1st attempt itself, but also provides value added MS Excel based financial planning, communication, presentation skills training; and resume preparation and interviewing skills training; thus ensuring the candidate is job ready, Employers prefer hiring trained, certified and skilled candidates as they don't have to spend on training.
Who Are We?
VAXEL (Value Added eXperiential Enhanced Learning) Academy is our skill development initiative targeted at fresh graduates,post graduates and young professionals.
We provide modular, short term upskilling programs in financial planning, with the objective of ensuring our learners achieve 90%+ course completions and 90%+ of our learners achieve successful learning outcomes i.e. clearing their financial planning exams and getting placed in financial planning firms.
We aim to achieve this by providing Small Private Online Courses (SPOC), leveraging our unique ABLE (Adaptive, Blended Learning) program delivery methodology. VSPL works with an partner network of like minded trainers, institutions and companies to upskill financial planning professionals in India.
VAXEL Academy is a part of VAXEL Solutions Private Limited (VSPL) was established in 2012 and incorporated in 2014. We are based in MMRDA and we offer ELearning courses for the Indian financial planning community.
Since inception our trainers have trained over 200 candidates for various financial planning related certifications such as CFP, NISM X-A & X-B and MFD.
VSPL was established by Mr. Vijay Xavier (Ex-EXL, CRISIL, TFSR, HP).He is a EPGDBM from NMIMS, Bengaluru and CPFA (NISM) qualified with over 15 years experience in BFSI, Consulting and ELearning across various roles in CRM, Financial Analysis, Sales & Marketing and ELearning New Product Development. He is a voracious reader, incorrigible traveler and marathon walking enthusiast.