Enroll for our online SEBI RIA Fee Only Financial Planner Level 1 batch!
Top 3 Benefits of our upcoming Fee Only Financial Planner Level 1 Program
Benefit#1: Get Qualified in < 3 Months
FoFP Level 1 candidates have cleared NISM Investment Adviser X-A & X-B exams, thus making them eligible to work in an SEBI RIA firm.
Benefit#2: Better Career Opportunities
Post clearing NISM IA X-A & X-B exams learners can access internship/placement opportunities in SEBI RIAs as they have a RIA specific qualification with starting salaries ranging from Rs2-3 lakhs.
Benefit#3: Job Ready
The program has a significant component of soft skills, MS Excel based financial mathematics applications and practice management concepts thus ensuring that learners not only pass their exams but are also job ready!
Learn More About Our Program!
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Who is this program targeted at?
Fee Only Financial Planning (FoFP) is the outcome of the need and awareness for fiduciary personal financial planning and advisory services. The following 3 recent changes have fundamentally changed the personal finance scenario in India, these are:
1. Tech Disruption (increasing digitization, rise of fintech platforms)
2. Market Disruption (rising usage of direct investing in mutual funds, emergence of complex PMS & AIF products, rise of bancassurance and digital distribution channels) and
3. Regulatory changes ( updated SEBI 2013 RIA regulations, elimination of upfront commissions on mutual funds/reduction of trail commissions, rising regulatory scrutiny of product mis selling)
There is a potential customer segment in India comprising of approximately 2 MN Indian individuals and their families in Sec A (NCEAR) income and asset category, with ITR filings for annual incomes in excess of Rs1.5 MN and holding financial assets (excluding statutory savings, physical gold, land & property) in excess of Rs 5 MN.
This segment is willing and able to pay for Fee Only Financial Planning services provided by articulate, presentable, knowledgeable, certified (NISM IA X-A & X-B) and regulated (under SEBI RIA regulations) Fee Only Financial Planners who act in a fiduciary capacity i.e. advising and assisting fee paying clients while keeping their best interests in mind without any conflict of interest due to the need to earn commissions from financial product providers.
The objective of VAXEL’s 2020 FoFP Level 1 is to not only train existing and potential entry level professionals (0-2 years work ex) to clear NISM’s Investment Adviser X-A & X-B certification exams but also to provide them with the knowledge, skills and competencies required to either be successful FoFPs and /or work in SEBI RIA FoFP firms.
Candidates aspiring to enroll for this program not only need to meet the eligibility criteria but also need to demonstrate a willingness and ability to commit 2 years of their lives to the study and practice of FoFP either as a para planner (Associated Person) at a SEBI RIA firm or as practicing SEBI RIA FoFPs.
Over and above having a sound grasp of IA (Investment Advisory) and FP (Financial Planning) fundamentals, candidates also need to have:
- Excellent written and verbal communication, presentation, collaboration skills
- Good listening skills and empathy
- Attention to detail
- Resilience to follow through and persevere even when facing difficulties and obstacles
- Hunger to learn
- Adaptability and flexibility
- Multi tasking
- Action orientation
Our Approach to eLearning
VAXEL was established in 2012 with the objective of offering on-demand skill development training programs through SPOCs (Small Private Online Courses), targeting working professionals, Independent Financial Advisors (IFAs), Certified Financial Planners (CFPs) and SEBI registered RIAs (Registered Investment Advisors).
Unlike generic eLearning course providers, we focus on experiential learning outcomes i.e. learning-by-doing and pursuant to the same we believe that our Facilitators make all the difference to our learners goals. Our facilitators focus on providing attention to our learners and we enable this by:
- Small batch sizes (SPOCs)
- Blended learning (self-paced videos + live online classes)
- Experiential learning i.e. learning-by-doing through capstone workshops
The objective of VAXEL’s 2020 FoFP Level 1 is to not only train existing and potential entry level professionals (0-2 years work ex) to clear NISM’s Investment Adviser X-A & X-B certification exams but also to provide them with the knowledge, skills and competencies required to either be successful FoFPs and /or work in such SEBI RIA FoFP firms.
Our Approach to eLearning
VAXEL believes that the most effective learning is experiential learning i.e. learning by doing; pursuant to the same we have tailored our eLearning courses so that conceptual topics are delivered in pre session handouts that learners are expected to go through before attending a online class and in live online classes the facilitator's quality time is utilized for solving problems, resolving learner queries and sharing best practices amongst the facilitator and our community of learners.
Our 6 Differentiation for Effective Learning (ELearning)
1. Small Private Online Courses (SPOC)
Maximum of 25 participants per batch, thus ensuring better learner engagement, hands on facilitator support and peer interactivity.
2. Blended Learning
Get access to 48 hours of self-paced videos, live online classes and in-person capstone experiential workshops (for MS Excel based Advanced Financial Planning Case lets) delivered over 3 months with access to webinar recordings and mock tests for an additional 3 months.
3. Convenient Timings
Live online sessions conducted twice/thrice weekly for an 1-2 hours with access to post session recordings.
4. Experiential Learning
Our experienced and certified facilitators ensure that learners not only have a strong conceptual grasp of various financial planning topics but their learning is also reinforced via rigorous practical application such as MS Excel based financial mathematics calculations and in depth financial planning comprehensive case study analysis.
5. Flip Learning
Learners get access to pre session reading material so as to ensure that they are fully conversant with the topic to be discussed and the actual live online class session is focused on practical problem solving.
6. Peer Learning & Knowledge Sharing
Learners get to connect with like minded professionals thereby enhancing online and offline knowledge sharing, networking and learn best practices via the broader learner community.
VAXEL believes that the most effective learning is experiential learning i.e. learning by doing; pursuant to the same we have tailored our eLearning courses so that conceptual topics are delivered in bite sized videos and live online classes are utilized for solving problems, resolving advanced doubts and sharing best practices amongst the facilitator and our community of learners.