Category Archives: VRIDHI Training

Recognition for VRIDHI Training

We are pleased to announce that…

VRIDHI Training awarded as the “Best Upcoming Financial Training Institute in Chennai 2012”

Award was presented on 31/3/2012 by Dr.Shashi Tharoor, Member of Parliament at Gurgoan (Near New Delhi)

Mr.Vivek Karwa is accompanied by Training Head Mr.Surendraa

Financial Planning as a profession catches up

Neha Pandey, Business Standard 1/3/2012


In 2004, Amar Pandit left a cushy job in the banking and financial sector in the United States to become a financial planner in India. Pandit started his firm, My Financial Advisors, in early 2005, enrolling alongside for a certification in financial planning. “I wanted to start my firm in the US, but I opted for India as the financial planning market had a huge opportunity here,” says Pandit.

Six years down the line, competition for Pandit has not been much. Though there are over 3,000 professionals currently who qualify for the award of CFP Certification (of which nearly 1,500 have been conferred the certification), there is scope for more given the country’s population.

These certificate holders are either self-employed as practitioners of financial planning or are employed in the financial services industry. In addition, over 1,500 candidates have also qualified all the exams and are at various stages of acquiring the requisite experience.

Since the time CFP Certification programme started in India in 2001, over 23,000 candidates have enrolled for it and over 16,000 have been certified either as associate financial planner (AFP) or a Certified Financial Planner (CFP). An AFP can practice in any of the segments – Investment/ Insurance/ Retirement/ Tax/Estate Planning.

The certification requires five papers to be cleared. Those who clear individual exams one to four, get the AFP certification. Those who clear Advanced Financial Planning (exam 5) get the CFP certification. These exams cater to segments such as insurance, investment, retirement and tax planning.

Apart from Financial Planning Standards Board, India (FPSB India), International College of Financial Planning, The Indian Institute of Financial Planning, Ritu Nanda-led RNIS College , etc, offers full-time and executive programmes in financial planning for six months to one year. All the institutes which begin a programme in CFP need to be affiliated to FPSB India.

A candidate is free to schedule the exam on his own at any of the authorised centres of the examination provider authorised by the National Stock Exchange (NSE).

Over 10,000 exams are scheduled every year, says Ranjeet S Mudholkar, Vice Chairman and CEO, FPSB India. And around 50 per cent candidates pass annually.

One needs to have a bachelor’s degree with an aggregate 50 per cent marks to take up this course. Having an experience of three years in financial services industry is important, either prior to or after clearing the exams. But, one also needs a year’s supervised work experience after qualifying all the exams.

If you are a Chartered Accountants (CA), Chartered Financial Analysts (CFA), MBA (Finance), and so on, with three years’ experience in financial services, you can directly appear for the Advanced Financial Planning paper (Exam 5).

The entire course at FPSB India can cost you between Rs 23,000 and Rs 73,000. The registration fee is Rs 10,000, total exam fee is Rs 13,000 (each exam one to four costing Rs 2,000) and Rs 5,000 for the final paper.


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How to choose a course on stock market

What to look out for while choosing a course on stock market investments

NIKHIL WALAVALKAR, Economic Times 30/1/2012


Legends of stock market allure many individuals to try their hands on equities. But, barring a few, many end up losing their hard-earned money in the market. Some retire hurt, but some don’t give up and queue up to sign up for courses that are designed to help novices in the market. The queue gets longer especially when the market is in bad shape.

"Short duration courses dealing with the basics of stock market have been in demand for some time now," says Vinod Nair, head – academics and product development, BSE Institute. Many institutions and individuals are offering short-duration courses that are supposed to help individuals to get it right in the stock market.

What is on offer

Typically, an average investor would want to learn every ‘money making trick’ in a weekend. No wonder, there are many courses that are conducted on weekends. Sure, you also have the option of a three-month course. One can start with courses dealing with the basics of stock market: what is a stock market; how does it function. There are also courses that are focused on one aspect of investing, say, fundamental analysis.

A course of fundamental analysis will typically deal with industry analysis, financial analysis and valuation of companies. If you have been investing or trading for some time and aware of the operational aspects of the game, you can consider them. If you are fairly aware of fundamental analysis and keen to go deeper, you can look at financial modeling course that helps you build your own earnings models to project a company’s financials using the spreadsheet. Put simply, you have to first identify your requirement before going for a course.

For example, if you are comfortable trading using price behaviour of securities, go for a technical analysis course. If you believe in financial numbers, look for options in fundamental analysis. But since there is a problem of plenty – choose wisely.

How to choose

Professionally-managed institutes clearly define the objectives of a course and the ideal audience for the course. "Do not get carried away by tall claims lodged by some self-proclaimed experts to market their courses," says Chandrashekhar Thakur, head – investor education, Central Depository Services.

You should choose a course only when your requirements and the objectives of the course match. Go with a course that clearly outlines the course content. "Check if the course coverage is comprehensive and includes concepts, tools and techniques and relevant regulatory issues," says Vinod Nair.

If you have some doubts about the course content do get it clarified before you opt for the course. "You should also check the teaching approach used. Whether it is just an information download or does it use hands on exercises and current case studies," adds Vinod Nair. Go with a course that takes real life case studies. You can get this information from ex-students.

SM Course

"Do check the credentials of the faculty conducting the course," adds Chandrashekhar Thakur. Role of faculty is more important since these are application-oriented course. Professional bodies with long-standing track record ensure faculties with rich market experience in respective domains. But when it comes to individuals or little known institutes, conducting courses, you have to exercise caution.

"If you are opting for a technical analysis course, check the track record of the faculty as a technical analyst. Especially his recommendations and views at critical junctures can give you an insight," says Nooresh Merani, chief executive officer, Analyse India Market Solutions. With the advent of electronic media such as websites and blogs, this is very much possible nowadays. Professional technical analysts do keep a time stamped record of recommendations on their websites or free blogs.

Infrastructure also matters a lot. If you have enrolled for a financial modeling course, the institute should provide each participant a computer in the classroom. Better confirm the same before enrolling, otherwise you have to carry your laptop with you. In case of a technical analysis course, the institute should offer you some handholding in terms of which charting software to buy after the course. The institute should also offer some post course assistance.

"Students need help from faculty after completing the course for clearing their doubts. Sometimes refresher courses at no extra cost work better," says Nooresh Merani. Some institutes also offer students online forums and groups to discuss doubts, trades and investment ideas with faculties and fellow students. If you are new to markets, this makes a lot more sense.

A course conducted for a day or two would be priced anything between Rs 3,000 and Rs 12,000. Long-duration programmes are priced between Rs 15,000 and Rs 25,000. If you are going for a technical analysis course, do consider the cost of charting software, which is priced in the range of Rs 10,000 and Rs 25,000 a year. It may look obvious to account for, but still, you need a computer and a broadband internet connection to trade using charting software.

The Road Ahead

"Nobody becomes an expert overnight. A good course gives you knowledge and enables you to use it in your favour," says a fund manager, who does not want to be named. Give yourself time to absorb what you have learnt in the course and gradually apply it in the market. Most courses will also offer some inputs on risk management and money management that bring in some discipline. Use your knowledge, be disciplined and patient, and you will be rewarded.


VRIDHI’s Comment: We at VRIDHI adopt a holistic approach when conducting training programs on various topics connected to Financial Markets. VRIDHI has all the reputation and expertise which this article is stressing upon. VRIDHI provides free support to all the candidates attending our programmes so that they can get the required confidence. Do visit our webpage:


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VIFS now is VTA

VRIDHI Institute of Financial Services.

now officially is

VRIDHI Training Advisory Pvt. Ltd.

“Corporate Identity..Better Accountability..Better Delivery of Services”

Join us to Congratulate

VRIDHI Institute is proud to announce that Mr.Ramesh Bhatt of M/s.Aniram, has cleared his CFP.

Mr.Ramesh Bhatt is the first to qualify from VRIDHI out of the three batches currently on stream.

We whole heartily congratulate Mr.Ramesh Bhatt, CFPCM

VRIDHI requests all of you to join in and congratulate him by posting your comments below.