Aptech Certified Finance Specialist

Finance specialists manage financial products - including mutual funds, tax saving investments, and more. It is an exciting field of work where you are in charge of managing money & making it grow with your smart investment decisions. To get to this level in your career, you need the right training in finance.

Financial services industry: India has so many banks & financial institutions that offer hundreds of saving & investment schemes & policies. To manage these investments, the banking & finance industry needs financial professionals & experts. As per the BFSI Sector Skill Council of India (BFSISSC), this sector will provide 8.4 million jobs by 2022.

Aptech offers professional training to prepare you for a successful career in the finance sector.


On completing this course, you can also appear for NISM exams including: Mutual Fund Foundation Certification Exam, Depository Operations Certification Exam, and Investment Adviser (Level 1) Exam.

Course covers

This course is divided into two terms. Total duration of the course is 9 months. Each term prepares you to handle a specific area of the financial sector.

  • Term 1
  • Term 2

During the first term, you will learn the basics of banking & finance, and various financial services.


  • Soft skills
  • MS Word
  • MS Excel
  • Financial modelling on Excel
  • PowerPoint
  • Google apps
  • Marketing & sales
  • Overview of financial services, insurance & capital market

In the second term, you get hands-on training from financial expert and professional guidance in trading activities & client handing.


  • Mutual funds
  • Depository operation
  • Investment adviser
  • Practical training with expert wealth managers & mutual fund distributors

    Course duration: 9 months (Classes are typically held 2 hours per day, 3 days a week.)

    Fee range: ₹37,000 – 56,000*

  • Eligibility

    Graduate (preferably in Commerce) with minimum 50% marks in final year

  • Job opportunities

    People with skills & training in financial management are in high demand in banks & financial institutions. There are hundreds of job opportunities available in this sector. After completing this course, you can build a career as:

    1. Mutual fund advisor & distributor
    2. Wealth manager
    3. Merchant banker
    4. Broker
    5. Depository participant & registrar for depository operations
    6. Investment advisor

*Note: Fees & duration may vary based on course & centre location. The fees indicated are exclusive of applicable taxes. For details, contact your nearest Aptech centre!