Connect banking, insurance, investments and digital finance within one ecosystem.
Industry-relevant skills
Industry-relevant skills you will build
Financial Institutions & Business Analysis
Evaluate institutions, operating models, market players and sector changes.
FinTech Business Modelling
Understand platform economics, revenue models, customer acquisition and technology-driven services.
Data-Driven Decision-Making
Use credit scoring, financial analysis and market insights to support business decisions.
Digital Governance & Compliance
Understand RegTech, SupTech, consumer protection, regulation and ethics in technology use.
Who it is for
Designed for postgraduate learners entering an evolving BFSI industry
Post-Graduate Students
Learners seeking a connected understanding of financial services, FinTech models, digital infrastructure and regulation.
Knowledge you will gain
What you will understand and apply
Technology in Finance
Understand how technology is changing banking and financial-service delivery.
Digital Lending & Credit
Learn digital-lending models, credit scoring, NBFC operations and NPA-management practices.
Markets & Wealth
Understand capital-market instruments, mutual funds, ETFs, PMS, AIFs and wealth-advisory frameworks.
Digital Payments
Learn UPI, API banking, embedded finance and digital-lending frameworks.
Risk & Regulation
Assess regulatory needs, risk and responsible-innovation considerations.
Industry Exposure
Explore Indian and global FinTech developments, cases and changing career trajectories.
What you will understand and apply
Technology in Finance
Understand
how technology is changing banking and financial-service delivery.
Digital Lending & Credit
Learn digital-lending models, credit scoring, NBFC operations
and NPA-management practices.
Markets & Wealth
Understand
capital-market instruments, mutual funds, ETFs, PMS, AIFs and wealth-advisory
frameworks.
Digital Payments
Learn UPI, API banking, embedded finance and digital-lending
frameworks.
Risk & Regulation
Assess
regulatory needs, risk and responsible-innovation considerations.
Industry Exposure
Explore Indian and global FinTech developments, cases and
changing career trajectories.
The difficulty many learners face in FinTech and financial services stems from fragmented study approaches and unclear learning sequences, rather than the complexity of concepts themselves.
- Studying banking, insurance, investments, and digital finance as separate subjects fragments understanding.
- Digital finance topics like lending, payments, wealth management, and embedded finance lack connection to practical uses.
- Knowledge about financial products, market players, technologies, and regulations remains scattered.
- The progression from traditional finance to tech-driven financial services isn’t presented through a clear, logical learning path.
How We Help You Succeed:
This course offers a comprehensive and practical overview of the entire BFSI and FinTech ecosystem, linking key components to build a clear understanding of modern financial services. Covers financial institutions, capital markets, insurance, digital payments, lending, and wealth management. Provides a structured, connected view of the BFSI and FinTech landscape for practical understanding.
Learning journey
No uncertainty after payment
01
Map the BFSI ecosystem
Understand banks, NBFCs, insurers, markets and financial institutions.
02
Understand core financial services
Learn how credit, investments, insurance and wealth services operate.
03
Explore FinTech models
Study platforms, embedded finance, InsurTech, WealthTech and revenue structures.
04
Learn digital infrastructure Live tier
Understand UPI, wallets, neobanks, APIs, eKYC and digital identity.
05
Apply data-driven thinking
Connect credit scoring, analytics and market insights to decisions.
06
Understand governance
Add regulation, fraud risk, cybersecurity, privacy and responsible innovation.
Why structured preparation matters
FinTech becomes easier to understand when traditional finance and technology are studied together
Learners often study banking, insurance, investments and digital finance as separate subjects, making it difficult to see how modern financial-services businesses actually connect.
Link digital lending, payments, wealth management and embedded finance to practical business uses.
Organise knowledge about financial products, market players, technologies and regulation.
Follow a clear progression from traditional finance to technology-driven financial services.
Note: How we help you succeed: The course provides a practical overview of the BFSI and FinTech ecosystem, connecting financial institutions, capital markets, insurance, digital payments, lending and wealth management into one structured learning path.
The curriculum: 22 units
Introduction to FinTech & Financial Services / BFSI
Introduction to FinTech & Financial Services / BFSI 66 Lessons 00:00:00
Chapter 1 : The Financial Services Landscape Meaning Scope and the BFSI Ecosystem
3 Lessons
00:00:00 Hours
-
E-book The Financial Services Landscape - Meaning, Scope and the BFSI Ecosystem
.
-
The Financial Services Landscape Meaning Scope and the BFSI Ecosystem
.
Chapter 2 : Financial Institution Structure, functions and comparative roles
3 Lessons
00:00:00 Hours
-
E-book Financial Institutions - Structure, Functions and Comparative Roles
.
-
Financial Institution structure, functions and comparative roles
.
Chapter 3: Capital Markets Primary , Secondary and Market Infrastructure
3 Lessons
00:00:00 Hours
-
E-book Capital Markets - Primary, Secondary and Market Infrastructure
.
-
Capital Markets Primary Secondary and Market Infrastructure
.
Chapter 4: Commercial and Retail Banking Products, Operations and Regulation
3 Lessons
00:00:00 Hours
-
E-book Commercial and Retail Banking - Products, Operations and Regulation
.
-
Commercial and Retail Banking Products, Operations and Regulation
.
Chapter 5: Priority Sector Lending, NBFCs, Credit Creation and NPA Management
3 Lessons
00:00:00 Hours
-
E-book Priority Sector Lending, NBFCs, Credit Creation and NPA Management
.
-
Priority Sector Lending, NBFCs, Credit Creation and NPA Management
.
Chapter 6: Digital Lending Credit Scoring and UPI Linked Finance
3 Lessons
00:00:00 Hours
-
E-book Digital Lending, Credit Scoring and UPI-Linked Finance
.
-
Digital Lending Credit Scoring and UPI Linked Finance
.
Chapter 7: Banking and Lending Metrics NPA Loan Performance and Revenue KPIs
3 Lessons
00:00:00 Hours
-
E-book Equity and Debt Capital Markets - Instruments, Participants and Regulation
.
-
Banking and Lending Metrics NPA Loan Performance and Revenue KPIs
.
Chapter 8: Mutual Funds, ETFs, PMS and AIF Structures
3 Lessons
00:00:00 Hours
-
E-book Mutual Funds, ETFs, PMS and AIF Structures
.
-
Mutual Funds, ETFs, PMS and AIF Structures
.
Chapter 9: Investment, Advisors, Research Analysts and Wealth Management
3 Lessons
00:00:00 Hours
-
E-book Investment Advisers, Research Analysts and Wealth Management
.
-
Investment-Advisers-Research-Analysts-and-Wealth-Management
.
Chapter 10: The Financial Services Landscape Meaning Scope and the BFSI Ecosystem
3 Lessons
00:00:00 Hours
-
E-book Life Insurance, Health Insurance and General Insurance
.
-
The Financial Services Landscape Meaning Scope and the BFSI Ecosystem
.
Chapter 11: Protection Planning Wealth Management Landscape and Asset Allocation
3 Lessons
00:00:00 Hours
-
E-book Protection Planning, Wealth Management Landscape and Asset Allocation
.
-
Protection Planning Wealth Management Landscape and Asset Allocation.pptx
.
Chapter 12: Advisor Process Client Profiling Suitability and HNI Family Office Advisory
3 Lessons
00:00:00 Hours
-
E-book Advisory Process, Client Profiling, Suitability and HNI - Family Office Advisory
.
-
Advisory Process Client Profiling Suitability and HNI Family Office Advisory.pptx
.
Chapter 13: Evolution of Fin-Tech from Traditional Finance to Digital Disruption
3 Lessons
00:00:00 Hours
-
E-book Evolution of FinTech - From Traditional Finance to Digital Disruption
.
-
Evolution-of-FinTech-From-Traditional-Finance-to-Digital-Disruption.pptx
.
Chapter 14: Digital Payments UPI Wallets Neobanks and API Banking
3 Lessons
00:00:00 Hours
-
E-book Digital Payments, UPI, Wallets, Neobanks and API Banking
.
-
Digital-Payments-UPI-Wallets-Neobanks-and-API-Banking.pptx
.
Chapter-15 Embedded-Finance-BNPL-WealthTech-and-InsurTech.pptx
3 Lessons
00:00:00 Hours
-
E-book Embedded Finance, BNPL, WealthTech and InsurTech
.
-
Embedded-Finance-BNPL-WealthTech-and-InsurTech.pptx
.
Chapter-16 Digital KYC eKYC Onboarding and Digital Identity Infrastructure.pptx
3 Lessons
00:00:00 Hours
-
E-book Digital KYC, eKYC, Onboarding and Digital Identity Infrastructure
.
-
Digital KYC eKYC Onboarding and Digital Identity Infrastructure.pptx
.
Chapter-17 FinTech Revenue Models Platform Economics and Customer Acquisition.pptx
3 Lessons
00:00:00 Hours
-
E-book FinTech Revenue Models, Platform Economics and Customer Acquisition
.
-
FinTech Revenue Models Platform Economics and Customer Acquisition.pptx
.
Chapter-18 Blockchain, Cryptocurrencies and Decentralised Finance
3 Lessons
00:00:00 Hours
-
E-book Blockchain, Cryptocurrencies and Decentralised Finance
.
-
Blockchain, Cryptocurrencies and Decentralised Finance
.
Chapter-19 Indian and Global FinTech Case Studies pptx
3 Lessons
00:00:00 Hours
-
E-book Indian and Global FinTech Case Studies
.
-
Indian and Global FinTech Case Studies
.
Chapter-20 Financial Regulation in India RBI SEBI IRDAI PFRDA and International Frameworks
3 Lessons
00:00:00 Hours
-
Chapter 20 - Financial Regulation in India - RBI, SEBI, IRDAI, PFRDA and International Frameworks
.
-
Financial Regulation in India RBI SEBI IRDAI PFRDA and International Frameworks.
.
Chapter-21 Consumer Protection Data Privacy Cybersecurity and Fraud Risk
3 Lessons
00:00:00 Hours
-
E-book Consumer Protection, Data Privacy, Cybersecurity and Fraud Risk
.
-
Consumer Protection Data Privacy Cybersecurity and Fraud Risk
.
Chapter-22 RegTech SupTech Digital Compliance and Responsible Innovation
3 Lessons
00:00:00 Hours
-
E-book RegTech, SupTech, Digital Compliance and Responsible Innovation
.
-
RegTech SupTech Digital Compliance and Responsible Innovation
.
Our alumni work at India's leading wealth institutions
CWM® charterholders serve in private banking, wealth advisory, financial planning, and portfolio roles across these organizations — part of a 300,000+ global alumni network.
Questions before enrolling
Introduction
to FinTech & Financial Services BFSI: FAQs
The program curriculum covers banking, NBFCs, insurance, capital markets, digital payments, lending, wealth management and FinTech business models.
Yes. UPI, digital wallets, neobanks, API banking, eKYC and digital identity systems are explicitly included.
Yes. Digital-lending models, credit scoring and NBFC operations are part of the course content.
Yes. Regulatory expectations, fraud risk, cybersecurity, data privacy, consumer protection and responsible innovation are all referenced.
Build a connected view of modern finance
Understand how traditional financial institutions, digital infrastructure, data and technology-driven business models are coming together to reshape the BFSI industry.
Start Your Professional Journey →Self-paced or live
◆Choose your Study Mode
Choose the study mode that works best for Introduction to FinTech & Financial Services / BFSI. Your selected course access and applicable fees are shown below.
Study on your own schedule
₹11000
+ 18% GST
₹12980 payable today
Write a public review