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       AAFM India 30th Wealth & Alternates Business & Growth Summit 2026, 22nd Aug 2026, Indore

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Introduction to FinTech & Financial Services / BFSI

Understand the BFSI ecosystem and explore how technology is transforming modern finance.

Intermediate Last updated Aug 2026 English
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Why structured preparation makes all the difference

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.


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Program Overview

The financial-services industry is rapidly moving towards technology-driven business models. Today, entering the BFSI sector must understand not only banking and finance, but also digital payments, online lending, FinTech platforms, data-based services and changing regulatory expectations. The Introduction to FinTech & Financial Services / BFSI course prepares you for this evolving professional environment.

The course offers a structured and progressive path through the financial-services landscape, marrying theory with practice in contemporary financial services and technology. The course will link theory and practice with regards to the application of the concepts in technology-driven financial institutions and businesses

  • Banking and Financial Institutions: Discuss the process of creating credit, risk management, and financial services by the banks, NBFCs and other financial institutions. 
  • FinTech Business Models: Learn about digital platforms, customer acquisition, embedded finance, InsurTech, WealthTech, and FinTech revenue models
  • Payments and Digital Infrastructure: Understand about UPI, Digital Wallets, Neobanks, API banking, eKYC, and digital identity systems.
  • Career Ready Industry Knowledge: Become familiar with financial regulations, fraud risks, cyber security and future industry trends.

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Trusted & Recognised Worldwide

Is this program right for you?
  • Post-Graduate Students 

Our Alumni(s) Placed at

Knowledge You Will Gain

  • Enhanced knowledge of technology’s impact on banking and financial service delivery.
  • Knowledge on Digital-Lending Models, Credit Scoring, NBFC operations, and NPA management practices.
  • Understanding of capital-market instruments, mutual funds, ETFs, PMS, AIFs, and wealth-advisory frameworks.
  • Knowledge about Digital Payments, UPI, API banking, Embedded finance, and Digital lending frameworks.
  • Skill in assessing risks, regulatory needs, and responsible-innovation practices associated with FinTech.
  • Exposure to Indian and global FinTech case studies, industry developments and changing career trajectories

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Industry-relevant skills you will master
  • Financial Institutions and Business Analysis: Evaluate financial institutions, operating models, market players and sector changes.
  • FinTech Business Modelling: Discuss platform economics, revenue models, customer acquisition and technology driven financial services.
  • Data-Driven Decision-Making: Use credit scoring, financial analysis, and market insights to make informed decisions for the business.
  • Digital Governance and Compliance: Gain a knowledge and understanding of the concept of RegTech, SupTech, consumer protection and regulatory regimes, and ethics in the use of technology.

Program curriculum
22 Lessons 00:00:00 Hours
Introduction to FinTech & Financial Services / BFSI
  • The Financial Services Landscape Meaning Scope and the BFSI Ecosystem
    .
  • Financial Institution structure, functions and comparative roles
    .
  • Capital Markets Primary Secondary and Market Infrastructure
    .
  • Commercial and Retail Banking Products, Operations and Regulation
    .
  • Priority Sector Lending, NBFCs, Credit Creation and NPA Management
    .
  • Digital Lending Credit Scoring and UPI Linked Finance
    .
  • Banking and Lending Metrics NPA Loan Performance and Revenue KPIs
    .
  • Mutual Funds, ETFs, PMS and AIF Structures
    .
  • Investment-Advisers-Research-Analysts-and-Wealth-Management
    .
  • The Financial Services Landscape Meaning Scope and the BFSI Ecosystem
    .
  • Protection Planning Wealth Management Landscape and Asset Allocation.pptx
    .
  • Advisory Process Client Profiling Suitability and HNI Family Office Advisory.pptx
    .
  • Evolution-of-FinTech-From-Traditional-Finance-to-Digital-Disruption.pptx
    .
  • Digital-Payments-UPI-Wallets-Neobanks-and-API-Banking.pptx
    .
  • Embedded-Finance-BNPL-WealthTech-and-InsurTech.pptx
    .
  • Digital KYC eKYC Onboarding and Digital Identity Infrastructure.pptx
    .
  • FinTech Revenue Models Platform Economics and Customer Acquisition.pptx
    .
  • Blockchain, Cryptocurrencies and Decentralised Finance
    .
  • Financial Regulation in India RBI SEBI IRDAI PFRDA and International Frameworks.
    .
  • Indian and Global FinTech Case Studies
    .
  • Consumer Protection Data Privacy Cybersecurity and Fraud Risk
    .
  • RegTech SupTech Digital Compliance and Responsible Innovation
    .
Eligibility & entry requirements
  • Graduation is mandatory.

Trusted by Industry Professionals

Subhradip Bhowmick

Subhradip Bhowmick

Founder

Esbee Sharpe Investment Service

Rohit Khatri

Rohit Khatri

Manager

Motilal Oswal Financial Services Ltd

Mohit Chaudhary

Mohit Chaudhary

Assistant Manager

IIFL Wealth Management Limited

Vishal Ahuja

Vishal Ahuja

Vice President

HDFC Bank

Laksh Vaish

Laksh Vaish

Assistant Vice President

Axis Bank

Payal Maheshwari

Payal Maheshwari

Assistant Vice President

Anand Rathi Group

Deep Rakesh Gandhi

Deep Rakesh Gandhi

Business Consultant

Infosys Consulting

Girirajsinh Zala

Girirajsinh Zala

Assistant Manager

HDFC Bank

AAFM® India: A Global Leader in Professional Education

AAFM® India represents a global legacy in financial education, supported by international standards and global recognition. It is a Standard Setting Body in India with the objective to promote Financial Advisory & Wealth Management in the country.

Learners choose AAFM® India because of:

  • Strong focus on career-oriented education
  • Industry-relevant curriculum
  • Professional credibility
  • Practical learning approach
  • Commitment to learner success
  • 1st Choice for Finance Professionals Seeking Global Credentials
  • Among India's Top-Ranked Financial Education Institutions
  • 10+ Industry recognised certifications (CWM®, CTEP®, Ch.E®, and more)
  • Featured in 3+ National Media and Education Platforms
  • 300,000+ Certificants
  • 21st Century Curriculum
  • 8000+ Finance Professionals Empowered
  • Certifications issued directly from USA
  • 94% of our Students Say Training Helped Advance their Careers
  • 74% of Our Faculty Holds International Financial Designation
  • 35+ Industry Mentors and Trainers from Across the Globe
  • 64% of AAFM® Certified Members See Career Growth Within a Year
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Why this certification matters
  • Gain substantial knowledge on the dynamic landscape of the FinTech and BFSI industry.
  • Learn about Banking, Insurance, Capital Markets, Digital Payments, and Financial Technologies.
  • Acquire industry-related skills that will benefit banks, NBFCs, FinTech companies, and financial institutions
  • Know regulatory aspect, cybersecurity, data privacy, financial innovation, and responsible financial innovation
  • Expand job prospects in traditional and technology-fueled financial services.

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