From Features to Client Needs
Connect product characteristics with financial objectives and client questions.
Why professionals choose AAFM® India
The American Academy of Financial Management® has set standards in financial certification since 1996. AAFM® India brings these international standards to Indian professionals, with a curriculum built for Indian markets, regulation, and clients.
Recognized in 151 countries
Conferred under AAFM® international standards, with certification issued from the USA.
300,000+ global alumni
Join a worldwide community of certified wealth managers, planners, and private bankers.
Faculty who practice
Instructors hold CA, CFA, FRM, CFP, and CWM® designations with current industry experience.
A curriculum for this decade
AI in portfolio management, alternative funds, international tax, behavioral finance - updated continuously.
Who this is for
Designed Exclusively for Samar Capital Employees
The program is intended for Samar Capital employees who want stronger product knowledge and more effective investment and client conversations.
Client-facing Teams
Explain financial products and respond to client questions with greater clarity.
Investment and Portfolio Teams
Strengthen portfolio-building, product-evaluation and risk-awareness skills.
Relationship and Sales Teams
Translate product understanding into more credible client conversations.
Finance and Operations Teams
Understand the processes and products supporting investment decisions.
Why choose this training?
Move from Product Knowledge to Client Confidence
A structured, practical learning experience designed specifically for Samar Capital employees.
01
Product Knowledge That Builds Confidence
Understand the features and applications of financial products before explaining them to clients.
02
Practical Equity Portfolio Skills
Learn how to select, evaluate and organise equity baskets and model portfolios.
03
Bonds and Savings Instruments
Explore bonds, small savings and market-linked instruments in a wealth-planning context.
04
Alternative Investments and AIFs
Recognise AIF structures and investment opportunities, along with relevant risk considerations.
05
Professional Client Communication
Strengthen clarity, credibility and responses to challenging product questions.
06
NISM Series V-A Training Component
Receive NISM V-A-focused learning as part of this broader five-day corporate training program.
What you will gain
Connect Financial Products with Practical Decisions
Build the ability to understand investment instruments, evaluate portfolios and communicate financial concepts more clearly.
Understand BFSI Fundamentals
Build a working knowledge of financial systems, banking and the wider investment landscape.
Evaluate Investment Products
Understand bonds, small savings, market-linked instruments and alternative investments.
Build Model Equity Portfolios
Explore equity selection, portfolio construction and evaluation.
Apply Risk-Aware Thinking
Connect risk, return and portfolio management operations to investment decisions.
Program Overview
Strengthen BFSI and Investment Skills
The training program begins with financial-services fundamentals and progresses to real-world portfolio strategies, equity basket building, bonds, small savings, alternative investment funds and market-linked debentures. It also introduces portfolio management processes, risk considerations and NISM Series V-A training as one component of the wider program.
Apply the Learning in Your Role
This employee-focused training is designed to strengthen practical knowledge and communication in investment-related work.
Product Conversations
Explain features, uses and risks of investment products more confidently.
Portfolio Discussions
Understand model portfolio construction, evaluation and monitoring.
Client Engagement
Handle questions and communicate more clearly and professionally.
Investment Decision Support
Use a stronger understanding of risk, return and product characteristics.
Skills You Will Build
BFSI Foundations
Understand financial systems and banking fundamentals.
Bond and Savings Analysis
Study bond structures, valuation, management strategies and small savings.
Equity Selection and Portfolio Design
Develop knowledge of equity analysis and model portfolio construction.
AIF and Market-Linked Products
Explore alternative investment structures and market-linked debentures.
Portfolio Management Operations
Understand portfolio processes, risk management and decision-making.
Client Communication
Build confidence in discussing investment products and answering questions.
FACULTY
◆Learn from practitioners, not presenters
AAFM INDIA
From knowledge to application
Turn Understanding into Action
The aim is not simply to memorise product definitions, but to apply concepts in client and portfolio contexts.
From Individual Stocks to Portfolios
Move from looking at one security to building and reviewing a model equity basket.
From Returns to Risk and Return
Consider downside risks and investment suitability alongside potential performance.
From Technical Terms to Clear Explanations
Make financial concepts easier to discuss with clients and colleagues.
What the Training Covers
The following are topic areas drawn from the provided program outline—not an official day-wise or chapter-wise syllabus.
Samar Capital Training 9 Lessons 00:00:00
Training Materials
9 Lessons
00:00:00 Hours
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Introduction to BFSI
.
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Small Saving Instruments
.
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Managing Bonds Basics
.
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Understanding Equity
.
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AIF and Opportunities
.
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Equity-Baskets-Building-Model-Portfolios
.
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Market-Linked-Debentures-MLDs
.
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PMS
.
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Derivatives_Futures_Options_Training
.
Program FAQs
Frequently Asked Questions
No. This is an exclusive five-day corporate training program for Samar Capital employees. NISM Series V-A training is included as one component.
The training is for 3-5 days
The training covers mutual funds, bonds, small savings, equities, AIFs, market-linked debentures and portfolio management concepts.
Yes. Model equity portfolio construction, evaluation and portfolio management practices are included.
No. Passing the NISM examination is required to earn the corresponding NISM certification.
Self-paced or live
◆Choose your Study Mode
Choose the study mode that works best for Samar Capital Training Program. Your selected course access and applicable fees are shown below.
Study on your own schedule
₹9999
+ 18% GST
₹11798.82 payable today
- BFSI fundamentals
- Bonds and small savings
- Equity portfolio construction
- AIFs and market-linked products
- Portfolio management practices
- NISM Series V-A training component
Ready to Strengthen Your Investment Skills?
Learn the products. Build portfolios. Communicate with confidence.
Enquire About the Program →
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