Investment Specialist

This course is designed for aspiring investment professionals, financial advisors, and anyone who wants to develop a deep understanding of the investment world.

₹15,000

Skills you'll gain

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Course Details

Earn a certificate course to get industry ready.

Course Details

Earn a certificate course to get industry ready.

About Crack-ED

We aim to empower students world-wide with skills and the confidence to perform in a job. As the name Crack-ED suggests, it’s a company to make everyone feel the feeling of CRACKING his/her dream job.

None

Prerequisites

20 hours

Duration

Beginner

Skill level

About this course

Our Investment Specialist course goes beyond textbook theory. We combine in-depth knowledge with practical application, giving you the skills and confidence to confidently navigate the complexities of the market. Through interactive learning modules, real-world case studies, and expert mentorship, you’ll gain the edge you need to succeed in this competitive field.

Skills you’ll gain

01

Investment Analysis

02

Risk Management

03

Investment Research

04

Client Communication

05

Ethical Investing

06

Tax Planning Strategies

07

Alternative Investments

08

Behavioral Finance

09

Behavioral Financial Analysis

Who Should Apply

Passion for Finance

Fresh Graduates

Financial Advisors

Existing Professionals

Business Owners

Our Curriculum

Module 1

Investment Fundamentals

Laying the groundwork with core investment concepts and principles.

Module 2

Financial Statement Analysis

Demystifying financial statements to assess a company’s financial health.

Module 3

Asset Allocation & Portfolio Construction

Building winning portfolios tailored to individual client needs.

Module 4

Equity Analysis & Valuation

Unveiling the secrets of stock valuation and selection.

Module 5

Fixed Income Analysis

Navigating the world of bonds and other fixed-income securities.

Module 6

Derivatives & Alternative Investments

Expanding your investment repertoire beyond traditional assets.

Module 7

Risk Management Strategies

Learning how to mitigate risk and protect your client’s capital.

Module 8

Behavioral Finance & Investor Psychology

Understanding the human element in investment decisions.

Module 9

Ethical Investing & Socially Responsible Investing

Aligning investments with values and sustainability goals.

Module 10

Client Communication & Relationship Management

Building trust and effectively communicating investment strategies.

Module 11

Regulatory Environment & Compliance

Ensuring your practice adheres to all relevant regulations.

Why choose this course ?

Learn from world-class faculty that will guide you through this certification program.

The Indian investment landscape is booming, creating a high demand for skilled professionals who can guide individuals and institutions towards their financial goals. This comprehensive course equips you with the knowledge and expertise to thrive in this exciting field.

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Ankush Negi
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I was quite under confident and hesitant to speak to people around me. I joined Crack-ED to upskill myself. Their course not only boosted my confidence but also improved my overall personality.
Sandali Gupta
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The amount of knowledge I gained in Crack-ED was unmatched. The trainers interacted with us and gave real-life examples to make us understand each and every concept effectively. I am happy to be a part of Crack-ED.
Dishika Upadhyay
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Earlier, I always used to doubt myself and my parents were concerned about my career. In the midst of self-doubt and confusion, one of the best decisions I took was to join Crack-ED's training program.
Shreyansh Jain
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In schools, we were never taught skills that were actually relevant in the real world. I struggled a lot in my college life due to poor communication skills. Since the day I joined Crack-ED, I saw an improvement in my communication.
Juweria Asim
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As my MBA was getting completed, I was concerned about placement. I joined Crack-ED which not only upskilled me but also hired me in their Operations team. The content material and the activities which were used for the training . I was lucky enough to be once part of Crack-ED training program and now I am working in their team.
Priya Sharma
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Crack-Ed's Data Analysis course was a game-changer for me! The clear explanations and practical exercises helped me master the skills I needed to land a coveted role as a Business Analyst at Infosys. I highly recommend Crack-Ed for anyone looking to boost their career!
Rahul Kapoor
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After years of working in sales, I felt the need to refresh my skillset. Crack-Ed's Digital Marketing course provided me with the latest strategies and tools I needed to excel in the online space. Within months, I secured a promotion to Digital Marketing Specialist at Flipkart. Thank you, Crack-Ed!
Anika Singh
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As a fresh graduate, I wasn't sure how to navigate the competitive job market. Crack-Ed's comprehensive interview preparation program boosted my confidence and equipped me with the skills to ace interviews. I landed my dream job at Mahindra & Mahindra within weeks of completing the program!
Amit Patel
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Upskilling myself with Crack-Ed's Integrated Data Mastery course was an excellent decision! The course provided valuable insights into data integration, which I'm now applying to improve efficiency and decision-making at Wipro. I highly recommend Crack-Ed for anyone looking to stay ahead of the curve in the data-driven world.

Industry Leading Faculty

Rhea Punjabi

10+ years in various spheres of marketing

V. Parameshwari

18+ years of experience in education and training

Pratibha Nayak

25 years of experience in the education sector .

Kirti Singh

8+ years of experience in corporate culture

Our Learners work at

FAQs

How can Crack-ED help me improve my soft skills?

Crack-ED offers specialized courses designed to enhance soft skills such as communication, teamwork, and problem-solving. Through interactive learning modules and practical exercises, learners can develop these essential skills and excel in their personal and professional lives.

Crack-ED provides a wide range of courses tailored to meet the demands of various industries. Whether you’re interested in digital marketing, data analysis, AI, or other fields, our courses offer in-depth training to equip you with the skills needed to succeed in your chosen career path.

Crack-ED continuously updates its course offerings to reflect the latest trends and advancements in the industry. Our team of experts monitors market demands and collaborates with industry professionals to ensure that our courses are up-to-date and aligned with current industry standards.

Crack-ED prioritizes quality learning outcomes through instructor-led training by industry experts, hands-on projects and exercises, personalized mentoring, and peer networking opportunities. Our courses are designed to be practical, engaging, and relevant to the needs of today’s learners.

The fees for our courses are flexible and depend on the chosen field of study as well as the specific course you select. We offer a range of pricing options to accommodate diverse budgets and learning needs.

You can contact the Crack-ED team by email crack-ed@girnarsoft.com or via the contact page on our website if you have any additional questions or need help. We’re here to support you as you explore our programs and move forward in your hiring of the top candidates or upskilling program.

Whether it is Soft Skills, Life skills, or Value Added Skills Crack-ED is the place to learn from top experts in the field.

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