Employee Induction Program (EIP)

Orientation Session for Employee Induction Program

Session 1. Introduction Personal Finance

Session 1.1 - Networth

Session 1.2 - Asset Allocation

Session 1.3 - Emergency Fund

Session 1.4 - Liquidity

Session 1.5 - Inflation

Session 1.6 - Credit Score

Session 1.7 - Compounding

Session 1.8 - Diversification & Capital Gains

Session 1.9 - Debt to Income Ratio

Session 1.10 - SIP & NAV

Session 1.11 - Risk Appetite & Term Insurance

Session 1.12 - AUM & Rebalancing

Session 1.13 - ROI & Amortization

Session 1.14 - Diversified Portfolio & Expense Ratio

Session 1.15 - Yield & NPA

Session 1.16 - SWP & Index Fund

Session 1.17 - Debt Fund & Securities

Session 1.18 - Asset Class & Time Horizon

Session 1.19 - Alpha & Beta

Employee Induction Program (EIP) - Quiz - 1

Session 2 - Introduction to Investments Universe

Session 2.1 - Types of Assets

Employee Induction Program (EIP) - Quiz 2

Session 3 - Basic of Mutual Fund

Session 3.1 - Equity Mutual Fund

Session 3.2 - Debt Mutual Fund

Session 3.3 - Hybrid Mutual Fund

Session 3.4 - Other Categories

Session 3.5 - Mutual Fund Structure

Employee Induction Program (EIP) - Quiz 3

Session 4 - Client Onboarding Process & Platforms

Employee Induction Program (EIP) - Quiz 4

Session 5 - Types of Transactions & Cut-off Timings

Employee Induction Program (EIP) - Quiz 5

Session 6 - Account Statements & Reports

Employee Induction Program (EIP) - Quiz 6

Session 7 - Everything You Should Know About Insurance

Session 7.1 - General Insurance

Session 7.1(A) - Health Insurance

Session 7.1(B) - Personal Accident

Session 7.1(C)- Motor & Home Insurance

Session 7.1(D) - Travel & Commercial-Business Insurance

Session 7.1(E) - Key Features of General Insurance

Session 7.1(F) - Why General Insurance Important

Session 7.2 - What is Life Insurance

Session 7.2(A) - Types of Life Insurance

Session 7.2(B) - Key Features of Life Insurance

Session 7.2(C) - Why is Life Insurance Important

Session 7.2(D) - Life Vs General Insurance

Session 7.2(E) Key Points to Consider when Buying Insurance

Session 7.3 - Health Insurance Terms

Session 7.3(A) - Process of Buying Process

Session 7.3(B) - Claim Process

Session 7.3(C) - Important Riders

Employee Induction Program (EIP) - Quiz 7

Session 8 - Compliance Factors & Nomenclatures

Employee Induction Program (EIP) - Quiz 8

Session 9 - Career Growth Path & Framework

Employee Induction Program (EIP) - Quiz 9

Session 10 - Advanced Knowledge Path

Employee Induction Program (EIP) - Quiz 10

EIP - Final Exam 1

EIP - Final Exam 2

EIP - Final Exam 3