Description

Course Name: Certified Financial Services Professional

Global Occupational Skill Standard – GOSS ID: GOSS/M/CFSP/V1

Eligibility: Graduation or Equivalent or minimum 2 years of relevant experience (experience-based learners can directly enroll and certify).

Objective: The Certified Financial Services Professional course is designed to equip professionals with the knowledge and skills to manage financial services operations effectively across banking, insurance, investment, and other financial sectors. Participants learn about financial products, risk management, regulatory compliance, customer relationship management, financial planning, and operational efficiency.

Certification: Within 5 days after Completion of Online Assessment.

Get ready to join the Journey to become a GSDCI Certified Professional  – International Certification and Assessment Body.

Steps to become a GSDCI Certified Professional:

Step 1: Select your certification you want to pursue.

Step 2: Click on get certified tab, new pop up window will open.

Step 3: Click on pay certification fee, you will be redirected to billing details page.

Step 4: Fill your details and click on pay certification fee, you will be redirected to payment gateway, pay fee by any available options like Card (Debit/Credit), Wallet, Paytm, Net banking, UPI and Google pay.

Step 5: You will get Login Credentials of Online E-Books and Online assessment link on your email id, within 48 hrs of payment.

Step 6: After completion of the online assessment, the soft copy of your certificate will be sent to your registered email ID within 5 days.

Assessment Modules:

Module 1: Introduction to Financial Services Management: Overview of Financial Services, Role of a Financial Services Manager, Key Terminology and Concepts, Importance of Financial Services in Organizations, Types of Financial Services (Banking, Insurance, Investment), Challenges in Financial Services Management

Module 2: Banking and Financial Institutions: Structure of Banking Sector, Retail and Corporate Banking Operations, Central Bank Policies and Regulations, Risk Management in Banking, Digital Banking and FinTech Trends, Compliance and Governance in Financial Institutions

Module 3: Investment and Wealth Management: Principles of Investment Management, Portfolio Management and Asset Allocation, Investment Products and Services, Risk-Return Analysis, Client Advisory and Relationship Management, Performance Monitoring and Reporting

Module 4: Insurance and Risk Management: Types of Insurance Products, Underwriting and Claims Management, Risk Assessment and Mitigation, Regulatory and Compliance Requirements, Insurance Marketing and Customer Engagement, Measuring Insurance Performance

Module 5: Financial Planning and Advisory Services: Personal and Corporate Financial Planning, Budgeting and Cash Flow Management, Tax Planning and Optimization, Retirement and Estate Planning, Advisory Ethics and Professional Standards, Using Analytics and Tools for Financial Advisory

Module 6: Professional Practice and Strategic Financial Services Management: Leadership and Team Management in Financial Services, Strategic Planning and Business Development, Customer Relationship Management, Ethical and Regulatory Considerations, Performance Measurement and KPI Monitoring, Continuous Improvement and Innovation in Financial Services

GSDCI Online Assessment Detail:

• Duration- 60 minutes.
• Number of Questions- 30.
• Number of Questions from each module: 5.
• Language: English.
• Exam Type: Multiple Choice Questions.
• Maximum Marks- 100, Passing Marks- 50%.
• There is no negative marking in any module.

Benefits of Certification:

🌍 1. Global Recognition & Credibility – Stand out worldwide with a certification that opens doors across borders. Trusted by employers, respected by institutions, and recognized in over 100 countries.

📜 2. Quality Assurance through ISO Certification – Certified to global ISO standards, our programs deliver excellence, consistency, and a benchmarked learning experience that speaks for itself.

💼 3. Career Advancement & Employability – Enhances your resume and increases chances of promotions or job offers.

🤝 4. Non-Profit Trust Factor – Certifications from non-profit organizations are mission-driven rather than profit-driven.

📚 5. Access to Verified Learning & Resources – Often includes e-books, mock tests, and online support without hidden costs.

🔍 6. Transparency & Online Verification – Certifications come with a unique Enrolment ID for easy online verification by employers and institutions.

⏳ 7. Lifetime or Long-Term Validity – Certifications usually have lifetime validity or long-term recognition, reducing the need for frequent renewals.