One of leading Investment Education and learning solutions company focused on competency building for the investments and financial services sector in India for over 12 years.

• Certification Program for Working Professionals (RMs).
• Certification Program for Students (Potential RMs and IFAs).
• Certification Program for Entrepreneurs.
• Online video channel for general investor.

The financial and equity market is growing over the world. However, there are not as many Advisory organizations who can provide the necessary education and information. There is a need to provided more and more information so that licensed Mutual Fund Distributors to support the growing investor base.

10+ year old architecture which needs technical, Functional and architectural upgrades. No Scalability and difficult to manage the upgrades. Multiple applications built on different tech stacks.

• Enrollment and registration of potential users.
• Built-in examination and quiz engine.
• Inbuilt implementation support for preparatory training for NISM Certification.
• Payment gateway integration.
• Workflow orchestration for multiple processes.
• Built-in features to cater operational requirements for assisting the potential distributors in scheduling the NISM Certification, KYD process, applying for ARN, EUIN, Dashboards, Reports, Learning progress review, Distributor Journey Views, Audit Trail, Product configuration, Assessment engine configuration, user management.

One of leading Financial Training Experts in India. Created 300+ independent financial advisors through the DAP/ExpertMFD platform.

The Mutual Fund Investor base is growing in India. However, there are not as many Mutual Fund Advisors who can capture the growing investors. There is a need to generate more and more licensed Mutual Fund Distributors to support the growing investor base. Multiple courses and levels in learning path, configurable learning path with optional, mandatory levels, cost/no cost for some products. Custom workflows and journey.

• Enrollment and registration of potential distributors.
• Capturing registered users’ profile.
• Learning Path configuration based on chosen journey – ARN/EUIN/CPE.
• Built-in Pre-Assessment engine to gauge the potential distributors factual and behavioral attributes, scoring mechanism.
• Integration with third party LMS for preparatory training for NISM Certification.
• Payment gateway integration.
• Workflow orchestration for multiple processes.

Built-in features to cater operational requirements for assisting the potential distributors in scheduling the NISM Certification, KYD process, applying for ARN, EUIN, Dashboards, Reports, Learning progress review, Distributor Journey Views, Audit Trail, Product configuration, Assessment engine configuration, user management.