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Finance training for BFSI and corporate teams
AAFM India works with banks, AMCs, wealth firms, insurance companies, fintechs and corporate teams to design practical learning for employees, advisers, distributors and relationship managers.
Practical learning that improves advice quality
AAFM India designs and delivers practical finance training for BFSI organisations — building the skills advisers, distributors and relationship managers need to serve clients with suitability.
Programmes are built around real advisory scenarios and can be certification-linked, with assessment and recognition options.
Built for BFSI and corporate L&D
What we train on
How training is delivered
Focused, practical sessions for teams.
Deeper, structured learning interventions.
Training tied to assessment and certification.
Live online sessions for distributed teams.
A mix of classroom and digital delivery.
A bespoke learning academy for your organisation.
Built for real advisory work
- Case studies and role plays
- Product-suitability conversations
- Client-profiling exercises
- Assessment and certification options
- Real-world advisory scenarios
How a corporate programme is planned
Share your need
Tell us your team, goals and constraints.
Training needs analysis
We assess skills gaps and outcomes.
Programme design
A tailored curriculum and delivery plan.
Delivery
Workshops, programmes or an academy.
Assessment & certification
Optional assessment and recognition.
Corporate Training — FAQ
Banks, AMCs, MFD networks, wealth-management firms, insurance companies, fintechs, NBFCs and corporate L&D teams.
Wealth management, mutual funds, PMS/AIF/SIF, estate and financial planning, retirement, risk profiling, advisory skills, compliance, RM upskilling, sales-with-suitability and HNI/family-office advisory.
One-day workshops, multi-day programmes, certification-linked training, online masterclasses, blended learning and customised corporate academies.
Corporate training designs learning programmes for your teams; corporate membership is for BFSI organisations to join AAFM India and shape standards. They are separate and can be combined.
Plan a corporate training programme
Tell us about your team and training need.
Explore every partnership pathway
Design a programme for your team
Tell us your training need and we will design a practical, suitability-first programme.
Plan a corporate training programme