Equalified Investor
Equalified Investor is a series of assessments designed by Equalifi for investors and
clients of financial products and services respectively.
Low levels of financial literacy have always been a major pain point for the Indian
financial services sector and the economy as a whole. This problem is expected to become
more severe in the aftermath of COVID-19 pandemic which is causing economic
repercussions across the country. Efforts to contain the spreading corona virus is
causing loss of jobs and income across the populace and without strong financial
literacy skills, a large section of these people are prone to fall into major financial
problems.
Equalified Investor is an effort to upskill masses through advanced training and
assessments specially designed for them.
Equalifi keeps organizing a number of free tutorials under this initiative. Empanelled
Mentors of Equalifi conduct training sessions regularly. Participants can attend any
number of such sessions completely free of cost.
Post-learning, participants have the option to take up any of the following national
assessments and be certified as an Equalified Investor.
These assessments are conducted online on a remote proctored platform. Once registered
for a particular exam, a candidate receives the exam link by email. Candidates can
appear for the exam through this link anytime, any day from anywhere within 1 year from
the date of registration. Successful candidates who score more than 50% in the exam are
awarded a Certificate.
These assessments are conducted online on a remote proctored platform. Onces registered for a
particular exam, a candidate receives the exam link by email. Candidates can appear for the exam
through this link anytime, anyday from anywhere within 1 year from the date of
registration.Successful candidates who score more than 50% in the exam are awarded a
Certificate.
Assessment Fee: Rs. 354
Upcoming Training Calendar
July 22, 2023 Fee: 11,800
Faculty:
Mr. Aditya Gadge
Founder
Equalifi & Priwexus
February 20, 2023 Fee: INR 1,180
Faculty:
Mr. Joydeep Sen
Corporate Trainer & Author
February 13, 2023 Fee: INR 1,180
Faculty:
Mr. Prakash Sinha
Corporate Trainer & Author
August 22, 2022 Fee: 1180.00
Faculty:
Himanshu Arora
Financial Trainer & Coach
August 22, 2022 Fee: Rs. 1180.00
Faculty:
Tariq Aboobaker
Managing Director, Amicorp Trustees (India)
August 22, 2022 Fee: Rs. 1180.00
Faculty:
Ankit Shah
Director and Head of Risk Measurement APAC, Invesco Asset Management
August 22, 2022 Fee: Rs. 1180.00
Faculty:
Mr. Joydeep Sen
Corporate Trainer, Author, Columnist
August 22, 2022 Fee: Rs. 1180.00
Faculty:
Jharna Agarwal
Senior Vice President and Head of Products, Anand Rathi Preferred
August 22, 2022 Fee: Rs. 1180.00
Faculty:
Himanshu Arora
Financial Trainer & Coach
August 22, 2022 Fee: Rs. 1180.00
Faculty:
Shashwati Choudhury
CAIIB, Ex. Banker, Corporate Trainer for Banks
August 22, 2022 Fee:
Faculty:
Himanshu Arora
Financial Trainer & Coach
August 22, 2022 Fee:
Faculty:
Chandru Badrinarayanan
Managing PartnerECube Investment Advisors
August 22, 2022 Fee:
Faculty:
Milind Kohmaria
Corporate Trainer & Consultant
August 22, 2022 Fee:
Faculty:
Kalyani Kamble
Co founder, Prescient Strategist | VisioNeering Life Author | VisioNeering Coach | Breakthrough TrainerNLP Masterpractiomer
August 22, 2022 Fee: Rs. 1180.00
Faculty:
Himanshu Arora
Financial Trainer & Coach
August 22, 2022 Fee: Rs. 1180.00
Faculty:
Mr. Swapnil Pawar
FounderASQI
August 22, 2022 Fee: Rs. 1180.00
Faculty:
Viswanathan M B
FCA, CFA, FRM, CIRA
August 22, 2022 Fee: Rs. 1180.00
Faculty:
Mr Rishiraj Seth
DirectorAura Art Development
August 22, 2022 Fee: Rs. 1180.00
Faculty:
Milind Kohmaria
Corporate Trainer & Consultant
August 22, 2022 Fee: Rs. 1180.00
Faculty:
Himanshu Arora
Financial Trainer & Coach
August 22, 2022 Fee: Rs. 1180.00
Faculty:
Mr. Viswanathan M B
FCA, CFA, FRM, CIRA
August 22, 2022 Fee: Rs. 1180.00
Faculty:
Viswanathan M B
FCA, CFA, FRM, CIRA
August 22, 2022 Fee: 1180.00
Faculty:
Anshul Srivastava
Founder and Chief MentorFinance Wizards