Program Overview

The Future Financial Services Leaders Program 2025 serves as a catalyst for training young professionals in various specializations within the Financial Services ecosystem. This structured mentorship program will offer high-potential candidates an opportunity to get mentored by some of the most prominent Financial Services industry leaders. The goal is to provide guidance to emerging professionals in developing their career goals and aspirations, thereby investing in the future of the profession.

The Financial Services industry has been witnessing humongous growth over the last decade and needs a skilled and groomed talent pool to continue its dream run. The Future Financial Services Leaders Program will enhance cross-sectoral opportunities within the Financial Services sector for young professionals, equipping them with the knowledge and skills needed to excel. This program offers an unparalleled opportunity to work with the industry leaders, build a professional network and gain a deeper understanding of the Financial Services industry.

This Program is ideal for under-graduate students, post-graduate students and young professionals who are keen to make a career in financial services.

Perks Of The Program

Learn about all aspects of the Financial Services sector

Get mentored by Industry Leaders

Program Certificate & Digital Badge

Access to exciting Career Opportunities

Opportunity to work on a Capstone Project

Experience the benefits of a Holistic Curriculum

Focus Areas

Banking & Lending

Asset Management

Wealth Management

Capital Markets & Broking

Credit Research & Ratings

Regulatory Affairs & Policy

Financial Media & Journalism

Investment Banking

Strategy & Knowledge Consulting

Accounting & Audit

Family Offices & Private Wealth

Alternative Investments & Private Markets

Insurance & Risk Management

Fintech & Digital Finance

Commodities & Derivatives

Payments & Digital Payments

Global Capability Centers (GCCs)

Financial Law & Compliance

Treasury & Cash Management

ESG & Sustainable Finance

About the Mentors

Our mentors are some of the most prominent industry leaders of the Indian Financial Services industry. Volunteering their personal time, although these rock stars come from a range of backgrounds and specialize in diverse areas of financial services, one thing’s for sure: they’re all dedicated to helping the Future Financial Services leaders succeed.

Our Mentors

Ankur Jain

InCread Alternative Investments

Ashish Fafadia

Blume Ventures

Ashwin Patni

Axis Asset Management

Ninad Haibat

Kotak Investment Advisors

Richa Sethia Natarajan

Unitus Capital

Varun Rajda

Constellation Blu

Vishnu Bodapati

UIM - Upstreet Investment Managers

Venkatesh Prabhu

MITCON Credentia Trustee

Our Partner

Associate Partners

Program Structure

Benefits

Essential Tier

Virtual Membership

Strategic Tier

Live training sessions by practitioners

Certificate of program completion

Digital badge

Complimentary registration in Financial Services Aptitude Test (FSAT)

Career hacks sessions

“Ask Me Anything” sessions with financial services leaders

Capstone Project

Q&A Sessions with HR heads

Virtual Internship & Job Fair

Finance Aspirants' Delegation to Mumbai (April 22-23)*

*Optional and at an additional cost

Program Fee

Date

Essential Tier

Virtual Membership

Strategic Tier

Till October 31

INR 1,180

INR 3,540

November 1- 30

INR 1,770

INR 4,720

From December 1

INR 2,360

INR 5,900

Focus Areas

Banking & Lending

Asset Management

Wealth Management

Capital Markets & Broking

Credit Research & Ratings

Regulatory Affairs & Policy

Financial Media & Journalism

Investment Banking

Strategy & Knowledge Consulting

Accounting & Audit

Family Offices & Private Wealth

Alternative Investments & Private Markets

Insurance & Risk Management

Fintech & Digital Finance

Commodities & Derivatives

Payments & Digital Payments

Global Capability Centers (GCCs)

Financial Law & Compliance

Treasury & Cash Management

ESG & Sustainable Finance

Students registering under the intermediate or advanced mode will appear for the National Financial Services Employability Test (FSET) on June 15 on any one of their respective chosen verticals i.e. Banking, Wealth Management, Investment Banking, etc.

This Test is designed to assess the employability of the candidates within their chosen area and candidates are expected to prepare for this test both from the resources provided during this program as well as from outside.

The minimum passing requirement in FSET will be 50%. The negative marking for every wrong question will be -20%.

The students will be issued the Financial Services Employability Test certificate only after the successful completion of the first 3 segments and the exam.

Program Schedule

Session Date Day Time Topic Faculty
1 January 5 Sunday 10:00 – 11:30 Orientation & Program Overview
  • Welcome and program overview
  • Structure of the program (Foundation, Intermediate, Advanced)
  • Expectations, assessments, and certification
  • Introduction to mentors and faculty
TBA
2 January 5 Sunday 12:00 – 1:30 Introduction to Financial Services Ecosystem
  • Overview of the Indian financial services sector
  • Key players, regulators, and market structure
  • Career opportunities across verticals
  • The future of finance: trends and disruptions
TBA
3 January 10 Sunday 10:00 – 11:30 Banking & Lending
  • Structure of Indian banking: public, private, foreign, cooperative
  • NBFCs: role, types, and regulation
  • Credit analysis, lending products, and risk management
  • Career paths in banking and lending
TBA
4 January 10 Sunday 12:00 – 1:30 Credit Research & Ratings
  • Credit rating agencies and their role
  • Credit research process and methodologies
  • Rating scales and their interpretation
  • Career paths in credit research and ratings
TBA
5 January 17 Sunday 10:00 – 11:30 Asset Management
  • Asset management industry overview
  • Mutual funds, PMS, AIFs, and ETFs
  • Fund management process and portfolio construction
  • Career paths in asset management
TBA
6 January 17 Tuesday 12:00 – 1:30 Wealth Management
  • Wealth management landscape in India
  • HNI and UHNI client segments
  • Financial planning, advisory, and relationship management
  • Career paths in wealth management
TBA
7 January 24 Sunday 10:00 – 11:30 Capital Markets & Broking
  • Structure of Indian capital markets
  • Stock exchanges, brokers, and trading mechanisms
  • Equity, debt, and derivatives markets
  • Career paths in broking and capital markets
TBA
8 January 24 Sunday 12:00 – 1:30 Investment Banking
  • Investment banking functions: M&A, ECM, DCM
  • Deal lifecycle and transaction execution
  • Valuation methodologies
  • Career paths in investment banking
TBA
9 January 31 Thursday 10:00 – 11:30 Regulatory Affairs & Policy
  • Role of SEBI, RBI, IRDAI, and IFSCA
  • Regulatory frameworks and compliance
  • Policy development and advocacy
  • Career paths in regulatory affairs
TBA
10 January 31 Sunday 12:00 – 1:30 Financial Media & Journalism
  • Financial journalism landscape in India
  • Business news reporting, analysis, and commentary
  • Digital media and content creation
  • Career paths in financial media
TBA
11 February 7 Sunday 10:00 – 11:30 Accounting & Audit
  • Financial accounting and reporting
  • Auditing standards and practices
  • Internal audit and controls
  • Career paths in accounting and audit
TBA
12 February 7 Sunday 12:00 – 1:30 Family Offices & Private Wealth
  • Family office structures: SFO, MFO, VFO
  • Wealth preservation and succession planning
  • Governance and family constitutions
  • Career paths in family offices
TBA
13 February 14 Sunday 10:00 – 11:30 Alternative Investments & Private Markets
  • Private equity, venture capital, and private credit
  • Hedge funds and real assets
  • Fund structures and due diligence
  • Career paths in alternative investments
TBA
14 February 14 Sunday 12:00 – 1:30 Insurance & Risk Management
  • Insurance industry overview: life, health, general
  • Underwriting, claims, and actuarial science
  • Risk management frameworks
  • Career paths in insurance and risk
TBA
15 February 21 Sunday 10:00 – 11:30 Fintech & Digital Finance
  • Fintech landscape in India
  • Digital lending, neobanking, and insurtech
  • AI/ML in financial services
  • Career paths in fintech
TBA
16 February 21 Sunday 12:00 – 1:30 Commodities & Derivatives
  • Commodity markets: MCX, NCDEX
  • Derivatives: futures, options, swaps
  • Hedging and speculation
  • Career paths in commodities and derivatives
TBA
17 February 28 Sunday 10:00 – 11:30 Payments & Digital Payments
  • UPI, NEFT, RTGS, IMPS, and payment systems
  • Payment gateways, aggregators, and fintech
  • Digital payments ecosystem and regulation
  • Career paths in payments
TBA
18 February 28 Sunday 12:00 – 1:30 Global Capability Centers (GCCs)
  • GCC landscape in India
  • Participants will explore new-age asset classes such as sports, fractional real estate, and digital collectibles, along with institutional capital flows and investor sentiment.
  • BFSI GCCs: roles and functions
  • Global operations and technology
  • Career paths in GCCs
TBA
19 March 7 Sunday 10:00 – 11:30 Financial Law & Compliance
  • Corporate and financial law
  • Securities law and compliance
  • AML/KYC and regulatory compliance
  • Career paths in financial law
TBA
20 March 7 Sunday 12:00 – 1:30 Treasury & Cash Management
  • Treasury functions and cash management
  • Forex and liquidity management
  • Risk management in treasury
  • Career paths in treasury
TBA
21 March 14 Sunday 10:00 – 11:30 ESG & Sustainable Finance
  • ESG frameworks and reporting
  • Sustainable finance and green bonds
  • Impact investing
  • Career paths in ESG
TBA
22 March 14 Sunday 12:00 – 1:30 Strategy & Knowledge Consulting
  • Consulting landscape in financial services
  • Strategy, operations, and technology consulting
  • KPO and knowledge services
  • Career paths in consulting and KPO
TBA
23 March 21 Sunday 10:00 – 11:30 Practitioner's Roundtable: Life in Financial Services
  • Panel of practitioners from diverse verticals
  • Day-in-the-life insights
  • Career journeys and lessons learned
  • Q&A with industry leaders
TBA
24 March 21 Sunday 12:00 – 1:30 Career Hack Session: Resume Building & LinkedIn Optimization
  • Crafting a finance-focused resume
  • LinkedIn profile optimization for finance careers
  • Keywords, formatting, and networking tips
  • Live resume reviews
TBA
25 March 28 Thursday 10:00 – 11:30 Capstone Project (Only for Strategic Tier Participants)
TBA
26 April 4 Sunday 10:00- 1:00 pm Financial Services Aptitude Test (FSAT)
TBA
27 April 11 Thursday 10:00 – 1:00 pm “Ask Me Anything” Sessions with Financial Services Leaders (Only for Strategic Tier Participants)
TBA

About the Mentors

Our mentors are some of the most prominent industry leaders of the Indian Financial Services industry. Volunteering their personal time, although these rock stars come from a range of backgrounds and specialize in diverse areas of financial services, one thing’s for sure: they’re all dedicated to helping the Future Financial Services leaders succeed.

Our Mentors

Ankur Jain

InCread Alternative Investments

Ashish Fafadia

Blume Ventures

Ashwin Patni

Axis Asset Management

G Senthil

KFin Technologies

Ninad Haibat

Kotak Investment Advisors

Rajesh Gandhi

Deloitte Haskins & Sells LLP

Richa Sethia Natarajan

Unitus Capital

Varun Rajda

Constellation Blu

Vishnu Bodapati

UIM - Upstreet Investment Managers

Venkatesh Prabhu

MITCON Credentia Trustee

Visalakshi chandramouli

Tata Capital Healthcare Fund
Tata Capital

Learners Speak

About Us

Admission Procedure

Program Fee

Date

Essential Tier

Virtual Membership

Strategic Tier

Till October 31

INR 1,180

INR 3,540

November 1- 30

INR 1,770

INR 4,720

From December 1

INR 2,360

INR 5,900

FAQs

The FLP is a structured mentorship and career preparation program designed to train young professionals for careers in the financial services ecosystem. It offers training from industry leaders, mentorship, career sessions, an employability test, and a capstone project to equip students with the knowledge and skills needed to excel in finance.

The program is ideal for:

  • Undergraduate students (any stream)
  • Postgraduate students
  • Young professionals (up to age 25) keen to build a career in financial services
  • Students from government, government-aided, and lower-strata schools/colleges

The program runs over 26 sessions (1.5 hours each) spread across 13 Sundays. The 2026 cohort runs from January 5 to April 4, 2026.

The program is primarily virtual, with optional in-person delegation to Mumbai for industry visits and networking events.

The program has three levels:

  • Essential Level – Career sessions on industry verticals
  • Strategic Level – Functional specializations, career hacks, and employability test
  • Advanced Level – Group mentoring, capstone project, and advanced career preparation

The program covers 18+ verticals, including:

  • Banking & Lending
  • Investment & Wealth Management
  • Investment Banking & Capital Markets
  • Credit Research & Ratings
  • Strategy & Knowledge Consulting
  • Regulatory Affairs & Policy
  • Financial Media & Journalism
  • Capital Markets & Broking
  • Tax Audit & Compliance
  • Family Offices & Private Wealth
  • Alternative Investments & Private Markets
  • Insurance & Risk Management
  • Fintech & Digital Finance
  • Payments & Digital Payments
  • Global Capability Centers (GCCs)
  • Financial Law & Compliance
  • Treasury & Cash Management
  • ESG & Sustainable Finance

The Financial Services Aptitude Test (FSAT) is an employability test that assesses your readiness for the job market. It has two components:

FSAT – Covers foundational knowledge across all verticals

In addition to FSAT, students can also appear for specialized, intendent exam on each of the 18 verticals covered during the FLP program.

The capstone project is a real-world application of your learning. You will work on a finance-related problem in your chosen vertical, guided by a mentor, and present your findings at the end of the program.

The program is open to students and young professionals up to age 30.

Yes. The program is open to students from all streams—commerce, science, arts, and engineering—who are interested in building a career in financial services.

No! There is no selection process. Anyone can register on the program page.

Yes. Equalifi Foundation offers scholarships for deserving students from lower-income families. Scholarships cover full or partial program fees.

Students from families with annual income below ₹5 lakh, studying in government or lower-strata schools/colleges, with a minimum of 50% marks in the last qualifying exam.

  • Knowledge of 18+ financial services verticals
  • Mentorship from industry leaders
  • Career hacks (resume, LinkedIn, interview prep)
  • FSAT certification (Core + Specialization)
  • Capstone project experience
  • Access to career opportunities
  • Alumni network membership

Yes. You will receive:

  • Certificate of Completion for each level
  • FSAT Core and Specialization Certificates
  • Digital Badge for your LinkedIn profile

The program does not guarantee a job but provides:

  • Industry-recognized certification
  • Mentorship and networking
  • Access to career opportunities
  • Placement support for top performers

FSAT certification is a signal to employers that you have foundational knowledge (Core) and domain expertise (Specialization) in financial services.

Scholarship

powered by Equalifi Foundation

Equalifi Foundation invites corporates, family offices, and philanthropic individuals to sponsor scholarships for the Future Financial Services Leaders Program (FLP) — a mission to train over 10,000 students from lower-income families for careers in financial services.

Why Sponsor a Scholarship?

India's financial services sector needs a skilled, diverse talent pool. Yet, thousands of bright students from underserved backgrounds never get exposure to careers in banking, fintech, asset management, or alternative investments. Your sponsorship changes that.

What Your Sponsorship Supports

Sponsorship Tier Impact
₹5,000 Sponsors 1 student for the full FLP program
₹50,000 Sponsors 10 students
₹5,00,000 Sponsors 100 students
₹25,00,000 Sponsors 500 students

Benefits for Sponsors

  • CSR Alignment – Contributes to education, skilling, and financial inclusion mandates
  • Brand Visibility – Recognition as a scholarship partner at events and on Equalifi platforms
  • Talent Pipeline – Access to a curated pool of trained, job-ready candidates
  • Impact Reporting – Regular updates on student progress, placements, and outcomes
  • Tax Benefits – Contributions are eligible for deductions under Section 80G (for individuals) and under applicable CSR provisions (for institutions)