To Become Insurance Advisor
Our educational training program offers a concise introduction to the Indian and global economies.
“ALL SUCCESSFUL INSURANCE ADVISORS STARTED AS A BEGINNER, THEY MORE FOCUSED ON TRADITIONAL PLAN, WHICH COMES OUT OF UNDERSTANDING CUSTOMERS REQUIREMENT.”
Students also gain insights into microeconomics and macroeconomic data, understanding its impact on the economy. As an Insurance Advisor, one must possess fundamental knowledge about various asset classes, including Equity, Derivatives, Commodity, Currency, and Mutual Funds.
To become Insurance Advisor In Financial Market
ADVISOR MUST HAVE IRDA 1C-38 EXAM

The insurance advisory exam is mandated by the Insurance Regulatory and Development Authority of India (IRDAI). Individuals who successfully pass this exam will be granted a license to serve as an insurance advisor.
In conclusion, to become a life or general insurance agent, candidates must undergo 50 hours of training at an IRDAI authorized facility. For those applying for a broking license for the first time (both life and general insurance), a 75-hour training course is mandatory. The passing score is 18 out of 50, equivalent to 35%.
Share Artha Trading Foundation Make You Confident Relationship Manager
Trained Relationship Manager Vs Untrained Relationship Manager
TRAINED RELAIONSHIP MANAGER
Understands client needs
Assigns a dealer for trade and investment
Always gives after-sales services
Has gone through practical training
Continuously upgrades with education
UNTRAINED RELATIONSHIP MANAGER
Poor client communication
Doesn’t provide dealer service
Doesn’t give service after account open
Not confident for taking trades
Trades with emotion and high leverage
LIFE INSURANCE
- What Life Insurance Involves
- Financial Planning
- Life Insurance Products – Traditional
- Life Insurance Products – II Non-Traditional
- Applications of Life Insurance
- Pricing and Valuation in Life Insurance
- Life Insurance Documentation
- Life Insurance Underwriting
- Life Insurance Claims


COMMON CHAPTERS
- Introduction to Insurance
- Core Elements of Insurance
- Principles of Insurance
- Features of Insurance Contracts
- Underwriting and Rating
- Claim Processing
- Documentation
- Customer Service
- Grievance Redressal Mechanism
- Regulatory aspects of Insurance Agents
our curriculum
What we bring to you

Indian Stock market
Structure of Financial Market
Role and Participant of Regulator

Share Market Cycle : Bull, Bear and Sideways

Use of charts and its Patterns
Line Chart
Bar Chart
and Candlestick Chart

How To Select Trade For Buy, Sell or Exit
Steps Before Taking Trade
Steps While Taking Trade
Steps After Taking Trade
Position Sizing & Money Management Techniques
Margins, Clearing and Settlement

What is Share Market
A : Primary Market
B : Secondary Market (Corporate Actions)

Concept of Fundamental Analysis Vs. Technical Analysis
Dow Theory, Tenets, Criticisms

Implementation of Indicators in Chart
Support and Resistances
Trend Indicators
Correct order of Moving Averages

2 Hours of Live Sessions and Total 16 Hours Sessions in 4 Days
How to create relationship with clients for LI and GI.
How to apply different techninique to make wealth for clients.
Will Provide supplementary study material
Module Test