1. 6/8/2016 All rights reserved 1

2. 2 A Global Benchmark for Workplace Skills 81 Countries 8500 Centers 600 + qualifications in 27 sectors Best in Class Assessment Methodology 1.6 Million Certifications every year Founded in 1878, London, UK 99% Employer recognition in UK- As industry standard Over 2 Million learners every year Over 30 Million successful students

3. 6/8/2016 All rights reserved 3 3 Manipal Education Group Six Decades of Quality Education 3 Universities & 9 Campuses Over 30 Professional Colleges 13 Professional streams Presence in 20 Countries across the globe 170 courses 180,000 students Over foreign 4,500 students - 53 nationalities

4. 6/8/2016 All rights reserved 4 POWERING A SKILLS REVOLUTION Providing youth with industry specific skills, training them to benchmark standards and a recognized certification Multiple levels of qualifications within each vocation, to offer opportunities for lifelong learning & growth Qualifications that employers can rely on for productivity, raising standards in the workplace and staying competitive Empowering the Youth with Proficiency & Pride in their chosen vocation preparing them for Success at Work & Life making them an Asset to Business & Society!

5. 6/8/2016 All rights reserved 5 India - Growing Skill Gap Most growth sectors face a crunch in skilled human resource availability!

6. 6/8/2016 All rights reserved 6  37 Lac incremental human resource required in this segment  On roll/off roll resources  Financial Intermediaries could be a)Insurance agents b)DSAs c)Mutual Fund Distributors d)Wealth Managers  Skill set required: a)Basic understanding of BFSI b)Selling Skills c)Financial Planning Knowledge d)Soft Skills - Communication

7. 6/8/2016 All rights reserved 7 Presenting World Class Solutions to your Skill Development Needs!

8. 6/8/2016 All rights reserved 8 Certification - The IndiaSkills Way World Class QUALIFICATION 1.8 phase process with Industry & Academia inputs 2.Qualification built around particular job positions 3.Defined & measurable learning outcomes of Skills and Underpinning Knowledge 4.Multiple levels of qualifications and multiple qualification paths to fit industry career progression Impeccable DELIVERY 1.Industry experienced Trainers, certified thru product specific train- the-trainer program. 2.Teaching plan with classroom and practical sessions focused on Knowledge & Skill outcomes 3.Simulated work environment to enhance on-job skills 4.Balanced Visual, Auditory & Kinesthetic learning process Best In Class ASSESSMENTS 1.Structured skill evaluation checklist aligned to industry needs 2.The knowledge & skill outcomes are assessed at every milestone thru formative assessment Unit Tests 3.Final summative assessment to validate candidate achievement 4.Consistent & transparent assessment process across centers

9. 6/8/2016 All rights reserved 9 Developing the right Qualification Subject Matter Experts + Products Team Industry Stakeholders Functional Skills Industry Specific, Qualification Neutral Skills Industry Specific, Qualification Specific Skills Core Course Content Theory | Knowledge Intensive Modules Practical | Exposure Intensive Modules C&G Expertise

10. 6/8/2016 All rights reserved 10 Assessment Methodology Key Components A clear statement of the standards of performance expected of successful candidates Assessment instruments gathering sufficient valid and reliable evidence of ability to perform to the identified standards A quality control system ensuring consistent application of standards and assessments over time and, where appropriate, place An administrative system supporting smooth running of the program Our Eight Principles of Assessment ValidityAuthenticityEfficiencyFeedback ReliabilityAccessibilityCost EffectTransparency

11. 6/8/2016 All rights reserved 11 Impactful Reach YEAR 1YEAR 2YEAR3YEAR4YEAR 5 40 Centers 125 Centers 275 Centers 395 Centers 435 Centers PAN INDIA PRESENCE

12. 6/8/2016 All rights reserved 12 The IndiaSkills Impact Employability Efficiency Staff Morale Skills Levels Employability Efficiency Staff Morale Skills Levels Training Cost Adaptability Timelines Learning Curve Operating Expenses Training Cost Adaptability Timelines Learning Curve Operating Expenses Customer Satisfaction Profitability Productivity Sustainability Competitiveness Employee Satisfaction Change readiness Customer Satisfaction Profitability Productivity Sustainability Competitiveness Employee Satisfaction Change readiness Proficiency Pride

13. 6/8/2016 All rights reserved 13 Level 2 Diploma in Financial Advisory and Marketing Services

14. 6/8/2016 All rights reserved 14 NameDiploma in Financial Advisory and Marketing Services GLH190 hours Units8 units Designed to develop effective feet on street executives to market financial products Modular Short term course – duration 190 Hours Delivered through a combination of  Class room Lectures  Practical Sessions  Role Plays, Discussions, Activities  Functional Skills – Ms excel, Ms word, Personal effectiveness, Selling skills and Customer service skills.

15. 6/8/2016 All rights reserved 15 1.The Financial System12 hours 2.Financial Planning18 hours 3.Financial Markets18 hours 4.Depositories & Key Depository Services18 hours 5.Banking & Banking Products24 hours 6.Insurance & Insurance Products30 hours 7.Mutual Funds30 hours 8.Relationship Management in Financial Services 40 hours Unit No.Unit NameGLH

16. 6/8/2016 All rights reserved 16 Learner Entry Criteria Min Class XII Pass Age : 18 Yrs + at time of completion Clear center screening process – Counseling/ Interview : aptitude & interest in chosen vocation – Basic English knowledge

17. 6/8/2016 All rights reserved 17 LearnerEmployer Employable

18. 6/8/2016 All rights reserved 18  Introduction to the financial system.  Components of the financial system.  Regulatory framework in the financial system  Introduction to financial planning.  Strategies and tools used in financial planning.  Features and benefits of key investment products  Overview of the financial markets.  Key aspects of the capital market. The Financial System Financial Planning Financial Markets Depositories and Key Depository Services  Overview of depositories  Key depository services

19. 6/8/2016 All rights reserved 19  Overview of the insurance sector.  Features and benefits of key insurance plans.  Legal and regulatory framework in the insurance sector. Banking and Banking Products Insurance and Insurance Products  Overview of the banking sector.  Features and benefits of key banking products and services.  Legal and regulatory frameworks in the banking sector.

20. 6/8/2016 All rights reserved 20 Mutual Funds  Overview of mutual funds.  Legal and regulatory framework in mutual funds.  Key features and benefits of investment plans and services in mutual funds.  Process for investment in mutual funds.  Accounting and valuation in mutual funds.  Importance of returns and risks in performance of mutual funds.  Principles of scheme selection in mutual funds.

21. 6/8/2016 All rights reserved 21 Relationship Management in Financial Services  Essentials of effective presentation and conduct.  Ms excel  Ms word  Importance of ethics in marketing financial products and services.  Important steps in the sales cycle.  Key aspects of effective customer services.

22. 6/8/2016 All rights reserved 22 The certificate will reflect performance through A. Pass (50% to 60%) B. Merit and (60% to 79%) C. Distinction (80% +) categorization Assessment and Certification To achieve the Level 2 Diploma in Financial Advisory and Marketing Services, candidates must 1.Successfully complete the assignments and Formative Assessment at the end of each unit. 2.Pass the final synoptic multiple choice test 3.Attend and successfully complete the final synoptic practical assignment.

23. 6/8/2016 All rights reserved 23 BUSINESS IMPACT Excellent knowledge of financial products and skills to complete the formalities. Excellent and effective relationship and marketing skills which will lead to retention of customers and acquisition of new clientele. The Qualification Outcome! Course Module (GLH ) The Financial System (12) Financial Planning(18) Financial Markets (18) Depositories and Key depository services (18) Banking and banking products(24) Insurance and insurance products (30) Mutual funds(30) Relationship management in financial services(40) Competency Gained Knowledge of the financial system Financial analysis and planning for an investor Knowledge of the financial markets Knowledge of the depository services Knowledge of banking products Knowledge of insurance products Knowledge of mutual funds Relationship and marketing skills

24. 6/8/2016 All rights reserved 24 Level 3 Level 3 qualification will be developed for our learners to move up the industry ladder, in Year 2 Targeted Role : this program is designed to develop into effective financial planners and managerial staff. Entry Criteria : front-end feet on street executives with at least a year of experience, or freshly hired supervisors Higher levels to be developed in consultation with Industry in subsequent years

25. 6/8/2016 All rights reserved 25 Engage with Us! Nominated representative to give us inputs in fine- tuning qualifications to industry needs Internship & Recruitment Partner for the IndiaSkills learners – Share your manpower & skill needs on quarterly basis by city/ region to help plan learner acquisition & center capacity meeting your needs – Fee Subsidy / Employment Incentive to learners you select Endorsing Partner for the qualification – Agreement for co-branded promotional material Specific in-house training & development needs

26. 6/8/2016 All rights reserved 26 Partner Us In Powering A Skills Revolution!