Knowise

Financial workshop partner From Insight
to Impact
Knowise delivers instructor-led workshops designed to strengthen skills, sharpen decision-making, and elevate performance across the financial services landscape. Know
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Applied Financial Learning Learning That
Transforms
Purpose-built, instructor-led workshops designed to strengthen capability, sharpen decision-making, and create lasting impact across financial services organizations. Know
More
0
Years experience

Shaping the
Future of Financial

Services Learning

Knowise Learning Academy started in 2008 with a focus on improving the financial services landscape through instructor led workshops. Our workshops focus on using practical scenarios to explain concepts in the simplest way possible. We believe in using our potential to create a long term impact on our clients and not just provide a short-term solution.
Our workshops are focused towards Banks, Asset Management Companies, Distribution houses, IT companies, Knowledge Process Outsourcing Companies (KPOs), Educational Institutions etc.
We are a passionate bunch of founders who believe in creating an impact with every workshop of project that we undertake.

locations

10 +

Programs

4 K+

participants

4 L+

trainers

10 +
OUR SERVICES

Explore our comprehensive financial Training services.

Structured workshops that translate knowledge into capability, enabling professionals to perform more effectively.
  • 01
    Financial Market Workshops
  • 02
    Investor Awareness Programs
  • 03
    Gamified Workshops
  • 04
    NISM Certification Courses
  • 05
    Content Development
  • Induction trainings to banks, Distribution Houses, Mutual Funds, Insurance | Capital Markets| Mutual Funds | Financial Planning

  • Investor Awareness Programs (IAP) for manufacturing, IT, education, hospitality, healthcare, govt. sector etc.

  • We run gamified workshops that simplify concepts and improve understanding.

  • Certified Financial Planner | NISM Modules including SIF and PMS| JAIIB | CAIIB

  • Curating mutual fund and personal finance content for websites, social media etc. for AMCs, Banks and Distributors.

Our offerings

Building Capability for Modern Finance

Knowise delivers instructor-led corporate training that upgrades skills, sharpens compliance and drives real performance across financial institutions.
Investor Awareness Programs
Have conducted more than 8000 investor awareness programs across 90 locations in India.
Certifications exam
training
Common Derivatives Series XIII, Investment Advisor (Level 1 & 2), Mutual Fund Distributors Series VA, and Portfolio Management Services Series XXI A.
Gamified
workshops
We run gamified workshops that simplify concepts and improve understanding.
Corporate
workshops
We design corporate workshops on mutual funds and sales skills to help professionals sell mutual funds more effectively.

Bringing Expertise, Insight, and Practical Perspective.

Impact, Through Our Clients’ Words

“At the onset, we have received excellent feedback for the training both written and verbal. "Thank You" for the knowledge you have imparted to the Zeta family. Also, I am very appreciative of the fact that in this day and age where consultants are always guarding their content and resources you have proactively and willfully shared your entire presentation with added notes to benefit the teams as a ready reckoner. I look forward to having a continued association from here. .”
Manisha M Director (Zeta)
“I wish to thank you for all the support and encouragement given to me over the past one year in not only providing with the best faculty for all modules but also ensuring that each one of us made best use of the education provided by KNOWISE. It has indeed been a great learning experience. I have seen that there is dedication and desire at KNOWISE to provide the best platform for CFP aspirants. I wish more and more success and a bright future to KNOWISE LEARNING ACADEMY. "
D.V. SURESH CA (A.Tech) Bima Ratna – Qualifying Member MDRT (USA)
“Joining Knowise was the wisest decision that I made for doing my CFP course. The qualified & experienced faculty is a big advantage; the facilitators are very supportive and give individual attention to each candidate. The flexibility and convenience of classes is very helpful for working professionals like me. The most important aspect was preparing to face for the exam through Mock tests and solving earlier papers - this gives lot of confidence. A big Thank You for Knowise and wish you success in grooming many more CFPs in the finance industry. ”
Mohan M G Channel Head- National Distributors, Religare Asset Management Company Limited
“This is to acknowledge that Knowise Learning Academy has successfully delivered a module on “Personal Investment Planning” as a part of “ Finance for Non- Finance executives”. The session was well received by our participants with an overall feedback rating of 4.47(on a scale of 5). We wish Knowise the best for its future endeavors.”
Charles Henry Jude D’Souza Head of Learning & Development - Tata Elxsi