Certification & Licensing Guide

Know which certifications your team needs

Certification & Licensing Guide
Know which certifications your team needs
ℹ️ About this tool

Explains the certifications and licences needed for financial-services roles — for each activity (MF distribution, broking, insurance, advisory), the requirement (NISM/ARN, IRDAI licence, RIA) and notes — plus renewal (CPE and validity). Use this to know exactly which certifications your team must hold. Confirm current requirements with AMFI, SEBI and IRDAI.

📄 Free guide — what this is, how to use it & cautions

Fill in each detail below as completely and accurately as you can — the more you provide, the more precise and ready-to-use your output will be. * marks required fields.

The regulated activities across your team. One per line.
The roles you need to certify.
What the team already has, to find gaps.

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Certification & Licensing Guide₹83.90
GST 18%₹15.10
Total₹99.00

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