SFPI Insurance Training Programs
IRDA Recognised Insurance Training

Programs That LaunchInsurance Careers

Structured, IRDA-aligned insurance training programs for beginners, professionals, and agents — all designed to deliver real career outcomes.

Program 01

Certified Insurance Advisor Program

Duration: 3 Months
Level: Beginner → Advanced
Format: Offline / Hybrid
Certification: IRDA License

Our flagship program is the most comprehensive insurance advisor training available in Pune & PCMC. This 3-month intensive course covers the complete IRDA syllabus, practical advisory skills, and career launch support — everything you need to become a certified insurance advisor.

Who Should Join This Program?

  • Fresh graduates entering financial services
  • Working professionals seeking career change
  • Homemakers wanting a flexible income source
  • Existing insurance agents upgrading their license

Complete Curriculum

01Introduction to Insurance & IRDA Framework
02Life Insurance — Products, Policies & Premium Calculation
03Health & Medical Insurance — Mediclaim, Critical Illness, Group Plans
04General Insurance — Motor, Home, Fire, Marine
05Client Needs Analysis & Policy Recommendation
06IRDA Exam Preparation — Full Syllabus Coverage
07Policy Sales Techniques & Objection Handling
08Business Development & Recurring Advisory Income
09Claims Process & Documentation
10IRDA License Application & Post-Licensing Career
Financial Planner Masterclass
Financial Planner Masterclass
2 Months · Intermediate Level · Offline
Program 02

Financial PlannerMasterclass

Designed for IRDA-certified advisors who want to evolve into full-spectrum financial planners. This advanced program integrates insurance advisory with comprehensive wealth planning strategies for high-value client servicing.

1Advanced Insurance Portfolio Design
2Wealth Protection Strategies
3High Net Worth Client Advisory
4Estate Planning through Insurance
5Tax Benefits of Insurance Products
6Retirement Planning with Insurance
7Client Relationship Management
8Building a Financial Advisory Practice
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Program 03

IRDA License Exam Preparation

6-week intensive exam prep for candidates appearing in the IRDA licensing examination. Our 95% first-attempt pass rate speaks for itself.

01

Full IRDA Syllabus

Complete coverage of every topic tested in the IRDA licensing exam.

02

10+ Mock Tests

Timed practice exams designed to simulate real IRDA exam conditions.

03

Exam Strategy

Proven techniques for answering questions efficiently under exam pressure.

04

Application Support

Step-by-step guidance on IRDA exam registration and license application.

05

Doubt Clearing

Daily doubt-clearing sessions until your exam date.

06

Result Tracking

Individual performance tracking and personalized improvement plans.

95%
First Attempt Pass Rate
6
Weeks Intensive
Module Deep Dive

Life InsuranceTraining Module

Life insurance is the foundation of every financial plan. Our life insurance module covers all products, premium calculations, tax implications, and claim processes — preparing you to advise clients at every life stage.

Term Insurance Plans
Pure risk cover, premium calculation, nominee claims
Endowment & Money-Back
Savings + insurance plans, maturity benefits
ULIP Products
Unit-linked insurance plans, fund performance, NAV
Pension & Annuity Plans
Retirement planning through life insurance
Child Plans & Education
Securing children's future with life insurance
Claim Settlement
Death claims, maturity claims, nomination process
Life insurance training module
Life Insurance Expertise
Master India's largest insurance segment
Module Deep Dive

Health Insurance Training Module

Health insurance is the fastest growing segment. Our module prepares you to advise individuals, families, and corporates with confidence.

01

Individual vs Family Floater Plans

02

Critical Illness & Disease-Specific Policies

03

Group Health Insurance for Corporates

04

TPA — Cashless Claim Process

05

Pre & Post Hospitalization Coverage

06

Exclusions, Waiting Periods & Sub-limits

07

Top-up and Super Top-up Plans

08

Senior Citizen Health Insurance

Module Deep Dive

General Insurance Training Module

Motor Insurance

  • Third Party Liability
  • Comprehensive Cover
  • OD Claims
  • IDV Calculation

Home Insurance

  • Structure Coverage
  • Contents Insurance
  • Fire & Allied Perils
  • Claim Process

Fire Insurance

  • Standard Fire Policy
  • Material Damage
  • Loss of Profit
  • Reinstatement Value

Marine Insurance

  • Cargo Insurance
  • Hull Insurance
  • Freight Cover
  • Survey Reports
How We Teach

Our Training Methodology

Six proven teaching techniques that make SFPI graduates the most job-ready in Maharashtra.

Concept Sessions

Clear, structured explanation of every IRDA topic with real-life insurance examples and analogies.

Role-Play Exercises

Live client simulation exercises where students practice policy recommendations and objection handling.

Case Studies

Analysis of real insurance cases — claims, policy disputes, and complex advisory situations.

Mock Exams

Weekly mock tests with IRDA-pattern questions and detailed performance feedback.

Doubt Sessions

Dedicated doubt-clearing sessions three times per week, plus WhatsApp support anytime.

Assessment Tracking

Individual performance monitoring with progress reports to identify and address weak areas.

12-Week Journey

Week-by-Week Curriculum

Week 1–2

Insurance Fundamentals

  • Principles of Insurance
  • IRDA Framework & Regulations
  • Types of Insurance Products
  • Insurance Contract Law
Week 3–4

Life Insurance Deep Dive

  • Term, Endowment, ULIP Products
  • Premium Calculation
  • Tax Benefits under 80C/80D
  • Nomination & Assignment
Week 5–6

Health & General Insurance

  • Mediclaim & Critical Illness
  • Motor & Home Insurance
  • TPA & Cashless Claims
  • Policy Documentation
Week 7–8

Advisory Skills

  • Needs Analysis Process
  • Client Communication
  • Objection Handling
  • Ethical Advisory Practices
Week 9–10

IRDA Exam Intensive

  • Full Syllabus Revision
  • Mock Test Series
  • Weak Area Improvement
  • Exam Day Strategy
Week 11–12

Career Launch

  • Resume & LinkedIn Building
  • Interview Preparation
  • Company Registration
  • Building Client Pipeline
After Completing SFPI

What You'll Be Ableto Do

SFPI training is designed with outcomes in mind. Every module prepares you for a specific skill that you'll use in your insurance career from day one.

  • Pass the IRDA licensing examination on your first attempt
  • Advise clients on Life, Health, and General Insurance products
  • Conduct professional needs analysis and policy recommendations
  • Calculate premiums, understand policy terms, and handle claims
  • Build and manage a client portfolio for recurring income
  • Understand IRDA regulations and compliance requirements
  • Launch an independent insurance advisory practice
  • Work with leading insurance companies as a licensed advisor
Career outcomes after SFPI
95%
IRDA Pass Rate
80%
Placed Within 1 Month
How to Join

Simple Admission Process

01

Free Counseling

Call or WhatsApp us for a free 30-minute career counseling session to identify the right program.

02

Batch Selection

Choose your preferred batch timing — morning, evening, or weekend batches available.

03

Enrollment & Payment

Complete the simple enrollment form and secure your seat with the registration fee.

04

Orientation Day

Attend the orientation to meet your trainer, collect study materials, and understand the curriculum.

05

Training Begins

Start your structured SFPI training journey toward your IRDA certification.

Student Video Reviews

Hear Success StoriesFrom Our Students

Real students sharing their experience and success after training at SFPI.

Investment in Your Career

Transparent Fees & Duration

Contact us for current batch fees. We offer flexible payment options.

IRDA License Prep

Duration: 6 Weeks
Mode: Offline / Online
  • Full IRDA Syllabus
  • 10+ Mock Tests
  • Exam Strategy
  • License Application Help
Enroll in Exam Prep
Most Popular

Certified Insurance Advisor

Duration: 3 Months
Mode: Offline / Hybrid
  • Complete IRDA Coverage
  • Life, Health, General Insurance
  • Client Advisory Skills
  • Career Launch Support
  • Placement Assistance
  • Study Materials Included
Enroll in CIA Program

Financial Planner Masterclass

Duration: 2 Months
Mode: Offline
  • Advanced Insurance Advisory
  • Wealth Planning Integration
  • HNI Client Management
  • Business Setup Support
Enroll in Masterclass
Career Services

We Don't Just Train You —We Place You

01

Resume Building

Professional insurance-specific resume crafting with SFPI certification highlights.

02

Interview Coaching

Mock interviews with industry-standard insurance company HR questions and best answers.

03

Company Connections

Direct referrals to our hiring partner insurance companies — LIC, HDFC Life, ICICI Pru, and more.

04

Business Setup

Guidance on registering as an independent insurance advisor and building your client pipeline.

05

LinkedIn Profile

Professional LinkedIn profile setup to attract insurance company recruiters.

06

Ongoing Mentorship

Post-certification support from SFPI faculty even after you start your insurance career.

Next Batch Starting Soon

Secure Your SeatBefore It Fills

Limited seats in every batch. SFPI maintains small batch sizes for maximum learning quality. The June 2025 batch is filling fast — enroll now to secure your spot.

Free Career Counseling📋IRDA Exam Support💼Placement Assistance

June 2025 Batch Schedule

Morning Batch8 seats remaining
Mon – Sat, 10:00 AM – 1:00 PM
Evening Batch15 seats available
Mon – Fri, 6:00 PM – 8:00 PM
Weekend Batch5 seats remaining
Sat – Sun, 9:00 AM – 1:00 PM
Check Availability