Financial services operations

Study material for fund accounting and investment operations

Practical guides, templates and reference material for professionals in financial services.

About

About Skillwealth Academy

Skillwealth Academy publishes study material for people who work in fund accounting, fund administration, investment operations, and investment data and reporting. It is also useful for people preparing to enter these roles.

The material is based on around fifteen years of industry experience. It is practical and built around real examples. It is for educational purposes only. Skillwealth Academy is not registered with SEBI as an investment adviser or research analyst.

Products

Products

Investment Operations Career Toolkit

₹499

Interview questions with model answers, a worked NAV calculation, journal entry examples and reconciliation break examples.

PDF, 14 pages.
Buy

Business Analysis Toolkit for Financial Services

₹399

A Business Requirements Document template and an Excel workbook with five tabs, built for financial services projects.

Word and Excel files.
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Investment Operations Glossary

Free

100 common terms in fund accounting and investment operations, explained in plain language.

PDF, 5 pages.
Get the free copy

How to buy

  1. Choose a product and click Buy.
  2. We send you a secure payment link by email.
  3. After payment, your download arrives by email.

All products are digital and delivered by download. For educational use only.