← Back to course
1. CRM process
2. The CRM cycle
3. CRM process in practice
4. 5 steps in the CRM process
5. E-CRTA / Online CRM | Certification in Research, Trading & Advisory (CRTA)
6. CRTA Benefits
7. CRTA Curriculum
8. Electronic Customer Relationship Management (ECRM)
9. Difference between CRM and ECRM
10. CRM Cycle
11. Modules of CRM
12. 4 C’s – Four Pillars | Customer Experience, Conversation, Content and Collaboration
13. CRM Process for Marketing Organization
14. CRM Affiliation in Retailing Sector
15. How It Works
16. Benefits of CRM in the Retail Sector (with Explanation)
17. How to Get the Most Out of Your CRM

CRTA Curriculum


  1. Foundation of Capital Markets
  2. Financial Planning Wealth Management
  3. Equity Research Analysis
  4. Equity Valuation and Financial Modelling
  5. Fixed Income
  6. Interest Rate Futures
  7. Technical Analysis
  8. Option Strategies
  9. Derivative Analytics
  10. Currency Market Analysis
  11. Commodity Market Analysis


← Back to course
1. CRM process
2. The CRM cycle
3. CRM process in practice
4. 5 steps in the CRM process
5. E-CRTA / Online CRM | Certification in Research, Trading & Advisory (CRTA)
6. CRTA Benefits
7. CRTA Curriculum
8. Electronic Customer Relationship Management (ECRM)
9. Difference between CRM and ECRM
10. CRM Cycle
11. Modules of CRM
12. 4 C’s – Four Pillars | Customer Experience, Conversation, Content and Collaboration
13. CRM Process for Marketing Organization
14. CRM Affiliation in Retailing Sector
15. How It Works
16. Benefits of CRM in the Retail Sector (with Explanation)
17. How to Get the Most Out of Your CRM