Course Highlights
  • Government certification
  • Certification valid for life
  • Lifelong e-learning access
  • Learning Hours: 10 hrs
  • Life Time Job Support
  • Job Profile Tagging
Curriculum

6 Topics
What is financial planning
Financial Planner skills
Financial Planning Ethics
Factors Influencing Financial Planning
Time value of money
Client Profiling

4 Topics
Equity Investments
Debt Investments
Alternate Investments
Estate Planning

2 Topics
Bitcoin and Blockchain
NFT

4 Topics
Taxation Basics
Tax Planning
Philanthropy
Asset Allocation and Taxation

3 Topics
Risk Analysis and Evaluation
Risk Management
Insurance

3 Topics
Retirement Planning
Investment Analysis
Financial Strategies Implementation and Review

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Certificate in Financial Planning

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