Certification in Online Financial Planning & Wealth Management

COURSE HIGHLIGHTS

• 24 + Hours of Live Interactive Seesions
• 17 Supplementary Study Materials
• Full Length Test

INTRODUCTION

Certification in Online Financial Planning & Wealth Management course is jointly certified by NSE Academy & Elearnmarkets (NSE Academy is a subsidiary of National Stock Exchange of India).

This course is a combination of pre-loaded chapter wise presentations (PDFs) + recordings of live online classes ( to be loaded after the completion of the respective online class)

Finance Sector in India is emerging with a fast pace with the growing integration with World Markets. The Financial system is the mirror reflection of the country’s economy. Financial Planning and Wealth Management are the buzz words in the finance industry & is one of the most prestigious and well paid professions in the financial services sector. The Financial Advisors are the latest breed of professionals worldwide who through their own entrepreneurial practices or while working with banks/ investment advisory companies prepare financial plans for their clients and help them achieve their financial goals.

This course helps you to understand your financial goals and assists you in growing, managing and protecting your wealth with its comprehensive course structure.

OBJECTIVE

This course jointly certified by NSE Academy & Elearnmarkets intends to help the participants acquire knowledge, skills, attitudes and values required to operate ethically and responsibly in the highly regulated financial services environment. This programme will also help the participants to respond to the challenges posed by the changing nature of the Financial Services Industry. Students here will be exposed to the important terms, rules, concepts, principles and theories related to financial planning & wealth management. It will also provide opportunities for students to apply academic skills practically in their personal life as well as in their career for their clients. This is one of the best financial planning & wealth management courses in India that will help you in learning about the process of creating wealth, the methods and instruments involved as well as managing wealth.

BENEFITS

Students enrolling for Certification in Online Financial Planning & Wealth Management program will be given a “Certificate of Completion” from NSE Academy, facilitated by Kredent Academy. The students can post all their queries in the discussion forum while pursuing the course. They would also be trained to do the financial planning calculations in MS-Excel. Also, they would be exposed to certain websites on mutual funds, insurance and the economy where they would be trained to extract and use data selectively for creating wealth.

TOPICS COVERED

• Financial Planning,Wealth Management
• Investment & Risk Management : Equity
• Investment & Risk Management : Debt
• Investment & Risk Management : Alternate Assets
• Investment Products & Services
• Investment Evaluation Framework
• Risk Profiting & Asset Allocation
• Risk Management through Insurance
• Elements of Taxation
• Taxation of Investment products
• Estate Planning

INTENDED PARTICIPANTS

• Students who do not have any / negligible knowledge of Finance
• All employees of Asset Management Companies
• All team members of Financial Products Distribution Company 
• All Software professionals (who only know I.T.)
• All Engineering professionals (who knows only engineering)
• All undergoing Graduates / Graduates (in any stream)  – willing to complete their knowledge sphere
• Relationship Managers – Sales/Back Office of all Banks & all Equity Broking Houses 
• Anyone who wants to manage their personal money on their own

·         Visit for More Details -https://www.elearnmarkets.com/courses/display/financial-planning-and-wealth-management?aff_code=ELMAFF1144