NSE - Certification in Online Financial Planning & Wealth Management
- Offered byElearnmarkets
Certification in Online Financial Planning & Wealth Management at Elearnmarkets Overview
Certification in Online Financial Planning & Wealth Management
at Elearnmarkets
Give wings to your career aspirations. Learn skills with one of the best content.
Duration | 24 hours |
Total fee | ₹15,000 |
Mode of learning | Online |
Difficulty level | Intermediate |
Credential | Certificate |
Certification in Online Financial Planning & Wealth Management at Elearnmarkets Highlights
Certification in Online Financial Planning & Wealth Management
at Elearnmarkets
- Certificate of Completion from NSE Academy, facilitated by Kredent Academy
- Flexible Schedule- Set and maintain flexible deadlines.
- 17 Supplementary Study Materials & Full Length Test
- 24 + Hours of Live Interactive Sessions
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Certification in Online Financial Planning & Wealth Management at Elearnmarkets Course details
Certification in Online Financial Planning & Wealth Management
at Elearnmarkets
Who should do this course?
- 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
What are the course deliverables?
- Savings and Investment
- Role of Financial Planning in our lives
- Six-Step Financial Planning Process
- Goal Planning
- Time Value of Money - Basic and Advanced
- Life Cycle and Wealth Cycle
- Risk Profiling and Asset Allocation
- Systematic Approach to Investing - SIP, STP, SWP, DTP
- Financial Planning landscape in India
- Financial Planning vs. Wealth Management
More about this course
- 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
Certification in Online Financial Planning & Wealth Management at Elearnmarkets Curriculum
Certification in Online Financial Planning & Wealth Management
at Elearnmarkets
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
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Certification in Online Financial Planning & Wealth Management