999
*incl. of TaxesIn Financial Markets
Financial Planning Made Easy
Basic- English
- 41001 Learners
- Validity: 3 years
4.4 RatingCourse Highlights
- 60+ videos
- 3+ Hours of Content
- 5+ Supplementary Study Materials
- Self-Evaluation Tests
- Certificate of Completion
Introduction
Financial Planning is one of the key elements in the finance industry and is one of the most prestigious and well-paid professions in the sector. Financial Advisors are the latest breed of professionals worldwide who through their 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.
About the Trainer
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Elearnmarkets is India’s leading online financial education platform with over 2.7 million users and 100+ market experts hosting finance courses and webinars in multiple languages. Our courses also include certifications from NSE Academy and are aimed at fostering the need for financial education amongst students, traders, and investors alike. With an app rating of 4.8, Elearnmarkets is available both on the iOS and Play Store.
What Will You Learn?
This course intends to help the participants acquire the knowledge, skills, attitudes, and values required to operate ethically and responsibly in the highly regulated financial services environment. This program will also help the participants to know about various asset classes and the risks and returns associated with them. Students will also be exposed to the important terms, rules, concepts, principles, and theories related to financial planning.
Topics Covered
- Concept of Financial Planning
- Role of a Financial Planner
- Life Cycle and Wealth Cycle of a Client
- Risk Profiling of a Client
- Systematic Approach to Investments
- Wealth Management and Economy
- Difference between Financial Planning and Wealth Management
- Various Economic Cycles
- Various Economic Indicators
- Understand Fiscal Policy, Monetary Policy, and Deficits
- Investment and Risk Management-Equity
- Active and Passive Exposures to Economy
- Concept of Diversification
- Way to do Fundamental Analysis
- Investment and Risk Management - Debt
- Valuation for Debt Securities
- Credit Risk
- Investing in Gold & Real Estate
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 undergoing Graduates / Graduates (in any stream) – willing to complete their knowledge sphere
- Anyone who wants to manage their money on their own
Get Certified
Enhance your career prospects with a Elearnmarkets certification!
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Under this course “Financial Planning Made Easy” the participant will be required to appear for the online examination hosted on the website of Elearnmarkets.com. Please note that the participant will get the Certificate of Completion for the course, only after passing the Certification Test provided in the course.
Procedure:
- The student has to appear for the Certification Test hosted on the website itself under “Self-Evaluation Test >> Certification Test”
- In case, the student does not clear the Certification Test, he/she can re-appear the same after 8 hours
- In case of any further assistance, drop in an email to support@kredentacademy.com or call: 9051622255
Other Details:
- Duration: 40 minutes.
- Pattern of questions: Multiple choice based questions of 2 marks each.
- No Negative Marking
- Qualifying marks: 60%
Certificate of Completion:
After successful completion of the online examination, participants need to go to the "My Certificate" tab in Student Dashboard to download the certificate for the respective course.
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