Certification in
Online Financial Planning & Wealth Management
"A Master course to learn the strategies to Balance Life by Balancing your Money"
Best seller course
5 star rated course
1006+ students enrolled
Study mode: Online
PRACTICAL EXPOSURE
Practical hands-on training on applications like Invester, Spider, Netdania, Tradingview, Stockedge
CERTIFICATION
Complete this course and get a widely recognized, industry-ready certificate from Elearnmarkets.
PROFICIENT INSTRUCTOR
Passionate market experts with experience of over 10 years make learning focused, practical & fun.
CAREER OPPORTUNITIES
This course will make you eligible to appear for job interviews with many finance companies in India.
ABOUT THE COURSE
Financial Planning and Wealth Management is a course designed to prepare students for a career in paraprofessional work for investment companies, banks, insurance companies, or corporations. This comprehensive course covers the key details of the financial planning process for individuals who would like to assist financial planners.
TOPICS COVERED
- Module 1: Financial Planning
- Module 2: Wealth Management
- Module 3: Investment & Risk Management : Equity
- Module 4: Investment & Risk Management : Debt
- Module 5: Investment & Risk Management : Alternate Assets
- Module 6: Investment Products & Services
- Module 7: Investment Evaluation Framework
- Module 8: Risk Profiting & Asset Allocation
- Module 9: Risk Management through Insurance
- Module 10: Elements of Taxation
- Module 11: Taxation of Investment products
- Module 12: Estate Planning
MORE ABOUT THE COURSE
- Suitable for beginner and the advanced level learners
- 24 hrs of Live Sessions
- 10+ Supplementary Study Materials
- Earn a Powerful Certification
- Full lifetime access
- Life long community support
Course Benefits
- Students who do not have any / negligible knowledge of Finance
- All employees of Asset Management Companies & Financial Products Distribution Company
- All Software professionals, Engineering professionals, Relationship Managers
- All undergoing Graduates/ Graduates (in any stream) & anyone who wants to manage their personal money on their own
Who Should Join?
Meet Our Instructor
Saurabh Jain
Chartered Accountant (CA), Company Secretary (CS), Certified Financial Planner (CFPC M ), Chartered Financial Analyst (CFA), Chartered Wealth Manager (CWM ®) and a Chartered Trust and Estate Planner (CTEPTM )
His passion for teaching and students’ keen interest in his inimitable style of delivery, drove him to take teaching as his dream career as he humbly holds on this date, the testimony of training ov training over 50,000 candidates 50,000 candidates 0,000 candidates spread over the last 13mutually mutually mutually enriching years enriching years enriching years, for the diverse finance courses he teaches.
FREQUENTLY ASKED QUESTIONS
1. What if I miss the live class?
If you miss the live class the video links of the live classes will be uploaded on you tube and shared with you via email after the class gets over.
You can also access the video links from the course itself by following the same procedure as mentioned in question 1 (Steps 1 to 7 should be followed).Once the drop down menu appears click on the video link of the class you have missed and you will be able to view it.
2. Are there any additional study materials apart from the videos. If so how can I access them?
Yes there are additional study materials available within the course itself. The additional study materials are in the form of PDFs.