In Financial Planning
Financial Planning and Wealth Management
Intermediate- English
- 0 Learners
- Validity: 3 years
-Course Highlights
- 24 + Hours of Live Interactive Sessions
- 25 Supplementary Study Materials
- Full-Length Test
- Certificate of Completion
Introduction
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) The finance sector in India is emerging at a fast pace with the growing integration with the World Markets. The Financial system is the mirror reflection of the country’s economy. Financial Planning and Wealth Management are the buzzwords in the finance industry & are 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 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 program 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 careers 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.
Topics Covered
- Savings and Investment
- Six-Step Financial Planning Process
- Time Value of Money - Basics and Advanced
- Life Cycle and Wealth Cycle
- Risk Profiling and Asset Allocation
- Systematic Approach to Investing
- Financial Planning landscape in India
- Financial Planning vs. Wealth Management
- Economic Cycles and Indicators
- Active and Passive Investment
- Sector Exposure and Diversification
- Fundamental v/s Technical Analysis
- Investment v/s Trading
- Role of Debt Securities
- Gold
- Real Estate
- Concept of Mutual Funds
- Venture Capital / Private Equity Funds
- Hedge Funds
- Portfolio Management Services (PMS)
- Risk-Return Framework
- Risk-Adjusted Returns - Sharpe's, Treynor's, and Jensen's Ratios
- Factors to consider before choosing an Investment Product
- Strategic vs Tactical Asset Allocation
- Fixed vs Flexible Asset Allocation
- Asset Returns in Equity, Debt, and others
- Risk Assessment
- Life Insurance
- Health Insurance
- Retirement Corpus Calculation
- Previous Year and Assessment Year
- 5 heads of income and Gross Total Income
- Income Tax Slabs
- Deductions from Income u/s 80C to 80
- Long Term and Short Term Capital Gain / Loss
- Speculation Profit / Loss
- Capital Gains Tax exemption under Section 54, 54F, 54EC etc
- Set Off & Carry Forward Losses and Clubbing of Income
- Dividend Income Tax / Tax on Income Distributed by Mutual Fund
- Securities Transaction Tax (STT)
- Capital Gains Taxation
- Taxation of Fixed Deposits and Fixed Income Products
- Dividend and Growth Options in Mutual Fund schemes
- Basics of Estate Planning
- Succession vs. Interstate Succession
- Nomination
- Power of Attorney
- Inheritance Law
- Types of Will
- Trust 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 know only engineering)
- All undergoing Graduates / Graduates (in any stream) – are willing to complete their knowledge sphere
- Relationship Managers – Sales/Back Office of all Banks & all Equity Broking Houses
- 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 and Wealth Management” 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 “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.
