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Certification In Online Financial Planning & Wealth Management

Certification In Online Financial Planning & Wealth Management

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*inclusive of taxes

Enroll Now


*inclusive of taxes

Request A Call Enroll Now

Course Details

  • Listed In : Financial Planning
  • Language : English
  • Difficulty : Intermediate
  • Validity : 3 Years
  • Program : Live Interactive Program
  • Instructor : Saurabh Jain

1023 students enrolled

Course Highlights

  • 24 + Hours of Live Interactive Sessions
  • 12 Supplementary Study Materials
  • Full-Length Test
  • Certificate of Completion


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


This certified financial planner course 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 planner certification 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.


  • The students can post all their queries in the discussion forum while pursuing the wealth management 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.
  • The students will get the Certificate of Completion after successfully completing the financial planner certification course.

Topics Covered

The following topics have been covered :

Session 1: Introduction to Financial Planning and Wealth Management:

  • 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
  • Economic Cycles and Indicators
  • Interest Rate Views and Money Supply: RBI
  • The Deficits: Fiscal, Revenue, Primary, CAD

Session 2: Equity:

  • Role of Equity
  • Active and Passive Investment
  • Returns from Passive Exposure to S&P CNX Nifty
  • Sector Exposure and Diversification
  • Fundamental v/s Technical Analysis
  • Fundamental Valuation Approaches - DDM, DCF, FCF, LV
  • Investment v/s Trading

​Session 3: Debt :

  • Role of Debt
  • Deposits and Debt Securities
  • Valuation of Debt Securities
  • Yields and Interest Rate Risk
  • Interest Rate and Debt Investments
  • Credit Exposures
  • Concentration Risk
  • Passive Investments in Debt

Session 4: Alternate Asset Classes:

  • Gold
  • Real Estate
  • Concept of Mutual Funds
  • Venture Capital / Private Equity Funds
  • Hedge Funds
  • Structured Products
  • Portfolio Management Services (PMS) 

Session 5: Investment Evaluation and Asset Allocation:

  • Risk-Return Framework
  • Risk-Adjusted Returns - Sharpe's, Treynor's, and Jensen's Ratios
  • Factors to consider before choosing an Investment Product
  • Risk Profiling
  • Why Asset Allocation?
  • Strategic vs Tactical Asset Allocation
  • Fixed vs Flexible Asset Allocation
  • Asset Returns in Equity, Debt, and others

Session 6: Risk Analysis through Insurance and Retirement Planning:

  • Risk Assessment
  • Life Insurance
  • Health Insurance
  • HLV vs NBA, How much insurance is needed?
  • Retirement Corpus Calculation
  • Pension/Annuity Calculation
  • NPS - Rules and Importance

Session 7: Elements of Taxation:

  • Previous Year and Assessment Year
  • 5 heads of income and Gross Total Income
  • Income Tax Slabs
  • Advance Tax
  • Tax Deducted at Source (TDS)
  • Exempted Income
  • Deductions from Income u/s 80C to 80U
  • 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 of Losses and Clubbing of Income

Session 8: Taxation of Investment Products and Estate Planning:

  • 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)  – 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


We suggest that the students should have a minimum qualification of Higher Secondary School i.e. class 12. This will help the student to grasp the concepts well and move in pace with the course for successful learning. 


Certification in Online Financial Planning & Wealth Management is a live course.  We have 24 hours of live session in 8 sessionswith the faculty. The average duration taken to complete this course is 1 month, after the commencement of the batch.

Elearnmarkets ensures complete hand holding of its students during and even after its course completion. At any time, whenever you have a doubt or a query, you can post your doubts in the discussion forum. 

To post your queries in the discussion forum follow the below mentioned steps:

a. Go to the video or the class recording in which you are having doubts
b. Click on the comment icon
c. A dialog box will open. Type the topic in which you are having doubt and the specific doubt you are having. Please provide as many details as possible.
d. Your query will be answered by our experts soon. 

This course is a live course, so you can also ask your query during your live class with the faculty. 

If you miss live class, not all is lost. You will get access of the recording of the class within 2 working days. To access the recording go to Batch >> Interactive Live Sessions >> Recorded.  

The course focusses on knowledge and skills required to operate ethically and responsibly in financial services environment. You can definitely manage your own and family portfolios. However, to become an authorised and certified Financial Planner there are some regulatory examinations which needs to be cleared apart from this course. 

Yes, this course covers mutual funds comprehensively.

The Certificate of Completion of the course by Elearnmarkets has lifetime validity.

After successfully completing the examination, the student has to apply for Certificates. This needs to be done from the Elearnmarkets website. For more details reach Ms.Sunita -8017594710 or write to

Please reach your Career Advisor or Team Support at 9051622255 or 8017594710. You can alternatively write to us at

Write to us at for any doubts or query. 



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Under this course “Certification in Online Financial Planning & Wealth Management”, the participant will be required to appear for the online examination hosted on the website of Please note that the participant will get the Certificate of Completion after successfully clearing the online examination.


  • The student has to appear for an examination hosted on the website itself under “Test section >> Certification Test”
  • Note: The certification test can be appeared by the candidate only once.
  • In case of any further assistance, drop in an email to or call: 90516222555

Other Details:

  • Duration: 1.5 hours.
  • Pattern of questions: Multiple choice-based questions of 2 marks each.
  • Qualifying marks: 50%

Certificate of Completion:

After successful completion of the online examinations, participants can download their certificate from the "My Certificates" tab available on the Elearnmarkets dashboard within 10 days from the date of Certificate application.

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