Certification in Online Financial Planning & Wealth Management


(inclusive of taxes)
581 students enrolled

Listed In
Financial Planning
3 Years
Live Interactive Program
Saurabh Jain

Course Highlights

  • 24 + Hours of Live Interactive Seesions
  • 17 Supplementary Study Materials
  • Full Length Test


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.

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



This course jointly certified by NSE Academy & Elearnmarkets intends to help the participants acquire knowledge, skills, attitudes and values required to operate ethically and responsibly in the highly regulated financial services environment. This programme 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 career 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.


Students enrolling for Certification in Online Financial Planning & Wealth Management program will be given a “Certificate of Completion” from NSE Academy, facilitated by Kredent Academy. The students can post all their queries in the discussion forum while pursuing the 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.

Topics Covered

  • 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

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 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


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 NSE Academy facilitated 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 support@elearnmarkets.com

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

Write to us at support@elearnmarkets.com 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 Elearnmarkets.com. Please note that the participant will get the Certificate of Completion of NSE Academy Certified Financial Planning & Wealth Management after successfully clearing this 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 support@kredentacademy.com or call: 9051622255.

Other Details:

  • Duration: 1.5 hours.
  • Pattern of questions: 50 multiple choice based question of 2 marks each.
  • Qualifying marks: 50

Certificate of Completion:

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


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