Financial Planning Made Easy

999  

(inclusive of taxes)
19 students enrolled

Listed In
Financial Markets
Language
English
Difficulty
Beginners
Validity
3 Years
Program
Self-Paced Recorded
Instructor
Kredent Academy

Course Highlights

  • 68 videos
  • 27 study material

 

Introduction

Financial Planning is one of the key elements in the finance industry & is one of the most prestigious and well paid professions in the 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.

 

Objective

This course 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 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

What is Financial Planning?

  • What are the reasons for the increasing need for Financial Planning
  • What's your Current Situation?
  • What is a role of a financial planner
  • Understand the process of financial planning
  • Life Cycle and Wealth Cycle of a Client
  • How to do risk profiling of a client ?
  • What is the systematic approach to investments ?
  • What is Systematic Investment Plan ( SIP ) ?
  • What is systematic Withdrawal Plan ( SWP ) ?
  • What is a systematic Transfer Plan ( STP ) ?
  • What are different types of Financial Plans?
  • Importance of financial planning ?


Wealth Management and Economy

  • Difference between Financial Planning and Wealth Management
  • What are economic cycles
  • What are various economic indicators
  • Different views on Interest Rates
  • Understand Fiscal Policy,Monetary Policy and Deficits

Investment and Risk Management-Equity

  • What is the role of equity investments 
  • Understand the difference between active and passive exposures
  • What are sector exposures ? Why is it important ?
  • Understand the concept of diversification
  • Fundamental analysis at a glance
  • What is the difference between investment and speculation?

Investment and Risk Management - Debt

  • Understand the Role and Features of Debt
  • How to carry out valuation for debt securities?
  • What is yield to maturity?
  • What are various  Interest Rate and Debt Instruments
  • What is credit risk ?
  • Understand the concept of duration
  • What is Concentration Risk?

Investing in Gold & Real Estate

  • Introduction to Investment in alternative assets-gold and real estate
  • Why invest in Gold?
  • What are the factors that affect gold prices?
  • Know different ways of investing in Gold
  • Comparison among different ways of investing in Gold
  • Introduction to Real Estate Investing
  • What are the different ways of investing in Real Estate?
  • Which are the real estate indices?

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 personal money on their own

 

Preview

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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 “Test section >> Certification Test”
  • In case , the student does not clear the the Certification Test, he can re-appear the same after an interval of 8 hours
  • 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: Multiple choice based question 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 their respective courses in their dashboard and there you will find the “Get Certificate” clickable option to download your certificate.

 

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