*inclusive of taxes
This course is no longer available
Financial Planning Made Easy

Financial Planning Made Easy


*inclusive of taxes

This course is no longer available


*inclusive of taxes

This course is no longer available

Course Details

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

40902 students enrolled

This course is no longer available

Course Highlights

  • 60+ videos
  • 3+ Hours of Content
  • 5+ Supplementary Study Materials
  • Self-Evaluation Tests
  • Certificate of Completion


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

Kredent Academy

Kredent Academy

Kredent Academy is a pioneer of financial market education in India and has been at the forefront of the spreading financial education in India since its inception in 2008. Starting from basic finance to advanced concepts like stock market investing, fundamental and technical analysis, and options trading, we have courses that will teach you to save and invest money responsibly and grow your wealth steadily. These courses are taught by some of the best instructors and market experts and are highly practical focused to give the students a holistic understanding of the subjects.


This course intends to help the participants acquire the knowledge, skills, attitudes, and values required to operate ethically and responsibly in the highly regulated financial services environment. This program 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.


An Email Query Support and Forum for Question & Answer community platform can be used by the students for any type of doubt clearance associated with content while pursuing this course.

Topics Covered

  • Concept of Financial Planning
  • Role of a Financial Planner
  • Life Cycle and Wealth Cycle of a Client
  • Risk Profiling of a Client
  • Systematic Approach to Investments
  • Wealth Management and Economy
  • Difference between Financial Planning and Wealth Management
  • Various Economic Cycles
  • Various Economic Indicators
  • Understand Fiscal Policy, Monetary Policy, and Deficits
  • Investment and Risk Management-Equity
  • Active and Passive Exposures to Economy
  • Concept of Diversification
  • Way to do Fundamental Analysis
  • Investment and Risk Management - Debt
  • Valuation for Debt Securities
  • Credit Risk
  • Investing in Gold & Real Estate

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 money on their own


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.


  • The student has to appear for the Certification Test hosted on the website itself under “Self-Evaluation 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.

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