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CERTIFICATE IN CONSTRUCTING FINANCIAL PLAN AND WEALTH MANAGEMENT(S-CFPAWM-1338)

  • Last updated Feb, 2026
  • Certified Course
₹3,500 ₹4,500

Course Includes

  • Duration3 Months
  • Enrolled0
  • Lectures21
  • Videos0
  • Notes0
  • CertificateYes

What you'll learn

CONSTRUCTING FINANCIAL PLAN AND WEALTH MANAGEMENT




Eligibility- 10th Pass



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Course Syllabus

CONSTRUCTING FINANCIAL PLAN AND WEALTH MANAGEMENT

  • Course Syllabuss
  • Risk, Return and Asset Allocation
  • Return on Investments
  • Risk in Investments
  • Asset Classes and Diversification
  • Personal Finance and Investment Planning
  • Financial Planning
  • Principles of Portfolio Construction
  • Portfolio Rebalancing
  • Investment Strategies for Wealth Creation
  • Equity Markets: Structure and Working
  • Introduction to Indian Financial Markets
  • Basics of Equity
  • Primary Markets
  • Secondary Markets
  • Equity Analysis & Investing
  • Fundamental Analysis
  • Financial Ratios
  • Valuation Ratios and Multiples
  • Technical Analysis
  • Market Indicators


  • Debt and Derivatives Markets
  • Debt Markets and Instruments
  • Valuation of Bonds
  • Derivative Markets and Instruments
  • Mutual Funds Products
  • Mutual Fund Product Matrix
  • Equity Funds
  • Basics of Debt Funds
  • Hybrid Funds
  • Other Type of Funds
  • Mutual Fund Information and Analysis


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CONSTRUCTING FINANCIAL PLAN AND WEALTH MANAGEMENT

  • Course Syllabuss
  • Risk, Return and Asset Allocation
  • Return on Investments
  • Risk in Investments
  • Asset Classes and Diversification
  • Personal Finance and Investment Planning


Course Fees

Course Fees
:
₹4500/-
Discounted Fees
:
₹ 3500/-
Course Duration
:
3 Months

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