Programme In Investment Advisory Services

This comprehensive course on Financial Planning and Wealth Management provides learners with a strong understanding of financial markets, financial planning, insurance, retirement planning, investments, taxation, and estate planning. It covers the complete financial planning process, from assessing an investor’s needs and risk profile to developing suitable investment, insurance, retirement, and wealth management strategies.

Course Objectives

• Understand the fundamentals of financial planning and the Indian financial system.
• Identify different financial products, investment options, asset classes, and market participants.
• Develop knowledge of risk management, insurance, and retirement planning strategies.
• Analyse investment returns, portfolio strategies, taxation, and wealth management considerations.
• Understand regulatory, procedural, and legal aspects related to financial products and services.
• Gain knowledge of estate planning and strategies for effective wealth transfer.

Course Highlights

• Indian Financial Markets & Financial System
• Financial Planning Process & Investor Strategies
• Risk Management & Insurance Planning
• Retirement Planning & Pension Products
• Investment Planning & Portfolio Management
• Asset Classes & Financial Products
• Taxation & Wealth Management
• Estate Planning & Wealth Transfer
• Regulatory and Legal Frameworks