Personal Financial Management

Personal Financial Management
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Personal Financial Management is a course designed to empower participants with knowledge that will help them resolve their personal financial problems wisely and effectively.

The course gives a basic insight of Equities, IPOs, Derivatives, Technical Analysis, Fixed Income market , Macroeconomics and Financial Planning as well as wealth management. Financial planning includes goal setting, retirement planning ,college funding ,business planning or whatever your needs may be. It also includes asset allocation, preparing individual stock and bond portfolios, monitoring and rebalancing the portfolios and tax management. The tasks of optimizing family assets and retirement plan design fall under the category of risk management cannot be negated from wealth management, one must analyze insurance; stock options exercise strategy, manage concentrated positions and protect assets.

In today’s world of negative real interest rate i.e. interest rate adjusted for inflation, the biggest challenge is to beat the inflation. With the Personal Financial Management course, a retail investor, HNI, professional gets enough knowledge about financial products, financial markets, and financial planning that they would start believing in their ability to generate a higher return on their investments. Above all personal finance, training can make you independent and lead your life with respect.

The objective is to equip the participant with necessary stock market theoretical and practical know-how so that students can apply the same in researching equity markets for wealth creation either directly or through indirect instruments .It introduces you to the process of how to find and analyze companies, determine the risk of a stock investment or trade, proper entry and exit time of the stock, understand why markets move the way they do, and helps you choose the capital market trading style for your personal goals using correct approach to financial planning.

Wealth Management course intends to help the participants acquire the knowledge on process and products which are required to operate ethically and invest responsibly in the current highly regulated financial services markets .This programme will also help the participants to respond to the challenges posed by the changing nature of the financial products landscape. Students here will be exposed not only to the theoretical concepts but also their practical applications for becoming wealthy. It will also provide opportunities for students to apply academic skills practically in their personal life.

Students enrolling for the Personal Financial Management course would be trained on the process and steps of selecting stocks and investing in stock markets , financial planning, features of various products involved in implementing the plan ,like ,mutual funds, life insurance, structured products, bonds debentures and debt funds, taxation of various investment products apart from financial planning calculations in MS-Excel.

  • Discussions closest to the real world
  • Open platform to interact with experienced market participants-cum-faculty
  • Relevant online and offline study material developed by Kredent Academy
  • Balanced exposure of theoretical and practical aspects in detail
First Part
  • Section 1 : Beginners Module
  • Section 2 : Macroeconomics Module
  • Section 3 : Fundamental Module
  • Section 4 : Derivative Module
  • Section 5 : Technical Analysis Module
  • Section 6 : Currency Module
  • Section 7 : Commodity Module
  • Section 8 : How to Track Market
Second Part
  • Section 1 : Financial Planning
  • Section 2 : Wealth Management
  • Section 3 : Investment & Risk Management : Equity
  • Section 4 : Investment and Risk Management - Debt
  • Section 5 : Investment and Risk Management - Alternate Assets
  • Section 6 : Investment Products and Services
  • Section 7 : Investment Evaluation Framework
  • Section 8 : Risk Profiling & Asset Allocation
  • Section 9 : Risk Management through Insurance
  • Section 10 : Elements of Taxation
  • Section 11 : Taxation of Investment products
  • Section 12 : Estate Planning

Kredent Academy is one of the pioneer professional training institutes in India focussing on finance and capital markets. It employs industry professionals as faculty eliminating the knowledge gap through its clear philosophy of “Education meets Experience”. The knowledge team of Kredent Academy comprises of highly qualified professionals including members from IIM Alumni and industry experts holding experience of more than 10 years . They possess a great understanding of subjects like Fund Management, Equity Research, Corporate Banking, and Trading in Equity, Derivatives, Currency and Commodities markets. Kredent Academy aims to create a 360 degree knowledge circle for the students inclusive of theoretical, practical and applicable learning that grooms them for a successful career in the financial market.


Kredent Academy provides a strong education platform, which is committed to take finance training to the next level. It has been recognized as the Best Finance Training Institute by the prestigious Gurukul Awards for 2008-09 and for 2009-10. It also has a tie up with St. Xavier’s College, Kolkata and NSE Academy for the NCCMP course design and delivered fully by it.

  • Freshers who would like to get introduced to the basic market terminologies and concepts. It provides knowledge fortification & exposure to practical application for graduating students, serving as an effective resume builder and ideal preparation for future career.
  • New Investors
  • Retail Traders
  • 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

Students Speaks

  •   3, Pretoria Street, 1st floor,
          Opposite to Gyan Manch,
          Kolkata 700071
          West Bengal, India
  •   +91 9748 222 555
  •   info@kredentacademy.com

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  • +91 9748 222 555
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