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NSE Academy Certified Financial Planning & Wealth Management

NSE Academy Certified Financial Planning & Wealth Management

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Wealth management is a combination of financial planning, investment management, estate and tax planning and risk management of an individual’s money.

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 short wealth management is a comprehensive devise to optimize and effectively put to use an individual’s wealth to help maintain and meet his/her goals.

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. This is one of the best financial planning & wealth management courses in India that will help you in learning about the process of creating wealth, the methods and instruments involved as well as managing wealth.

Students enrolling for this course would be trained on the process and steps of 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.

  • 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

Siddhartha is working with Kredent Academy as Senior Manager – Knowledge . He is a commerce graduate and a Certified Financial Planner (C.F.P.) from Financial Planning Standards Board, Mumbai (under the aegis of FPSB, USA) has more than 9 years of experience in financial markets in the training vertical. Has rich experience of working for Edelweiss Broking , AMCs like Reliance, ICICI , HDFC , Kotak , ICICI Direct Centre For Financial Learning , NJ India (Invest) Pvt Ltd & BSE Institute. Also , exposed to institutional research (mutual funds) at the onset of his career at J.R.Laddha Financial Services. Passionate about spreading personal financial planning & wealth management.

  • 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 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
 
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