Certification in Financial Planning & Wealth Management

Batch - 10A starting from 26th November 2018

4 (58 rating) 118 students enrolled


Certification in Financial Planning & Wealth Management course in jointly certified by NSE Academy & Kredent Academy (NSE Academy is a subsidiary of National Stock Exchange of India).

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 device 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.

This course includes 3 internship sessions where 1 day will be industry interaction & in the other 2 sessions students will solve case studies which will be reviewed by faculty.