Course Overview
Become a Goal-Oriented Financial Advisor for Individuals & Families Fee: ₹5,000 Duration: 4 Weeks | Fixed-paced Category: Advanced Certification: Marksheet + Certificate Course Overview Designed for those pursuing a career in financial planning or wealth advisory, this course covers portfolio allocation, risk profiling, retirement planning, and tax strategy. Learn how to create actionable plans and provide ethical, client-first guidance. Key Topics - Risk profiling and investor behavior - Asset allocation: equity, debt, gold, RE - Retirement planning with calculators and inflation - Education, marriage, and housing goal maps - Life and health insurance planning - Income tax basics: deductions, HRA, LTCG/STCG - Creating a full financial plan: step-by-step walkthrough - Ethics, suitability, and client retention Who Should Take This - Mutual fund distributors, IFA aspirants - Entry-level wealth managers and planners - Bank RMs, LIC agents transitioning to full planning