Certificate Course

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Certificate Course on Wealth Management & Financial Planning

The Certificate Course on Wealth Management and Financial Planning is designed to equip professionals with the essential knowledge and practical skills required to navigate today’s dynamic financial landscape. Covering core areas such as financial planning, behavioural finance, equity and bond investments, portfolio management, artificial intelligence in wealth management, and alternative investment strategies, the course blends theory with hands-on simulations to ensure comprehensive learning.

Course Duration & Mode of Delivery:

Online/Virtual Sessions will be for 14 Days and - 3 Hours each.

Physical Sessions will for 7 days – 6 Hours each.

Course Highlights

  • Intensive programme (42 hours) covering all facets of wealth management and financial planning
  • Expert-led sessions by seasoned practitioners, academicians, and market professionals
  • Focus on both traditional and modern investment avenues including bonds, equities, ETFs, and alternative assets
  • Dedicated module on AI and FinTech in Wealth Management
  • Interactive case studies, simulations, and practical tools for real-world application
  • Pre-read material and hands-on exercises to reinforce learning outcomes

Key Benefits

  • Gain an understanding of financial planning, investment strategies, and wealth creation tools
  • Learn to construct, analyze, and manage diverse portfolios with a balance of risk and return
  • Exposure to latest trends in AI-driven wealth management, robo-advisory, and predictive analytics
  • Develop expertise in alternative investments such as real estate, private equity, and hedge funds
  • Enhance professional credibility and career prospects in wealth management, financial planning, and advisory services

Learning Outcomes

Upon completion of the course, participants will be able to:

  • Apply behavioural finance principles to overcome biases in investment decisions
  • Prepare investor policy statements and design goal-based investment strategies
  • Evaluate equity and bond investments using fundamental, technical, and risk-return metrics
  • Utilize AI and fintech tools for portfolio management, compliance, and client servicing
  • Advise clients on alternative investment opportunities with a clear understanding of risk and returns
  • Deliver comprehensive wealth management solutions tailored to diverse investor needs

Fees : Rs. 4000/- + GST (Virtual Mode)/ Rs. 10,000/- + GST (Physical Mode)

Examination – Online Mode via DLH platform of ICAI.

Programme Structure