Financial Planning Certification Course

BY
Upskillist

Seeking a course on how to control your finances to plan the future? Check out the Financial Planning Certification Course programme by Upskillist.

Mode

Online

Duration

16 Weeks

Quick Facts

particular details
Medium of instructions English
Mode of learning Self study
Mode of Delivery Video and Text Based

Course overview

The Financial Planning Certification Course program is a 16-week course that offers extensive knowledge on the various aspects of planning your finances for the future. In this course, you will learn about the strategies for financial success, the need for financial planning, dealing with unexpected disruptions, and the benefits of a financial planner. There will be four modules, each one comprising four weeks.

Financial Planning Certification Course training offers a globally recognized certification from Austin Peay State University. You can schedule your classes and pause them at any point during the course. There are online courses that you can download and access offline. Moreover, you also get live chat support from the educator to clarify any concepts or doubts you may have. 

Financial Planning Certification Course certification also has periodic assessments to evaluate your progress. Also, you can pay a fee of Rs. 999 and gain full access to the course material.

The highlights

  • Online course with downloadable lectures
  • Globally recognized certification from Austin Peay State University
  • Customizable classes with the facility to pause
  • Live educator chat support 
  • 16-week course with 32 lessons divided into four modules
  • Periodic assessments
  • Free trial

Program offerings

  • Customisable classes with the facility to pause
  • Periodic assessments
  • Globally recognised certification from austin peay state university
  • Online course with downloadable lectures
  • Live educator chat support
  • Free trial

Course and certificate fees

Financial Planning Certification Course fee structure: 

Course

Fees

Monthly Subscription

₹349/Month

certificate availability

Yes

certificate providing authority

Upskillist

Eligibility criteria

Financial Planning Certification Course by Upskillist offers weekly assessments and a final exam once you complete a module. You have to secure a grade of 50% or above to qualify in both tests. There will be 20 questions in each assessment and 50 questions in the final exam. Both tests are objective types. You will receive your grade immediately upon submitting any test.

What you will learn

Financial management

In the Financial Planning Certification Course program, you will be exposed to 

  • Identifying and understanding the need and risks of financing
  • Different strategies and habits required for financial success
  • Understanding the role of a financial planner and their benefits
  • Different ways on how to cope and deal with events that may disrupt a financial plan
  • Understanding the various avenues of financial planning

The syllabus

Module 1 : Diploma in Financial Planning

  • Money, Happiness and Habits
  • Financial Planning Over a Lifetime
  • What has COVID-19 taught us?
  • Thinking About Your Money and Financial Life – Creating a Framework
  • Choosing a Financial Planner
  • Financial Risks and Needs
  • Why is managing behaviour so important?
  • So, is it worth using a financial planner?

Module 2 : Intermediate in Financial Planning

  • Budgeting: The Cornerstone of Any Financial Plan
  • Are traditional retirement planning practices becoming outdated?
  • Important Financial and Investment Principles
  • Investment Planning
  • Estate and Risk Planning
  • Corporate Financial Planning
  • What to Look for in a Planner and a Financial Planning Practice

Module 3 : Advanced in Financial Planning

  • Relationships and Financial Planning
  • Financial Planning for Women and Single Mothers
  • Starting Out: Strategies to Set You Up for Financial Success
  • Financial Planning in Your 40s and 50s: How does the focus change?
  • Disruptions Happen: Divorce
  • Disruptions Happen: Retrenchment
  • Disruptions Happen: Death of a Spouse/Partner, Disability and Dread Disease
  • The 'Sandwich Generation': Are we being pulled in too many directions?

Module 4 : Proficient in Financial Planning

  • Is the value of financial advice actually quantifiable?
  • Behavioural Finance Unpacked
  • Common Myths About Finance and Financial Planning
  • Wealth Strategies for Success
  • Robo-advisors: Financial planners of the future?
  • The Financial Planner vs the Financial Coach
  • The Next Generation: Teaching Children About Money
  • The Next Generation: Teaching Children About Money

Admission details

The Financial Planning Certification Course certification by Upskillist admission process is as given below:

Step 1: Visit https://in.upskillist.com/courses/finance/learn-financial-planning-course-online/ and click on ‘Start your free trial.

Step 2: You will be redirected to a page where you need to select the closest answer to why you want to join the course. 

Step 3: Next, you need to provide the closest answer to your biggest challenge in the past. Then select ‘I’m excited! Let’s do it.’ 

Step 4: Next, you need to select your learning goal from the given set of options.

Step 5: After that, you need to provide your full name, email address, and contact number.

Step 6: Next, you need to create a password for your account.

Step 7: In the following steps, you need to provide your gender, age group, and educational goal. 

Step 8: Then,  you need to select your class timings. 

Step 9: Lastly, you need to select whether you want to purchase the complete course material for Rs. 999. 


Filling the form

The Financial Planning Certification Course program application form requires basic personal information such as your name, contact details, gender, and age. You also need to provide information on why you want to join the course and your educational goals. Moreover, you also need to select your class schedule.

How it helps

Financial Planning Certification Course by Upskillist offers many benefits, such as free trial of the course and customizable class scheduling. The course also provides a globally recognized certificate of completion from Austin Peay State University. The knowledge and certification you earn from this course will help you pursue further studies or better career prospects.

FAQs

Can I schedule my classes for this course?

Yes. Financial Management Certification Course allows you to select your class timings. You can also change them at any stage.

Does the course have any tests or exams?

Yes. Periodic tests and assignments are conducted during the course.

Can I pause the Financial Planning course at any time?

Yes, applicants, can pause and take a break any time during the course.

Can I download the lectures?

Yes, you can download the class recording and access them offline.

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