Certificate in Financial Planning

BY
Vskills

Learn the concept of financial planning, its basics, and various other topics like blockchain, NFT, and Bitcoin with the help of this certification course.

Mode

Online

Fees

₹ 3499

Quick Facts

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

Course overview

The Certificate in Financial Planning course has 10 hours of learning. It focuses on personal financial planning and provides a wide range of professionals. It includes mutual fund distributors, finance and accounting professionals, insurance agents, investment experts, and graduates aspiring to excel in their respective fields. It also presents an excellent opportunity for those already employed who wish to enhance their career prospects through certification. The programme primarily addresses the context of taxation and investments specific to India.

Certificate in Financial Planning by Vskills provides candidates with a competitive edge in today's job market. It will help them to expand their employment prospects by showcasing their financial planning expertise and potentially leading to higher earning opportunities. Moreover, successful candidates can explore freelance financial advisory roles, providing financial planning services to high-net-worth individuals.

Certificate in Financial Planning training covers various essential topics, such as Financial Planning Basics, Risk Analysis and Evaluation, Bitcoin and Blockchain, and NFT (Non-Fungible Tokens). Through this comprehensive curriculum, participants will acquire a deep understanding of financial planning principles, cutting-edge technologies, and risk assessment techniques. 

The highlights

  • Lifelong E-learning Access
  • Certificate on Completion
  • Study Material
  • Fully Online Course
  • 10 Hours of Learning

Program offerings

  • Government certification
  • Lifetime certification validity
  • Practice test

Course and certificate fees

Fees information
₹ 3,499

Accepted payment methods for paying the Certificate in Financial Planning fees include Visa, Mastercard, American Express, and Indian bank debit cards.

Certificate in Financial Planning Fee

Name of the Course 

Fees

Certificate in Financial Planning

Rs. 3,499

certificate availability

Yes

certificate providing authority

Vskills

Who it is for

Certificate in Financial Planning classes target individuals who are in the following professions:

Eligibility criteria

Certification Qualifying Details of Certificate in Financial Planning

To obtain the certificate, candidates are required to take a 60-minute online test consisting of 50 questions. To pass the test, candidates must score a minimum of 25 marks. It is important to note that there are no negative markings for incorrect answers in the test.

What you will learn

Knowledge of taxation Risk management

By the end of the Certificate in Financial Planning syllabus, the candidate will learn the fundamental principles of financial planning, including setting financial goals, budgeting, and creating a financial plan according to individual or client needs. The certificate can also serve as a foundation if you wish to pursue further education or professional certifications in finance and financial planning. 

The syllabus

Financial Planning Basics

  • What is financial planning
  • Financial Planner skills
  • Financial Planning Ethics
  • Factors Influencing Financial Planning
  • Time value of money
  • Client Profiling

Investments

  • Equity Investments
  • Debt Investments
  • Alternate Investments
  • Estate Planning

New Age Investments

  • Bitcoin and Blockchain
  • NFT

Taxation

  • Taxation Basics
  • Tax Planning
  • Philanthropy
  • Asset Allocation and Taxation

Risk Management

  • Risk Analysis and Evaluation
  • Risk Management
  • Insurance

Investment Evaluation

  • Retirement Planning
  • Investment Analysis
  • Financial Strategies Implementation and Review

Admission details

To enrol in the Certificate in Financial Planning online course, follow these steps:

Step 1: Access the course using the provided link: https://www.vskills.in/certification/accounting-banking-and-finance/financial-planning-certification-course. 

Step 2: Click on the "Buy Now" button on the course page.

Step 3: You will be directed to the checkout page to review and confirm the course fees.

Step 4: If you already have an existing account, log in. For new users, create a new account.

Step 5: After logging in, select your preferred payment method and complete the enrolment process. Once done, you will immediately receive access to the Certificate in Financial Planning course.

How it helps

Certificate in Financial Planning benefits students with knowledge in this field and a government certificate. The certificate can open doors to various job opportunities within the financial services industry. It will allow you to pursue roles in financial planning firms, banks, insurance companies, or as an independent financial advisor. By demonstrating their financial planning skills through this certification, candidates can access a wider range of job opportunities and may also experience the potential for higher earnings.

FAQs

What is the Certificate in Financial Planning?

The course is a specialized programme that provides individuals with fundamental knowledge and skills related to financial planning.

How long does it take to complete the Certificate in Financial Planning online course?

The course has 10 hours of learning.

What topics are covered in the Certificate in Financial Planning online programme?

The programme covers a wide range of topics, including financial planning principles, investment planning, retirement planning, tax planning, insurance planning, estate planning, risk management, financial analysis, and client communication.

Is there an examination to obtain the certificate?

Yes, candidates need to pass an examination at the end of the certificate programme to earn the Certificate in Financial Planning.

Will the Certificate in Financial Planning require continuing education to maintain its validity?

No, the validity is for a lifetime without further studying.

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