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Certification in Financial Planning & Wealth Management

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It intends to help the participants acquire knowledge, skills, attitudes and values required to operate ethically and responsibly in the highly regulated financial services environment. This programme will also help the participants to respond to the challenges posed by the changing nature of the Financial Services Industry. Students will be exposed to the important terms, and theories related to wealth and investment management.

This programme aims to help the students 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.

Who will benefit from this course?
Certification in Financial Planning & Wealth Management Course will benefit Graduates/ Post Graduates, Working Professionals looking for specialization in Financial Services functional domains as well as candidates wanting to build a career in Distribution Houses, Asset Management Companies, PMS, Wealth Advisory, Banks and Stock broking.

  • Introduction : Financial Planning
  • Wealth Management & the Economy
  • Investment & Risk Management : Equity
  • Investment & Risk Management: Debt
  • Investment & Risk Management: Alternate Assets
  • Investment Products & Services
  • Investment Evaluation Framework
  • Risk Profiling & Asset Allocation
  • Risk Management through Insurance
  • Elements of Taxation
  • Taxation of Investment Products
  • Estate Planning
  • 24 + Hours of Live Interactive Sessions
  • 17 Supplementary Study Materials
  • Full Length Test
  • Students who do not have any / negligible knowledge of Finance
  • All employees of Asset Management Companies
  • All team members of Financial Products Distribution Company
  • All Software professionals (who only know I.T.)
  • All Engineering professionals (who knows only engineering)
  • All undergoing Graduates / Graduates (in any stream)  – willing to complete their knowledge sphere
  • Relationship Managers – Sales/Back Office of all Banks & all Equity Broking Houses
  • Anyone who wants to manage their personal money on their own


This course is taken up by Mr Siddharth Goenka-CFP. He has 11 years of experience in financial markets in the training vertical and. He has rich experience of working for Edelweiss Broking, AMCs like Reliance, ICICI, HDFC, Kotak, ICICI Direct Centre for Financial Learning, NJ India (Invest) Pvt Ltd & BSE Institute. He is also a practising certified financial planner.


Students enrolling for the course will be given a “Certificate of Completion” from NSE Academy, facilitated by Kredent Academy.

  • Additional Knowledge Content
  • Practical Exposure and Internship
  • Placement Assistance
  • Support Team
  • Infrastructure
  • Kredent Library
  • Online Learning
Updated on: 15/07/2022
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