Investment Advisory

The Certificate Programme in Investment Advisory is designed to equip students with the skills and knowledge to provide professional investment advice and financial planning services.

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Not Enrolled

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About the course

The Certificate Programme in Investment Advisory is designed to equip students with the skills and knowledge to provide professional investment advice and financial planning services.

What will you learn

Basics and process of financial planning.
Structure, participants, intermediaries, and regulators of the Indian financial system.
Risk analysis and its application in investment and insurance planning.
Life insurance, general insurance, and their regulatory frameworks.
Retirement planning, pension products, and employee benefits.
Regulatory and procedural aspects of financial products and services.
Investment concepts, asset classes, and various investment products.
Strategies for portfolio management and wealth creation.
Estate planning and taxation aspects of wealth management.

Who is this for

Students and graduates aspiring to enter investment advisory, wealth management, or financial consulting.
Professionals in the BFSI sector seeking to expand into advisory roles.
Entrepreneurs or independent consultants aiming to provide financial planning services.
Individuals preparing for regulatory exams or certifications in investment advisory.

Highlights

Learn the fundamentals of financial planning and advisory services.

Gain knowledge of insurance, retirement planning, and pension products.

Master investment strategies, portfolio management, and return analysis.

Understand taxation, estate planning, and wealth transfer strategies.

Explore the Indian financial system, its participants, and regulations.

Work on case studies and practical scenarios in investment planning.

Prepare for careers in investment advisory, wealth management, and BFSI.

Eligibility

The Eligibility Criteria for the course is completion of high school.

Pre-Requisites:

Basic knowledge of finance, investments, or commerce is helpful but not mandatory.

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About this course

Level

Beginner

Duration:

30 Hours

Downloadable Files:

Features

Industry-recognized certification upon completion.
Comprehensive curriculum covering financial planning and advisory practices.
Expert-led training with case studies and real-world applications.
Flexible learning options for students and professionals.
Cost-effective programme with high career value.
Live sessions and mentorship for career guidance.

Mentorship

Live Sessions

Job Roles

Investment Advisory Executive
Investment Advisory Assistant
Financial Planning Executive
Financial Planning Assistant
Wealth Management Executive
Wealth Management Assistant
Insurance & Retirement Planning Executive
Insurance & Retirement Planning Assistant
Portfolio Management Executive
Tax & Estate Planning Assistant
BFSI Operations Executive
Customer Relationship Executive – Investment Services
Risk & Compliance Assistant – Financial Products