Certificate in Financial Planning Basics

GOLS Academy

Price on request
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Important information

Typology Certificate
Methodology Online
Duration 1 Month
  • Certificate
  • Online
  • Duration:
    1 Month

Frequent Asked Questions

· Requirements

10+2 / Graduate from any stream with or without relevant experience in personal finance.


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Reviews on other courses at this centre

Certificate in Retail Banking

hari kuthekar
4.0 01/08/2013
What I would highlight: all matters are covered
What could be improved: it is very important course for aspirants for banking sector
Would you recommend this course?: Yes

Course programme

Certificate program is planned to meet the confronts face by the financial plan experts in the optional sectors of insurances plan, retirements plan, investment plan & tax plan. The programs provide a summary of the financial plan process; association of financial plan to life transition; usage insurance & investments as a mean of meetings financial aim; integrating benefit into a financial plans. These programs is rich in theories & practicals facts about Personal Finance, case study, real life example, Mastery assessment.

Program Aim:
Every certificates is planned to meet the challenge face by the financial plan experts in the advisory field of insurance plans, retirement plans, investments plans & tax plan. Institute certifications in financials plans fulfills the educational requirements of those who seek to becomes victorious financial planner.

Program USP:
Theories & practical knowledge about Accounts & Finance topic, case study, real life example, mastery assessment .

Aimed Markets:
This program is launch for the fresh entrant to the financial services industries, candidates wants to grow CFPs certifications & experts with an attention in financial plan / wealths managements/portfolio managements / equity researches.

Program Outcomes:
On conclusion of the lessons, a 'Digital Certificate' will be honored. However, a physical certificates is also obtainable at an additional cost of Rs 250/-.

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