Certificate in Financial Planing and Wealth Management

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Certificate in Financial Planing and Wealth Management

Course Overview

Sector : Banking &  Finance         Duration : 3 Month

Language : Hindi                            Eligibility : Graduate

Course Fee : 6000/-                       Course Type : Classroom


  • Placement as Customer Services Officer at Private Bank. & NBFC

Course Description

Certificate in Financial Planing and Wealth Management  as a “process of developing strategies to help people manage their financial affairs to meet life goals.” It includes analyzing the client’s financial status, developing a financial plan for the client and implementing it for the client’s benefit.  

A Certified Financial Planner can find several career opportunities in financial advisory services as well as in the finance sector. A financial planner can offer services in the capacity of a consultant or represent his/her organization for offering financial planning services to individuals and organisations.


DURATION: 90 days classroom training & 3 month internship.