Financial Planning (Basic)
Discover the fundamentals of managing your or your clients’ finances with our “Financial Planning (Basic)” course. Perfect for beginners and those looking to establish a strong financial foundation, this course covers essential topics such as need for financial planning, financial planning process, risk management, investment planning, and the roles and responsibilities of a SEBI registered investment adviser. Explained in simple – terms, this course ensures that financial planning concepts are easily understood by the learner. Whether you’re an individual or an investment advisor, this course provides practical skills that can be applied immediately to secure your or your clients’ financial well-being.
Certificate: Earn a Certificate upon successful completion
Flexible Timeline: Learn in accordance with your schedule
100% Online: Start now and learn from anywhere
Learning Hours: Approximately 5 hours to complete.
Learning Medium: English
Who should take this Course
• Investment advisers and Mutual fund distributors in AMCs, Banks, and Broking firms
• Students aspiring for a career in investment advisory
• Individual investors wanting to expand knowledge on personal financial planning
Course Content
It’s a beginner-friendly course providing valuable insights on basics of financial management, including the financial planning process, risk management and investment planning, estate and retirement planning, etc. Key modules include:
• An Overview of Financial Planning
• Risk Management and Insurance
• Debt Management and Loans
• Investment and Retirement Planning
• Role of a SEBI Registered Investment Adviser
Learning Hours and Access Period
This course has approximately 5 hours of learning content including videos, module quizzes, and assessments. To complete the course, you will be given access to the course content for 30 days from the date of your registration. If you are not able to complete the course within the access period of 30 days, you can re-register for the course and start from the beginning.
Assessment and Certificate
Candidates will be tested through an online Multiple-Choice Question-based assessment of 30 minutes immediately after the course. Candidates will need to score a minimum 60% in the online assessment to earn the certification. After successfully passing the assessment, candidate will be able to download the course Certificate.
Course Fee
The course fee is Rs. 1500 plus applicable taxes per candidate.
FAQs
1. How to register for the course?
To register for the course, click on the register button on the top right corner, next to FAQs.
2. How to pay the course fee?
During the registration, you will be prompted to pay online using Net Banking, Debit or Credit Cards, UPI, and Wallets.
3. What is the duration of the course?
The course has approximately 5 learning hours of content.
4. What is the access period for the course?
You will get access to the course content for 30 days from the date of your registration.
5. What if I am unable to complete the course within 30 days?
If you are not able to complete the course within the access period of 30 days, you can re-register for the course and start from the beginning.
6. Can I access the content in my mobile?
Yes, the course can be accessed through the mobile devices.
7. Can I download the content?
No, it cannot be downloaded.
8. Is there any proctored examination for this course?
No. However, there will be an end course MCQ type assessment.
9. Are there any passing criteria for this assessment?
A minimum of 60% marks is required to pass the assessment.
10. How will I get my certificate?
After successfully completing the course, you will be able to download the course Certificate.
11. How to get more information regarding this course?
For more information you can download the course prospectus, email elearning@nism.ac.in or call 02192-668492/93.
Helpdesk: 02192-668492/8493
Email: elearning@nism.ac.in