Master in Financial Planning

  • At the end of the course, learners will understand the following concepts:
  • Financial planning process
  • How to set goals and assess risk tolerance.
  • How to process and analyze information
  • Construct personal financial statements
  • Understand the basic asset classes
  • Create portfolios with appropriate asset allocation strategies
  • Target Audience
14,999.00

Training Highlights

Industry recognized certificate

Worldwide companies use DigiGrowHub for hiring every year. So a certificate from DigiGrowHub is recognized everywhere

What placement assistance will you receive?

Free Placement Preparation Training

Access to curated Internships & Jobs

Top performers will be highlighted in their internship & job applications

What will be the training syllabus?

63 Lessons45h

MODULE 1: Financial Planning Principles, Process and Skills

Financial planning process
Financial planning practice and ethics
Professional Skills
Regulatory, economic and political environments that affect personal financial planning
Law and compliance
Time value of money
Critical thinking
Draft Lesson

MODULE 2: Financial Management

MODULE 3: Tax Principles and Optimization

MODULE 4: Investment Planning / Asset Management

MODULE 5: Risk Management and Insurance Planning

MODULE 6: Retirement Planning

MODULE 7: Estate Planning and Wealth transfer

MODULE 8: Integrated Financial Planning

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