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
Training Highlights
Learn from home
Stay safe indoors
Training Certificate
From DigiGrowHub Trainings
Placement Assistance
To build your career
Video Tutorials
Learn anytime, anywhere
Build projects
For hands-on practice
Doubt Clearing
Through Q&A forum
Beginner Friendly
No prior knowledge required
Lifetime Access
To the platform
Downloadable Content
With lifetime access
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
Who will be your teacher?
